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锂电池隔膜产线快速扩张致产能过剩

2018-04-14 14:13
就目前来看,锂电池隔膜产线快速扩张致产能过剩所面临的问题已经引起行业內界的高度关注,到目前

为止,有大多数生产隔膜的厂家都放弃了投资生产锂电池隔膜,之前也有很多想进军隔膜生产领域的公

司,在合理的市场评估以及可靠数据的证明下放弃了投资隔膜产业。锂电池隔膜产业今后需要在提高生

产效率和产品质量上下功夫,降低成本、控制风险。
 

隔膜是锂电池电芯内部最重要的三大零部件之一,对其要求也很高,既要耐有机溶剂腐蚀,又要保持通

透性让离子顺畅穿过,还要抵御电化学产生的高温。锂电池里面隔膜的关键用途就是是把电芯的正极片

与负极片分开来,防止正极与负极接触造成电芯内部短路;并且可以让电解液中的带有负荷的锂离子在

两级片中穿梭,起到导电的作用。质量高的锂电池隔膜对锂电池的各项综合性能有非常好的作用,其性

能影响电池的结构、电阻大小、容量大小、循环次数以及安全性能等方面,特别是隔膜的抗穿刺、自关

断、耐高温等性能,是电池内部安全性的主要保障。不过,隔膜产能并没因此受限,随着现在世界各国

都在发展山东彩票网汽车,提倡节能环保,锂电池隔膜产线已经在快速扩张,后果是直接致产能过剩,带来

一系列的问题。到那时影响的不仅仅是隔膜行业了。
 

产能过剩,带来的直接后果就是隔膜产品价格快速降价,能生存下来的企业必定要经过严格的市场考验

,二考验不起的中小型企业就会面临着转型或者直接宣布破产了。根据中国有关部门调查与研究结果提

供的我们国内的隔膜公开报价,2017年以来各种高低端档次的锂电池隔膜产品的价格均有所下降,其中

中端干法隔膜的当前价格相对2016年同期降幅最大,达到了25%左右了;高端的湿法和干法隔膜价格浮

动比较小。在锂电池隔膜整体降价的格局下,无论湿法还是干法工艺,比较低端的隔膜一定会被淘汰出

市场,这就是市场优胜劣汰的规则,谁都不可能破坏规则。反之高品质高的隔膜才可以在隔膜市场上生

存下来。
 
 
综合以上所说的观点以及数据表明,低端的锂电池隔膜生产数值已经出现了过剩的局面,隔膜企业如果

不能在这后面几年取得技术上的创新突破,中国锂电池业发展的就仅仅是巨量产能、过剩产能。在高品

质高效率的市场上根本不可能占据一席之地,没有任何优势。



At present, the problems faced by the rapid expansion of the lithium battery diaphragm production line have aroused

high concern in the industry. So far, most manufacturers have given up the lithium battery separator, and there are

many companies that want to march into the field of diaphragm production, in a reasonable market evaluation. Based

on the estimation and reliable data, we have abandoned the investment diaphragm industry. The lithium battery

separator industry needs to work hard to improve production efficiency and product quality, reduce costs and control

risks.
 
The diaphragm is one of the most important three parts of the lithium battery core, which is also very demanding. It is

not only resistant to organic solvent corrosion, but also to keep the permeability smooth through the ion, and also to

resist the high temperature produced by the electrochemistry. The key use of the diaphragm in the lithium battery is to

separate the positive electrode from the negative electrode to prevent the contact between the positive pole and the

negative electrode to cause the internal short circuit of the electric core; and it can allow the load of the lithium ion in

the electrolyte to shuttle in the two stage and play a conductive role. High quality lithium battery diaphragm plays a

very good role in the comprehensive performance of lithium battery. Its performance affects the structure of the battery,

the size of resistance, the size of the capacity, the number of cycles and the safety performance, especially the

resistance to puncture, self closing, and high temperature resistance of the diaphragm, which is the main guarantee

for the internal safety of the battery. However, the capacity of the diaphragm is not limited. With the development of

new energy vehicles in all countries in the world and the promotion of energy conservation and environmental

protection, the line of lithium battery diaphragm production has been expanding rapidly. The consequence is a direct

cause of overcapacity and a series of problems. By that time, it was not just the diaphragm industry.
 
 
The direct consequence of the overcapacity is the rapid reduction of the price of the diaphragm products. The

enterprises that can survive must undergo a strict market test. The small and medium enterprises, which are unable

to afford the two test, will face the transformation or declare the bankruptcy directly. According to the survey and

research results of China's relevant departments, our domestic diaphragm open quotations have been offered, and

the prices of various high and low grade lithium battery diaphragm products have declined since 2017.The current

price of dry diaphragm at the middle end is the largest in 2016 compared with the same period in the same period of

the year, reaching 25% or so. The price of high-end wet and dry diaphragm is relatively small. In the framework of the

overall reduction of the lithium battery diaphragm, no matter the wet or dry process, the lower end of the diaphragm

will be eliminated from the market. This is the rule of the market to win the fittest, no one can destroy the rules. On the

contrary, high quality and high separators can survive in the diaphragm market.
 
The views and data mentioned above indicate that the production value of the low-end lithium battery diaphragm has

already appeared in the surplus situation. If the diaphragm enterprise can not achieve technological innovation in the

last few years, the lithium battery industry in China has developed only a large amount of capacity and surplus

production capacity. In high quality and efficient market, it is impossible to occupy a place without any advantages.

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