Domestic wet diaphragm technology continues to break through, and the demand is promising

With the rapid growth of the new energy vehicle market, the lithium battery industry chain has ushered in a comprehensive outbreak, and the separator, one of the four major materials of lithium batteries, has attracted great attention
from the capital market because of its broad market prospects.
Since 2016, relevant listed companies have increased their investment in diaphragms
.
Cangzhou Pearl, the diaphragm leader, plans to form three wet diaphragm production lines, and after reaching production, it will add 105 million square meters of wet diaphragm production capacity every year to improve the company's product structure
.

Sinoma Technology plans to establish Sinoma Lithium Film Co.
, Ltd.
as a joint venture to undertake the construction of "lithium battery separator film production line construction project with an annual output of 200 million square meters", and plans to build 4 lithium battery separator film production lines and 4 ceramic coating production lines
.
In addition, Hefei Jieshi New Materials Co.
, Ltd.
, a wholly-owned subsidiary of Suzhou Jieli New Energy Materials Co.
, Ltd.
, a subsidiary of Shengli Precision Holdings, plans to purchase 10 lithium-ion battery separator film production lines and some key equipment
.
On January 16, the foundation stone of Hefei Xingyuan New Energy Materials Co.
, Ltd.
, a plant invested by lithium battery leader Guoxuan Hi-Tech, was laid, with a total investment of 3 billion yuan, and it is planned to build 6 new high-performance lithium-ion battery separator film production lines
.

As investment continues to boom, the domestic substitution process of diaphragms, especially wet diaphragms, will be greatly accelerated
.
China's lithium battery separator industry technology is also constantly improving
.
At present, China has mastered the relevant production process of dry diaphragm and achieved import substitution, but the field of wet diaphragm still mainly relies on imports
.
Compared with wet diaphragms, dry diaphragm processes have relatively low technical difficulty, relatively small investment scale, and relatively short
payback period.

Cangzhou Mingzhu said that the current domestic wet diaphragm is small in scale and mainly concentrated in the low-end field, and the high-end is basically dependent on imports
.
It is imperative to break through the bottleneck of wet diaphragm technology and capital and accelerate the substitution of imports to achieve healthy and sustainable development of the industry
.
With the continuous growth of downstream market demand and the continuous breakthrough of coated wet diaphragm technology, the domestic demand for wet diaphragm has broad prospects and greater space for import substitution
.