ENERGY TECHNOLOGY(SZ:002812) Zheng Quan Shi Bao Wang·2025-08-19 04:51Core Viewpoint - Enjie Co., Ltd. has launched its 5μm ultra-thin lithium battery separator, which is currently the thinnest separator in mass production, showcasing advancements in technology and production capabilities [2][4]. Group 1: Product Development and Production - The 5μm product is produced in a dedicated facility designed to "lighthouse factory" standards, featuring digital, automated, and modular production lines with a total of 16 lines covering over 480 acres and a monthly capacity of 19 million square meters [2][3]. - The 5μm separator has a puncture strength of 550gf, which is over 16% stronger than the 7μm separator, with a thickness reduction of 28.5% and a decrease in internal resistance by 20.9% [4][6]. Group 2: Industry Trends and Challenges - The lithium battery separator industry is experiencing rapid growth due to increased demand from electric vehicles and energy storage, leading to significant technological advancements and capacity expansions [6]. - The industry is facing intense competition and price declines due to excess supply and cost control measures from downstream battery manufacturers [6][7]. Group 3: Future Outlook and Strategic Positioning - 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 [6][7]. - The company is also exploring solid-state battery materials, with a focus on sulfide solid electrolytes, which represent a significant portion of solid-state battery costs [7][8]. - Despite advancements in solid-state technology, liquid batteries are expected to retain over 90% market share until around 2030, indicating a need for continued development in liquid battery technologies [10].