According to the Investment Adviser Lee Sheng-mao analyst with the automotive industry, noted that with the gradual development of new energy vehicles, the future demand for feed materials of lithium will be activated. Right now, even if electric bicycles in China, motorcycles and other light electric vehicles, keep the volume has more than 50 million, ranking first in the world, which are derived are also a large number of Laptop battery manufacturers. However, some key technologies, there is always a foreigner to master, lithium batteries with the electrolyte membrane, is an example.
Lithium-ion batteries with an operating voltage due to the high energy density (lightweight), no memory effect, the long life cycle, and free of pollution, etc., all kinds of electronic products to become the source of main supply, global demand for lithium-ion batteries that average annual increase of 30% or more, the market is huge. China is currently producing lithium-ion batteries for more than one third of the world total and more than 100 manufacturers of lithium lithium-ion ThinkPad T41 battery materials, demand,
Lithium-ion battery of positive and negative electrodes, electrolyte and composition of polymer separation membrane, divide the Department of Li-ion materials technology, barriers to higher value-added material, the margin Gross is generally 70% or more, representing the cost of lithium batteries 20-30%. Isolate film lithium-ion Dell Latitude D505 battery commonly used in polypropylene (PP), polyethylene (PE) single layer microporous membrane, and the PP and PE by the multi-layer composite microporous membranes as a separation membrane, polypropylene, for example, his raw material costs about eight thousand dollars per tonne, but its transformation into a membrane, its value can be up to 300 yuan / ton, a substantial appreciation of several hundreds of times.
From the point of view outside a regular white plastic, no significant difference, but in the structure of lithium batteries, the diaphragm is a key component of the inner layer. Performance membrane, a direct impact on the hp OmniBook XE3 battery capacity, the cycle efficiency, and safety features such as. Fosugufen Chief Engineer, Jin Hui, Wu Yao Kan stressed that as a high technological content, divide the localization of products of the last lithium, and has mastered the basic technology of film. Currently, the national annual demand is about 130 million square meters, while firm Jinhui 1,200 million square meters.
According to the Investment Advisor “issued by the new energy vehicles in China during the 2008-2010 Industry Analysis and Investment Consulting Report, noted that by 2012, if the formation of a million hybrid vehicles the size of the sony VGP-BPS2 battery separator need nearly 400 million square meters, while the current domestic divide the total production capacity is only 130 million square meters. Batterie future may be double the growth -type, needs to be 10 times more cell phone battery.
In the thin film of polymer film solar cells with a wide range of applications in the same space, development and production of film separation of the lithium toshiba PA3191U-4BRS battery, the solar photovoltaic system for the new material is a film in Branch of the Industrial Modernization. However, domestic firms can produce only a handful of membrane, which has been subject to foreign imports, high prices, it is lithium a major cause of high production costs, of course, affect the application of lithium , one important reason.
Currently, domestic firms capable of producing membrane-star single technology source, Jinhui High-Tech 2 technology market is relatively well established, a serious shortage of supply, more dependent on imports, the market dominated by the Japanese Asahi Chemical Industry, Tonen Chemical, and the United States Celgard dominate. Membrane-type “high-tech features high capital, and the project cycle is very long, enthusiastic risk of higher capital to invest in BATCL50L domestic companies is not high.
Expected global demand for polyethylene, polypropylene and aromatics demand and other major petrochemical products will be higher than the global GDP 2-3% growth, while the highest rate of growth asia. To this end, the world oil and petrochemical companies, ExxonMobil Chemical is to invest actively in order to meet this growing demand. With the construction of a permanent joint venture in Fujian, China and the construction of a petrochemical plant in Singapore to become a world-class petrochemical plant to increase production capacity has more than doubled. Meanwhile, Saudi Arabia and Qatar is also promoting projects to large scale investment, and Korea, the construction of a factory new lithium apple iBook G4 12 inch battery separator.
Although the development of the distribution of power lithium battery industry on the promotion of great importance, but in terms of the investment declaration, the diaphragm with a typical “high-tech features top capital “, and the project from start to produce the duty cycle is very long, more investment risk, to some extent, hindered domestic firms in this important area of investment.