The average price of lithium-ion battery wet separator industry dropped by more than 30%

The average price of the lithium-ion battery wet separator industry has dropped by more than 30%. As an important part of lithium-ion batteries, lithium-ion battery separators account for 5-10% of the total cost of lithium-ion battery materials. my country's demand for lithium-ion battery separators is also increasing. In terms of price, with the continuous release of production and continuous improvement of technology, the price of lithium-ion battery wet separators has been declining in recent years. The average price of the lithium-ion battery wet-process separator industry has dropped by more than 30%. There is such a phenomenon in the lithium-ion battery separator industry: some companies dominated by wet-process separators have begun to turn to coated separators and have a certain market share. It is precisely because the market share of coated diaphragms has begun to rise, the prices of wet and dry diaphragms have dropped significantly in the first half of 2019, with wet diaphragms falling by 39% and dry diaphragms by 50%. Affected by the weakening demand for power lithium-ion batteries, diaphragm companies generally have insufficient operating rates. In addition, data shows that the average price of the wet process diaphragm industry has fallen by more than 30% year-to-date, small and medium-sized companies have accelerated their exit, and market competition has further increased. In the third quarter, many diaphragm companies are expected to have a clear decline in net profit, and the deep reshuffle is still in progress. Judging from the trend in 2019, the head diaphragm company will increase production, improve internal comprehensive management, and invest in the development of new functional diaphragms to further reduce costs and widen the gap with third- and fourth-tier companies. Diaphragm is a heavy asset industry. Under the situation of increased differentiation between companies, the operating pressure faced by the following echelon companies has increased sharply. The editor predicts that some lithium-ion battery diaphragm companies will close down or stop production in 2019. Since the production of wet-process diaphragms has not yet been expanded on a large scale in a short time, the current price of wet-process diaphragms has little room for decline. With the expansion and effective release of the production of various companies, there will be relatively large price declines in 2019 and 2020. Range, it is estimated that by 2020, the average market price of my country's lithium ion battery wet separator market will be around 3.5 yuan per square meter. On the one hand, the reason for the decline in the price of lithium-ion battery wet-process separators is that excessive capital has been invested in the construction of new production in the past two years. The new production will be released in the second half of 2017, but the product performance of some new entrants is unstable. Not reducing product prices in order to obtain orders has made the market environment extremely messy, and diaphragm companies are indirectly forced to fight a price war; on the other hand, the continued decline in subsidies for new energy vehicles has forced the price of power lithium-ion batteries to fall, while the gross profit of the diaphragm is in the fourth quarter. The highest among large materials has become the primary price reduction target for lithium-ion battery companies. As a leading company in the field of wet process diaphragms, Shanghai Enjie actively proposed a 20% price reduction at the beginning of 2018. At that time, the industry also joked that Shanghai Enjie began to implement dimensional reduction crackdowns on wet process diaphragm companies in the industry. Under the influence of price fighting, Diaphragm's gross profit has also declined. Summary: At present, the wet process diaphragm industry is under the pattern of 'one super, many strongThe price of lithium-ion battery separator industry is fierce, and high-end is the only way out.