Shenzhen Senior Technology Material's dry-process separator has received certifications from multiple leading energy storage enterprises and has achieved mass shipments.

Published: Aug 21, 2026 08:33

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Recently, Shenzhen Senior Technology Material (300568) reported further good news in the ESS sector—the company’s dry-process separator products have successively passed rigorous validation by multiple leading ESS battery enterprises, achieving mass shipments. This indicates that the commercialization of Shenzhen Senior Technology Material’s dry-process separator in the energy storage track has fully accelerated, adding another important move to the company’s strategic layout of dual-wheel drive in “power + energy storage.”

Recently, Shenzhen Senior Technology Material (300568) has announced another milestone in the ESS sector—its dry-process separator products have passed rigorous verification by several leading ESS battery enterprises and achieved batch shipments. This marks a significant acceleration of the commercialization process of Shenzhen Senior Technology Material's dry-process separators in the energy storage track, adding another key piece to the company's strategic layout driven by the "power battery + ESS" dual-engine model.

01 Over Two Decades of Deep Cultivation, Building a Technological Moat

Since its establishment in 2003, Shenzhen Senior Technology Material has been consistently dedicated to the R&D, manufacturing, and sales of lithium-ion battery separators. It is the first enterprise in China to master the core technology of dry-process uniaxial stretching and the first in the Chinese mainland to simultaneously possess three core production technologies: dry-process, wet-process, and coated separators. After more than two decades of technological accumulation, the quality of its separator products has reached a high international standard, making it one of the world's leading suppliers of mid-to-high-end lithium-ion battery separators.

Leveraging its deep technical expertise, Shenzhen Senior Technology Material has established a solid leading position in the separator market. In 2025, its dry-process battery separator held a global market share of approximately 21.5%, ranking first worldwide in shipments.

02 The "Optimal Solution" for Energy Storage Opens Up Growth Space

With the acceleration of global energy transition, the energy storage industry has experienced explosive growth. ESS batteries predominantly use LFP, which imposes extremely stringent requirements on separator cycle life, thermal stability, safety, and cost. With its cycle life exceeding 10,000 cycles (industry average only 5,000–8,000 cycles), and the high-strength 16μm product achieving a puncture resistance of 450gf, Shenzhen Senior Technology Material's dry-process uniaxial stretched separator is widely recognized by the industry as the "optimal solution" for ESS applications.

The recent passing of verification by multiple leading ESS enterprises and achievement of batch shipments further validates the technological leadership, quality consistency, and mass delivery capability of Shenzhen Senior Technology Material's dry-process separator products.

03 Continuous Expansion of Client Portfolio and Accelerated Global Layout

Shenzhen Senior Technology Material has built a high-quality client network covering global lithium battery manufacturers, including leading battery enterprises in China and overseas such as LG Energy Solution, Samsung SDI, AESC, CATL, BYD, Gotion High-tech, CALB, EVE, and Sunwoda. In the ESS sector, the company has become a core supplier to energy storage leaders including CATL, Hithium, EVE, and Great Power Energy.

On the capacity side, Shenzhen Senior Technology Material is accelerating its global layout. Its bases in Sweden, Malaysia, and the US are actively under construction and are expected to begin production around 2027, providing ample capacity to meet the explosive demand of the global ESS market.

Looking ahead, Shenzhen Senior Technology Material will continue to seize opportunities arising from the global energy storage industry development, continuously refine high-performance ESS separator products, strengthen technological innovation and capacity assurance, deepen collaboration with partners across the industry chain, and support the safe and high-quality development of the industry with premium separator products.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

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