Breaking The Monopoly Of Japan, The Speed Of Localization Of Aluminum Battery For Power Battery

- Aug 14, 2019-

As the last piece of aluminum alloy film in the process of localization of lithium battery materials, it not only began to regain lost ground in the 3C field, but also opened a new period of trial production of domestic power batteries.

TD Optical shipments reached 300,000 square meters

Recently, Domin Optical revealed that it has received orders from more than 30 or 30 3C lithium battery companies. Although the order volume of each company is not large, the total monthly sales volume remains at 300,000-400,000 square meters. /month. The aluminum plastic film for power battery has also begun to enter several domestic power battery enterprise samples, and the localization of aluminum plastic film has been further opened.

It is understood that Daoming optical aluminum plastic film was put into production in the fourth quarter of 2016, and entered a stable mass production stage in the second quarter of 2017. The performance indexes of the company's aluminum plastic film are consistent with the performance of similar products of foreign brands, and all performance indicators are It meets or exceeds the recognized technical performance requirements in the industry. It is one of the few companies in China that can mass produce aluminum plastic film. The product quality has gradually been recognized in the market.

After the early market development, TD Optical has received orders from more than 30 3C lithium battery companies in 2017. In 2017, the sales volume of aluminum plastic film reached 1.0314 million square meters, and the sales revenue reached 20.49 million yuan. The unit price of sales is 19.88 yuan / square meter (excluding tax).

After opening the market in the 3C field, TD Optics began to work in the field of power batteries. TD Optical's power-based aluminum-plastic film is being sent to power battery manufacturers in 2017. However, since power companies are more cautious in introducing domestic aluminum-plastic films, the test evaluation period and test times are longer than consumer products. At present, TD Optical is in the first few rounds of several well-known domestic power battery companies, and several have passed three rounds of testing and small batch samples.

In fact, a large part of domestic aluminum-plastic film raw materials are imported, among which aluminum foil, nylon film and other materials have been made in China, and the promotion of localization of raw materials is also an important way for enterprises to reduce costs and improve efficiency. In this part, TD Optical is also continuing to promote the localization of some materials, and has made progress in the localization of cpp film, inner and outer composite rubber, etc., which has a significant effect on cost reduction.

It is worth noting that the optical aluminum film of Daoming adopts the dry process. During the test and use of the customer, the performance of the company's products is almost the same as that of the Japanese Showa and DNP products. For example, the depth and the electrolyte resistance have exceeded the foreign two. Mainstream enterprises, the quality has gradually been recognized in the market.

According to the statistics of the OFweek Industrial Research Institute, at present, the cost of aluminum plastic film accounts for about 15% of the cost of soft pack batteries, and the price gap between domestic and foreign is about 20% to 30%. Domestic lithium battery manufacturers are eager to reduce the cost of raw materials for lithium batteries. Therefore, the demand for aluminum alloy film to achieve import substitution and localization has become increasingly prominent. With the localization of raw materials, the process of localization of aluminum-plastic film products has been accelerated, and the market competition has become increasingly fierce.

Soft pack battery ratio boosts localization of aluminum plastic film

Aluminum plastic film is the core material unique to soft-packed batteries, and has high technical barriers. It has also been the lowest link in localization. At present, Japan's DNP, Showa Denko, and T&T account for nearly 90% of the market. Some Chinese companies have completed more and got a breakthrough.

The analysis of the OFweek Industrial Research Institute believes that next year, the aluminum plastic film in the field of digital soft pack batteries will appear to be rapidly localized, and the localization process in the field of power batteries will also be significantly accelerated. According to the estimates of the OFweek Industrial Research Institute, the demand for China's soft-pack batteries and aluminum-plastic films will increase from 26Gwh and 120 million square meters to 94GWh and 280 million square meters in 2017-2022, and CAGR will exceed 28%. In 2017, the global soft pack battery main enterprises LG Chem, Fu Neng Technology power battery shipments reached 4.5GWh and 1.3GWh, respectively. Statistics for the next three years, the main soft pack battery manufacturers at home and abroad plan to increase production capacity of more than 90Gwh, pull aluminum plastic film demand Rapid growth.

Soft packs have long been the dominant route in the global digital arena. In the overseas power battery market, soft packs have always been one of the most important mainstream routes. China has a strong global competitiveness in the field of digital soft pack batteries; although the current penetration rate is less than 15%, it will be greatly accelerated by the trend of high energy density, and its penetration rate is expected. Continue to improve quickly.

As a unique core material in soft pack batteries, the localization rate of aluminum plastic film has been around 10%. In recent years, domestic suppliers have successively made breakthroughs in technology and technology. The aluminum plastic film in the digital market should be a period of large-scale localization next year.

In fact, aluminum plastic film products usually require 1-2 years or more to pass the verification of downstream battery companies. The company that is the first to mass produce high-quality aluminum plastic film is expected to fully benefit from the rapid growth of the downstream soft-pack battery market. The domesticization of aluminum-plastic film by domestic enterprises is mainly divided into two ways: external mergers and acquisitions and independent research and development. Among them, Xinlun Technology has become the world's top three aluminum plastic film companies through merger and acquisition of letterpress printing, and is the first to supply power battery plants such as Fueneng Technology and Tianjin Jiewei; Zijiang Enterprise, Daoming Optics, Yutailai and other enterprises gradually develop through independent research and development. Entered the field of consumer lithium battery and obtained orders; Shanghai Enjie and other companies planned to build aluminum plastic film projects.

Considering that domestic soft pack power batteries may gradually become one of the mainstream routes, in the future, the soft pack battery industry chain is expected to enjoy the multiple pull of the industry's rapid development, penetration rate increase and localization substitution.

Comments: At present, lithium batteries are gradually developing from traditional aluminum-clad lithium batteries to flexible packaging lithium batteries. The degree of localization in the 3C field is gradually increasing, and there is still a large market space in terms of power batteries. According to the statistics of the OFweek Industry Research Institute, the penetration rate of domestic aluminum-plastic film in the field of 3C battery has exceeded 90%, but the penetration rate of aluminum-plastic film in the field of power battery is only about 10%, and the annual market is about 15%. Large market space. In 2018, the goal of aluminum-plastic film in the field of power battery will increase to more than 20%. Therefore, the localization of the power battery field of aluminum-plastic film is an inevitable trend.