According to research statistics from the starting point research institute, in the first half of 2018, the total output of lithium battery separator was 760 million square meters, up 18.8% year-on-year. Among them, wet diaphragm increased by 16.4% year-on-year, and dry diaphragm increased by 24.9%.
According to the latest data released by the China Automobile Association, the sales of new energy vehicles in June reached 84,000 units, and the cumulative sales in January-June were 412,000 units, an increase of 111.6% year-on-year. Some small electric scooters or electric vehicles in the city. The output has also increased accordingly.
Since a small electric scooter or a tool-type electric vehicle has a relatively low energy storage requirement, and does not require a battery to pursue a too high energy density ratio, the lithium iron phosphate battery has a cost advantage, so the dry diaphragm The demand is increasing.
According to public information, the companies involved in the layout of dry-membrane in 2017 include Zhangzhou Pearl, Yingbolai, Huiqiang New Energy, Xinghezhonggong and so on.
In April this year, there was news: Huiqiang New Energy Materials Phase II annual production of 150 million flat dry diaphragm project has been put into production; Yingbolai Phase 3 dry production line has also been completed, the production capacity will increase by 25 million square meters / year.
In addition, there is such a phenomenon in the diaphragm industry: Some companies led by wet diaphragms have begun to turn to coated diaphragms and have a certain market share.
For example, Shanghai Enjie has independently developed an oil-based PVDF coated diaphragm product for soft-package batteries (product features a one-coat pottery, double-sided PVDF and backlog). In 2018, the coated diaphragm product will be applied on a large scale. The market demand is large, and large battery manufacturers have asked Shanghai Enjie to proof the product.
Also in the field of coated diaphragms, Sinoma Technology, which was also investigated at the end of last year, revealed that the company has a new production line of 240 million square meters (including two production lines with a single line capacity of 40 million square meters and two production lines with a single line capacity of 60 million square meters. At the same time, it will build 4 ceramic coating production lines with a production capacity of 40 million square meters. The construction is relatively smooth. The samples of new production lines have been sent to the mainstream customers for testing. Some customers have already audited the factory.
At present, there are still companies that are constantly in the process of coating diaphragms, such as Star Source Materials, Jiangsheng New Materials, Qi Tailai, Sinoma Technology, etc.
Among them, Xingyuan Material Co., Ltd. issued a non-public offering plan on June 15 this year. The total amount of funds to be raised will not exceed 2 billion yuan. The raised funds will be used for the 'super coating factory' project after deducting the issuance costs. The annual production capacity of lithium-ion battery dry diaphragm is 400,000 square meters, and the high-performance lithium-ion battery coated diaphragm has an annual processing capacity of 100 million square meters.
It is also because the market share of coated diaphragms began to increase. In the first half of 2018, the wet and dry diaphragms were significantly reduced in price, with the wet diaphragm falling 39% and the dry diaphragm falling 50%.
The Tianfeng Securities Research Institute has measured the global diaphragm demand and market space, and the results show that
It is estimated that the global diaphragm demand will be 3.3 billion yuan in 2020, and the market space is nearly 10 billion yuan.
Although the dry diaphragm technology is mature and the price is low, the wet method and the coated diaphragm have obvious advantages in terms of diaphragm thickness and electrolyte wettability, so wet method + coating is the mainstream trend, and the future dry diaphragm will be combined with the wet diaphragm. Maintain 10% and 90% market share respectively.
According to the calculation of 1GWh power battery corresponding to 0.2 billion flat dry diaphragm or 0.2 billion flat wet diaphragm, the global diaphragm demand is expected to reach 1.468 billion flat in 2018, and it is expected to exceed 3.3 billion flat in 2020. It is assumed that the average unit price of diaphragm is 10%-15%. In 2020, the global diaphragm market is still close to 10 billion.
