Shulou(Shulou.com)11/24 Report--

According to CTOnews.com news on February 3, new energy is mainly widely used in electric power and new energy vehicles, and the permeability of new energy vehicles has increased rapidly in recent years, which has led to the development of battery and battery application related materials supply chain enterprises in the upper reaches of the industry, of which battery isolation membrane is the representative.

Graphic source Pexels optical film as an important raw material in the display panel industry chain, its domestic replacement has become a trend. The optical film is located in the upper reaches of the display panel industry chain, and its gross profit margin is at the high level of the "smile curve" of the industry chain because of its high technical barriers.

Both optical membrane and battery isolation membrane belong to the membrane industry, which occupies the main position of investment in China's membrane industry. According to CINNO Research statistics, the amount of investment in China's membrane industry (including Taiwan) is about 112.4 billion yuan in 2022.

CTOnews.com learned that from the perspective of regional distribution, the distribution of investment funds is mainly in Anhui, Jiangsu, Sichuan, Hubei and Fujian, with the total proportion of the five regions accounting for about 82.9%; from the distribution of domestic and foreign capital, the proportion of domestic capital is 100%.

From the perspective of capital flow, in 2022, the investment funds of China's membrane materials industry (including Taiwan) mainly went to lithium diaphragm projects, with an amount of about 79.3 billion yuan, accounting for about 70.6 percent, while the scale of investment in optical grade membrane materials was about 33.1 billion yuan, accounting for about 29.4 percent.

Membrane material belongs to the pan-semiconductor material market, which is located in the upstream of many industries, which will greatly affect the field of optoelectronic display and new energy track.

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