原料混合、铸片拉伸、萃取定型、收卷包装……走进恩捷股份的玉溪基地，一条全封闭、智能化的动力 电池隔膜产线正井然有序地运行。 这一产线集群的建成与投产，标志着恩捷股份对5μm超薄高强隔膜的量产能力正式落地。 近日，21世纪经济报道实地探访恩捷股份位于云南玉溪的生产基地，观摩了其5μm产品生产流程，并与 公司有关负责人员进行了交流。 8月18日，恩捷股份正式披露了2025年半年报。报告数据显示， 恩捷股份上半年营业收入同比实现 20.48%增长，却也同时在净利润、毛利率方面存在一定压力。在行业竞争加剧的背景下，持续性的技 术创新与对市场的前瞻布局，成为了恩捷股份实现"反内卷"的长期路径。 "一方面，恩捷股份将通过持续的研发创新巩固自身锂电池隔膜领域行业地位；另一方面，恩捷股份也 勇于'自我革命'，基于在高分子材料领域的技术积累和持续深耕，布局固态电解质领域。"恩捷股份投 资总监庞启智向记者介绍称。 恩捷股份5μm超薄高强隔膜产线 突破锂电池隔膜"薄即脆弱"技术瓶颈 伴随我国新能源产业的快速发展，政策的扶持呵护与市场需求的井喷式增长，共同为锂电池技术的迭代 升级提供了丰厚土壤。当前，锂电池在新能源车、储能系统、消费 ...

固态电池产业链追踪-（硫化物电解质）20250609 工信部项目按照时间节点进行验收，不会提前。2024 年底将进行样品电芯的 抽样验收，当时宁德时代和比亚迪一期提供了 60 至 70 安时左右的全固态电池。 硫化锂的生产工艺多样，包括锂硫燃爆法、碳热还原法和气相法，不同 工艺路线各有优劣势，预计未来随着产能扩充，硫化锂价格可能降至每 吨 20 万至 30 万元。 全固态电池生产线相比液态电池产线有约 60%的变化，1G 瓦时全固态 电池生产线投资成本约为 3 至 4 亿元人民币，等静压技术在全固态电池 中应用广泛，干法和湿法生产工艺在设备和支撑膜使用上存在差异。 摘要 中国多家企业正积极推进硫化物全固态电池的研发和产能建设，目标是 在 2027 年实现每个联合体 1,000 辆全固态电池的装车应用，工信部和 国资委项目预计 2026 年下半年开始车辆应用。 硫化物固态电解质材料主要采用固相法结合液相法后处理，以确保离子 导率和粒径尺寸均匀性，目前国内硫化物材料售价显著低于日韩供应商， 但成本仍然较高。 硫化物材料的降本路径主要包括原材料控制、组分比例调控、工艺优化、 产量放大等，预计在 2028 年至 20 ...

Core Viewpoint - The separator industry shows signs of recovery at the beginning of this year after experiencing a downturn in 2024, with increased orders and project developments despite low prices [1] Group 1: Industry Developments - Three major separator projects have made progress recently: 1. Thick Life New Energy's lithium battery separator project in Chongqing has started with a total investment of 6.5 billion yuan, aiming for an annual production capacity of nearly 3 billion square meters by the end of 2027 [2] 2. Foshan Plastics Technology announced a plan to acquire Jinli Co., marking its entry into the new energy sector with an acquisition cost of approximately 5.08 billion yuan [2] 3. Dinghao New Materials' project in Yibin, Sichuan, has begun renovations, planning to produce 100 million square meters of separators and 6,000 tons of collecting fluid annually, with a total investment of 2 billion yuan [2] Group 2: Market Trends - The separator prices were halved in 2024, but the shipment volume reached a historical high, with global lithium battery separator shipments expected to reach 26 billion square meters in 2024, a year-on-year increase of 26.8% [4] - Some separator manufacturers have started to raise prices due to intensified competition and the depletion of resources, leading to a rise in price stabilization sentiment [5] - The China Plastics Association's initiative for high-quality development in the lithium battery separator industry has provided a rationale for price increases [6] Group 3: Technological Innovations - To break through industry constraints, companies need to focus on developing new technologies, as separators play a crucial role in battery safety [9] - Leading companies like Enjie and Xingyuan Materials are investing in technological advancements, such as semi-solid battery membranes and applications in robotics, to enhance their product offerings [10][11] - The industry anticipates a sustained price increase for dry separators due to recent orders in the energy storage sector, indicating a positive outlook for the separator market [11]

Battery - Chuangneng New Energy signed a strategic cooperation agreement with Immersa for a 2.5GWh order, focusing on the self-developed 5MWh battery prefabricated cabin CORNEX M5 [2] Materials - BYD and Tsingshan Holding Group have withdrawn from the lithium battery project in Chile, notifying local authorities of their decision to not proceed with the lithium processing plant [4] - Yunnan Enjie New Materials Co., Ltd. signed a project for the production of sulfide solid electrolyte materials in Yuxi, with a total investment of 300 million yuan, aiming for an annual production capacity of 1,000 tons upon completion [5] - Rongbai Technology revealed that products exported to the U.S. are primarily sourced from its Korean factory due to tariff policies affecting Chinese products [7] - Hunan Chenyu Fuchi New Energy Technology Co., Ltd. is accelerating the construction of a research and development center and a new energy materials base, with an annual production capacity of 20,000 tons of anode materials expected to be completed by October [8] Battery Recycling - Jinseng New Energy's retired battery comprehensive utilization project in Huanggang has been signed, with an investment exceeding 10 billion yuan, aiming to achieve an annual processing capacity of 400,000 tons of retired batteries [9]

【DT新材料】 获悉，5月7日，全球锂电隔膜龙头恩捷股份旗下 湖南恩捷 硫化物固态电解质材料 中试生产线项目正式签约。 据悉，该项目选址在玉溪高新区九龙片区，项目总投资3亿元。一期计划于今年6月启动建设， 建 成10吨生产线；二期预计2026年启动建设，建成100吨生产线；三期预计将建成1000吨生产线。项 目全部建成投产后，预计可形成年产1000吨硫化物固态电解质材料的生产能力。 全球硫化物固态电解质市场处于快速增长阶段 。据慧博智能投研数据，预计到 2030 年，硫化物 固态电解质需求将达 2 万吨，市场空间达 106 亿元。另据 EVTank 预测，2030 年全球固态电解质 市场规模将达 366.2 亿元，其中硫化物电解质在全固态电池中的份额将占 65%。 当前市场仍以氧化物和聚合物电解质为主，但随着丰田、宁德时代等企业计划于 2027-2030 年量 产全固态电池，硫化物电解质的需求将显著提升。例如，奔驰与 Factorial Energy 合作开发的硫化 物基电池 "Solstice" 已实现 450Wh/kg 的能量密度，并完成道路测试。 全球硫化物固态电解质的研发与生产主要集中在中日韩美，中国 ...