Top 10 lithium battery wet process diaphragm production companies in the first half of 2018

In the first half of 2018, the total output of diaphragms was 760 million square meters, an increase of 18.75% year-on-year. Among them, the output of wet-process diaphragms was 410 million square meters, accounting for 53.9%. In recent years, affected by the application of new energy vehicles, the demand for wet-process diaphragms has continued to rise. At present, most of the diaphragms used in lithium batteries of new energy vehicles in China use wet-process diaphragms. New energy vehicles are in an explosive growth stage under the support of national policies, driving a substantial growth in power batteries. In the next few years, power batteries will be the main engine driving a substantial increase in the output of wet-process diaphragms.

Driven by the new energy vehicle policy, the output of wet-process diaphragms continues to grow. Among domestic companies, the top three companies Shanghai Enjie, Suzhou Jieli, and Changyuan Zhongli are the main wet-process diaphragm manufacturers, accounting for 54.6% of the total wet-process diaphragm output, ranking in the first echelon. The second echelon companies Cangzhou Mingzhu, Xingyuan Materials, and Hebei Jinli Co., Ltd. have gradually released their production capacity, and their share has grown rapidly, with great potential.

After careful research, SPIR has selected the top 10 Chinese lithium battery wet-process diaphragm companies in the first half of 2018, in order to help investment institutions select targets, companies find long-term partners, and individuals choose work platforms.

Top 10 Chinese lithium battery wet-process diaphragm production companies in the first half of 2018 (10,000 square meters)

Selection method: According to the ranking of the output of lithium battery wet-process diaphragms in the first half of 2018

Note: Some companies are unwilling to disclose relevant data or are unwilling to be included in the ranking, so they are not included in this ranking.

Company Introduction

1. Shanghai Enjie New Materials Technology Co., Ltd.

The Enjie New Materials Project with a total investment of 5 billion yuan of Shanghai Enjie New Materials Technology Co., Ltd. was signed and settled in Wuxi. The project plans to build 16 fully automatic imported film production lines, 40 coating production lines and 5 imported aluminum-plastic film production lines, and plans to establish a high-end film product R&D center.

At present, Shanghai Enjie has 6 production lines, the latest of which has a speed of more than 60 meters per minute and can produce a maximum of 120 million square meters of film per year. At the same time, it has 3 production bases in Shanghai, Dongguan and Zhuhai, with a total production capacity of 320 million square meters. The company has established stable cooperative relations with well-known battery manufacturers such as LG, BYD, and Guoxuan High-tech and has formed batch supply. It is also the only certified supplier of Samsung SDI in China.

2. Changyuan Zhongli

Founded in January 2012, Changyuan Zhongli New Materials is a high-tech enterprise dedicated to the development, production and sales of wet-process diaphragm materials for lithium-ion batteries for new energy vehicles. In August 2017, it officially joined the outstanding domestic listed company Changyuan Group and became a holding subsidiary of Changyuan Group.

At present, the company has a registered capital of 263.35 million yuan and has built three production bases in Changde, Hunan, Ningxiang, Changsha, and Hohhot, Inner Mongolia. All production equipment is imported from Japan, and the equipment has a high degree of automation. It is planned to complete the construction of 20 wet-process diaphragm production lines by 2018 and 30 wet-process diaphragm production lines by 2019. The annual production capacity is about 1.5 billion square meters.

At present, 10 wet-process diaphragm production lines have been put into operation, and the production capacity is at the leading level in the domestic industry. The production process technology has been evaluated and recognized as internationally advanced by the Ministry of Industry and Information Technology, filling the gap in this field in China. The company's main customers include CATL, BYD, Watma, ATL, etc.

3. Suzhou Jieli

Suzhou Jieli was founded in 2009 and focuses on the production of wet-process diaphragms. It currently has 4 wet-process diaphragm production lines, and it is expected to reach 6 by the end of the year, with an overall production capacity of 220 million square meters. Shengli Precision will continue to expand its production capacity after acquiring it. Its main customers include LG, SDI, ATL and BYD.

4. Cangzhou Pearl

The company started mass production of diaphragms in 2009 and successfully entered BYD's supply system in 2013, taking advantage of the industry's explosive growth to enter the fast lane of development. It currently has 50 million square meters of dry-process lines and 25 million square meters of wet-process lines, and is building a 60 million square meter wet-process line (to be put into operation in early 2017). In addition, it plans to raise funds through additional issuance to build a new 105 million square meter wet-process capacity (to be put into operation in early 2018, in cooperation with AVIC Lithium Battery). Its main customers include BYD, AVIC Lithium Battery, Suzhou Xingheng, etc.

5. Star source material

As the first company in China to produce both dry-process and wet-process diaphragms, it currently has a dry-process diaphragm production capacity of 50 million square meters and a wet-process diaphragm production capacity of 30 million square meters. The capacity of the joint venture factory under construction with Guoxuan reaches 80 million square meters. Major customers include LG Chem of South Korea, BYD, Tianjin Lishen, AVIC Lithium Battery, Wanxiang Group, Narada Battery, Sinopoly Battery, and Utelli.

6. Hebei Jinli New Energy Technology Co., Ltd.

Hebei Jinli New Energy Technology Co., Ltd. currently has more than 700 employees, including 150 R&D and engineering technicians, and covers an area of ​​350 acres. Jinli Co., Ltd. already has a production line 1 and 2 with a total capacity of 40 million square meters, and another 7 production lines are under planning, with a total investment of 2.2 billion yuan. After the production lines 4-6 are put into production, the company's total production capacity will reach 500 million square meters. After all are put into production, the production capacity will reach 1 billion square meters of lithium battery separators. The main customers include Zhuhai Yinlong, Microvast Power, Shanghai Aerospace Power Technology, Shibao New Energy, etc.

7. Chongqing New Rice

As a subsidiary of listed company Yuntianhua, Newmi Technology currently has two wet-process diaphragm production lines with an annual output of 25 million square meters and two dry-process diaphragm production lines with an annual output of 15 million square meters, capable of producing 5-32 micron diaphragms. Its main customers include LG Chem, Watma, Tianjin Lishen, Zhenhua Technology, Ha Guangyu, etc.

8. Tianjin Donggao

The company started to develop wet-process diaphragms in 2004 and is one of the first domestic manufacturers to launch double-sided ceramic coated diaphragms. It currently has a production capacity of 25 million square meters and a capacity of 200 million square meters under construction. Its main customers include Tianjin Lishen, Far East Foster, Delon Energy, BYD, etc.

9. Jinhui Hi-Tech

Jinhui Hi-Tech was jointly established by BYD and Foshan Plastics Technology in 2006, but BYD transferred its shares in 2011 and is currently a joint venture of Foshan Plastics Technology. Jinhui Hi-Tech has a wet-process diaphragm production capacity of 102 million square meters, and its main customers include BYD, BAK and other battery companies, mainly 3C consumer electronic batteries.

10. Sinoma Science & Technology

Sinoma Lithium Membrane Co., Ltd. was established by Sinoma Science & Technology Co., Ltd. in March 2016 to specialize in the research and development, production, sales and technical services of high-performance lithium battery separator materials. Its headquarters and main production base are in Tengzhou, Shandong. The first phase of the project will build a 200 million square meter lithium battery separator production line. Currently, it has a base film production capacity of 27.2 million square meters per year in Nanjing. Its main customers include battery companies such as CATL, BYD, and EVE Energy.