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

Core Viewpoint - The meeting of key dry lithium battery separator manufacturers in Shenzhen aimed to address the "involution" competition in the industry and promote healthy and orderly development [2][3]. Group 1: Industry Challenges - The lithium battery separator industry has experienced irrational capacity expansion, leading to a significant oversupply in the market, with some product prices dropping below cost by the end of 2024 [2][3]. - The intense competition has resulted in many separator companies facing widespread losses, tightening cash flow, and insufficient investment in technological innovation [2][3]. Group 2: Consensus Reached - Eight companies reached several important agreements, including price self-discipline, scientific capacity release, pausing expansion plans, strengthening industry chain cooperation, and seeking social supervision [4][3]. - The companies agreed to stabilize prices above cost to ensure survival, scientifically adjust production based on market supply and demand, and focus on optimizing existing capacity rather than expanding [4][3]. Group 3: Market Growth and Production - In 2024, China's lithium battery separator market shipment is expected to reach 21.73 billion square meters, a year-on-year increase of 31%, with wet method shipments exceeding 16.88 billion square meters and dry method shipments over 4.85 billion square meters [5]. - China's separator industry has rapidly caught up due to technological advancements and cost advantages, with "Chinese separators" accounting for 91% of the global market share [5]. Group 4: Strategic Initiatives - The industry is shifting focus from price wars to value wars, with companies emphasizing technological innovation and quality improvement [6]. - Companies like Xingyuan Materials and Enjie Co. are accelerating their layout in solid-state battery materials, with strategic partnerships established with top battery manufacturers and automotive companies [6][7].