Asian Chemical Consulting: Why do listed companies favor the acquisition of lithium battery separator assets?

On August 10, 2016, Changyuan Group announced that the board of directors agreed that the company would increase the capital of Hunan Zhongli New Materials Co., Ltd. by RMB 100 million. After the capital increase, the company holds a 10% stake in Zhongli New Materials. Lithium New Materials was established in January 2012 with a registered capital of RMB 223.85 million. It specializes in the production of wet diaphragms for power lithium batteries. Its products belong to one of the four main materials for the production of power lithium batteries in the electric vehicle industry chain, mainly through direct Directly supply products to power lithium battery manufacturers to form sales.
Asianization consulting research shows that a number of listed companies have recently acquired equity in lithium-ion diaphragm companies.
On January 26, 2016, Del announced in the future that the company will receive the equity of Yiteng New Energy held by Zhu Jizhong with its own capital of 90 million yuan and Qian Xiaoying and others totaling 60 million yuan. After the transfer is completed, Del will be the future. It will hold a 7.5% stake in Yiteng New Energy. After the completion of the transaction, Del will increase its capital to Yiteng New Energy with its own funds of 100 million yuan, of which 7.5 million yuan will be included in the registered capital, and 92.5 million yuan will be included in the capital reserve. After the capital increase is completed, the future will be held in the future. Tengxin Energy has a 14.61154% stake.
Yiteng New Energy has a capacity of 120 million square meters of dry-process double-drawing capacity and is expanding its production capacity of 120 million square meters of wet-membrane. According to the plan, 60 million square meters of wet-membrane capacity will be put into operation in August 2016, and another 60 million square meters in May 2017. The wet diaphragm production capacity is put into production, and by 2017, the production capacity of a total of 240 million square meters of diaphragm will be achieved.
The listed company Shengjing Precision completed the acquisition of a 51% stake in Suzhou Jieli in November 2015. According to the 2015 annual report of Shengli Precision, as of the end of 2015, Suzhou Jieli has two wet diaphragm production lines in Wujiang, Jiangsu Province, with a total capacity of 70-80 million square meters per year.
The company plans to add four wet diaphragm production lines in Suzhou production and R&D base in 2016 and 2017. After completion, there will be 10 wet diaphragm production lines, of which 4 new production lines will bring at least 150 million square meters in 2016. Annual capacity increase. Within three years from 2016, the company will build a production R&D base in Hefei, and plans to invest 1.4 billion yuan to build 10 wet diaphragm production lines. It is expected to produce 500 million square meters of power and energy storage lithium-ion battery separators per year.
In May 2016, Shuangjie Electric signed a capital increase agreement with Tianjin Donghao Membrane Technology Co., Ltd., and will increase the capital of Tianjin Dongxie Membrane by RMB 30 million in cash. After the capital increase, the company will hold a 10.6% stake in Tianjin Dongyu Membrane. Fourth shareholder. In June 2016, Shuangjie Electric once again increased its capital to Tianjin Donghao Membrane Technology Co., Ltd., and after holding the capital, it held a 31% stake in Tianjin Donghao Membrane Technology Co., Ltd., becoming the company's largest shareholder.
According to AsiaChem Consulting, the following three factors are the reasons why listed companies prefer to acquire shares in lithium-ion diaphragm companies:
1. Breakthrough in domestic lithium battery separator technology, guaranteed yield and product quality, and stable supply to mainstream lithium battery manufacturers
2. The production and sales of new energy vehicles in China started in the second half of 2015, which brought huge market opportunities for lithium battery separators, especially lithium battery separators for power lithium-ion batteries.
3. The profit margin of lithium battery separator is high, the industry average is above 30%. The sales of lithium battery separator in Zhangzhou Mingzhu in 2015 is 172 million yuan, the operating cost is 55.01 million yuan, and the gross profit margin is as high as 68.03%.
The 2016 lithium battery separator and electrolyte seminar will be held on September 8th in Qingdao, Shandong. More than 150 participants from more than 100 companies in the lithium-ion battery and key materials industry chain will gather together to discuss the current status and future development of the lithium battery separator and electrolyte industry. The following are the conference topics:
1. China's lithium battery development trend and key material market potential
2. Power lithium technology direction and performance requirements for key materials
3. The future development trend of the diaphragm: wet or dry?
4. Serving high-end equipment and raw materials for lithium battery separator manufacturing
5. Innovative diaphragm coating technology and industrialization
6. Performance optimization of electrolytes with advanced solvents, lithium salts and additives
7. High voltage and new material system electrolyte
8. Development of gel electrolyte and solid electrolyte technology
9. Investment opportunities and risk analysis of lithium battery key materials projects
10. Influence of diaphragm and electrolyte on battery safety and cost
11. Domestic lithium battery separator and electrolyte project statistics and capacity growth forecast
If you want to know more about the annual series of lithium battery and photovoltaic related conferences of Asia Chemical Consulting,
Please contact: Miss Zhu phone number 17917602095 or email to

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