my country’s lithium battery separator market concentration is increasing day by day, with the market share of TOP3 exceeding 70%

Lithium-ion battery separator is one of the four key materials of lithium-ion batteries. The other three materials are positive electrode material, negative electrode material and electrolyte. Lithium-ion battery separators are used between the positive and negative electrodes of lithium-ion batteries to separate the positive and negative active materials and prevent the positive and negative electrodes of the battery from contacting and causing a short circuit. The state of the lithium-ion separator determines the interface structure, internal resistance, etc. of the battery. , will directly affect key indicators such as battery energy density, safety, and cycle life. The upstream of lithium-ion battery separators is mainly raw materials such as PP and PE, and the downstream is lithium-ion batteries. The terminal fields include digital products, new energy vehicles, energy storage, etc.

The production process of lithium-ion battery separators includes dry process and wet process. Dry process includes dry single drawing and dry double drawing. The dry single-drawing process is mainly suitable for single-layer PP, PE separators and composite separators, the dry double-drawing process is mainly suitable for single-layer PP separators, and the wet process is mainly suitable for single-layer PE separators. At present, the dry single drawing process occupies the mainstream position in the domestic market.

In recent years, as global energy shortages and environmental pollution problems have become increasingly serious, new energy vehicles have received strong support from various countries, and the scale of global new energy vehicle production and sales has expanded rapidly. Driven by policies, my country has become the world’s largest new energy vehicle producer for many consecutive years. country. At the same time, thanks to favorable factors such as the continued development of lithium battery energy storage technology and the significant reduction in battery costs, my country’s energy storage lithium battery market is also showing rapid growth.

Driven by the rapid development of downstream industries, my country’s lithium battery separator supply capacity continues to improve, and shipments continue to increase. According to the “China Lithium Battery Separator Industry Market Monitoring and Future Development Prospects Research Report 2023-2027” released by the Industrial Research Center, In 2022, my country’s lithium battery separator shipments will be more than 12.4 billion square meters, a year-on-year increase of more than 58%. In the future, driven by the continued rapid development of downstream industries, it is expected that my country’s lithium battery separator shipments may exceed 30 billion square meters in 2025.

Investment analysts pointed out that, stimulated by factors such as favorable policies, capital favor, and the rapid development of downstream industries, more and more companies are joining the lithium battery industry. In the diaphragm industry, the industry is showing a trend of extensive expansion, the industry’s supply capacity has been greatly improved, and the market competition is very fierce. As competition intensifies, price wars intensify. At the same time, downstream users’ requirements for product quality and supplier strength are also constantly increasing. Some companies that do not have the strength are gradually eliminated by the market. my country’s lithium battery separators are gradually concentrated on leading companies, and the market concentration is increasing. Improve, the market share of the top 3 companies in the industry will exceed 70% in 2022. At present, the leading companies in my country’s lithium battery separator industry mainly include Xingyuan Materials, Zhongxing New Materials, Huiqiang New Materials, Enjie Co., Ltd., Jinli Co., Ltd., etc.