On July 19, Zhangzhou Pearl released the latest investor relations activity record disclosure. The company's dry diaphragm production capacity is 50 million square meters, but the actual production and sales volume is expected to be about 100 million square meters this year. Last year, the wet law was just put into production, and the gross profit margin was around 20%. This year, it has increased by about 40%. The downstream customers of the company's dry diaphragm are mainly used on power batteries. The company's 105 million square meters wet diaphragm project has a total of three lines, each with a capacity of 35 million square meters. The following is a detailed exchange of questions and answers:
1. What are the main customers of the company's diaphragm products?
The company's diaphragm products are basically covered by domestic mainstream battery manufacturers, but the company's current production capacity is limited and cannot be fully supplied.
2. What is the capacity of the dry diaphragm?
The production capacity is 50 million square meters, but the actual production and sales volume is expected to be about 100 million square meters this year.
3. What is the gross profit margin of the dry diaphragm last year, has it dropped this year?
Last year, the gross profit margin of the dry diaphragm was close to 70%, which has declined this year.
4. Has the wet diaphragm changed last year and this year compared to the gross profit margin?
Last year, the wet law was just put into production, and the gross profit margin was around 20%. This year, it has increased by about 40%.
5. What is the yield of the dry diaphragm?
About 45%.
6. What is the selling price of the dry diaphragm?
About 3 yuan.
7. Are downstream customers of dry diaphragm mainly used on power batteries or consumer batteries?
Power Battery.
8. Where is the equipment for wet diaphragm products purchased?
The main part of the wet diaphragm equipment is imported from Japan.
9. Is the device assembled by itself?
It is self-assembly and the company has the ability to integrate equipment.
10, the company has been doing plastic products, and later extended to the diaphragm products, the feeling span is still relatively large, how is the company doing?
The company was only producing PE pipeline products. After the listing in 2007, it acquired the assets of BOPA film products by major shareholders. Through years of development, the company's BOPA film products are in the leading position in the industry in terms of technology and technology. In 2009, the company used lithium battery separator as the research and development direction. Lithium battery separator and BOPA product have similarities in stretching. With the rich experience accumulated in BOPA film products, the company smoothly extended the product to lithium battery separator products.
11. What are the difficulties in producing diaphragm products?
There are two main points in the production of this product, one is technology and the other is technology. Technically, many manufacturers have mastered the technology for producing lithium ion separator products. However, with technology, it can only represent the production of the product, whether it can produce a stable and consistent membrane product and then enter the mainstream supply chain depends on the mastery of the process.
12. What is the current lack of diaphragm capacity?
Mainly due to the relatively strong downstream demand.
13. Why is the price of dry diaphragms falling?
Although the market demand is relatively strong now, the price decline is an intrinsic trend. New energy vehicles have the requirement of falling prices, and the important components of the most new energy vehicles of the battery also have the requirement of falling prices. The diaphragm is a part of the cost of the battery. , so the price decline is inevitable.
14. Will diaphragm prices continue to fall ?
The decline is a trend, but there will definitely be a point. If the products are not making money, there will be no manufacturers to produce them. Therefore, the diaphragm market is also a fully competitive market in the future. In this process, manufacturers with low technological level will gradually be eliminated. The market will also be gradually integrated.
15. Is the yield of the dry diaphragm 45% fast enough?
Yes, the highest is about 50%, which is mainly related to the production process of dry diaphragm.
16. Will the company's wet diaphragm also drop?
The dry diaphragm is already a mature type of large-scale production of the company. The wet diaphragm has just been put into production last year. After the 25 million square meters wet diaphragm, it gradually enters into small-scale production, and the gross profit margin of the product is gradually increasing. At present, the price of the product should not be the most critical. The most important thing is the quality of the product. On this premise, it will be large-scale, so as to increase the market share of the product, establish its own industry position, and prepare for the full market competition in the future.
17. How many square meters of diaphragm do you need for a G-Watt?
About 20 million square meters.
18. The price of foreign diaphragms has always been higher than the price of domestic diaphragms. What are the reasons?
First of all, the industry status of foreign manufacturers is still very obvious, and the quality of the second products is better than some domestic products. However, with the acceleration of the localization process, the domestic diaphragm is gradually replacing foreign products, and its price will also decrease.
19. What are the key points of diaphragm products in the market competition?
It is the mastery of the production process we just mentioned. The key is that the diaphragm must achieve large-scale production to produce consistent and stable products on a large scale. Only in this way can it meet the needs of downstream customers, and mainstream battery manufacturers have high requirements for product consistency and stability. of.
20. How much is it worth investing in a wet diaphragm line?
The total investment is about 1.3-150 million yuan.
21. What are the several lines of the 105 million square meters wet diaphragm project that the company has invested in?
A total of three lines, each line capacity of 35 million square meters.
22. Is the wet diaphragm to be coated?
This depends on the needs of the customer.
23. What is the ratio of wet diaphragm coating now?
About half of the current is coated.
24. What is the price per square meter of the wet diaphragm?
About 4 yuan.
25. How many years can I invest in a production line to recover the cost?
The cost was recovered in about five years.
26. Is the diaphragm manufacturer basically doing wet methods now?
Wet diaphragm products are now generally used as a direction, as wet diaphragms are more widely used.
27. Is the project of the company's cooperation with AVIC Lithium Power currently put into production?
At present, no production notification has been received. The project in cooperation with AVIC Lithium is the 105 million square meter wet diaphragm lithium ion battery separator project currently being implemented by the company.
28. In the production process of the diaphragm, what factors affect the quality of the product, such as raw materials, processes, etc.?
In the production process of the diaphragm, every link is very important and indispensable. Whether it is technology, process, equipment, raw materials, personnel operations, production process control, every aspect is very critical, each step will affect the quality of the product.
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