ENERGY TECHNOLOGY(SZ:002812) 高工锂电·2025-05-30 10:22Core Viewpoint - The article emphasizes the importance of technological innovation and differentiation in the lithium battery separator industry, particularly in the context of increasing competition and the need for higher performance and safety standards in battery applications [34][35]. Group 1: Separator Market Trends - The market for wet-process separators is growing, with a shipment share exceeding 80% by Q1 2025, driven by the demand for higher performance and safety [3][4]. - The industry is witnessing a shift towards thinner and lighter separators, alongside the adoption of ultra-fast charging technologies and the implementation of new national standards for power batteries [4][5]. Group 2: Company Innovations - Enjie Co., Ltd. has introduced new separator products focusing on core material improvements, particularly in the base film, which is crucial for enhancing safety and performance [6][7]. - The X series high-safety base film has improved the membrane rupture temperature from 150°C to 230°C, significantly widening the safety window from 10°C to 90°C, thus addressing safety challenges associated with higher energy densities [9][10]. Group 3: Fast Charging Capabilities - The I series high-wetting base film enhances electrolyte wetting efficiency and ionic conductivity by approximately 60%, enabling better fast-charging performance without significantly increasing porosity [12][11]. - Enjie aims to meet the dual demands of high energy density and ultra-fast charging through innovative approaches that improve the interaction between the electrolyte and the separator [12][11]. Group 4: Solid-State Battery Materials - Enjie has launched a series of solid-state battery materials, including lithium sulfide and solid electrolytes, achieving key breakthroughs in core performance indicators [14][16]. - The company has developed a method for producing high-purity lithium sulfide, which is critical for reducing costs in solid-state battery production, with a projected price drop to 500,000 yuan per ton in the next 3-5 years [17][16]. Group 5: R&D and Market Position - Enjie has increased its R&D investment from 5.75% of revenue in 2022 to 6.52% in 2024, reflecting a strong commitment to innovation [35][36]. - The company has established a comprehensive R&D system and holds over 600 effective patents, with 482 specifically related to separators, creating a robust technological barrier [35][36]. Group 6: Dry Process Separator Strategy - Enjie is actively innovating in the dry-process separator segment, achieving a minimum thickness of 12 μm and developing even thinner products [28][29]. - The unique "blown film" process enhances the strength and application potential of dry-process separators, allowing them to remain competitive in specific market segments [29][30].