Lithium battery diaphragm concept stock leader

Lithium battery diaphragm concept stock leader:

Fosun Technology (000973)

Hui Jin Company (accounting for 32. 13%) has the production capacity of ion dialysis microporous membrane for lithium batteries of120,000 m2/year. At present, lithium battery separators in China are mainly concentrated in four companies, including Hui Jin Hi-Tech. After the completion of the new project, it is estimated that the capacity of lithium-ion battery separator will be increased by 45 million square meters (about 542 tons). Hui Jin Company, as one of the undertakers of the National 863 New Energy Vehicle Project, Hui Jin Company's main task is to upgrade the mobile phone battery diaphragm to the automobile battery diaphragm.

Sinoma Technology (002080)

Lithium battery diaphragm production line project, 2065438+May 2003, the company plans to invest 10708 million yuan to build the "lithium battery diaphragm production line with an annual output of 20 million square meters" project. By the end of 20 13, the global lithium battery production capacity has expanded rapidly, and the growth rate of lithium battery separator as the main material has lagged behind. According to the statistics of China Chemical and Physical Battery Association, the demand for lithium battery separators in China reached 65.438+0.6 billion square meters in 2065.438+0.0, of which 80% were imported. With the continuous improvement of the manufacturing level of domestic lithium battery separators, there is a great market space for domestic lithium battery separators.

Cangzhou Pearl (002 108)

The lithium-ion battery separator project with an annual output of 20 million square meters is located in Cangzhou High-tech Industrial Development Zone. On 20 13, a subsidiary was established to independently operate lithium-ion battery separators, and the project has been put into production. Company lithium battery diaphragm products supply BYD.

Yuntianhua (600096)

The lithium-ion battery separator project with an annual output of150,000 square meters was officially put into production in June, 20 12, becoming the production line of lithium-ion battery separator with the largest width, the highest line speed and the most flexible manufacturing in China, successfully breaking the monopoly situation of foreign companies. The company plans to achieve an annual production capacity of 200 million square meters in 20 15 years.