Lithium battery separator shipments are experiencing explosive growth as national policies drive industry development

The lithium battery separator is a porous film with evenly distributed micropores. It is located between the positive electrode material and the negative electrode material of the lithium battery. Its main function is to prevent the positive and negative electrodes of the battery from contacting and short circuiting, and at the same time, it provides microporous channels for electrolyte ions to pass freely. It is one of the key inner components in the lithium battery structure.

The upstream of the lithium battery separator industry chain is the supply of chemical materials such as polypropylene and polyethylene; the midstream is the production of subdivided products, mainly including dry separators and wet separators; the downstream is widely used in automobiles, consumer electronics, photovoltaics Wind power and other fields.

According to the “In-depth Research and Market Investment Risk Consulting Report on China’s Lithium Battery Separator Industry 2023-2027” released by the Industrial Research Center, As my country’s economic and technological development level continues to improve, the “dual carbon” policy continues to advance, the scale of new energy vehicles, photovoltaic and wind power industries continues to expand, and the demand for lithium battery market continues to grow, creating a broad consumer market for lithium battery separators. China’s lithium battery shipments will exceed 650GWh in 2022, a year-on-year increase of approximately 100%.

With the continuous development of the industry, the scale of domestic lithium battery separator production continues to expand, coupled with the impact of production technology updates and rising market demand, my country’s lithium battery separator shipments have experienced explosive growth in recent years. In 2022, China’s lithium-ion battery separator shipments will exceed 13.3 billion square meters, a year-on-year increase of approximately 65%. Among them, wet separator shipments exceeded 10 billion square meters, accounting for more than 75%.

In recent years, the state has issued a number of policies to encourage and support the development and innovation of the lithium battery industry. In October 2020, the General Office of the State Council issued the “New Energy Vehicle Industry Development Plan (2021-2035)”, proposing to implement battery technology breakthrough actions and carry out research on key core technologies such as positive and negative electrode materials, electrolytes, separators, and membrane electrodes. , strengthen technical research on the shortcomings of high-strength, lightweight, high-safety, low-cost, and long-life power batteries and fuel cell systems, and accelerate the research and development and industrialization of solid-state power battery technology. As one of the important components of lithium batteries, lithium battery separators have a good development environment.

Industry analysts People said that lithium battery separators are capital-intensive and technology-intensive industries, and have certain industry thresholds and technical barriers. After a period of development, my country’s lithium battery separator industry has continued to expand its production capacity and its share of the global market share has continued to increase. At present, there are a large number of domestic lithium battery separator manufacturers, and the market competition is fierce. However, due to insufficient research and development capabilities, production technology is relatively backward. Domestic products are mainly concentrated in the low-end market, and most of the mid-to-high-end products and key materials rely on imports. Domestic substitution in the market big space. The main domestic lithium battery separator manufacturers include CATL New Energy Technology Co., Ltd., China New Aviation Technology Group Co., Ltd., Guoxuan High-Tech Co., Ltd., Honeycomb Energy Technology Co., Ltd., etc.