The data shows that in 2011, the global demand for lithium-ion isolation membranes was approximately 400 million square meters, and the production value was approximately US$1.2 billion.
Experience shows that the global market demand for lithium-ion isolation films has remained at a growth rate of around 10% over the years. In the future, with the launch of the electric vehicle market, the demand for lithium-ion isolation films will be greatly increased. We forecast that in 2013, the market demand for lithium-ion separators will reach 560 million square meters, with an output value of approximately US$1.7 billion.
At present, 80% of domestic lithium-ion isolation membranes rely on imports, and import substitution space is large. As lithium-ion isolating membrane is still the highest link in the lithium-ion industry chain technology, Asahi Kasei Corporation, Dongfang Chemical and Celgard Corporation of the United States are the three monopoly giants in the lithium-ion isolation film market, accounting for about 20% of the global market share.
At present, there are mainly large-scale isolation membrane production lines for Star Source Materials, Jinhui Hi-tech and Xinxiang Greian. The products are mostly used for low-end lithium-ion batteries. High-end insulation membranes and power battery separators are almost all imported.
With the acceleration of localization of lithium-ion barrier films, we are optimistic about import substitution. As lithium battery insulation production line assumption period and product evaluation cycle are relatively long, it usually takes several years. We believe that companies that have already achieved mass production gain more in the import substitution process of lithium-ion barrier films.
Lithium giants seize the first industrial cluster effect of Dongguan lithium batteries. For the electric vehicle industry in Dongguan, the core lithium battery may be a good breakthrough.
This year, a batch of lithium battery companies such as the American battery giants ABAT Group and Shenzhen Meibai Technology have been stationed in Dongguan one after another, together with existing lithium battery companies such as Shanshan Battery, Maike New Energy, and New Energy Technology, and industrial clusters of lithium batteries in Dongguan. The effect is increasingly apparent, and a "feast" for the lithium battery industry is being staged.
Industry analysts believe that the emergence of Dongguan lithium battery industry clustering effect, or to bring new developments to the electric vehicle industry in Dongguan, in the introduction of vehicle projects is still uncertain, you can first occupy the commanding heights of lithium batteries.
Multiple Lithium-Ion Battery Projects Grab Beaches Dongguan's ABAT Group announced last week that the construction of the Dongguan plant is an exciting news for the Dongguan lithium battery industry.
On December 11, Dongguan Qiang Qiang New Energy Technology Co., Ltd. officially commenced construction. The company was established by the American ABAT Group with an investment of 83.33 million US dollars in Qingxi Township, Dongguan. It was officially signed in January this year, and was signed and officially put into production. The time was only 11 Months.
Qiangqiang Company is mainly engaged in R&D, manufacturing and sales of polymer lithium-ion batteries, with a designed production capacity of 800,000 ampere-hours per day and about 40,000.
According to public information, the American ABAT Group is a company listed on the NASDAQ market in the United States. It is mainly engaged in research and development and production of lithium batteries, R&D and production of electric bicycles, and research and development of electric vehicles. The company is headquartered on Wall Street.
Pushed forward for two months, Shenzhen Lithium Battery giant-Shenzhen Meibai Technology Group (hereinafter referred to as “Shenzhen Meibai Technologyâ€) announced that it will invest 200 million yuan to build lithium battery factory in Dongkeng, Dongguan. Huang Fuzhong, general manager of Shenzhen Meibai Technology Co., Ltd., said that the site of the factory has been demarcated, and the planning drawing has already come out and is about to enter the construction stage. According to reports, Meibai Technology's Dongguan plant will mainly be engaged in the production of power lithium batteries.
Huang Fuzhong also disclosed that once the Dongguan factory is built, it will gradually transfer the Shenzhen production capacity.
Meibai Technology is an earlier lithium battery company in Shenzhen. It officially entered the lithium battery industry in 2002. It mainly provides lithium batteries for laptops, digital devices, and mobile phones. However, under the circumstances that the development of electric vehicles in the country has become very popular, Meibai Technology has gradually shifted its focus to power lithium batteries.
Lithium-ion batteries have emerged as industrial clusters. Lithium battery giants at home and abroad have rushed to Dongguan. At the same time, existing companies such as Shanshan Battery, Maike and New Energy in Dongguan have also accelerated the pace of investment and construction this year.
Judging from the current industrial chain, Dongguan has basically built an industrial chain from lithium battery materials to lithium battery production and sales. Shanshan batteries mainly supply the raw materials required for lithium batteries, and Maike and New Energy mainly produce lithium. battery.
As one of the largest lithium battery manufacturers in the country, in the first half of this year, Shanshan Science and Technology (Group) Co., Ltd. (hereinafter referred to as Shanshan Technology) established Dongguan Gaoshan Chemical Products Co., Ltd. in Dongguan (hereinafter referred to as “Dongguan Gaoshan†"), the main sales of lithium-ion battery separator and related accessories, which means that Shanshan Technology will formally intervene in the last one of the four lithium battery materials - diaphragm, before, Shanshan Technology has been in Hunan, Shanghai, Dongguan and other layout of the positive , anode, electrolyte production.
Shanshan Technology's move means that the separators and electrolytes needed for lithium batteries will all be produced in Dongguan, which also means the layout of the Dongguan lithium battery industry at the top of the industrial chain.
“The size of Dongguan's lithium battery industry is not as good as that of Shenzhen, but it is not bad at the level of technology, especially in the raw materials of lithium batteries.†Huang Fuzhong believes that Shenzhen lithium battery companies are currently facing the need for capacity expansion, and the industrial chain will be more complete in Dongguan. Become the first choice for the expansion of Shenzhen lithium battery companies.
Experience shows that the global market demand for lithium-ion isolation films has remained at a growth rate of around 10% over the years. In the future, with the launch of the electric vehicle market, the demand for lithium-ion isolation films will be greatly increased. We forecast that in 2013, the market demand for lithium-ion separators will reach 560 million square meters, with an output value of approximately US$1.7 billion.
At present, 80% of domestic lithium-ion isolation membranes rely on imports, and import substitution space is large. As lithium-ion isolating membrane is still the highest link in the lithium-ion industry chain technology, Asahi Kasei Corporation, Dongfang Chemical and Celgard Corporation of the United States are the three monopoly giants in the lithium-ion isolation film market, accounting for about 20% of the global market share.
At present, there are mainly large-scale isolation membrane production lines for Star Source Materials, Jinhui Hi-tech and Xinxiang Greian. The products are mostly used for low-end lithium-ion batteries. High-end insulation membranes and power battery separators are almost all imported.
With the acceleration of localization of lithium-ion barrier films, we are optimistic about import substitution. As lithium battery insulation production line assumption period and product evaluation cycle are relatively long, it usually takes several years. We believe that companies that have already achieved mass production gain more in the import substitution process of lithium-ion barrier films.
Lithium giants seize the first industrial cluster effect of Dongguan lithium batteries. For the electric vehicle industry in Dongguan, the core lithium battery may be a good breakthrough.
This year, a batch of lithium battery companies such as the American battery giants ABAT Group and Shenzhen Meibai Technology have been stationed in Dongguan one after another, together with existing lithium battery companies such as Shanshan Battery, Maike New Energy, and New Energy Technology, and industrial clusters of lithium batteries in Dongguan. The effect is increasingly apparent, and a "feast" for the lithium battery industry is being staged.
Industry analysts believe that the emergence of Dongguan lithium battery industry clustering effect, or to bring new developments to the electric vehicle industry in Dongguan, in the introduction of vehicle projects is still uncertain, you can first occupy the commanding heights of lithium batteries.
Multiple Lithium-Ion Battery Projects Grab Beaches Dongguan's ABAT Group announced last week that the construction of the Dongguan plant is an exciting news for the Dongguan lithium battery industry.
On December 11, Dongguan Qiang Qiang New Energy Technology Co., Ltd. officially commenced construction. The company was established by the American ABAT Group with an investment of 83.33 million US dollars in Qingxi Township, Dongguan. It was officially signed in January this year, and was signed and officially put into production. The time was only 11 Months.
Qiangqiang Company is mainly engaged in R&D, manufacturing and sales of polymer lithium-ion batteries, with a designed production capacity of 800,000 ampere-hours per day and about 40,000.
According to public information, the American ABAT Group is a company listed on the NASDAQ market in the United States. It is mainly engaged in research and development and production of lithium batteries, R&D and production of electric bicycles, and research and development of electric vehicles. The company is headquartered on Wall Street.
Pushed forward for two months, Shenzhen Lithium Battery giant-Shenzhen Meibai Technology Group (hereinafter referred to as “Shenzhen Meibai Technologyâ€) announced that it will invest 200 million yuan to build lithium battery factory in Dongkeng, Dongguan. Huang Fuzhong, general manager of Shenzhen Meibai Technology Co., Ltd., said that the site of the factory has been demarcated, and the planning drawing has already come out and is about to enter the construction stage. According to reports, Meibai Technology's Dongguan plant will mainly be engaged in the production of power lithium batteries.
Huang Fuzhong also disclosed that once the Dongguan factory is built, it will gradually transfer the Shenzhen production capacity.
Meibai Technology is an earlier lithium battery company in Shenzhen. It officially entered the lithium battery industry in 2002. It mainly provides lithium batteries for laptops, digital devices, and mobile phones. However, under the circumstances that the development of electric vehicles in the country has become very popular, Meibai Technology has gradually shifted its focus to power lithium batteries.
Lithium-ion batteries have emerged as industrial clusters. Lithium battery giants at home and abroad have rushed to Dongguan. At the same time, existing companies such as Shanshan Battery, Maike and New Energy in Dongguan have also accelerated the pace of investment and construction this year.
Judging from the current industrial chain, Dongguan has basically built an industrial chain from lithium battery materials to lithium battery production and sales. Shanshan batteries mainly supply the raw materials required for lithium batteries, and Maike and New Energy mainly produce lithium. battery.
As one of the largest lithium battery manufacturers in the country, in the first half of this year, Shanshan Science and Technology (Group) Co., Ltd. (hereinafter referred to as Shanshan Technology) established Dongguan Gaoshan Chemical Products Co., Ltd. in Dongguan (hereinafter referred to as “Dongguan Gaoshan†"), the main sales of lithium-ion battery separator and related accessories, which means that Shanshan Technology will formally intervene in the last one of the four lithium battery materials - diaphragm, before, Shanshan Technology has been in Hunan, Shanghai, Dongguan and other layout of the positive , anode, electrolyte production.
Shanshan Technology's move means that the separators and electrolytes needed for lithium batteries will all be produced in Dongguan, which also means the layout of the Dongguan lithium battery industry at the top of the industrial chain.
“The size of Dongguan's lithium battery industry is not as good as that of Shenzhen, but it is not bad at the level of technology, especially in the raw materials of lithium batteries.†Huang Fuzhong believes that Shenzhen lithium battery companies are currently facing the need for capacity expansion, and the industrial chain will be more complete in Dongguan. Become the first choice for the expansion of Shenzhen lithium battery companies.
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