What are the development prospects of lithium battery separators?

Driven by the rapid development of the domestic new energy battery industry, my country's lithium battery separator companies continue to increase, processing technology has achieved breakthroughs, and the localization of lithium battery separators has accelerated. Compared with foreign companies, the diaphragms processed by domestic companies were mainly dry-stretched, and mostly low-end products. High-end wet-process diaphragms have been monopolized by foreign companies for many years. However, in recent years, with the continuous improvement of domestic diaphragm processing companies in the wet processing technology, the production and performance of wet diaphragms are getting closer and closer to the level of foreign companies. Domestic companies have rapidly expanded the production of wet diaphragms. The pattern of the lithium battery diaphragm market has Changes. Because the processing technology of the diaphragm has a high technical barrier, its cost accounts for about 10%-20% of the cost of the lithium battery, and the gross profit rate can reach 50%-60%. It is the product with the highest gross profit margin among the four important materials. Therefore, Lithium battery separators are also considered by the industry as one of the industries with the most investment value in the lithium battery industry chain. Looking forward to the future, the lithium battery diaphragm industry, with the expansion of production and the price decline, can only through technological innovation to go to high-end products, and the output can maintain a relatively high level of profit. In addition, as production expands and prices rise, small companies without technical strength will be eliminated by the market. The rule that the leftover is king also applies to the lithium battery diaphragm industry. High-end products will be the future development direction of the lithium battery separator market. In the early stage of industry development, Chinese companies were subject to factors such as matrix materials, equipment, and processing technology, and mainly focused on low-end diaphragm products. The homogeneity phenomenon was serious, making the competition of low-end diaphragm products increasingly fierce, and diaphragm prices continued to fall. As the demand for safety and load density of lithium batteries continues to increase, the demand for high-end separator products is also increasing. At present, the profitability of my country's high-end diaphragm market is still guaranteed, especially for wet-coated diaphragms with higher barriers. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: Do you know what performance test methods are important for lithium battery protection boards?