What is the price trend of lithium-ion battery separator materials?
Price trend of lithium-ion battery separator materials: Among the processing costs of lithium-ion battery separators, the largest part of the cost lies in equipment depreciation and labor costs, accounting for nearly half, and important raw materials such as polyethylene, methylene chloride and white oil account for The ratio is about 30%, and electricity and gas account for about 20%. Among the many factors that affect the gross profit margin of lithium-ion battery separators, product prices are more distinct than operating costs. The sharp decline in the gross profit margin of many separator peers is obviously related to the decline in separator prices. When explaining the company's performance, Xingyuan Materials stated that the decline in product prices is one of the important reasons. This trend of price reductions did not stop in 2018. At the beginning of January 2018, the mainstream price of wet process diaphragm 16mu;m was between 3.3 yuan and 4.4 yuan per square meter, and in mid-to-late April it further dropped to 3 yuan-3.6 yuan per square meter, and the lower limit was further dropped to 3.5 in early May. Yuan/square meter. If you take the year as the unit, this trend becomes clearer. How fast the price of the diaphragm is falling is also explained in the innovative share acquisition book. From 2015 to 2017, the unit price of Shanghai Enjie coated film was 6.69 yuan/square meter, 5.75 yuan/square meter, and 5.56 yuan/square meter, respectively, which dropped by 16.89% in three years. In the same period, the unit price of semi-finished base film was 3.76 yuan/square meter, 3.85 yuan/square meter and 3.04 yuan/square meter, a decrease of 19.15%; the unit prices of finished products were 4.13 yuan/square meter, 4.3 yuan/square meter and 4.12 yuan/square meter . Moreover, in the sales of Shanghai Enjie base film, the company's important sales are semi-finished products whose prices have fallen sharply. The sales of finished products are decreasing, accounting for less than 10% in 2016.
