Separator dynamics: the impact of solid-state batteries on separators is weak before 2030
Separator is the most competitive subdivision among the four major materials of lithium battery, and it is one of the subdivisions of lithium battery materials with more investment value.
Before 2030, solid-state batteries are only likely to be used in a small number of high-class electric vehicles, which are unlikely to have a major impact on the existing liquid lithium battery industry and have a weak impact on the separator.
New progress
Enjie shares: high-performance lithium-ion battery microporous separator project made new progress
Recently, the first phase of high-performance lithium-ion battery microporous separator production line has been filed.
Lithium Ion Battery Separator
The 16 high-performance lithium-ion battery microporous separator production lines and 39 coating lines invested and constructed will be constructed in two phases.
The first phase of the project will build 4 lithium-ion battery separator production lines and 12 coating lines;
The second phase of the project Construct 12 lithium-ion battery separator production lines and 27 coating lines, mainly to carry out the manufacturing and sales of lithium-ion battery separator base film and coating film.
On December 9th, XY Company announced its investment in “Super Coating Factory”, “lithium-ion battery wet separator project with an production capacity of 200 million square meters per year “, “high-performance lithium-ion battery wet separator and coated separator (Phase I, Phase II) Project”, continue to add new capacity projects for coated separators and wet-process separators.
Aisikai currently produces 510 million square meters of wet-process separators and 290 million square meters of ceramic-coated separators per year
The project has a total investment of 720 million US dollars. It is a lithium battery separator manufacturer, one of the four core materials of lithium batteries. It is mainly engaged in the research and development and manufacturing of the automatic production of lithium battery separators and ceramic coating separators.
In 2020, the company will increase its capital by 100 million US dollars to produce 510 million square meters of wet separators and 290 million square meters of ceramic coated separators.
