In the first half of 2018, the total output of the diaphragm was 760 million square meters, up 18.75% year-on-year. The output of wet diaphragm was 410 million square meters, accounting for 53.9%. In recent years, the demand for wet diaphragm continues to rise due to the application of new energy vehicles. At present, most of the diaphragms used in domestic lithium batteries for new energy vehicles use wet diaphragms. New energy vehicles are experiencing explosive growth under the support of national policies, driving the growth of power batteries. In the next few years, power batteries are pulling wet diaphragms. The main engine for a sharp rise in production.
Driven by the new energy vehicle policy, the output of wet diaphragms continues to grow. Among the domestic enterprises, the top three companies Shanghai Enjie, Suzhou Jieli, Changyuan Lithium are the main wet diaphragm manufacturers, accounting for the entire wet method. The total volume of the diaphragm is 54.6%, which is in the first echelon. The second echelon of Zhangzhou Pearl, Xingyuan Material, Hebei Jinli's production capacity is gradually released, the share is growing rapidly, and the stamina is full.
After a careful investigation, the starting point study (SPIR) selected the TOP10 enterprises of China's lithium battery wet diaphragm in the first half of 2018, in order to help investment institutions select the target, the company to find long-term partners, personal choice of work platform.
In the first half of 2018, China's lithium battery wet diaphragm production TOP10 enterprises (10,000 square meters)
Selection method: According to the selection of the first half of the 2018 lithium battery wet diaphragm production size ranking
Remarks: Some companies are reluctant to disclose relevant data or are reluctant to enter the rankings. This ranking is not included in this ranking.
Company Profile
1, Shanghai Enjie New Material Technology Co., Ltd.
Shanghai Enjie New Material Technology Co., Ltd. signed a contract with Wuxi for a total investment of 5 billion yuan. The project plans to build 16 fully automatic imported film production lines, 40 coating production lines and 5 aluminum plastic film import production lines. And plans to set up a high-end film product research and development center.
At present, Shanghai Enjie has 6 production lines, the latest production line speed of 60 meters / minute or more, the largest amount of film can be 120 million square meters / year, at the same time, has three production bases in Shanghai, Dongguan, Zhuhai, a total of 320 million M2 capacity. The company has established stable cooperation with well-known battery manufacturers LG, BYD, Guoxuan Hi-Tech and other bulk suppliers, and is the only certified supplier of Samsung SDI in China.
2, Liyuan in the park
Founded in January 2012, Changyuan Lithium New Materials is a high-tech enterprise dedicated to the development, production and sales of new energy automotive lithium-ion battery wet diaphragm materials. In August 2017, it officially joined the domestic outstanding listed company - Changyuan Group, became a holding subsidiary of Changyuan Group.
At present, the company has a registered capital of 263.35 million yuan. It has three production bases in Changde, Changsha, Ningxiang, Changsha, and Hohhot, Inner Mongolia. The production equipment is all imported from Japan, and the equipment is highly automated. It is planned to complete the construction of 20 wet diaphragm production lines by 2018. In 2019, 30 wet diaphragm production lines were completed. The annual production capacity is about 1.5 billion square meters.
At present, 10 wet diaphragm production lines have been put into production, and the production capacity is at the leading level in the same industry in China. The production process technology has been recognized by the Ministry of Industry and Information Technology as an internationally advanced level, filling the domestic gap in this field. The company's main customers include the Ningde era. BYD, Waterma, ATL, etc.
3, Suzhou Jieli
Suzhou Jieli was established in 2009, focusing on the production of wet diaphragm. Currently, there are 4 wet diaphragm production lines, which are expected to reach 6 at the end of the year, and the overall production capacity will reach 220 million square meters. Shengji Precision will continue to expand its production capacity after the merger. Its main customers include LG, SDI, ATL and BYD.
4, Zhangzhou Pearl
In 2009, the mass production diaphragm, successfully entered the BYD supply system in 2013, and entered the fast lane of development by the opportunity of the industry. Currently, there are 50 million square meters of dry normal line and 25 million square meters of wet normal line, and 60 million square meters of wet normal line under construction. (Initial production in early 2017), in addition to the proposed additional funds to build a new 105 million square meters of wet process capacity (in early 2018, put into production, and cooperation with AVIC Lithium). At present, major customers include BYD, AVIC Lithium, Suzhou Xingheng and so on.
5, star source material
The earliest enterprise in China with both dry diaphragm and wet diaphragm has a dry diaphragm capacity of 50 million square meters, a wet diaphragm capacity of 30 million square meters, and a capacity of 80 million square meters under construction with the Guoxuan joint venture plant. The main customers include South Korea LG. Chemical, BYD, Tianjin Lishen, AVIC Lithium, Wanxiang Group, Nandu Battery, Zhongju Battery, Youtli and other enterprises.
6, Hebei Jinli New Energy Technology Co., Ltd.
Hebei Jinli New Energy Technology Co., Ltd. has more than 700 employees, including R&D, engineering and technical personnel of 150 people, covering an area of 350 mu. Jinli has 1st, 2nd production line with a total capacity of 40 million square meters, and another 7 The production line is under planning, with a total investment of 2.2 billion yuan. After the production line of No. 4-6 is put into production, the company's total production capacity will reach 500 million square meters. After all production, the production capacity will reach 1 billion square meters of lithium battery separator. The main customers are Zhuhai. Yinlong, Weihong Power, Shanghai Aerospace Power Technology, Shibao New Energy, etc.
7, Chongqing button rice
As a subsidiary of Yuntianhua, a listed company, Nuomi Technology currently has two wet diaphragm production capacity of 25 million square meters per year, two annual production capacity of 15 million square meters dry diaphragm, and can produce 5-32 micron diaphragm. Clients include LG Chem, Waterma, Tianjin Lishen, Zhenhua Technology, Ha Guangyu, etc.
8, Tianjin Dongpu
The company started to develop wet diaphragm in 2004. It is one of the first manufacturers to introduce double-sided ceramic coated diaphragms in China. It currently has a production capacity of 25 million square meters and a capacity of 200 million square meters under construction. The main customers include Tianjin Lishen, Far East Foster. , De Langneng, BYD, etc.
9, Jinhui Hi-Tech
Jinhui Hi-Tech was established in 2006 by BYD and Foshan Plastics Co., Ltd., but in 2011 BYD transferred its shares and is currently a shareholding company of Foshan Plastic Technology. Jinhui Hi-Tech has a wet membrane capacity of 102 million square meters, and its main customers include BYD. 3. Ke battery companies, mainly 3C consumer electronics batteries.
10, Sinoma Technology
Sinoma Lithium Film Co., Ltd. is a Sinoma Technology Co., Ltd. established in March 2016, specializing in R&D, production, sales and technical services of high-performance lithium battery separator materials. It is headquartered in Shandong Tengzhou and its main production base. The project will build a 200 million square meter lithium battery separator production line, which currently has a base film capacity of 27.2 million square meters per year in Nanjing. The main customers include CATL, BYD, Yiwei Lithium and other battery companies.
