[interaction] Cangzhou pearl: the design capacity of dry diaphragm products is 100million square meters, and the wet diaphragm products are 190million square meters

On June 1, Cangzhou Mingzhu (002108) said in an interactive exchange with investors that the company's current dry diaphragm product design capacity is 100million square meters; Wet diaphragm products are 190million square meters.

In 2019, the sales volume of Cangzhou pearl dry diaphragm was about 49.9 million square meters, and the sales volume of wet diaphragm was about 75.6 million square meters.

Cangzhou Mingzhu said that up to now, the company has no production expansion plan. At present, the company first is to continue to stabilize its existing products, and on this basis, conduct in-depth research and development, and expand the application scope of the company's existing products, such as RTP pipes for oil pipelines, special BOPA films for lithium-ion battery soft packs, and packaging products for medicine; The second is to speed up the company's extensional expansion, such as investing in the establishment of military civilian integration industry fund. (source: battery bairenhui battery network)

[PROJECT] the first production line of Shanxi lanketu lithium battery diaphragm project reached trial production conditions in July

Shanxi lanketu lithium battery diaphragm project is a major "1311" project in Yuncheng and one of the "4515" major projects determined by our city. Since the commencement of the project, the construction unit has made scientific scheduling and made steady efforts to promote the smooth implementation of the project. At present, the installation of the first production line is basically completed, and the trial production conditions are reached in July.

Shanxi lanketu project has four workshops and eight production lines. Phase I project includes two production lines and supporting auxiliary supply works, of which the first production line has been basically installed, the second production line is in the process of delivery, and the external supply works (cooling tower, refrigeration unit, supporting environmental protection equipment, pipe rack and pipe rack) are being installed in order.

Shanxi lanketu lithium battery diaphragm project is an investment attraction project of our city. The project relies on the scientific research and technical support of the parent company Qingdao Zhongke Hualian company, and the two production lines of the fourth workshop have reached the international leading level.

This year, affected by the epidemic, the progress of the project is relatively slow. Yongji economic and Technological Development Zone went deep into the enterprise in time to understand the difficulties of the enterprise, coordinate and solve the shortage of raw materials and personnel in the process of enterprise construction, and ensure the smooth progress of the project. (source: Yongji News)

[company] Enjie shares: the capacity expansion project matches the current and future scale of the new energy vehicle industry

On June 3, Enjie shares (002812) said in reply to the Shenzhen Stock Exchange about the capacity utilization rate of lithium battery diaphragm in the past three years, whether there is overcapacity, and whether the expected capacity scale after the completion of the above capacity expansion project matches the current and future industry scale of new energy vehicles that in the past three years, The capacity utilization rate of lithium battery diaphragm master coil of Enjie is as follows: in 2017, the capacity utilization rate of lithium battery diaphragm master coil was 102.59%; In 2018, the capacity utilization rate of lithium battery diaphragm master coil was 77.93%; In 2019, the capacity utilization rate of lithium battery diaphragm master coil was 83.45%.

During the reporting period, the capacity utilization rate of the company's lithium battery diaphragm basically remained at a high level. In 2018 and 2019, the company's capacity increased significantly. As it takes a certain period for the company's machine to ramp up after it is put into production, the capacity utilization rate decreased slightly.

Under the trend of rapid global development of new energy vehicles, leading car companies such as Daimler, Volkswagen and BMW have successively released strategic plans for future new energy vehicles, while domestic and foreign lithium battery manufacturers such as Ningde times, BYD, Panasonic, LG and Samsung have also announced plans to expand their production. According to the current public information, by 2025, the company's main customers expect the overall capacity of lithium batteries to exceed 544gwh. Assuming that the diaphragm demand of 1GWh lithium battery is estimated to be 15million square meters, the company's existing customers will have more than 8.16 billion square meters of lithium battery diaphragm demand by 2025.

Since 2020, the company has completed the acquisition of 100% equity of Suzhou Jieli, further consolidating the company's global leading position in the field of lithium battery diaphragm. In the future, with the continuous production of projects under construction, the company's lithium battery diaphragm capacity will exceed 3billion square meters. At present, the capacity planning of the company is still far lower than the total demand of downstream customers, and there is still a large market space.

To sum up, with the acceleration of the electrification process of the global automotive industry, the capacity expansion of global new energy vehicle manufacturers and lithium-ion battery manufacturers will be gradually implemented. On the whole, the company's capacity expansion projects match the current and future scale of the new energy vehicle industry. (source: battery bairenhui battery network)

[think tank circle]The price gap of lithium battery diaphragm is large

On the evening of June 3, in reply to the inquiry letter of the 2019 annual report of Shenzhen Stock Exchange, Enjie shares disclosed that the lithium battery diaphragm of the company was counted by square meter, and the unit price range was 1.03 yuan / square meter -20.35 yuan / square meter. Among them, the company's overseas lithium battery diaphragm sales unit price range is about 1.76 yuan / square meter -20.15 yuan / square meter.

In addition, industry data show that the price range of wet diaphragm is 1.2-3.3 yuan / square meter, and that of dry diaphragm is 0.9-1.0 yuan / square meter.

In the past three years, the price of lithium battery diaphragms has continued to decline, but the price of lithium battery diaphragms, especially wet diaphragms, is still quite different.

Article source:Battery net