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the membrane price fight in Lithium ion battery field.

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  • the membrane price fight in Lithium ion battery field.

    Increasing the quality is only way out for the membrane price fight in Lithium ion battery field.
    Core tip: Separator ,which is rated the lest localized and highest technical barrier ,is one of the four key components, account for 10-20 percent of the total Li-battery cost. At present, the dry process is the main method, but the wet process developes quickly, especially the wet coating membrane, is the ideal choice for the high end separator. From the product level, subject to the matrix material, production equipments and process technologies, the homogenization is serious, the price competition is fierce , and the market share is considerably low.
    Battery diaphragm lever the rapid growth of market demand .
    In the background of 3C lithium slowdown, storage Li-battery market to be nurtured, the rapid growth of new energy vehicles stimulate Li-battery demand.To be estimated, vehicle Li-batteris in 2015 reach up to 13 million kwh, growth rate of over 100%. the vehicle battery membranes demand is about 17 billion RMB, nearly amount to the demand level of domestic 3C batteres, in two years compound growth rate is expected to exceed 50%, and will be core driving force for the separator demand in domestic market.
    The price competition is intensive to become the high-end is the only way out.
    In recent years, the low end diaphragm expanded excessively, led to production oversupply ,products homogenization and fierce price fight. In coming years the production capacity will be released gradually ,the predicament can’t be resolved in short term. Meanwhile oversea giants with high profit margin have large room to cut down price ,as well as expand production lines increasingly, thereby which may affect our domestic market, so it is too early to see the bottom price. In contrast ,the high-end market, competitive is less, profitability is stable, especially after the new subsidy policies ,which subsidize the enterprises according to the battery quality classes ,come into effect, high-end market demand will grow faster.
    GS reported
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