Recently, Tesla CEO Elon Maske said Tesla will be in the performance version of the Model S and Model X SUV equipped with larger capacity upgraded battery, which extended mileage, while achieving faster acceleration performance.
The new 100 kWh LiFePo4 battery pack will enable the high-end version of the Model S P100D to be the fastest-to-scale production car in the world, and the performance version of the Model X SUV will also feature the same battery pack. At the same time, the new upgraded version of the battery pack will also extend the life of the new Tesla mileage, the performance version of the Model S range mileage will be more than 483 km, the existing Tesla models endurance capacity of 338 km to 435 km.
Lithium battery separator is to determine the battery performance, safety and cost of important materials. Lithium-ion batteries in the main raw materials, in addition to positive and negative materials and electrolyte solution, the diaphragm is also very important part. The main role of the diaphragm is to separate the positive and negative batteries to prevent positive and negative contact and short-circuit. In the four lithium-ion battery materials, the proportion of cost of the diaphragm after the cathode material, about 10% -15%, in some high-end batteries, the diaphragm cost accounting for a higher proportion.
Diaphragm performance requirements from the point of view, its thickness, porosity, tensile strength, puncture strength and absorption of the basic parameters such as the battery will affect the performance of the battery, so the battery has become the largest four technical barriers to the highest material . With the electric vehicle on the battery quality requirements continue to increase, and the heavy volume of new energy vehicle sales, lithium battery high-end membrane industry will have a huge market potential, the new energy also include solar powered portable generator.
China's new energy automotive market explosive growth makes the power battery industry into a period of rapid development, the new capacity to accelerate the launch of lithium batteries will drive the increase in key materials such as the diaphragm. China plans to 2020 to achieve the new energy vehicles 2 million annual production and 500 million stock. Last year, China's new energy vehicle sales of 390,000 or so, the next five years will reach 40% compound annual growth rate of more than. Institutions expected in 2016, China's lithium battery separator market demand of about 1.08 billion square meters, while China's mainstream business of lithium diaphragm production capacity of about 656 million square meters, there is a serious shortage of production capacity, still have to rely on imports. The portable solar power generator also increase the needs of lithium batteries.
By the market demand growth and industry to attract high gross margins, the domestic lithium battery production capacity in recent years, rapid expansion. However, compared with foreign well-known giants, China's lithium battery production enterprises in product development, production process control, product consistency, manufacturing equipment and brand awareness, there is a big gap. At present, the domestic diaphragm faced mainly in the low-end market, capacity expansion in the low-end products. On the contrary, in the high-end membrane market, industry supply pattern is stable, less competitive pressure, profitability has certain protection. Take the high-end lithium battery will become the future direction of the development of membrane industry, with high-end product capacity of enterprises is expected to take the lead in the benefit.
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