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Today's Battery Magazine - Battery Alliance News (reported by Zhiming Beijing) Recently, listed companies with lithium battery separators have released their performance reports for the first half of the year. After sorting and statistics by the Battery Alliance (WeChat: zgcbcu), the total revenue of lithium battery separators from 10 companies reached 960 million yuan, of which 8 companies achieved a positive increase in revenue, indicating a promising industry situation. From the overall data, due to increased investment and excess production, diaphragm listed companies have entered a stable upward period from a doubling trend compared to the same period in 2016, and some companies have even experienced negative growth. The profile reflects that China's lithium battery separator industry has entered a period of industry adjustment as a whole, and the era of making money as soon as it is put into production is gone forever.
However, it is worth noting that some companies, such as Southeast China, Shengli Precision, Cangzhou Pearl, and Sinoma Technology, only account for a small part of their overall business in lithium battery separator business, so their overall operating income does not reflect the actual situation of the lithium battery separator industry well. Here we will only discuss the operating revenue of the lithium battery separator business.
Some companies, such as Lekai Film and Nanyang Technology, have entered the diaphragm industry, but due to reasons such as lack of mass production or sales revenue, and not being included in the list of listed companies, the Battery Alliance has not conducted statistical analysis.
Of course, simply discussing revenue as an indicator cannot reflect whether a company's economic benefits are good or bad. This is only for reference, comparing who has a larger size, a larger stall, and a higher market share. I hope it can be helpful to industry insiders.
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