According to the Investment Adviser Lee Sheng-mao auto industry analyst noted that with the gradual promotion of new energy vehicles, the future demand for power lithium battery materials will be detonated. Right now, although China electric bicycles sony vgp-bps9 battery, sony vaio vgn-fz battery, motorcycles and other light electric vehicles to retain volume has more than 50 million, ranking first in the world, thus derived are also a large number of battery manufacturers. However, some key technologies, it is still foreign to master, lithium batteries with the electrolyte membrane, is one example.
Lithium-ion batteries with a working voltage due to the high energy density (light weight), no memory effect, long cycle life, and pollution-free, etc., all kinds of electronic products to become the main power supply, the global demand for lithium-ion batteries average annual increase of 30 %, and a huge market, China's current lithium-ion battery production accounted for more than a third of the world's total and more than 100 manufacturers of lithium lithium-ion battery materials, the strong demand for lithium-ion battery from the positive and negative electrodes, electrolyte and polymer material isolation membrane composition, divide the Department of Li-ion materials technology, the highest barriers to a high-value-added material, gross profit margin is usually 70% or more, accounting for 20-30% of the cost of lithium ibm laptop battery. Isolating film lithium-ion dell vostro 1310 battery, dell vostro 1510 battery commonly used polypropylene (PP), polyethylene (PE) single-layer microporous membrane, as well as PP and PE by the multi-layer composite microporous membranes as a separation membrane, polypropylene, for example, its raw material cost of about eight thousand dollars / ton, but will its processing into a membrane, its value can be up to 300 yuan / ton, a substantial appreciation of the several hundred times.
From the exterior point of view, it is an ordinary white plastic no significant difference, but in the structure of lithium batteries, the diaphragm is one of the key components of the inner layer. Membrane performance, a direct impact on the ibm thinkpad r50 battery capacity, cycle performance, and security features such as. Fosugufen Chief Engineer, Jin Hui, chairman WU Yao Kan pointed out that as a high technological content, divide the last localization of lithium battery products, and now has mastered the film's core technology. At present, the domestic annual demand is about 130 million square meters, while Jinhui company to 1,200 million square meters.
According to the Investment Advisor "issued by China's new energy vehicles 2008-2010 Industry Analysis and Investment Consulting Report" points out that by 2012, if the formation of one million hybrid vehicles the size of the battery separator need nearly 400 million square meters, while the current domestic divide the total production capacity toshiba pa3291u-1brs battery, toshiba pa3291u-1bas battery is only 130 million square meters. Future power battery is likely to be double-type growth, their needs will be 10 times more cell phone battery.
Polymer film in the thin-film solar cells with a wide range of applications in the same space, development and production of lithium ibm thinkpad r50e battery separation film, solar photovoltaic system for the new material is a film company in the general direction of industrial upgrading. However, domestic enterprises can produce only a handful of membrane, leading to have 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 of the important reasons.
At present, the domestic companies able to produce membrane only star-source technology, Jinhui High-Tech 2 technology is relatively mature market, a serious shortage of supply, most dependent on imports, the market dominated by Japanese Asahi Chemical Industry, Tonen Chemical, and the United States Celgard dominate. Membrane with a typical "high-tech, high-capital" characteristics, and the project cycle is very long, the investment risk greater enthusiasm for investing in domestic enterprises is not high.
Expected global demand for polyethylene, polypropylene and aromatics and other major demand for petrochemical products will be higher than the global GDP2-3% rate of growth, while the fastest growth rate in Asia. To this end, the world's leading petroleum and petrochemical companies, sony vgp-bps8 battery, sony vgp-bpl8 battery, ExxonMobil Chemical is actively investing in order to meet this growing demand. Through the ongoing construction of a joint venture in Fujian, China and the construction of new petrochemical plant in Singapore to make it a world-class petrochemical plant of the increase in production capacity more than doubled. Meanwhile, Saudi Arabia and Qatar is also to promote large-scale investment projects, and in Korea, the construction of a new lithium battery separator plant.
Although the development of lithium power industry divide on the promotion of great significance, but from investment point of view statement, diaphragm with a typical "high-tech, high-capital" characteristics, and the project from start to production operation cycle is very long, greater investment risk, to a certain extent hindered of domestic enterprises in this ibm thinkpad r52 battery important area of investment.
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