What is the price trend of the lithium iron battery separator industry?

Price trend analysis of lithium iron battery separator industry The domestic iron-lithium battery separator industry has a low production utilization rate, and its applications are mainly concentrated in low-end areas. High-end applications such as power lithium batteries rely on imports. The price of dry-process separators has dropped by about 70% compared with 3 years ago. , The gross profit margin has dropped to about 25%, and the wet diaphragm technology is not yet mature. At the beginning of January 2018, the mainstream price of 16μm wet process diaphragm was between 3.3 yuan and 4.4 yuan per square meter, and in mid-to-late April it further fell to 3 yuan-3.6 yuan per square meter, and the lower limit was further dropped to 3.5 yuan per square meter in early May. Square meters. If you take the year as a unit, this trend becomes more and more obvious. In the same period, the unit price of semi-finished base film was 3.76 yuan/square meter, 3.85 yuan/square meter and 3.04 yuan/square meter, a decrease of 19.15%; the unit prices of finished products were 4.13 yuan/square meter, 4.3 yuan/square meter and 4.12 yuan/square meter . At present, the price of the diaphragm manufactured by the dry process is already very low, at about 5 yuan/square meter, the price will continue to fall in the future, and the profit margin is already very low; the price of the wet process diaphragm is 10-12 yuan/square meter, wet There are almost no domestic companies that are capable of large-scale processing of diaphragms processed by French technology. At present, the gross profit rate of this business can reach 50%. The market development trend of the lithium iron battery separator industry. In recent years, with the continuous improvement of domestic separator processing companies in the wet processing technology, the output and performance of the wet separator are getting closer and closer to the level of foreign companies, and domestic companies have rapidly expanded their production of wet separators. , The pattern of the lithium battery diaphragm market has also changed. Although the dry-method diaphragm technology is mature and the price is low, the wet-coated diaphragm has obvious advantages in terms of diaphragm thickness and electrolyte wettability. Therefore, wet + coating is the mainstream trend. In the future, dry-method diaphragms will be compared with wet-method diaphragms. Maintain a market share of 10% and 90%, respectively. High-end products will be the future development direction of the lithium battery separator market. 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. The gross profit margins of Xingyuan Materials and Cangzhou Pearl Products, which are capable of processing mid-to-high-end products, both exceed 50%, which is much higher than the domestic average. They have entered the supply chain system of domestic and foreign first-line power lithium-ion battery manufacturers. Therefore, high-end products will be the future development direction of the lithium battery separator market. According to the calculation of 1GWh power lithium-ion battery corresponding to 20 million square meters of dry diaphragm or 20 million square meters of wet diaphragm, it is estimated that the global demand for lithium battery diaphragms in 2018 will be 1.468 billion square meters, and it is expected to exceed 3.3 billion square meters in 2020. Assuming that the unit price of diaphragms drops by an average of 10%-15% annually, the global diaphragm market will still be close to 10 billion in 2020. 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 should I pay attention to when customizing lithium batteries?