Core Insights - The energy storage industry is set to experience rapid growth starting in 2025, with leading companies like CATL, EVE Energy, and others already reporting full production capacity and extending order schedules into 2026, indicating a significant demand for energy storage batteries [2][3]. Group 1: Industry Growth Drivers - The surge in the energy storage sector is driven by increasing traditional storage demand, breakthroughs in AI technology, and favorable policies. AI advancements are expected to boost intelligent computing power demand, with global AI computing needs growing at an annual rate of 4.5 times [3]. - The National Development and Reform Commission and the National Energy Administration of China have set a target for new energy storage installations to exceed 180 million kilowatts by 2027, leading to direct investments of approximately 250 billion yuan [3]. Group 2: Lithium Battery Separator Market - The lithium battery separator industry is a critical component of the energy storage supply chain, benefiting significantly from the growth in the energy storage market. In the first half of 2025, China's lithium battery separator shipments are projected to reach approximately 13.3 billion square meters, a year-on-year increase of 47.6% [6]. - The wet separator segment, which accounts for 82.3% of shipments, has seen an 11.1% increase year-on-year, highlighting the growing importance of this technology in the energy storage landscape [6]. Group 3: Company Performance and Innovations - Enjie Co., a leading player in the wet separator market with over 30% global market share, reported a 27.85% year-on-year increase in revenue for the first three quarters of 2025. The company has secured significant contracts with major domestic and international clients [7]. - Enjie has developed a 5μm ultra-thin high-strength separator, which addresses key performance challenges and supports the industry's shift towards higher safety and energy density requirements [9][11]. - The company is also advancing in solid-state battery technology, having achieved breakthroughs in solid electrolyte materials and initiating plans for large-scale production, positioning itself for future growth in this emerging segment [12]. Group 4: Long-term Strategic Positioning - Enjie's growth is not solely attributed to external demand; its continuous technological advancements in lithium battery separators and solid-state batteries are creating a sustainable competitive advantage [9]. - The company’s strategic focus on solid-state battery materials and its early investments in this area are expected to provide resilience against market fluctuations and enhance its long-term growth prospects [12].
能源结构转型+AI引爆储能需求 恩捷股份开启新增长周期
起点锂电·2025-12-03 10:13