SHEJ, the leading manufacturer of lithium battery separators in China, released the "Plan for Non-Public Issuance of A Shares in 2020", which plans to issue no more than 242 million shares to no more than 35 specific investors %), Raising funds not exceeding 5 billion yuan for the company's lithium-ion battery separator expansion project.
The SHEJ announcement shows that the total investment of the project is RMB 4.5 billion, and it is expected to add an annual output of 520 million square meters of lithium battery separator base film and an annual output of 300 million square meters of lithium battery coated film capacity.
Since this year, new energy automotive industry chain companies have continued to carry out fund-raising activities, and Pu Tailai threw out a planned increase of nearly 5 billion yuan in the evening of March 26, intending to invest in an annual output of 50,000 tons of high-performance lithium-ion battery anode materials 7 projects including construction; Ningde Times announced on February 26 that it plans to raise funds not exceeding 20 billion yuan for power battery and energy storage battery project construction, research and development and supplementary working capital, and raise funds to build a new 52GWh battery capacity …
SHEJ gave the corresponding data calculation logic. According to the capacity planning of major customers, by 2025, major customers expect the overall capacity of lithium batteries to exceed 544GWh. Assuming that the 1GWh lithium battery needs 15 million square meters of separators, the existing customers of SHEJ will have more than 8.16 billion square meters of lithium battery separators by 2025.
Since SHEJ has entered the supply chain of most of the world's battery manufacturers, its market share has reached 80%, including Panasonic, LG, CATL and other leading global battery companies.