10Lithium materials 10 shares will start a comprehensive upgrade|Lithium materials 10 shares will start a comprehensive upgrade2

Comprehensive transformation of lithium battery materials, upgrading 10 shares will start the high-end products into the development direction of lithium battery materials, the huge potential of the day before, Tesla CEO Elon Musk, said Tesla will upgrade battery performance version of the Model S and Model in X SUV is equipped with high capacity, thus prolonging the mileage, while achieving faster acceleration performance. The new 100 kwh battery pack will make the high-end version of the Model S P100D to become the world’s fastest production car, the performance version of the Model X SUV will also be equipped with the same battery pack. At the same time, the new upgraded version of the battery will also extend the mileage of Tesla’s new car, the performance version of the Model S mileage will be more than 483 km, the existing Tesla models endurance in the range of 338 km to 435 km. Lithium battery separator is an important material for battery performance, safety and cost. In the main raw materials of lithium ion batteries, in addition to positive and negative electrode materials and electrolyte solutions, the diaphragm is also a very important component. The main function of the diaphragm is to separate the positive and negative poles of the battery to prevent the contact between the positive and negative poles. In the four lithium ion battery materials, the proportion of the cost of the diaphragm is only second to the cathode material, about 10%-15%, in some high-end batteries, diaphragm costs accounted for higher. From the performance requirements of the diaphragm, the basic parameters of the thickness, porosity, tensile strength, puncture strength and absorbency will affect the performance of the battery, so the diaphragm has become the material technical barriers of lithium battery four materials in the highest. With the continuous improvement of the quality of electric vehicles on the battery requirements, as well as the volume of new energy vehicle sales, lithium battery high-end diaphragm industry will have a huge market potential. The explosive growth of China’s new energy vehicle market has led to the rapid development of the power battery industry, the release of new capacity will accelerate the increase in demand for key materials, such as lithium battery separator. China plans to achieve 2 million new energy vehicles in 2020 and the annual production of 5 million stock. Last year, China’s new energy vehicle sales of about 390 thousand, the next 5 years, the compound growth rate will reach more than 40%. Agency expects 2016 China lithium battery separator market demand of about 1 billion 80 million square meters, and the capacity of the mainstream lithium battery separator enterprises in China is about 656 million square meters, there is a serious shortage of production capacity situation, still have to rely on imports. By the market demand and industry to attract high gross margin, the domestic lithium battery separator production in recent years, the rapid expansion. However, compared with the well-known foreign giants, China’s lithium battery separator production enterprises in product development, production process control, product consistency, production equipment manufacturing, brand awareness and other aspects, there is a big gap. Currently, the main face of the domestic low-end market, capacity expansion in the low-end products. On the contrary, in the high-end diaphragm market, the pattern of industrial supply stable, less competitive pressure, profitability has a certain protection. Go high-end will become the future direction of China’s lithium battery separator industry, high-end products with the capacity of enterprises is expected to take the lead in the benefit. China Securities Network Tianqi lithium industry: mid year report than expected, optimistic about the release of the second half of the performance category: company research institutions: wealth securities.