Influenced by the rapid development of Li-ion battery market, the recent two years have witnessed the soaring growth
of domestic Li-ion battery separator market. Specifically speaking, the output
of domestic Li-ion battery separators in H1 2016 has reached 400 million m2
with a YoY growth of 31.60%.
Source: Baidu
Market situation
On one hand, the stable enhancement of domestic separator performance has
received wide recognition from domestic battery enterprises, and domestic
separators are gradually replacing the imported separators. On the other hand,
serious polarized situation between low-end and middle & high-end arises
gradually in Chinese separator market, with surplus low-end separator products
and severe chaotic inter-enterprises competition, while in high-end separator
market, the majority of Chinese independent brand enterprises are still in the
dry tree when competing with foreign ones, and part of the battery enterprises
still rely heavily on the import of foreign high-end separators.
Competition pattern
South Korean enterprises are still in the leading position of the global Li-ion
battery separator market, but Chinese enterprises are gradually narrowing the
gap with Japanese and South Korean enterprises. For instance, of the top ten
global separator enterprises in H1 2016, apart from the first four foreign
enterprises, the rest six are Chinese enterprises, which are Shenzhen Senior
Technology Material Co., Ltd., Xinxiang Zhongke Science and Technology Co.,
Ltd., Cangzhou Mingzhu Plastic Co., Ltd., Henan Yiteng New Energy Technology
Co., Ltd., Hunan Chinaly New Material Co., Ltd., and Foshan Jinhui Hi-Tech
Optoelectronic Material Co., Ltd.
Product process
Wet-processed separator can be lighter than dry-processed one, and can better
maintain its completion in high temperature after coating, thus significantly
improving the thermal stability of the battery and facilitating the
problem-solving of high explosion ratio in ternary power batteries.
The increasing coverage of ternary power batteries in alternative energy
vehicle field also boosts the demand for wet-processed separators. Restricted
by factors including relatively high production technological barriers and
comparatively long construction cycle of production lines, the domestic
high-end wet-processed separators are expected to be in continuous shortage from
2016 to 2018.
Specifically, estimated from the assumption
that the total output of domestic Li-ion battery in 2016 will increase 10 GWh
compared with that of 2015, the total domestic consumption of Li-ion battery
separator in 2016 will be about 1,096 million m2. Currently, the effective
capacity of domestic Li-ion battery separator can be about 820 million m2/a,
and the final shipment, about 80% of the total capacity, may equal 656 million
m2/a by taking yield rate and cutting loss into comprehensive consideration,
thus posing quite a huge vacancy between supply and demand.
As a consequence, domestic manufacturers
are accelerating their pace in arranging wet-processed separator business.
For instance:
1. Suzhou Victory Precision Manufacture Co., Ltd. acquired 51% stock rights of
Suzhou Jieli New Energy Material Co., Ltd. in Nov., 2015. The acquired
enterprise currently possesses two production lines of wet-processed Li-ion
battery separator with capacity of 70-80 million m2/a, which steadily supplies
many leading Li-ion battery manufacturers at home and abroad. Moreover, the
latter also plans to construct another four production lines of wet-processed
Li-ion battery separator, with a potential capacity increase of 150 million m2/a.
2. Sinoma Science & Technology Co. Ltd. (SSTCL) started its layout of
wet-processed Li-ion battery separator market at the beginning of 2016. As
early as Aug., 2016, SSTCL has revealed in investors’ interactive platform that
its wet-processed Li-ion battery separator project (200 million m2/a) is under
intense construction and the equipment installation is expected to be completed
at the end of 2016, aiming at high-end market.
This article comes from China Li-ion Battery E-News 1610, CCM
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Tag: Li-ion battery