ENERGY TECHNOLOGY(SZ:002812) 起点锂电·2025-05-22 10:16Core Viewpoint - The article emphasizes the evolution of lithium battery performance towards higher safety, energy density, longer cycle life, and ultra-fast charging, driven by the expanding boundaries of downstream applications and the upcoming new national standards for automotive power [1][7]. Group 1: Innovation in Membrane Technology - The lithium battery separator market is transitioning from "scale expansion" to "value competition," with a focus on membrane innovation, particularly in the development of high-safety and high-wetting membranes by Enjie Co., Ltd [1][5]. - Enjie Co., Ltd has released the high-safety X series and high-wetting I series membranes, enhancing overall performance through base membrane modification, providing innovative solutions for the industry [1][5]. Group 2: Market Dynamics and Competitive Landscape - The domestic lithium battery separator market is experiencing intense competition, particularly in the wet-process separator segment, which is projected to account for 77.8% of the total production of 22.2 billion square meters in 2024 [16]. - Enjie Co., Ltd aims to address the challenges of overcapacity, price wars, and declining profit margins by emphasizing rational market competition and a return to value creation [16][17]. Group 3: Product Development and Performance - Enjie Co., Ltd's high-safety membranes are designed to meet rigorous strength and temperature resistance requirements, with the X series achieving a breaking temperature of 230°C, significantly improving safety [9][11]. - The high-wetting I series membranes utilize interface wetting entropy control technology, enhancing liquid retention and ionic conductivity by over 70% and 60%, respectively, thereby improving charging speed [12][14]. Group 4: Strategic Positioning and Future Outlook - Enjie Co., Ltd's long-term strategy involves leveraging its technological innovations and diverse product offerings to solidify its position as a leading supplier in the lithium battery separator market, aiming for value reassessment amid industry optimization [17][18].