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The global market share of Chinese separator exceeds 70%
The data shows that in 2021, the total output of China's separator will be 7.904 billion square meters, a year-on-year increase of 112.5%, and the global market share of China's separator has exceeded 70%. The total output of wet-process separator in China was 6.060 billion square meters, a year-on-year increase of 132%. The total output of dry process separator was 1.844 billion square meters, a year-on-year increase of 67.7%. Among them, Top 10 lithium battery separator companies in China have made outstanding contributions to this.
In 2021, the performance of the power market will continue to exceed expectations, and the new production capacity of wet separator will continue to be released. Wet-processed separators firmly dominated the market, and the market share reached a new high, exceeding 75% for the first time. This article will introduce the Top 10 lithium battery separator companies in China in detail, including their development history, main products and services, as well as the latest industrial layout. I believe this article will help you gain a more comprehensive understanding of the China's best lithium batteries separator companies.
Top 10 lithium battery separator companies in China in 2022
① SEMCORP
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Established time |
April 5, 2006 |
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Company location |
Yunnan, China |
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Total market value |
233.695 billion RMB |
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Company website |
http://www.cxxcl.cn/ |
Company profile:
SEMCORP ranked first in the Top 10 lithium battery separator companies, it covers two major business systems of "new energy" and "packaging", as well as three major product segments of "film products", "packaging and printing products" and "paper product packaging". It serves the world's large lithium battery manufacturers, cigarette manufacturers, food and beverage manufacturers, plastic packaging companies, printing companies, etc. SEMCORP is the world's leading supplier of new energy lithium-ion battery separators, and has maintained long-term good cooperation with dozens of well-known enterprises such as CATL, Panasonic, SAMSUNG SDI, LGES, BYD, and GOTION HIGH-TECH.
Main products and services:
Wet process lithium battery separator products and customized solutions for lithium battery separators.
Latest news and related layout:
On June 20, 2022, SEMCORP announced in the evening that Shanghai Energy, the company's holding subsidiary, recently signed an "Investment Agreement" with the Xiamen Torch Development Zone For High Technology Industries Management Committee and the Tong'an District Government. According to the agreement, it is planned to set up a project company in the co-administration area by a platform company jointly managed by SEMCORP and CATL, and the project company will invest in the construction of 16 lithium battery separator base film and coating slitting production lines in the co-administration area. The project company plans to be completed and partially put into production in 2023. The products are mainly used in but not limited to new energy vehicle power battery systems, energy storage battery systems and other markets.
② SENIOR
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Established time |
September 17, 2003 |
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Global headquarters |
Guangdong, China |
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Total market value |
35.602 billion RMB |
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Company website |
http://www.senior798.com/ |
Company profile:
SENIOR, the second place in the Top 10 lithium battery separator companies, focuses on the fields of new energy and new materials, and has become the leader in the global lithium battery separator industry. After nearly 20 years of development, SENIOR has formed a global strategic layout with Shenzhen headquarters as the center, Shenzhen, Anhui, Jiangsu and Europe four major production bases in China, Shenzhen, Osaka, Japan and Germany and other R & D centers co-existing global strategic layout.
Its products cover lithium battery dry process, wet process, and coated separators, and it has become a lithium battery separator company with the largest variety of products and the best quality in the global industry. The company's products are mainly used in new energy vehicles, consumer electronics and energy storage power stations, and have been successfully applied in the aerospace field.
With the strong technical advantages of lithium battery separator, SENIOR has realized the localization of lithium battery separators, and opened the path of localization of lithium battery separators in China, becoming the earliest separator company in China to export to overseas markets in batches. Since 2013, its products have been exported to LG Chem and other global markets in batches, achieving a breakthrough of zero export of lithium battery separator in China.
In 2020, SENIOR reached a production capacity of 1.6 billion square meters of dry and wet separators and 1.3 billion square meters of coated separators. According to the company's strategic plan, SENIOR will have an annual production capacity of 6 billion square meters of separators and 4 billion square meters of coated separators by 2025, taking the lead in the global industry.
Main products and services:
Dry, wet and coated lithium-ion battery separators.
Latest news and related layout:
On June 15, 2022, SENIOR announced that Changzhou SENIOR, a wholly-owned subsidiary of the company, signed a "Sales Volume and Price Booking Agreement" with the purchaser Freyr, stipulating that Changzhou SENIOR will supply Freyr with wet-processed lithium ions Battery separator materials, the agreement amount is about 737 million yuan. In addition, SENIOR has also developed a modified separator with high heat resistance and high film breaking properties, which will be applied to major overseas customers in batches in 2022. It is reported that Xingyuan Materials has an existing base film production capacity of 1.7 billion square meters, and is actively expanding production to ensure delivery capacity. In 2026, it plans to achieve 10 billion square meters, ranking the top two in the world in total.
③ Sinoma
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Established time |
December 28, 2001 |
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Company location |
Jiangsu, China |
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Total market value |
45.712 billion RMB |
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Company website |
http://www.sinomatech.com/ |
Company profile:
Sinoma has a complete technical industry chain of non-metallic mineral materials, glass fiber and fiber composite materials. It is a high-tech enterprise integrating R&D, design, product manufacturing and sales, and technical equipment integration in the field of special fiber composite materials in China. Its business products are closely related to new energy, aerospace, energy conservation and emission reduction and other application fields.
Main products and services:
The main products of Sinoma are wind turbine blades, high-pressure composite pressure vessels, high-temperature filter materials, microfiber wet-laid products, special glass fibers, composite materials for automobiles, and non-mineral deep-processed products. It is also engaged in the design, key equipment manufacturing and technical services of 10,000-ton fiberglass pool kiln wire drawing projects and large-scale non-mining projects.
Latest news and related layout:
On June 17, 2022, Sinoma stated that the demand for separators is constantly exceeding expectations, including new energy vehicles and energy storage technology. Due to the increase in demand, the construction of the overall production capacity of the separator has entered an accelerated stage. Two of the six lines of the 400 million square meters in the second phase of the Tengzhou base in Shandong have been built, and two are expected to be released at the end of June and two in August. Its Inner Mongolia base is expected to release 2 lines in the second half of the year. In the follow-up, Sinoma will concentrate its advantageous resources and focus on promoting the construction of 1 billion square meters of production capacity bases in Shandong, Inner Mongolia and Nanjing that have been announced. scale.
④ ZIMT
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Established time |
August 21, 2012 |
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Company location |
Guangdong, China |
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Registered capital |
95.824153 million |
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Company website |
http://www.zimt.com.cn/ |
Company profile:
ZIMT is a company under ZTC Holdings specializing in the research and development, production and sales of lithium-ion battery separators. Its lithium-ion battery separator products are widely used in new energy vehicles, energy storage, electric bicycles, power tools, drones and other fields.
Main products and applications:
Coated separators, ceramic coated separators, monolayer PP separators, multi-layer PP co-extruded films and multi-layer PP separators
Latest news and related layout:
It is reported that ZTMT plans to invest 3.5 billion to build a lithium battery separator production and research and development base in Wuhan, and the project will be constructed in three phases. The first phase of the project has been put into production; the second phase of the project is Plant No. 4, which is expected to be put into production in the first quarter of 2023; the third phase of the project is the R&D Building and No. 6 Plant, and the construction of the R&D Building will start soon.
In terms of production capacity, ZTMT currently has 18 dry-process separator production lines in two major production bases in Shenzhen and Wuhan, and 12 production lines are under construction, with a cumulative total production capacity of about 2 billion square meters after completion. In 2021, the second-phase expansion project of the Wuhan production base will be launched, and the production capacity will be greatly increased after the production capacity is reached. On the customer side, ZTMT has supplied leading battery companies such as CATL, BYD, and CATL.
⑤ GELLEC
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Established time |
February 5, 2010 |
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Company location |
Hebei , China |
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Registered capital |
134.735 million RMB |
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Company website |
http://www.gellec.com/ |
Company profile:
GELLEC is a comprehensive enterprise integrating R&D, production, sales and service of lithium battery wet-process separators. It has three production bases in Handan, Hebei, Ma'anshan, Anhui and Tianjin. GELLEC uses ultra-high molecular weight polyethylene (UHMWPE) as raw material to produce high-performance lithium battery separators by thermally induced phase separation wet process.
Main products and services:
Wet process membranes, coated membranes and breathable membranes.
Latest news and related layout:
Recently, the GELLEC separator R&D and production base project was signed and settled in Feixi County, Hefei City, Anhui Province. The project is expected to have a total investment of 6 billion yuan, of which equipment investment is 5.1 billion yuan. It is planned to build 20 base film production lines and 80 coating separator production lines, equipped with 16 fully automatic coating and pulping production lines and 120 high-speed separator slitting machines. It is estimated that the annual production capacity of base film will reach 3 billion square meters, and the annual production capacity of coating film will reach 2 billion square meters.
⑥ HUIQIANG NEW ENERGY
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Established time |
January 28, 2011 |
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Company location |
Henan, China |
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Registered capital |
69 million RMB |
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Company website |
http://www.hqnem.com/ |
Company profile:
HUIQIANG NEW ENERGY focuses on the R&D, production and sales of high-quality lithium-ion battery separators. It can produce single-layer, multi-layer lithium battery separators and coated separators with different specifications from 6μm to 60μm according to customer needs. As one of the Top 10 lithium battery separator companies in China, HUIQIANG NEW ENERGY is an industry-leading developer and product supplier of new energy vehicle power battery separators. The company's products are used in power batteries, energy storage, 3C battery products and other fields.
Main products and services:
Three-layer co-extruded PP and PE different materials, PP same material lithium battery separator, 350 ℃ high temperature resistant PI separator, lithium battery composite separator and solid electrolyte membrane, PVDF coated separator and ceramic coated separator and other new products and new materials.
Latest news and related layout:
On April 6, 2022, the second phase expansion project of HUIQIANG NEW ENERGY lithium battery intelligent separator started, which will increase the production capacity by 400 million square meters per year.
⑦ Beixing
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Established time |
October 17, 2016 |
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Company location |
Jiangsu, China |
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Registered capital |
600 million |
Company profile:
Beixing is a company specializing in R&D, production, sales and technical services that provide diaphragm materials for global high-power energy storage and lithium battery manufacturers for electric vehicles. The company plans to have an annual production capacity of 500 million square meters of separator in 2 years. This project is a key investment attraction project in Changzhou City, and an important extension of the positive and negative electrode materials and lithium battery manufacturing industry chains that have been formed in Jiangsu Province.
Main products and services:
Lithium battery diaphragm material
⑧ CANGZHOU MINGZHU
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Established time |
January 21, 2014 |
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Company location |
Hebei, China |
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Registered capital |
550 million RMB |
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Company website |
http://www.cz-mz.com/ |
Company profile:
CANGZHOU MINGZHU is a battery separator manufacturer, focusing on the R&D and design of lithium-ion battery separators. The company's main products include coated modified membranes, microporous membranes, filter membranes, dry membranes, wet membranes, etc., which are widely used in electric vehicle power batteries, energy storage and other fields.
Main products and services:
Coating modified membranes, microporous membranes, filtration membranes, dry process membranes and wet process membranes
Latest news and related layout:
On June 23, 2022, CANGZHOU MINGZHU disclosed that the lithium battery diaphragm expansion project is in progress as planned. In addition, CANGZHOU MINGZHU said that the shipment volume of separator this year is expected to be 280 million square meters, and the shipment volume of separator next year should increase according to the construction of new lines.
⑨ HongTu Separator
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Established time |
March 18, 2005 |
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Company location |
Jilin, China |
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Registered capital |
49.3769 million RMB |
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Company website |
Company profile:
HongTu Separator is a professional manufacturer of ordinary zinc-manganese dry battery separator paper - pulp layer paper. Among the Top 10 lithium battery separator companies, as a battery separator manufacturer, HongTu Separator's main business is engaged in the research and development, production and sales of lithium ion battery separators and ordinary zinc-manganese battery separators, providing users with various battery separator products and Pulp layer paper products, and provide customized services for battery separators.
Main products:
Zinc-manganese battery separator and high-quality lithium-ion battery separator.
⑩ LKT
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Established time |
December 22, 2016 |
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Company location |
Shandong, China |
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Registered capital |
300 million RMB |
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Company website |
http://www.lanketu.com/ |
Company profile:
LKT is engaged in the process research and development, product production and sales services of wet-process lithium battery separators. In the first phase, 2 wet-process lithium-ion battery production lines will be constructed, with an annual output of 200 million square meters, which will be officially put into operation in 2018.
Main products and services:
Wet process separator base membrane, ceramic coated separator, waterborne PVDF coated separator, BOEHMITE coated separator, ultra high strength separator, oil based PVDF coated separator and wet process + ARAMID coated separator.
Recent layout:
Lithium battery separator company LKT has built two production bases in Qingdao and Shanxi, with a total production capacity of 350 million square meters. Among them, Qingdao LKT was put into operation in 2018, with an annual production capacity of 150 million square meters of separators; Shanxi LKT was put into operation in 2021, with an existing annual production capacity of 200 million square meters of separators and a capacity of 600 million square meters under construction. According to the plan, the company's annual production capacity of separators will reach 1 billion square meters in mid-2022.
China's wet process separator market structure in 2021
| Top 5 wet-process separator companies in China | |
| 1 | SEMCORP |
| 2 | Sinoma |
| 3 | SENIOR |
| 4 | GELLEC |
| 5 | Beixing |
Specific to the wet process separator: SEMCORP will release the large-scale production capacity in 2021, and the separator output will exceed 3 billion square meters, and the leading position of the wet process separator market will be further stabilized. The position of the wet separator faucet is further consolidated. In 2021, Sinoma and SENIOR, the first echelon of wet-process separator, will have limited overall capacity additions, but their capacity utilization rates will remain high.
Against the background of strong overall demand in the industry, the second-tier wet-process separator industry has seen a particularly significant increase in capacity utilization, becoming one of the important market supply sources for wet-process separator this year. Under the overall development and operation of the industry, the wet-process separator presents an industry pattern of 'one super and many strong', but the gradual development of the second line will make the CR3 in 2021 slightly decrease, and the CR3 in 2021 will be 76%.
China's dry process separator market structure in 2021
| Top 5 dry-process separator companies in China | |
| 1 | ZIMT |
| 2 | SENIOR |
| 3 | HUIQIANG NEW ENERGY |
| 4 | Yingbolai |
| 5 | ZKKJ |
In terms of dry-process separator: Driven by the hot sales of BYD's new energy vehicles and the high growth of the energy storage market, dry-process separator also achieved a year-on-year growth of nearly 70%. The ranking of the first echelon ZIMT, SENIOR, and HUIQIANG NEW ENERGY has slightly changed compared with 2020. ZIMT has become a leading dry-process separator enterprise in one fell swoop due to the release of production capacity and the large demand of downstream major customers. In 2022, with the gradual release of production capacity, the market share of the first-tier enterprises will increase steadily.
In 2021, the CR3 of the dry-process separator market will be close to 70%, showing a market pattern of "three pillars" as a whole. However, as the separator leader SEMCORP officially announced its entry into the field of dry separator in 2021, and established a joint venture with Celgard to deploy dry separator, dry separator are expected to enter the market in 2022. Combined with the 2 billion square meters of dry separator production capacity deployed by SEMCORP and CATL , it is expected that the market pattern of dry process separators will further change in the future.
Summary and forecast
Looking back on 2021, in terms of wet-process separator: the first echelon will continue to increase the production capacity of wet-process separator. Whether it is the leading company SEMCORP, or SENIOR and Sinoma, in 2022, they have announced the production capacity layout of over 2 billion square meters, further consolidating the first Echelon's lead. In terms of dry process separator: SEMCORP's capacity planning of 2 billion square meters of dry process separator will reshape the future dry process market pattern. The downstream head power battery companies are bound to high-quality separator companies. CATL, EVE among Top 10 energy storage lithium battery companies, LG and the Top 10 lithium battery separator companies have frequently moved.
The cooperation between the downstream head power battery companies and the separator manufacturers has become a new trend in the industry. In the context of the continuous improvement of the industry's prosperity, the lithium battery separator industry has attracted a group of relatively powerful companies, such as HENGLI PETROCHEMICAL, MALION, CONCH VENTURE, SOLARTRON, etc. However, due to the limitations of the equipment production process and the long certification cycle of downstream customers, the impact on the separator industry in 2022 will be limited.
Related article: Top 10 lithium battery companies, Top 10 power battery companies