New energy vehicles and Li-ion battery separator
New energy vehicles and Li-ion battery separator
New energy vehicles in 2012 will make 10 times the lithium battery separator needs translation
According to the Investment Adviser Lee Sheng-mao said auto industry analyst with the gradual promotion of new energy vehicles, the future demand of power lithium battery materials would be detonated. Although China is now electric bicycles, motorcycles and other light electric car ownership has more than 50 million, ranking first in the world, which derive a large number of battery manufacturers also. However, some key technologies, is still foreign master, lithium batteries with the electrolyte membrane is the example.
Lithium-ion batteries because of a high voltage, energy density (light weight), no memory effect, long cycle life and no pollution, etc., become the main power supply of various electronic products, the global demand for lithium-ion battery average annual increase of 30 % or more, the market is huge. China currently accounts for lithium-ion battery production over a third of the world's total, more than 100 manufacturers of lithium ion battery materials demand,
Lithium-ion battery from the positive and negative electrodes, electrolyte and polymer separation membrane composition, membrane materials, Department of lithium highest technical barriers to a high value-added materials, usually over 70% gross profit margin, accounting for 20-30% of the cost of lithium batteries . Lithium-ion battery separators commonly used polypropylene (PP), polyethylene (PE) single layer membrane, and by the PP and PE multilayer composite microporous membrane as the separation membrane, polypropylene, for example, the raw material cost of about 8 yuan / ton, and will be processed into membranes, its value can be up to 300 yuan / ton, a substantial appreciation of the hundreds of times.
From the exterior view, it is no ordinary white plastic obvious difference, but the structure of lithium batteries, the divide is a key component of the inner layer. Membrane performance, a direct impact on the battery's capacity, cycling performance and safety performance and other characteristics. Fosugufen Chief Engineer, chairman Ng Yiu Fai Root pointed out that as a high technology content, the diaphragm is made of lithium in the final product, and now the company has mastered the core technology of the diaphragm. Currently, the domestic annual demand is about 130 million square meters, and Jinhui 1200 the company made more than one million square meters.
According to the Investment Adviser's "new energy vehicles in China in 2008-2010 Industry Analysis and Investment Consulting Report" noted that the formation of one million by 2012 if the size of hybrid vehicles, battery separator requires nearly 4 million square meters, while the current domestic divide the total capacity of 1.3 million square meters. Battery may be the next double-type growth, its demand will be 10 times more mobile phone battery.
Polymer film in thin film solar cells has broad application in the same space, development and production of lithium battery separator film, solar photovoltaic system for the new membrane material is the general direction enterprise upgrading. However, domestic enterprises can produce only a handful of membrane, leading to foreign imports has been constrained by high prices, this is a very high manufacturing cost of lithium main reason, of course, an important application of lithium one of the reasons.
Currently, the domestic energy production and membrane only star-source technology, Jinhui Tech two technology is relatively mature market, serious shortage of supply, most dependent on imports, the market dominated by Japanese Asahi Chemical Industry, Tonen Chemical, and the United States Celgard control. Membrane with a typical "high-tech, high-capital" characteristics, and the project cycle is very long, risky investment, the investment enthusiasm of domestic enterprises is not high.
Expected global demand for polyethylene, polypropylene and aromatics, and other major demand for petrochemical products will be higher than the global GDP2-3% growth rate, the fastest growing in Asia. To this end, the world's leading oil and petrochemical companies, ExxonMobil Chemical is actively investing to meet this growing demand. Fujian, China is building through joint ventures and the construction of a new petrochemical plant in Singapore to make world-class petrochemical plant's production capacity more than doubled. Meanwhile, Saudi Arabia and Qatar also promote large-scale investment projects, and in South Korea building a new lithium battery separator plant.
Although the lithium industry in promoting the development of the diaphragm is of great significance, but from the investment point of words, the diaphragm with a typical "high-tech, high capital" characteristics, and the project put into operation from the start to a long period, investment risk, to some extent hindered domestic enterprises to invest in this important area.
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