Over lithium battery market prospects, the need to improve the industrial chain
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Author:YCY
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Published time: 2016-04-08
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Abstract: electric vehicles, energy storage batteries and other new energy industry in today's turbulent, and no doubt, lithium battery energy storage element as a recognized ideal because of the rise of new energy industry has been the concern and attention. China is also the field of power battery invested enormous financial and policy support, it has emerged BYD, BAK, the power of God, Cangzhou Mingzhu other global battery industry compelling backbone enterprises.
As can be seen from Cangzhou Mingzhu released in the first half of 2012 financial statements, the company achieved a total sales of lithium divide business income of 13.3 million yuan, the estimated actual sales area of about 100-150 square meters, gross margin 51.48%, far higher than the company's other product. Estimated the company's existing lithium ion battery separator production capacity of about 8 million square meters, downstream customers to develop well in the second half sales are expected to continue to grow. The company 20 million square meters of production capacity is expected to put into operation in the first quarter of 2013, will be able to meet the domestic production of lithium-ion batteries for about 10% of the membrane needs. Lithium-ion battery separator project requires high technological content, strong profitability, is expected to become a new profit growth point.
This also shows that the lithium-ion battery separator project in China has over prospects for development, but due to the lithium battery separator investment risk, high technical threshold, has not been able to achieve large-scale domestic production, as a constraint to the development of lithium battery industry bottlenecks, particularly in safety, consistency requires a higher power lithium-ion batteries in the field, but also from the country's largest producer of lithium batteries to power lithium battery production insurmountable obstacles.
The current global production capacity lithium battery rapid expansion, as the lithium battery separator production capacity growth rate of the main material exhibits hysteresis situation, many battery manufacturers have expressed varying degrees of shortage of the diaphragm, the membrane material to improve the capacity not only for our country and the world of lithium batteries the development of lithium battery industry is an urgent requirement. Thus, the emergence of the country as soon as possible out more Star source material is the same as national enterprises Perfection of the lithium battery industry chain, an important measure to enhance the production of lithium competitive and sustainable development capacity, but also in respect of China's new energy automotive industry the key to rapid development.
