What are the reasons for the decline in the price of lithium battery separators

On the one hand, too much capital has been invested in the construction of new production in the past two years, and new production will be released in the second half of 2017. However, the performance of some new entrants is unstable. In order to digest production, they have to reduce product prices to obtain orders. The market environment is extremely messy. Diaphragm companies are indirectly forced to fight a price war. At the same time, the production of domestic first-tier diaphragm companies is also under rapid construction. After the production is put into production, there are distinct advantages in quality. With the help of scale effects, costs can decline rapidly. , So as to achieve price reduction, speed up the second and third-tier diaphragm companies to cut prices. On the other hand, the continued decline in subsidies for new energy vehicles has forced the price of power lithium batteries to fall, and the separator gross profit is the highest among the four major materials, and has become the primary price reduction target for lithium battery companies. The unanimous consensus of the industry is that the industry reshuffle has officially started this year, the price war must be fought, the market cannot accommodate so many players, and companies without capital and technical strength will be eliminated. It is estimated that 30% of lithium battery separator companies will be eliminated this year, and only 20%-30% will survive in the future. In the future, with technology, capital and other factors, the gap between companies will widen, and those companies that process small batches and cannot guarantee quality will inevitably be eliminated by the industry, and the industry will undergo an integration in the later stage. In general, the domestic lithium battery separator industry has a low production utilization rate, and its use is mainly concentrated in the low-end category. High-end applications such as power lithium batteries rely heavily on imports. The price of dry-process separators has dropped by about 70% compared with 3 years ago, and the gross profit rate has dropped. To about 25%, the wet diaphragm technology is still immature. 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: What types of lithium battery shell materials are there?