13 billion yuan! Annual production capacity 7.5 billion m ²! Zhongke Hualian plans to layout 11 diaphragm production bases

On the afternoon of November 18, Qingdao Zhongke Hualian New Materials Co., Ltd. (hereinafter referred to as "Zhongke Hualian") attended the creative meeting of Qingdao private economy in the third quarter of 2021. Chairman Li Lipeng announced the company's hundreds of billions of market capitalization high-end lithium battery diaphragm project on the spot, which was strongly supported by the Qingdao municipal government.

Since the beginning of this year, China's new energy vehicle market has shown a trend of explosion, with a significant increase in sales. According to the latest data from the China Automobile Association, in October, the number of power batteries loaded in China was 15.4 GWH, up 162.8% from the same period last year. From January to October, the installed capacity of power batteries totaled 107.5 GWH, up 168.1% from the same period last year. The continuous outbreak of demand for power batteries has also led to a substantial increase in demand in the diaphragm market, and related companies have begun to accelerate production expansion, and China Science and Technology Hualian is no exception.

Battery network learned from the meeting site, the China Science and Technology Hualian hundreds of billions of market value high-end lithium battery diaphragm project planning a total investment of RMB 13 billion, will make full use of China Science and Technology Hualian equipment and research and development advantages, the use of the world's most advanced wide width, ultra-high-strength diaphragm equipment to "headquarters + base" mode, the construction layout of 11 bases nationwide, the construction of 52 new large-width ultra-high-strength diaphragm production lines, estimated annual production capacity of about 7.5 billion m ².

Specifically, China Science and Technology Hualian plans to build 2 wide-width ultra-high-strength diaphragm production bases with 16 production lines. At present, 4 production lines have been put into production and 12 are under construction. Among them, Qingdao Lanke Tu membrane material Co., Ltd., a controlling subsidiary of the company, has 2 production lines built and put into production by the end of 2018, with an annual output of 100 million m ²; Shanxi Lanke Tu New material Technology Co., Ltd., a wholly-owned subsidiary of the company, was officially put into production in May 2021 with an annual output of 200 million m ², six production lines in Phase II and six production lines in Phase III have been started, and plan to put into trial production by the end of 2022. At the same time, China Science and Technology Hualian newly planned to build a total of 9 production bases and 36 production lines, which are currently under active docking.

"with the expansion of the production of power battery enterprises, equipment and materials enterprises are the first to benefit. This time, China Science and Technology Hualian invested 13 billion to expand the production of 7.5 billion square meters of lithium battery diaphragm, which has a strong support of market demand." Yu Qingjiao, secretary-general of Zhongguancun New Battery Technology Innovation Alliance and chairman of Battery 100 Association, said, "A group of recent statistics from Battery Network show that the total planned capacity of domestic power battery competitiveness TOP10 enterprises is close to 2.1TWH! If the calculation is based on the diaphragm demand of about 15 million m ²for 1GWh lithium battery, it will drive the additional demand of the diaphragm to exceed 31.5 billion m ². "

At the same time, Puritanism also reminded that at present, the lithium power industry is highly sought after by the capital market, and the head enterprises are constantly financing. China Science and Technology Hualian should increase the layout of the capital market, speed up the financing progress, and empower the enterprise with the help of the power of the capital market; in addition, the company should also speed up the development of head enterprise customers to lay the foundation for further expansion of the diaphragm market in the future.

Data show that China Science and Technology Hualian was established in November 2011, headquartered in Qingdao West Coast New area, mainly engaged in wet lithium ion battery separator and other high-end microporous membrane process equipment R & D, production and sales. The company's products break the technological monopoly of excellent foreign enterprises such as Toshiba in Japan, Nippon Steel Institute and Bruckner in Germany on the high-end diaphragm equipment market, and realize technological innovation and import substitution. it has made up for the technical shortcomings of the core equipment and core materials of China's power battery industry and new energy industry. In particular, its self-developed wide-width ultra-high-strength diaphragm equipment, suitable for the needs of market development, is a unique product for enterprises.

Kui Lipeng, chairman of China Branch Hualian Union, said that the company started with diaphragm equipment and extended to the high-end diaphragm field, and has obvious advantages in core equipment and technology. The implementation of the high-end lithium battery diaphragm project with a market capitalization of 100 billion yuan will help China Science and Technology Hualian to build a new international brand of lithium battery diaphragm equipment, solve the national choke technology, and constantly enhance the international influence of the enterprise. all the projects are expected to achieve an annual net profit of 2 billion after delivery. In addition, the company will also speed up the listing process to ensure that a new listed company with a market capitalization of more than $100 billion will be added to the headquarters region within three years.

In the future, the lithium diaphragm will develop in the direction of high quality and low cost. China Science and Technology Hualian relies on its own equipment research and development and technological advantages to create the Lanketu diaphragm brand, and its 5-20 μ m wet lithium diaphragm products. it meets the development needs of miniaturization, lightweight and safety of battery technology in the future. With the release of the production capacity of the diaphragm base in various places in the later stage, it is believed that the company will "display its skills" in the lithium diaphragm industry. Let's wait and see!