Time:2024.12.23Browse:0
Discussion on domestic lithium battery material separators. Among the four core materials for lithium batteries in my country, positive and negative electrode materials and electrolytes have been domestically produced, but high-end lithium battery separators are still a technical shortcoming. The separator is one of the key components of lithium batteries. The quality of the separator directly affects battery capacity, charge and discharge cycle life, flame retardant and explosion-proof safety performance and other indicators. At this stage, my country's domestic separators are mainly supplied to the low-end 3C battery market, while high-end separators still rely heavily on imports.
At present, the manufacturing process of lithium battery separators is mainly divided into wet method and dry method. Our country has entered the world's leading position in dry process technology. However, in the field of wet separators, although domestic companies have mastered the methods, it is still difficult to compete with foreign giants. In addition, core production equipment also mainly relies on imports.
High-end diaphragm technology has a very high threshold. It not only requires huge investment, but also requires a strong R&D and production team, sophisticated process technology and high-level production lines. For wet manufacturing processes, the extrusion mixing process of resin materials and additives and the stretching process are two core difficulties.
Overall, competition in my country's lithium battery separator industry presents the following characteristics:
Feature 1: The proportion of wet separator production is increasing year by year.
From the perspective of the process itself, dry separators and wet separators each have their own advantages and disadvantages. Dry separators have greater advantages in terms of production technology, cost, environmental protection and economy, while wet separators have low short circuit rate, porosity and air permeability. Large controllable range and other advantages.
Judging from the current market applications and the choices of global lithium battery companies, dry separators and wet separators coexist.
However, in recent years, as the proportion of ternary lithium batteries has increased, the proportion of wet separator production has also steadily increased. The latest data shows that in 2017, domestic wet separator production reached 806 million square meters, accounting for 56%, and its share exceeded that of dry separators.
In view of the respective characteristics of dry separators and wet separators, the demand for wet separators will gradually expand in the future, but it will not completely replace dry separators in a short time.
Feature 2: The company’s concentration of shipments is high
In terms of shipments, overall in 2017, my country's dry-process separators and wet-process separators had a high concentration of companies, especially for wet-process separators. The top three companies accounted for 71% of the shipments, and the top five accounted for 71%. 87%; the top three dry-process separator companies accounted for 42%, and the top five companies accounted for 55%.
Feature 3: Production capacity is obviously regional.
Judging from the current regional distribution of lithium battery separator material companies in my country, the concentration is generally high, mainly in East China and Central China, with production capacity proportions reaching 48% and 27% respectively; South China also accounts for 10% of production capacity, and other regions have All are below 10%.
Feature 4: Enterprise production capacity expansion is accelerating and competition will intensify in the future.
It is worth mentioning that among the four main materials of lithium-ion batteries, separators have the highest gross profit. Therefore, domestic companies have entered the separator field one after another, hoping to get a share of the power battery dividend.
Some companies have put production lines into production for wet separator projects as early as 2017; others have spent hundreds of millions of yuan acquiring equity in domestic wet separator production teams to develop their own wet separator fields; Some companies have raised billions of dollars to build "super coating factory" projects, building 50 high-performance coating separator production lines, and simultaneously building 8 new-generation dry process separator production lines. After the project reaches full production, it will have an annual production capacity of 400 million square meters of dry process separators and an annual processing capacity of 1 billion square meters of coated separators, etc. Many domestic lithium battery companies have launched an offensive on wet separator projects. It is believed that in this fiercely competitive environment, my country's wet separator technology can develop more rapidly.
In terms of lithium battery separator technology, my country's dry separator technology has entered the world's first-tier team. However, the wet separator technology is still far from the world's top technology. However, domestic companies have little experience in wet separator technology. Efforts have also been made to study, a large amount of investment has been made, and many researchers in this field have been hired. Therefore, it can be said that the future of domestic diaphragm technology development is promising.
After talking about the diaphragm technology of lithium batteries, let’s return to the lithium battery UPS itself. Good diaphragm technology has a great impact on lithium batteries, but when purchasing a lithium battery UPS, you need to pay attention to more than just the lithium battery diaphragm. technology, as well as other materials for lithium batteries and other technologies.
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