TWh era big opportunity, domestic power aluminum plastic film loading "speed up"

Written by 丨 Battery China

Edit 丨 wheat

American editor 丨CBEA unique shine

At present, the world's major power battery companies are increasing their production capacity planning, and will exceed the huge scale of TWh by 2025. Among them, the production capacity of CATL era is planned to be about 670GWh, BYD plans to exceed 600GWh, LG new energy plans to plan 430GWh, Ewell lithium energy plans 300GWh, SKI plans 200GWh, and Fu Neng Technology plans to exceed 120GWh...

In terms of technical routes, as far as the current application side is concerned, overseas markets, especially in Europe, are particularly favored for soft pack batteries. EV Sales data shows that the vast majority of the top-selling electric vehicles in Europe use soft-pack batteries, including Daimler, Nissan, Renault, Volkswagen, Hyundai, Audi, Volvo and so on.

From the perspective of the domestic market, most of the current models are still mainly square batteries. However, some industry analysts believe that soft pack batteries have the natural advantage of high energy density, and the market share of soft pack batteries will be improved in the future. Even in the Ningde era, which has always been dominated by square batteries, there is currently a layout of soft pack batteries. With the cost reduction brought about by technological progress and the upgrading of consumption in the end market, the domestic market may be on par with Europe in the future.

According to the optimistic prediction of industry research institutions, the penetration rate of soft pack batteries in the global new energy vehicle market will reach 45% by 2030. As global soft pack battery shipments continue to rise, it will drive the rapid growth of aluminum-plastic film demand. CICC expects that by 2025, the global demand for aluminum-plastic film will increase to 870 million square meters, the market space will exceed 15 billion yuan, and the compound growth rate will exceed 36% in the next few years.

01

Domestic aluminum-plastic film is becoming more and more recognized

It is worth noting that although the aluminum-plastic film market has broad prospects, the penetration rate of domestic aluminum-plastic film in the field of power batteries has been very low for a long time. According to the data of Tianfeng Securities Research Report, 70%-80% of the current aluminum-plastic film market is occupied by overseas enterprises. However, this also means that there is a huge space for domestic aluminum-plastic film to replace imported products in the future. Moreover, in recent years, soft pack battery manufacturers have become more and more recognized the quality of domestic aluminum-plastic film.

According to incomplete statistics in the industry, as of now, Fu Neng Technology, Jiewei Power, Guoxuan Hi-Tech, LG New Energy, SKI, Envision Power, Nandu Power, Weihong Power, Honeycomb Energy, Polyfluoride and other battery companies have been trying to use China-made power aluminum plastic film, many of which have been supplied in batches and loaded into vehicles.

It is understood that in recent years, Mingguan New Materials has established a customer development route with aluminum-plastic film for power/energy storage as the traction and high-end digital aluminum-plastic film as the help. At present, the company's aluminum-plastic film bulk sales customers cover many large and well-known enterprises in the field of power, energy storage and high-end digital. At the same time, in order to continuously optimize the customer structure of power and energy storage, the company actively expands new key customers in the industry, and the certification and testing of related customers are steadily advancing.

Up to now, the earliest battery made of Mingguan aluminum plastic film, the maximum use time of installing the car has been 5 to 6 years, and the total mileage of the vehicle has exceeded 150,000 kilometers, accumulating a large amount of valuable application data. So far, Mingguan aluminum-plastic film has zero customer complaints, and it is also the first domestic aluminum-plastic film to verify quality stability and safety in the mass production and operation of real vehicles.

Since 2017, the soft pack batteries using Mingguan aluminum-plastic film have been installed on the car, including passenger cars, buses, special vehicles and logistics vehicles of well-known domestic car companies. Mingguan power type aluminum-plastic film has been widely recognized and trusted by more and more OEMs and battery factories.

"In fact, the quality of domestic aluminum-plastic film is not inferior to that of foreign countries, and some properties even exceed similar products abroad." In recent years, the impression of domestic and foreign battery manufacturers on China's aluminum-plastic film has greatly improved. Industry insiders pointed out that in the field of new energy vehicles, who can make the products get verified by downstream battery manufacturers earlier, who will become the core enterprise of the aluminum-plastic film localization track.

02

Be prepared for market outbreaks

It is understood that as early as 2007 Mingguan new material has begun to lay out aluminum-plastic film, the aluminum-plastic film market at that time was mainly monopolized by Japan, the United States, South Korea's DuPont, Showa and other companies, Mingguan new material is the first batch of domestic enterprises to actively promote the localization of aluminum-plastic film. Through years of efforts, Mingguan New Materials has fully realized the localization of the upstream materials of aluminum-plastic film, and independently solved the safety problems of the upstream supply chain of aluminum-plastic film raw materials.

"We began to build our own industrial workshops in 2016, and in 2017, we began to supply the power and energy storage markets. At present, there is no gap between the performance of the company's power and energy storage aluminum-plastic film products and similar foreign products; In terms of safety, reliability testing, etc., it has been able to compete with brands outside the United States. Mingguan new material aluminum plastic film research and development leader said.

The excellent performance of Mingguan aluminum-plastic film is due to its unique dry-heat composite process. This independent innovation of the process route, its advantage is to absorb the advantages of the dry process at the same time, taking into account the advantages of the thermal method in terms of electrolyte resistance and water resistance, so that the comprehensive performance of aluminum-plastic film in depth molding, appearance, electrolyte resistance and water resistance performance has been comprehensively improved.

For example, in terms of extremely critical depth performance, at present, most domestic aluminum-plastic film manufacturers generally punch pit at about 6mm, Japan's flushing depth is 8-12mm, and Mingguan New Material's Mingguan lithium film dry heat method products normal production depth of 9-10mm, which not only ensures the application of products in the intelligent consumer market, but also can be widely used in the power battery of electric vehicles.

In terms of electrolyte resistance performance, Mingguan New Material relies on the independently developed electrolyte adhesive material and material surface interface treatment technology, and the thermal resin is modified and conveniently applied to the dry process, so that the product also has the comprehensive advantages of dry low stress and excellent thermal electrolyte resistance. Electrolyte resistance long-term test 85 °C soaking for 30 days, there is more than 10 N peeling force, to achieve and exceed the imported similar materials.

"Now car companies, battery companies are very open to the heart, to actively evaluate our aluminum-plastic film, I think this is a very good start, the next market will be a spurt of development, of course, the premise is that your products can pass." Yan Hongjia, chairman of Mingguan New Materials, said confidently.

At present, Mingguan is increasing its production capacity construction, and the company is ready to meet the outbreak of the aluminum-plastic film market.