ENERGY TECHNOLOGY(SZ:002812) Zheng Quan Shi Bao Wang·2025-08-19 04:38Core Viewpoint - Enjie Co., Ltd. has launched its 5μm ultra-thin lithium battery separator, which is currently the thinnest separator in mass production, aiming to enhance battery performance and meet industry demands for lighter and more efficient energy storage solutions [1][2][3]. Group 1: Product Development and Innovation - The 5μm separator has a puncture strength of 550gf, which is over 16% stronger than the 7μm separator, while its thickness is reduced by 28.5% under the same puncture strength conditions, and internal resistance is decreased by 20.9% [3]. - The production line for the 5μm product is designed according to "lighthouse factory" standards, featuring digitalization, automation, and modularity, with a current monthly production capacity of 19 million square meters [1][2]. Group 2: Industry Trends and Demand - The lithium battery separator industry is experiencing rapid growth due to increased demand from electric vehicles and energy storage sectors, leading to significant technological advancements and capacity expansions [7]. - The industry is facing intense competition and price declines due to excess supply and cost control measures from downstream battery manufacturers [7]. Group 3: Strategic Positioning and Future Outlook - Enjie Co., Ltd. aims to maintain its leading position in the global separator market by investing heavily in new products and focusing on technological breakthroughs [7][8]. - The company is actively researching solid-state battery materials and has established a strong product development pipeline, although it acknowledges that liquid batteries will continue to dominate the market until around 2030 [8][11].