锂电隔膜头部企业，拟涨价30%

Core Viewpoint - The lithium battery separator industry is experiencing a significant price increase, with a leading company announcing a 30% price hike for its wet-process separator products due to rising raw material costs and changes in market supply and demand dynamics [3][4]. Group 1: Price Adjustments and Market Dynamics - A recent price adjustment notice indicates that several top separator manufacturers are raising prices, following a previous price increase initiated by another company [3][4]. - The wet-process separator industry is currently in a second round of price increases, driven by strong terminal demand and manufacturers preparing raw material inventories for next year's needs [3][4]. - The overall capacity utilization rate in the wet-process separator industry has exceeded 90%, indicating robust production levels [3][4]. Group 2: Future Demand and Supply Outlook - The demand for wet-process separators is expected to increase further as battery manufacturers transition from dry to wet processes by 2026, likely leading to significant supply orders from battery manufacturers [3][4]. - The separator price is projected to stabilize at a reasonable level by the third quarter of 2025, with future price increases driven by a reversal in supply-demand structure and a slowdown in new capacity expansion [4]. - The industry is expected to see improved profitability as supply constraints and increasing demand balance out, with a focus on cautious capacity expansion among leading companies [4].