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[diaphragm weekly report] import tariffs on battery diaphragms made of ethylene polymers have been reduced! Enjie shares issued 1.6 billion yuan of convertible bonds to expand production, and the diaphragm was approved



Hunan Zhongli New Material Co., Ltd. picture source: enterprise map

Interaction] HunanAt the end of this year, the diaphragm capacity of China lithium will reach 720million square meters, targeting overseas head power battery customers

On December 24, Sinoma Technology (002080) revealed in its interactive exchange with investors that Hunan Zhongli currently has a production capacity of 600million square meters in 14 lines, 720million square meters in 16 lines at the end of this year, and 240million square meters in four new lines in 2020; Sinoma lithium film Tengzhou phase I project has four lines of 240million square meters, and phase II project has six lines of 408million square meters. The production capacity of phase II is expected to be released from 2020 to 2021. Apply 50% of the proportioned base film. The yield is basically about 80%.

Hunan Zhongli LG and SK have achieved small batch supply, and Samsung has completed the first round of Factory review. At present, it is in the stage of close technical exchange and sample evaluation to complete the preliminary business negotiation; Sinoma lithium film has passed Panasonic certification and is expected to be supplied next year. (source: battery bairenhui battery network)


[production expansion] Enjie shares issued 1.6 billion yuan of convertible bonds to expand the production of lithium diaphragm approved

Enjie shares announced at noon on December 24 that the company recently received the reply from the CSRC, approving the company to publicly issue convertible corporate bonds with a total face value of 1.6 billion yuan for a period of 6 years. The reply shall be valid within 6 months from the date of approval of issuance.

It is reported that 600million yuan of the funds raised by convertible bonds will be used for "Jiangxi Tongrui 400million square meters annual lithium ion battery diaphragm project (phase I)", and another 1billion yuan will be used for "Wuxi Enjie new material industry base project". The company plans to build 520million square meters annual lithium battery diaphragm base membrane project and 300million square meters annual lithium battery coating project through Wuxi Enjie.

It is worth noting that on May 19, Shanghai Enjie New Material Technology Co., Ltd., a holding subsidiary of Enjie, signed a five-year lithium battery diaphragm procurement contract with South Korean lithium battery production giant LGChem, with a total contract amount of no more than 617 million US dollars. (source: battery bairenhui battery network)

[Research Report] Enjie shares: strong expansion of wet diaphragm, strong certainty of performance growth

Zheshang securities released the Research Report of Enjie shares, pointing out that the company's Q3 lithium battery diaphragm shipment is estimated to be about 190million square meters, which continues to increase month on month compared with the first half of the year. Since 2018, the company's lithium diaphragm capacity has increased rapidly: 12 production lines in Zhuhai phase I have been put into operation at the end of last year; In the first three quarters of this year, all six lines acquired from Jiangxi Tongrui have been put into operation after technical transformation, and four lines have been put into operation in Wuxi phase I project. In 2019, the company is expected to achieve a production capacity of about 1.8 billion square meters / year, a significant increase from the level of 300million square meters / year last year. From the fourth quarter of 2019 to 2020, the company is expected to continue to promote the production expansion plan: before the end of the year, Jiangxi and Wuxi are expected to have two new production lines continue to be put into operation; Next year, four lines in Zhuhai phase II and the remaining two lines in Wuxi phase I are also expected to be gradually put into operation. The company aims to build and put into operation a production capacity of 2.8 billion square meters in 2020, which will still be significantly increased year-on-year in 2019. In the next 2-3 years, with the continuous enhancement of the profitability of the company's lithium diaphragm business, its proportion in the performance contribution will continue to increase, and it is expected to continue to optimize the company's profit structure. (source: Securities Times)

[observation] there are certain challenges in the performance growth of non leading diaphragm enterprises

New energy vehicles have entered the growth period from the introduction period, adding that China's automobile industry has entered the stock competition stage, which indicates that new energy vehicles will face a more rigorous test in the market and have stricter requirements for cost performance ratio. At the same time, the state's liberalization of the power battery white list and the decline in subsidies will further promote the concentration and price decline of the power battery industry itself, forcing the price of upstream raw materials to decline.

The diaphragm industry itself is in an oligopoly competition pattern in the market competition. Enjie shares and Xingyuan materials rely on their leading positions in the market. Under the condition of declining gross profit, they can still achieve certain performance growth through large-scale shipment. However, under the influence of overall cost reduction and long-term adjustment of the automobile market, non leading diaphragm enterprises will be affected by the compression of market space and the difficulty of rising gross profit, There are certain challenges in performance growth, and the gross profit space will be further compressed. (source: Anbang consulting)


[Focus] Xingyuan material sued Celgard and other companies for unfair competition

On the evening of December 26, Xingyuan material (300568) announced that the company had submitted a complaint to the Shenzhen intermediate people's court, suing Celgard, LLC (hereinafter referred to as "Celgard") and its relevant policies in China for unfair competition against the company, and requesting the court to judge the defendant to undertake to stop unfair competition, eliminate the impact Jointly and severally compensate for the losses and bear all reasonable expenses paid by the company to stop its infringement. The unfair competition lawsuit has been accepted by Shenzhen intermediate people's court, and Xingyuan material has received the notice of accepting the case recently.

Public information shows that on October 30, Celgard transmitted several litigation materials to the American lawyer of Xingyuan material by email; Xingyuan material plans to raise an objection to the way of service of the lawsuit. According to the above materials, Celgard sued Xingyuan materials and Xingyuan American Research Institute, a wholly-owned subsidiary of the company, in the Oakland branch of the Northern District Court of California.

In the indictment, Celgard claimed that the company and Xingyuan American Research Institute infringed its patent rights, infringed trade secrets, unfair competition, induced breach of contract and deliberately interfered with potential economic relations; Celgard claimed that it would apply for an injunction and financial compensation (but did not specify the amount). (source: battery bairenhui battery network)


[battery think tank] the import tariff of battery separator and its substrate made of ethylene polymer is reduced

From January 1st, 2020, China will implement a provisional import tax rate lower than the MFN rate on more than 850 commodities. Among them, the tax rate of battery diaphragm made of ethylene polymer decreased from 6.5% to 3%, and the base cloth of battery diaphragm made of ethylene polymer decreased from 8% to 5%.

At present, although the domestic production rate of diaphragm products in China has exceeded 90%, the substrate produced by diaphragm belongs to polyolefin special materials with relatively high molecular weight, and imported materials still dominate, and the use of domestic materials is low.

Data show that the total import volume of PE in the first half of 2019 was 8.131 million tons, an increase of 1.19 million tons or 17.14% over the same period last year (6.941 million tons). The import volume of PE in 2019 is still increasing, mainly due to the fact that the capacity expansion of foreign PE devices in 19 years is more than that of domestic ones, and there are more foreign PE light hydrocarbon devices, with lower polyethylene costs and considerable profits, making polyethylene more price competitive.

The reduction of import tariffs on diaphragm base materials has brought a certain space for diaphragm enterprises and battery enterprises to reduce costs. At the same time, it also reminds domestic enterprises that they need to increase the R & D and production of polyolefin special materials to promote localization.

Article source:Battery net

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