the market demand for lithium battery separators continues to rise, and the development trend of the industry continues to improve.
the lithium battery separator is an important internal component of the lithium-ion battery. it can separate the positive and negative electrodes of the battery and prevent the two electrodes from contacting and causing a short circuit. lithium battery separators have the advantages of good electrical insulation, good wettability, good breathability, and good automatic shutn protection performance, and play a decisive role in the overall performance of lithium-ion batteries.
the production process of lithium battery separator includes dry method and wet method. the dry process requires feeding, casting, heat treatment and slitting. it has the advantages of simple operation and low production cost, but it can easily cause environmental pollution. the wet process requires feeding, casting, lifting, extraction and other processes, and can strictly control the quality and size of the separator, but the production cost is high.
lithium-ion batteries have excellent performance and are in strong demand in the chinese market. according to statistics from the ministry of industry and information technology, my country’s lithium-ion battery production reached 324.0gwh in 2021, a year-on-year increase of 106.0%. as the prosperity of the lithium-ion battery industry continues to improve, shipments of lithium battery separators, as a key component of lithium-ion batteries, have shown a significant growth trend. according to the “2022-2027 china lithium battery separator industry in-depth research and market investment risk consulting report released by the industrial research center, in 2021, my country’s lithium battery separator shipments reached 7.96 billion square meters, a year-on-year increase of 107.6%. however, at present, my country’s lithium battery separator shipments cannot meet market demand, and its dependence on imports is high.
new energy vehicles are the terminal application field of lithium battery separators. in recent years, with the rapid economic development and the continuous improvement of national living standards, consumers’ demand for car purchases has become increasingly strong. driven by the “double carbon” goal, new energy vehicles have gradually become a mainstream product in my country’s automobile market. according to statistics from the china association of automobile manufacturers, my country’s new energy vehicle production will reach 3.545 million units in 2021, a year-on-year increase of 159.5%. benefiting from the rapid development of nstream industries, the scale of my country’s lithium battery separator market continues to expand, exceeding 3.50 billion yuan in 2021.
there are many lithium battery separator manufacturers in my country, and the industry competition is fierce. my country’s leading lithium battery separator companies include cangzhou mingzhu plastics, shenzhen xingyuan materials, yunnan enjie new materials, guangdong midland new materials, sinoma technology, etc. the above five companies account for nearly 60.0% of the chinese market. xingyuan materials specializes in the research and development, production and sales of lithium-ion battery separators, and has a competitive advantage in the global market. according to the annual report of xingyuan materials, the company’s lithium battery separators achieved revenue of 1.84 billion yuan in 2021, a year-on-year increase of 109.7%.
industry analysts people said that benefiting from the rapid development of the new energy automobile industry, the market demand for lithium batteries continues to grow, and lithium battery separators are used as lithium batteries. key components, industry development space continues to improve. in terms of market competition, my country’s lithium battery separator market is highly concentrated. driven by the technological innovation of leading companies, the shipment volume of lithium battery separators continues to increase, and the development trend of the industry continues to improve.
