Wet diaphragm is the mainstream of the industry: because wet diaphragm is better than dry diaphragm in porosity, median particle size, tensile strength and puncture strength, and the performance of coated diaphragm is better, it is widely used in ternary battery.
High market share of inorganic materials: the performance of inorganic coating materials represented by high-purity alumina and boehmite is outstanding, the price is far lower than that of organic materials, the technical barrier is relatively low, the production capacity of China's market is sufficient, and the penetration rate remains high.
Boehmite permeability will reach 72%: boehmite is superior to alumina in Mohs hardness, magnetic foreign matter content, particle size distribution, specific surface area, water absorption and production energy consumption. It is more conducive to improve the energy density and safety performance of the battery and reduce the production cost. Its permeability will increase steadily, reaching 72% in 2026.
Future market scale of inorganic coating materials: benefiting from the expansion of market demand for power batteries and consumer batteries, the demand of inorganic coating materials industry increases rapidly. Enterprises represented by Anhui Estone Materials Technology Co.Ltd(688733) actively expand production capacity. It is expected that the market scale of inorganic coating materials industry will reach 2.7 billion yuan in 2026.
Anhui Estone Materials Technology Co.Ltd(688733) ranks firmly as the leader in China's boehmite industry: Anhui Estone Materials Technology Co.Ltd(688733) has the second largest market share in the world and the first in China. Its production process is leading and its overall performance is better than that of its peers. With the increase of boehmite permeability and the superposition of its own technology and capacity advantages, it will meet the double increase of profits.
