The development of polymer lithium batteries is worrying

Nowadays, the diaphragm industry is like a photovoltaic company, with hot money rolling in, and market competition is particularly fierce. Statistics show that there are 21 domestic companies that have announced the production of polymer lithium battery separators, and announced the production capacity of 477 million square meters per year. In contrast, the domestic market consumption in 2011 was only 160 million square meters; taking into account other under construction or preparations , Unannounced projects, if all projects are put into production before 2015, the total production capacity will be 1.2 billion square meters per year, even far exceeding world demand. 'Due to the slow development of energy storage technology and the sluggish demand for electric vehicles, the huge market capacity of the polymer lithium battery industry has not been effectively released. The short-term decline in the overall price of polymer lithium battery products has exacerbated the revenue dilemma of related companies.' In an interview, Xiao Han, a researcher in the new energy industry of the investment consultants, said: “China’s polymer lithium battery industry is still a “low-end manufacturing industry”, and its mastery of the core technology and superb technology of polymer lithium batteries is obviously insufficient. It is difficult to cover up the shortcomings caused by the lack of separator products on a large-scale launch. The polymer lithium battery industry is very likely to follow in the footsteps of the photovoltaic industry.' It is reported that polymer lithium batteries have four key materials: negative electrode material, electrolyte, positive electrode material and The first three types of separators have basically achieved localized substitution, and the process of localization of separators has just begun. Such products account for about 1%-20% of the manufacturing cost of polymer lithium batteries. In recent years, China has set off a wave of investment in battery separators. From the perspective of the projects that have been put into production and planned to be constructed, the technical routes used in the diaphragm project include dry, wet and electrospinning processes. The product types include single-layer polyethylene (PE), single-layer polypropylene (PP), and polyamide (PI) Film etc. But what is worrying is that at the end of 2011, China's domestic enterprises that have already put into production announced that the production capacity of the diaphragm was 360 million square meters per year, but the industry estimated that the output was only 40 million square meters, accounting for only 11% of the announced production capacity that year. Even though the total domestic diaphragm production capacity reached 1.2 billion square meters in 2015, the actual output may only be between 15%-20%, which is 180 million-240 million square meters per year. 'Relevant national departments and local governments should be prepared for danger in times of time, assess the situation, control the development speed and scale of the polymer lithium battery industry as soon as possible, limit the approval and launch of polymer lithium battery projects, and avoid using'tomorrow's overcapacity to create today's GDP'. 'Xiao Han believes that, 'At the same time, companies should formulate long-term development strategies, do not blindly use polymer lithium battery engineering as the main project, and it is not appropriate to overly infiltrate the polymer lithium battery separator field when the technology research and development is not enough.' As the polymer lithium battery material with the highest technical barrier and the lowest localization rate, from 2011 to 2012, China still had 70%-80% of separators to be imported. Although domestic products are currently inadequate and high-end technologies also have bottlenecks, the key lies in market applications. The proportion of localized products will increase. Compared with imported products, the gap in performance indicators of some domestic manufacturers' products has begun to narrow, and they have a price advantage. The industry believes that large-scale investment will bring about the solution of technical bottlenecks. This has been verified in the fields of cathode materials and anode materials, and there are even successful cases in photovoltaics and wind power. The accumulation of domestic land, labor, and upstream and downstream fields. The quality of the diaphragm products can be achieved one step behind the international level, while the price is the lowest in the world. The most important role of localization to replace imported products is the reduction in the price of diaphragm products. In 2003, the price of imported diaphragms was 15-20 yuan per square meter, but nowadays, communication battery diaphragms have been lower than 10 yuan per square meter, and power batteries are low. It can reach 12 yuan, and the price of Celgard products in the United States is higher, about 15-18 yuan per square meter. According to an analysis conducted by an institution in July 2012, China currently only accounts for about 6% of the world’s market share of polymer lithium battery separator products, but in the next five years, the world may bear the low price of Chinese polymer lithium battery separator products. gunfire. 'Whether China's polymer lithium battery separator products can fully occupy the international market is not the key. How to establish a complete industrial chain in the polymer lithium battery industry and how to improve the core competitiveness of polymer lithium battery companies is the key issue.' Xiao Han believes, ' my country’s polymer lithium battery industry has already seen signs of a “Great Leap Forward”, laying a major hidden danger to the long-term healthy development of the industry. China’s polymer lithium battery separator products will become the next “Made in China” pronoun.'