AA Ni-MH batteries

The gross profit of AA Ni-MH batteries diaphragms is basically stable, and there are great market opportunities for battery diaphragm materials

The gross profit of AA Ni-MH batteries diaphragms is basically stable, and there are great market opportunities for lithium-ion battery diaphragm materials. The massive expansion of the AA Ni-MH batteries diaphragm industry has caused the price of diaphragms to continue to decline in recent years. With high gross profit margins and rapid growth, the market prospects of lithium-ion battery diaphragms are bright. In the structure of lithium-ion batteries, diaphragms are one of the key inner components, and AA Ni-MH batteries diaphragms are very popular in the market.

The gross profit of AA Ni-MH batteries diaphragms is basically stable

In the revolution of new energy vehicles, Chinese companies have gradually replaced overseas products in materials, diaphragms, electrolytes and other products. Data show that Chinese companies control 50%-77% of the market share of four key raw materials in lithium-ion batteries-positive electrode materials, negative electrode materials, electrolytes and diaphragms.

Among the four major materials for lithium-ion batteries, diaphragms are crowned as the industry with the highest gross profit margin, with an initial gross profit of about 40%. With the breakthrough of diaphragm technology and the rapid increase of localization, the output is constantly being released. The annual price of diaphragms has fallen by 33% year-on-year, and the gross profit margin will decline rapidly. It is estimated that in the next few years, the gross profit of diaphragms should be around 25%.

Stimulated by new energy subsidies, a large amount of investment has been poured into the AA Ni-MH batteries diaphragm industry in stages. The industry has encountered some problems of poor management and has also accumulated a certain degree of short-term market risks. After some companies are eliminated and withdrawn, the market structure will be rapidly concentrated, and price competition will gradually become rational. At present, the overall gross profit margin of the industry has dropped to a relatively stable level, and product quality has also attracted great attention from lithium-ion battery manufacturers.

The influx of capital has led to the out-of-control of market competition. The overall market gross profit of diaphragm products with the highest technical barriers fell by about 10% last year. Driven by the "turnkey" model of Japanese and Korean equipment companies, the competition in the diaphragm market has quickly fallen into disorder, so that the Battery Diaphragm Special Committee of my country Plastics Association has continuously issued warnings to guard against vicious competition in the market.

It is precisely under the impetus of this model that the output of my country's AA Ni-MH batteries diaphragm market has expanded rapidly, the price war in the low-end market is fierce, and there is even a crisis of overproduction. The problems faced by the diaphragm industry have attracted great attention from the industry.

Lithium-ion battery diaphragm material market opportunities are great

In the structure of lithium-ion batteries, the diaphragm is one of the key inner components. The performance of the diaphragm determines the interface structure and internal resistance of the battery, which directly affects the battery's capacity, cycle and safety performance. The diaphragm with excellent performance is important for improving the overall performance of the battery. The important use of the diaphragm is to separate the positive and negative electrodes of the battery to prevent the two electrodes from contacting and short-circuiting. In addition, it also has the function of allowing electrolyte ions to pass through.

The quality of the diaphragm performance directly affects the battery's internal resistance, discharge capacity, cycle life, and battery safety performance. The discharge principle of lithium-ion batteries is that lithium ions in the negative electrode material of the battery are desorbed and moved to the positive electrode through the electrolyte, thereby completing the rapid transmission of lithium ions between the positive and negative electrodes during the charging and discharging process.

In recent years, more and more companies have entered the lithium-ion battery diaphragm industry, which is mainly due to the high profits in the diaphragm field. In the cost structure of lithium-ion batteries, diaphragms account for 21%, positive electrode materials account for 19%, negative electrode materials account for 9%, electrolytes account for 13%, and other materials account for about 38%. The diaphragm has a high technical content. Therefore, although it only accounts for 25% of the cost structure of lithium-ion batteries, its gross profit margin is as high as 70%, which is the most profitable link.

The diaphragm is the last link in the lithium-ion battery industry chain to be localized. At present, most of the domestic high-end diaphragms rely on imports. With the promotion of policies and technological innovation breakthroughs, the process of domestic substitution will accelerate. The breakthrough path is first in the process, among which thinness becomes a trend.

With the development of the lithium-ion battery industry, domestic lithium-ion battery diaphragms in the domestic market have gradually entered the AA Ni-MH batteries circle. Domestic diaphragm battery manufacturers represented by Green in Xinxiang, Henan, Zhongke Technology, Foshan Jinhui Hi-Tech, and Gaoyin have grown rapidly. Compared with imported diaphragms, their products are only 1/3~1/2 of the price of imported diaphragms, and the procurement cycle is relatively short.

However, the thickness, strength and porosity of domestic diaphragms cannot be taken into account as a whole, and the stability of mass-produced batches is poor. The vast majority of domestic AA Ni-MH batteries manufacturers use imported diaphragms. Therefore, research and development of low-cost, simple manufacturing process, appropriate pore size, high porosity, and mechanical strength that can meet the requirements of microporous polymer diaphragms is of great significance to improve battery performance and reduce battery costs.

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