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Status of lithium battery separator industry

Release time:

2024-09-27

become the key to break out. Nevertheless, leading companies such as Enjie have consolidated their leading position in the industry and accelerated the internationalization process by continuously expanding production capacity, increasing market share and strengthening R&D investment.

Status of lithium battery separator industry

The status quo of lithium battery diaphragm industry shows a trend of rapid growth and market centralization.

As one of the core components of lithium-ion batteries, the performance of lithium battery diaphragm directly determines the safety, energy density and cycle life of the battery. With the popularization of new energy vehicles, smart phones and other electronic products, the market demand for lithium-ion batteries continues to grow, which in turn promotes the rapid development of the lithium battery diaphragm industry. The global diaphragm competition pattern is dominated by China, South Korea, Japan and the United States, in which China's market share has increased at a significant rate, production capacity continues to concentrate in China, and the Chinese market continues to converge to the head of the enterprise. The main reason for this trend is the rapid development of the new energy automobile industry and the vigorous promotion of policies, as well as the widespread popularity of mobile electronic devices for high-performance batteries continue to grow in demand. The rising awareness of environmental protection and the pursuit of clean energy have also contributed to the expanding market demand for lithium batteries as a clean and efficient energy storage solution.

From the perspective of market structure, wet-process diaphragm occupies the vast majority of the market share. Wet diaphragms are made through a phase conversion process and usually have a higher porosity compared to dry diaphragms, which helps to improve the lithium ion transport efficiency, thereby enhancing the charging and discharging performance of the battery. The microstructure of wet diaphragms provides better electrolyte wettability and absorption, which helps form a uniform electrolyte layer and enhance the overall performance of the battery.

With strong strength in technological innovation, industry chain synergy, cost advantage and downstream market development, Chinese enterprises have gained a significant position in the global lithium battery diaphragm market. With the promotion of the “double carbon” goal and the global consensus on reducing carbon emissions, the new energy vehicle industry continues to grow at a high rate, the global new energy vehicle market has developed rapidly, and the demand for lithium battery separators has increased significantly. In addition, the energy storage field as a large-scale application of lithium-ion batteries in another direction, its market demand is also growing significantly.

However, the competitive situation in the industry has become increasingly fierce, and the production capacity of many manufacturers has ushered in the centralized release, resulting in an imbalance between the industry's production capacity, supply and demand, and the price war is getting more and more intense. In this case, technology competition and cost reduction and efficiency has become the key to break out. Nevertheless, leading companies such as Enjie have consolidated their leading position in the industry and accelerated the internationalization process by continuously expanding production capacity, increasing market share and strengthening R&D investment.