Development Status and Trend of Lithium Battery Separator Industry in China

The separator is one of the key inner components of a lithium-ion battery . Its main function is to isolate the positive and negative electrodes and prevent electrons from passing through, while allowing ions to pass through, thereby completing the rapid transfer of lithium ions between the positive and negative electrodes during charge and discharge. . The performance of the diaphragm directly affects the battery internal resistance, discharge capacity, cycle life and battery safety performance. The thinner the separator and the higher the porosity, the smaller the internal resistance of the battery and the better the high-rate discharge performance. Therefore, the separator plays an important role in improving the overall performance of the battery.

The development of the global lithium battery separator material industry depends on the market demand for lithium-ion batteries, while the sales of lithium-ion batteries are determined by the development of the downstream application market. According to a survey conducted by True Lithium Research, in 2011, the global sales of lithium-ion batteries totaled 26.635 million kWh, an increase of 23.54% compared with 2010 (2156.03 million kWh). In the Chinese market (data statistics are limited to mainland China, the same below), the sales volume of lithium-ion batteries reached 4.5648 million kWh in 2011, an increase of 23.28% compared with 2010 (368.81 million kWh). The growth rate is basically in line with the global market. From the perspective of global sales of lithium-ion batteries in China in 2010 and 2011, although China’s market share is around 17%, Chinese companies’ lithium-ion battery production has reached 25%, which means More than 8% of lithium-ion battery products are sold abroad.

Analysis of the current situation of lithium ion battery separator industry in China

For China, among the four key materials of lithium-ion batteries, only the diaphragm has not achieved complete self-sufficiency. However, China's diaphragm industry is developing at a very fast pace. Since Xinxiang Green New Energy Materials Co., Ltd. ("Gréen") took the lead in realizing the localization of diaphragm materials in 2004, domestic diaphragms have been in the low-end market. The process of large-scale replacement of imported products began. In 2011, Chinese companies achieved a total sales volume of approximately 67 million m2, and the global market accounted for 14.63%, ranking third in the world. Based on the proportion of lithium-ion battery sales in the world of 25%, China's lithium-ion battery companies have a diaphragm demand of about 114.5 million m2 in 2011. Based on this calculation, the self-sufficiency rate of China's diaphragm in 2011 has exceeded half, reaching 58.52%, far higher. Numbers given by most research institutions. Moreover, some well-known lithium-ion battery companies in Japan and South Korea began to consider purchasing diaphragm products produced by Chinese companies. This explains to a certain extent that the diaphragm industrialization technology of Chinese enterprises has reached a considerable level.

Judging from the sales volume of the company, the sales volume of China's diaphragm in 2011 was basically by Gryan, Foshan Jinhui Gaoke Photoelectric Material Co., Ltd. (hereinafter referred to as “Jinhui Hi-Tech”) and Shenzhen Xingyuan Material Technology Co., Ltd. (hereinafter referred to as "Star Source Material") completed by 3 companies. Among the three companies, Gryan has the largest sales volume of about 23 million m2, but the average selling price is also the lowest, about 5-6 yuan/m2; Jinhui Gaoke and Xingyuan materials are basically the same, both at 18 million m2. Left and right, the former is mainly in the high-end 3C (referring to communication products Communication, computer products Computer, consumer electronics products lithium battery ) small battery products market, the average selling price is around 9 yuan / m2, the latter mainly attack low-end 3C small battery And the automotive power battery market, the average selling price is between Jinhui Hi-Tech and Gryen. Others such as Foshan Donghang Optoelectronics Technology Co., Ltd. (hereinafter referred to as “East Air Optoelectronics”) and Tianjin Dongyu Membrane Technology Co., Ltd. (hereinafter referred to as “Tianjin Dongyu Membrane”) also contributed a small amount. China Eastern's 2011 sales segment was about 4 million m2, and the company had almost no sales in 2010. It is worth noting that some of China's more powerful companies have begun to pay attention to and intervene in the lithium battery separator material industry, such as Yunnan Hongta Group, Shanshan Group, Zhangzhou Mingzhu Plastics Co., Ltd., Jiangsu Jiujiujiu Technology Co., Ltd. (hereinafter referred to as “Jiujiu Jiu Technology”, Yunnan Yuntianhua Co., Ltd., Zhejiang Dadong Packaging Co., Ltd., etc. The main customers of China's diaphragm companies are shown in Table 1.

China's diaphragm material industry characteristics

First, the market share of the backbone enterprises is getting bigger and bigger, and new enterprises are emerging one after another. Many of the newcomers have considerable financial strength or technical strength (mainly by returnees). From the perspective of the number of diaphragm companies, the number of diaphragm material companies in China far exceeds the sum of other countries and regions in the world. According to a sample survey conducted by the end of 2011 at the end of the real lithium research, there are at least 40 diaphragm manufacturers in China, such as: Grein, Jinhui Hi-Tech, Xingyuan Materials, Eastern Airlines Optoelectronics, Tianjin Dongpu Membrane, Zhongke Laifang Energy Development Co., Ltd., Shandong Zhenghua Diaphragm Technology Co., Ltd., Beijing Shouke Spray Technology Development Co., Ltd., Lekai Film Co., Ltd., Dalian Zhenbang Group Co., Ltd., Dezhou Donghong Film Technology Co., Ltd., Hebei Jinli New Energy Materials Technology Co., Ltd. , Beijing Xingyu Zhongke Membrane Technology Development Co., Ltd., Dalian Xinshi Technology Co., Ltd., Hangzhou Huarong Technology Co., Ltd., Nantong Tianfeng Electronic New Material Co., Ltd., Jiangsu Jinghong New Material Technology Co., Ltd., Jiujiu Jiu Technology, Jiangsu Li Ding Power Lithium Battery Diaphragm Material Co., Ltd., Zhejiang Nanyang Technology Co., Ltd., Zhejiang Dadongnan Group Co., Ltd., Danite Material Technology (Wuhu) Co., Ltd., Tongling Jingneng Electronics Co., Ltd., Lu'an Zaifeng New Material Co., Ltd. , Shanghai Ridong Optical Co., Ltd., Dairy Mick (Shanghai) Battery Diaphragm Limited Company, Shanghai Enjie New Material Technology Co., Ltd., Hangzhou Xuanda Trading Co., Ltd., Zhejiang Chihe Technology Co., Ltd., Changzhou Kangjie Battery Material Co., Ltd., Changzhou Qixin Chemical Trading Co., Ltd., Dongguan Gaoshan Chemical Products Co., Ltd. Shenzhen Naguang Optoelectronics Co., Ltd., Sanmenxia Xingbang Special Film Technology Development Co., Ltd., Henan Yiteng New Energy Technology Co., Ltd., Xinxiang Xinrui Battery Materials Co., Ltd., Liaoyuan Hong Drawing Industry Co., Ltd., Guilin Xinshi Technology Co., Ltd. Chongqing Tiandi Pharmaceutical Co., Ltd., Chongqing Newmi New Materials Technology Co., Ltd., etc.

Second, in the middle and high-end materials market for 3C small batteries, while the international giants are purchasing more and more, the price is getting lower and lower, which makes the material companies' profit margins lower and lower. At present, compared with other materials, the situation in the field of diaphragm materials is slightly better. This is because the international giants have just started to purchase, but the volume is still small, but even so, the price of diaphragm materials is rapidly declining. In 2011, China’s diaphragm materials The average unit price is less than 9 yuan / m2, individual sold below 5 yuan / m2, and even has a price of 3 yuan / m2 cabbage.

Third, the material products of a large number of enterprises are gathered in the low-end market, and the vicious competition in the industry is becoming increasingly fierce. Since China's diaphragm industry has not fully developed, many companies are facing a crisis of survival. At present, in the field of 3C small batteries, China's major lithium battery companies such as Tianjin Lishen Battery Co., Ltd., BAK Electronics (Shenzhen) Co., Ltd., BYD Co., Ltd., Dongguan New Energy Technology Co., Ltd., etc. It is a diaphragm material product imported from abroad. Domestic representative enterprises Douglas.Ryan, Jinhui High-Tech Star source material and membrane material products, mainly for the domestic medium and small lithium battery business, many other membrane materials enterprises a considerable portion of sales revenue did not even realize.

Fourth, in the market for diaphragm materials for automotive power lithium-ion batteries , although the domestic self-sufficiency rate has increased significantly in the past two years, the overall technical level is still low. For example, although the star source material has both dry and wet production processes, it can not produce 3 layers of PP/PE/PP composite film, only double layer PP/PP separator can be produced. Currently, it is only used for trial operation. Energy automotive products.

Forecast of development trend of lithium ion battery separator material industry at home and abroad in the next few years

To predict the development trend of the diaphragm material industry, it is necessary to study the changes in demand in the lithium ion battery market. In 2011, the global lithium battery market will be approximately 2,633,580 kWh, and will grow to 134,874,200 kWh by 2015, with an average compound annual growth rate of 49.45%. Among them, small lithium battery market demand growth from 2011 21,405,700 kWh in 2015 of 54,123,300 kWh, the average annual compound growth rate of 26.10%; power lithium battery market demand growth from 2011 5,230,100 kWh to 2015 7875.10 10,000 kWh, the annual average compound growth rate is as high as 96.99%.

Based on the judgment of the market demand for lithium-ion batteries, True Lithium Research predicts that the global lithium-ion battery separator market will grow at a high annual compound growth rate of 48.47% in the next few years. By 2015, the market size will reach 1.787 billion m2. About 5 times in 2011. Among them, the growth rate of the Chinese market is higher than the global market. It is estimated that by 2015, the Chinese market will reach a scale of 478 million m2, with an average annual compound growth rate of 66.63%.

From the data point of view, Chinese companies' diaphragm production can meet the demand of China's lithium-ion battery market, but it can not meet the demand for diaphragm products from Chinese lithium-ion battery companies. However, True Lithium Research predicts that with the gradual release of international giant power lithium battery capacity, the proportion of sales of lithium-ion battery companies in China will gradually decline from 25% in 2011 to below 20% in 2014. By 2014 or even 2013, the diaphragm production of Chinese companies can meet the market demand of domestic lithium-ion battery companies. At present, the biggest factor plaguing the development of China's diaphragm industry is still the issue of mass production technology and production equipment. However, in the current situation of China's relatively low diaphragm production (only 18.72%), True Lithium Research is still optimistic about China's diaphragm material industry in the next few years. True lithium research predicts that China's diaphragm material industry will grow at a high speed of 66.91% in the next few years, and will even be faster than the demand for lithium-ion battery market in China. By 2015, China's diaphragm market will generate sales of 520 million m2, and the global proportion will reach 29.10%.

From the perspective of product composition, in the next few years, the high growth rate of lithium-ion battery market demand is mainly contributed by power lithium-ion batteries. The market for small-sized lithium-ion batteries has shown a significant downward trend in the next few years. It will fall below half for the first time in 2015, and the market share will be only 40.73%. The market share of power lithium-ion batteries has been growing at a high speed, although In 2011, the demand for power lithium-ion batteries accounted for only 19.64% of the total market share, which is only 24.43% of the market demand for small lithium-ion batteries. However, starting in 2015, the total market demand for power lithium-ion batteries will exceed that of small lithium-ion batteries, reaching 59.27%. Therefore, for China's diaphragm material companies, it is imperative to improve the technical level in order to keep up with the market development needs of power lithium-ion batteries. Otherwise, even if China’s share of the global market continues to rise, corporate profit margins will be lower and lower, and the days will become more and more difficult.

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