The leading lithium battery diaphragm production hit a record high in July and August, and the price of the product was very stable.-clevelanddrifters.com

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The leading lithium battery diaphragm production hit a record high in July and August, and the price of the product was very stable.

time：2023-03-24 01:00:25 source：clevelanddrifters.com author：Garbage

The leading lithium battery diaphragm production hit a record high in July and August, and the price of the product was very stable.

Enjie released an announcement on the record sheet of investor relations activities. The epidemic did not affect the company's production and production scheduling. The production scheduling in July and August hit a new high. The company's orders are very sufficient, the production line is at full capacity, and the product is in short supply and the price is very stable. Production schedules (especially coated films) increased again in September, and customer demand for coated films grew rapidly. The company's orders in the fourth quarter were strong. Although the company's new production capacity was gradually released, it was still unable to meet all the needs of all customers. Diaphragm is in the upper reaches of the lithium battery industry chain and is one of the four core materials of lithium batteries. According to Baichuan Yingfu data, from 2017 to 2021, my country's diaphragm production capacity increased from 3.535 billion square meters to 13.403 billion square meters, with a compound growth rate of 39.5%. The planned new production capacity in 2022 will reach 11 billion square meters, which is more than the sum of the newly added production capacity in the past four years. Institutional analysis pointed out that, on the whole, my country's diaphragm industry has developed rapidly, and the sales of new energy vehicles have recovered after the superposition of the epidemic, and the diaphragm industry is expected to usher in a rise in volume and price. According to the theme database of the Financial Associated Press, among the relevant listed companies: the diaphragm production capacity of Anhui Meicin, a subsidiary of Midian New Materials, has been released one after another with the increase in orders. Bulk supply, more than 20 product samples have been sent to about 20 customers, and some customers are supplied in bulk. Cangzhou Mingzhu diaphragm products currently have a designed production capacity of 290 million square meters. At present, the diaphragm production lines are all in full production. The company will invest in the construction of 4 wet diaphragm production lines in Wuhu, Anhui in 2021 with its own funds. Some of the new capacity is expected to be released in 2023. Related stocks Midland New Materials +1.57%Cangzhou Pearl +1.31%

(Responsible editor：Education stock)

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