YANTAI TAYHO(SZ:002254) DT新材料·2025-06-16 15:41Core Viewpoint - The article highlights the advancements and market potential of aramid-coated separators in the lithium battery industry, emphasizing their unique properties that enhance battery safety and performance, while also noting the competitive landscape and domestic developments in this sector [2][3][4]. Group 1: Company Developments - Taihe New Materials has commenced trial production on its large-scale aramid-coated separator production line as of June 12 [1]. - The company is actively developing a range of technologies related to aramid fibers, including high-strength aramid preparation, market promotion of activated fibers, and recycling of waste fabrics [6]. Group 2: Industry Insights - Aramid fibers are recognized for their high-performance characteristics, such as high-temperature resistance and puncture resistance, which significantly improve battery safety and efficiency [2]. - The market for aramid-coated separators is projected to reach 4.4 billion yuan by 2025, with a demand for nearly 1.1 billion square meters of these separators [3]. - Currently, the global technology for aramid-coated separators is primarily dominated by companies like Sumitomo and Teijin, with significant applications in high-end products like Apple and Tesla batteries [4]. - Domestic companies, including Jinli Co., are also making strides in this field, with plans for a total production capacity of 750 million square meters per year [5].