On the morning of February 8, 2022, according to the news released by Nantong, Jiangsu, the Nantong Municipal Party Committee and Municipal Government held a major project start-up activity in the first quarter of the city at the site of the Xingyuan lithium battery separator project in Nantong Economic and Technological Development Zone.

According to reports, the Xingyuan lithium battery diaphragm project is invested and constructed by Shenzhen Xingyuan Material Technology Co., Ltd. The total investment of the project is 10 billion yuan.

According to the data, Xingyuan Materials is a leading enterprise in the field of dry-process separators, specializing in the R&D, production and sales of lithium-ion battery separators in the fields of new energy, new materials and new energy vehicles.

In recent years, the global sales of new energy vehicles have soared, and power battery companies have expanded their production explosively, driving the demand for diaphragms to surge. Superimposed on the market demand for new energy grid-connected energy storage, 5G base station backup power storage and other market demands, relevant agencies predict that the domestic demand for lithium batteries will reach 430 GWh in 2022, and the corresponding diaphragm demand will reach 8.6 billion square meters, which will greatly drive the demand for diaphragms. .

Under the overall tight supply and demand of domestic diaphragms, the bargaining power of diaphragm enterprises will be improved, and with the increase in the proportion of diaphragm exports, and the existence of the price difference of diaphragms at home and abroad, the average price of diaphragms may increase.

With the expansion of downstream customers' production capacity, the demand for lithium-ion battery separators will increase accordingly, and companies with high-quality supply capabilities and production capacity guarantees will gain a lot of business opportunities. At present, Xingyuan Materials has reached stable cooperative relations with domestic and foreign first-line lithium battery manufacturers such as Ningde Times, BYD, Guoxuan Hi-Tech, AVIC Lithium Battery, LG Chem, Samsung SDI, Japan Murata, etc., forming a Shenzhen headquarters as the center, Shenzhen, Hefei, Relying on the three major bases in Changzhou, Japan's Osaka and Germany's Xingyuan-Pegasus New Material Branch coexist with a global strategic layout.

However, the expansion of demand will also intensify market competition, drive the improvement of diaphragm scale technology, and accelerate the reshuffle of the industry. The leading enterprises have the advantages of production capacity, technology, and customers, and are deeply bound to the terminal enterprises. They have strong own strength, and have global shipping capabilities. They cooperate more with foreign battery enterprises, and the export volume has increased significantly, and the market concentration will further increase. strengthen. Editor / Xu Shengpeng