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锂电池隔膜企业共商“反内卷”:价格自律暂停扩产科学释放产能
Zheng Quan Shi Bao·2025-08-12 17:32

Core Viewpoint - The meeting of key dry lithium battery separator manufacturers in Shenzhen aimed to address the "involution" competition and promote healthy industry development [1][2][3] Industry Overview - The lithium battery separator, a critical component in lithium batteries, has a thickness of only one-tenth of a human hair and accounts for approximately 10% of the battery's cost [2] - The separator industry has experienced rapid growth due to the surge in demand from electric vehicles and energy storage sectors, but irrational capacity expansion has led to oversupply [2][6] - In 2024, the dry separator industry faced severe price wars, with some models dropping below cost, resulting in widespread losses among manufacturers [2][3] Consensus Reached - Eight companies reached several important agreements during the meeting: 1. Price self-discipline to maintain prices above cost for survival 2. Scientific capacity release based on market supply and demand dynamics 3. Suspension of capacity expansion to focus on optimizing existing production 4. Strengthening industry chain cooperation for mutual benefits 5. Acceptance of social supervision to ensure compliance with standards [4][3] Market Data - In 2024, China's lithium battery separator market is expected to reach a shipment volume of 21.73 billion square meters, a year-on-year increase of 31% [5] - The wet separator shipment volume is projected to exceed 16.88 billion square meters, while dry separator shipments are expected to surpass 4.85 billion square meters [5] - "Chinese separators" are anticipated to account for 91% of the global market share [5] Industry Challenges - The lithium battery separator industry faces intense competition and declining prices due to increased supply and downstream cost control efforts [6] - The China Plastics Processing Industry Association has previously issued initiatives to promote high-quality development and avoid excessive competition [6] Technological Advancements - Companies are shifting focus towards technological innovation and solid-state battery materials to enhance profitability [6][7] - Star Source Materials has established a joint venture for solid-state electrolyte and rigid skeleton membrane development, successfully passing rigorous testing [6] - Enjie Co., another leading separator manufacturer, is also advancing its solid-state battery material development, focusing on lithium sulfide and solid electrolyte membranes [7]