On the 31 day, we announced the list of new materials R & D and industrialization projects to be supported in 2013, including the battery separator of three enterprises. Battery diaphragm gross interest rate is high, the current use of the majority of China's diaphragm imports, some A shares listed companies see this opportunity to enter the layout.

Industrialization of battery diaphragm

The list of the Ministry of Finance website on 31 2013 intended to support new materials research and development and industrialization projects for publicity, the project is involved in battery separator projects, respectively for the project project, with high safety heat-resistant membrane Hebei gold also effective energy Mstar Technology Ltd of power battery for high performance lithium ion battery separator development industry China Lucky Group Co. Ltd. and in the battery of the application demonstration project, Qingdao Haiba Energy Group Limited company with an annual output of 40 million square meters of high performance lithium ion battery PE wet film.

Public data shows, the total annual energy of gold also effective planning of high-end lithium ion battery with ultra high molecular weight PE monolayer and wet coating membrane of 270 million square meters. The first phase of the project has been completed and put into mass production in September 2012, of which the annual capacity of the lithium ion battery with high end wet method is 20 million square meters. All the technical indicators of the battery manufactured by the company have been tested and certified by the national authority of China Automotive Research and technology center, and have reached the leading level in the world.

It is understood that the battery diaphragm is a very important part of the battery, and the isolation of the positive and negative electrode plays an important role in the safety of the battery. The cost of the diaphragm accounts for about two to 30% of the total cost of lithium batteries, the gross interest rate is over 60%, and the highest interest rate in the four lithium battery materials is the highest. At present, the domestic membrane is mainly imported from Japan. The cost of domestic diaphragm production is about half of that of Japan. In the future, with the entry of domestic enterprises, the import substitution space is huge.

Active layout of listed companies

The higher gross margin of the diaphragm industry also attracts many listed companies to enter the layout.

In 2011, 366 million yuan was raised through a non - public issue, and a 60 million square meter lithium battery ion isolation membrane project was invested. The company recently said that the lithium battery diaphragm production line is currently in the debugging stage.

Cangzhou Mingzhu lithium battery separator project in October 2011 trial production, in May this year, a new line for the 20 million square meters of production capacity. In addition to the original old lithium battery separator line capacity of 6 million square meters, is expected this year, Cangzhou Mingzhu lithium battery separator production of up to 1300-1400 million square meters.

Nine "plans to invest in the coastal economic development zone in Jiangsu Rudong Province, an annual output of 13 million 200 thousand square meters of lithium battery separator project. Among them, the first production line design capacity is 6 million 600 thousand square meters. Now it has been tested, but it is still in the sample delivery test period. It is expected to contribute to the company in 2014.

Relates to the separator industry of listed companies as well as hi tech, Yuntianhua, Shenzhen Hui Cheng, Nanyang Technology, duofuduo etc..

It needs to be pointed out that many companies also have many problems coming together to enter the diaphragm industry. On the one hand, the total planning capacity has exceeded the actual shipment volume, on the other hand, the actual shipment volume can not be accepted by the market.

Insiders pointed out that the technology barrier of power class cathode material and separator is relatively high, and the domestic level is relatively backward. In the short term, it is difficult to achieve the technical requirements of power battery, and it is difficult to enter the main supply chain. According to the data provided by Guotai Junan Research Report, the market share of China's diaphragm enterprises is only 6%, and it is difficult for domestic products to be used for power batteries. At present, the domestic diaphragm quality positioning is still concentrated in the middle and low ends, and the high quality membrane to meet the demand of the market is not much. What enterprises should pay attention to is reliable technology