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Author ：Iflowpower – Portable Power Station Supplier
With the gradual stability of Tesla production, the electric car is gradually stable, and the traditional vehicle factory such as Mercedes, BMW, Flowserve, Toyota, General and other traditional cars, the overall industrial chain of electric vehicles began to flourish. According to the statistics of the International Energy (IEA), by 2040, there will be 300 million electric vehicles worldwide, and the demand for battery-related materials will be increased. Positive electrode material, diaphragm, negative electrode material and electrolyte are four key materials for lithium ion batteries.
The cost of the diaphragm is second only to the positive material, about 10% to 15%, in some high-end batteries, the film cost is higher than the cost. Due to the safety, permeability, porosity and film thickness of the diaphragm to affect the ionic conductivity and mechanical strength, different products are not to use different design methods, such as single-layer, double layer, and three-layer separators. Prospective energy jointly established by the joint ventures of Many listed companies such as Pu Xuan, Shang Dynasty, Xincheng, and San Xuan, are the only research and development and manufacturing in Taiwan in the local diaphragm factory, including PP, PE double film and three Layer composite film.
The company's current end client includes Taiwan plastic lithium electricity, Fanfan Energy, Kaisheng green energy, etc. For forward-looking end products from the car, the card drive battery, UPS, motor vehicles to large energy storage batches, where some products have exported to Japan's Hitachizosen and NissanForklift and other international plants. And with the rise of new energy vehicles in the mainland, the company has successfully cut its battery supply chain.
In addition to the forward-looking energy source, the polarized plate factory of the Group's Group has cooperated with the Qi Rui Group of the Automobile Factory to develop a three-layer diaphragm product, and some people estimated that the business is expected to contribute to its performance in 2020. Will gradually appear. The main business of the base material is a polarizer, accounting for 90% of its total revenue.
However, Chen Jianzhi, chairman of Benki Materials, said that the polarization cause must not only face Japan and South Korea's production pressure, and the price competition in my country, but also because the LCD market matures maturation and price decline. In this context, the company began to accelerate the development of new business directions. In the category of the battery material, the company's products are important including electric vehicles lithium-ion battery materials (isolation films, etc.
), but have been affected by mainland policy, once in the past few years, only small shipments to Japanese manufacturers and mainland cars in 2017 supply chain. However, the company continues to invest resources, improve the product, and has recently entered the Japanese-South Battery Factory certification stage, and there will still have the opportunity to become one of the new movements of operational growth in the future.
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