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2017年隔膜市场集中化效应逐步显现
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2017年隔膜市场集中化效应逐步显现
摘要:2017年3月,CCM发现国内市场呈现出湿法隔膜产能占比上升,行业集中化效应逐步显现,优秀企业抢占高端市场这三个特征。2017年3月,CCM对国内隔膜行业分析发现,目前国内市场低端隔膜产能过剩,高端隔膜缺口巨大的矛盾相比于2016年更为明显。 一方面,多家隔膜生产企业纷纷在2017年第一季度投扩产,同时陆续有新的企业通过募资、兼并购等方式进入资本市场,2017年隔膜产量相比于2016年呈现出高速增长的势头,产能过剩的特征逐布显现。另一方面,虽然国产隔膜替代进口的增速已从2015年的65%上...
China Li-ion Battery E-News 201703 (Chinese version)
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