2020-09-10
铝塑膜的定义:锂离子电池用铝塑膜,简称铝塑膜,是一种软包锂离子电池的封装材料,具备耐穿刺、耐腐蚀、耐高温以及较好的阻隔性。铝塑膜对锂离子电池内部材料起着保护作用,软包锂离子电池以其安全性能高、质量轻、厚度薄、能量密度高等优势,在3C智能数码产品、新能源电动汽车及储能设备等领域得到了广泛应用。
铝塑膜通常由多层材料通过胶粘剂复合而成:
最外层为外阻层,通常由尼龙或者PET组成,用于保护中间铝箔不被划伤,减少碰撞等外部因素对电池的损伤;
中间为阻透层,通常由铝箔组成,用于防止氧气、水分侵入;
最内层为热封层,通常由流延聚丙烯改性而成,起封口粘接的作用。
铝塑膜生产工艺难度较高,大部分国产铝塑膜在耐电解液腐蚀性、冲深性能等方面不过关,技术壁垒高。
铝塑膜行业价值链地图
铝塑膜行业发展趋势:
1、软包电池是未来电池发展的趋势
从技术角度看,软包电池较其他两款电池具有能量密度高,具备提供较长续航的优势;
安全性方面,由于软包电池使用非金属包装材料,爆炸风险大幅降低,安全性能较强。软包动力电池2019年国内市场规模17.5Gwh,市占比为17.5%,预计2025年将达到40%,规模为180Gwh,CAGR=40%。
2、消费需求的持续增长
动力电池从2014年以后进入快速成长期,按照工信部2020年要求新能源车产销200万辆计算,动力电池有效产量的复合增长率超过40%;
国内数码锂电池市场继续从铝壳转向软包,软包锂电池产量增加,软包数码电池产值占总数码产值的比例从2015年的56%上升到68%;
动力软包电池开始放量,由目前份额的20%逐步提升渗透率,预计未来可能达到50%,对圆柱电池的替代尤为明显。
3、国产替代进口机会巨大
国产铝塑膜在耐电解液和强酸腐蚀性、冲深等方面与进口产品还存在一定差距,进口铝塑膜占铝塑膜消耗量的90%以上。国内公司通过收购凸版印刷的铝塑膜业务,将技术引进国内,整合国内资源,逐步开启国产替代进程;
从国产替代的角度看,目前锂电池材料中正、负极、隔膜、电解液、铝塑膜国产率分别为92%、98%、90%、100%、10%。铝塑膜是唯一块没有大规模国产化的材料,而近期随着国内厂商获得技术突破,国产化进程有明显提速趋势。
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Change of Address Notice
Dear investors and partners,
With your ongoing care and support, Hengxu Capital has achieved significant development and progress since its establishment. In order to better meet the needs of our business operations, our office location will be relocated to 5F, Building N3, New Bund Square City, No. 2, Lane 131, Qiantan Avenue, Pudong New District, Shanghai(Map Link: https://j.map.baidu.com/b5/x7VK).
The new office space is conveniently located with excellent facilities, providing improved conditions for meetings, receptions, and work. This relocation will facilitate better communication and collaboration between Hengxu Capital and our partners, enhancing employee satisfaction and office efficiency, and laying a solid foundation for continued and rapid business development.
The new office has been officially in use since January 29, and our mailing address has been switched to the new location. Considering the approaching Chinese New Year, we will not hold a relocation ceremony at the moment but plan to invite you to visit and guide us at a suitable time in the future.
If you have any questions or concerns, please feel free to contact us. Our phone numbers and email addresses remain unchanged. Once again, we appreciate your support and understanding, and we look forward to creating a brighter future together.
Shanghai SAIC Hengxu Capital Co., Ltd.
Jan. 29, 2024