Hoymiles(SH:688032) DT新材料·2025-05-20 14:07Core Viewpoint - The strategic cooperation agreement between Shanghai Chemical Research Institute and Hebei Jinli New Energy Technology Co., Ltd. aims to enhance the development and technological upgrade of high-performance ultra-high molecular weight polyethylene (UHMWPE) separator materials for lithium batteries [1][2]. Group 1: Company Overview - Hebei Jinli New Energy Technology Co., Ltd. was established in 2010 and focuses on the research, production, and sales of lithium battery wet separators and coated separators [1]. - The company's products, including wet separators, coated separators, and breathable membranes, are primarily used in downstream sectors such as new energy vehicles, energy storage stations, electric tools, electric two-wheelers, and 3C electronic products [1]. - Jinli's major clients include well-known lithium battery manufacturers such as BYD, CATL, Guoxuan High-Tech, and Yiwei Lithium Energy [1]. Group 2: Product and Technology - Jinli has achieved mass production of 3μm ultra-thin separators, which can enhance the energy density of batteries by over 15%, catering to the needs of high-end consumer electronics and long-range electric vehicles [1]. - The company's separator products are compatible with emerging technologies such as solid-state batteries, sodium-sulfur batteries, and fuel cells, positioning them advantageously in the next-generation energy storage market [1]. Group 3: Industry Context - Shanghai Chemical Research Institute, established in 1956, has a history of developing production processes for UHMWPE, with a significant milestone being the successful development of a 30,000 tons/year UHMWPE production facility in Puyang, Henan, which commenced operations in March 2023 [2]. - Lithium battery separators are thin films with a microporous structure that separate the positive and negative electrodes of batteries, preventing short circuits while allowing electrolyte ions to pass through [2]. - The domestic production capacity for lithium battery UHMWPE separator materials is limited, with only five companies capable of producing these materials in China, indicating a high reliance on imports [2].