A few days ago, Sinopec said in a survey by investor institutions that the lithium battery diaphragm must be the key industry for the company to invest in in the next few years. The company now has two main bodies in the lithium film industry, namely Hunan Zhonglium and Shandong Zhongliao Lithium Film. This year, especially since the second half of this year, the 7 micron lithium film products provided by the market to CATL have been supplied exclusively by the company for a long time, and the products are produced by Hunan Zhongli.
Sinamak said that in the first half of this year, especially since the second quarter, the company has ranked first among the major domestic customers, and its share has declined in the past month, mainly due to a lack of supply capacity. To this end, the company has corresponding expansion plans for next year. It is hoped that the company's supply capacity will be more than doubled next year on the basis of this year, and the production capacity will be increased more than several times during the next 14th five-year Plan period.
With regard to the industrial layout, Sinopec is now under commissioning with a production capacity of nearly 400m square meters, and by the end of next year, the production capacity will reach about 1.6 billion square meters, with a certain discount on supply capacity, hoping to achieve a shipment volume of about 1 billion square meters. The company is planning the integration of the two business platforms. after the completion of the integration, the company's lithium film industry framework will be to set up 4-5 factories under Hunan Zhongli parent company.
As for the future development trend of the diaphragm field, Sinopec said that it has been developing like this in the past from 16 microns to 12 microns to 9 microns to 7 microns, and the thinning of the diaphragm in the future should still be a trend, but it cannot be carried out indefinitely.
It is understood that in terms of customers, Hunan Zhongli has entered the supply system of domestic mainstream battery manufacturers such as CATL, ATL, Yiwei Lithium Energy and so on. According to industry analysis, Sinopec lithium diaphragm adopts the wet process Synchronize + asynchronous technology route. After the acquisition of Hunan Zhongli, the company also has the wet process Synchronize + asynchronous production capacity, and adopts an integrated two-wing model for development, realizing the closed loop from equipment technology to product technology to manufacturing and sales, and greatly improving its comprehensive competitiveness.
