Recently, Sinews Technology announced that it intends to invest 550 million yuan to acquire the assets related to lithium battery aluminum-plastic film flexible packaging products held by T & T. T & T is a well-known Japanese company engaged in the production and sale of a variety of lithium-ion battery packaging materials. T & T Co., Ltd. is engaged in the production and sale of a variety of lithium-ion battery packaging materials in Japan's well-known enterprises. Aluminum-plastic film compared to traditional aluminum shells and other external battery materials, can more effectively reduce the weight of the battery, and enhance the safety of lithium batteries, reduce the probability of battery explosion.

Brokerage firms believe that the large-scale release of new energy vehicles, will enhance the safety requirements of lithium batteries, aluminum-plastic film as an important part of lithium materials will usher in a period of rapid development. At present, the mainstream electric car enterprises are also a large number of aluminum-plastic film packaging, the potential market size will reach tens of billions of levels.

Lithium batteries can be divided into liquid lithium batteries and polymer lithium batteries according to the different electrolyte forms, liquid lithium-ion batteries are mostly packaged in steel shells and aluminum shells, steel shells are being gradually replaced by aluminum shells due to their heavy weight and poor safety. Polymer lithium-ion batteries are generally solid polymer electrolyte, many domestic enterprises also use liquid electrolyte, collectively referred to as polymer batteries, battery packaging using aluminum-plastic film. Compared with liquid lithium batteries, polymer lithium-ion batteries use a colloidal electrolyte, which does not produce liquid battery leakage, explosion and other problems, higher safety, lighter and thinner. At the same time, through the use of aluminum-plastic film as the battery shell, polymer lithium battery specific capacity, weight and other properties have been greatly improved. If the use of polymer as cathode material, lithium polymer battery specific energy (energy / mass), can be compared with the traditional liquid lithium-ion batteries to improve the 50% or more.

Due to the upgrade of consumer electronics, new energy vehicles discharge and other factors to promote, polymer lithium batteries with its superior characteristics to gain favor, the market prospect is broad. Currently lithium polymer batteries accounted for a low proportion of lithium energy, with the continuous upgrading of new technologies, lithium polymer batteries are expected to account for a substantial increase. At the same time, new energy vehicles on lithium battery safety, battery capacity and other indicators to enhance the requirements, but also for the aluminum-plastic film materials to bring a lot of demand.

From the point of view of the material itself, aluminum-plastic film is the current lithium battery materials in the field of high technical difficulty, basically dependent on imports. Aluminum-plastic film products are extremely profitable (gross margin of 60% to 80%), far more than other materials. At present, the mainstream electric car Nissan Leaf, Chevrolet Volt, BMW and a large number of aluminum-plastic film packaging of flexible pack battery route, with the gradual maturation of the consumer environment, electric vehicles are ushering in a period of explosive growth, electric vehicles will also become the main driver of medium- and long-term growth of aluminum-plastic film.

Domestic aluminum composite film market is basically monopolized by Japan and South Korea, Japan Showa, DNP two together accounted for 85% market share. Institutions expect that the current global market space for aluminum composite film is only billions of dollars, with the downstream demand volume, the industry growth rate is expected to exceed 40%.

Aluminum-plastic film company, purple river enterprise for the domestic aluminum-plastic film leader, has achieved small batch production, and become ATL, Li Shen lithium battery enterprise suppliers, is expected to seize the market share of imported products. According to brokerage research report, the company's aluminum composite film product quality and Showa, DNP and other enterprises of imported products are similar, but in terms of price, delivery cycle, customer service and other aspects have a greater advantage. TD Optical aluminum-plastic film products, is expected to be put into mass production in mid-2016, with a capacity of 15 million square meters. 2015 has been sent to BYD and Dongguan a number of electronic enterprises, market feedback is good. Foshan plastic technology is also in the research and development of aluminum-plastic film related products, and actively layout lithium battery production line construction, graphene in lithium battery applications and other projects, the actual control of Guangdong Province, Guangxin Holding Group.