20230707_太平洋证券_复合集流体行业深度研究报告：复合集流体下一代锂（钠）电池集流体即将开启高速成长期_41页.pdf
S1190522080001 S1190122100017 2023 7 7 1.5%-5%3 2.1 2025 2 PET PET PP+3 009 0-1 3.1/2 3 4 4.0YFUuNqNmPqRsMoNsPrOnM9P9R7NpNmMoMoNeRpPrOkPmNrR6MpPxONZoOoMwMsOtM Contents1 2 3 0-14 1.1()99.5%/11%()()()()-1/99.5%/2 3 10%1-2%1.2 1 2 5%-5%4 1.3 1 PET/PP 1.38/0.9g/cm 8.9g/cm 56%/60%GWh 63%/66%2 1 VS 99.5%+/3-5 4-9/4 3 VS um g/cm3 g/m2 g/m2 6 8.96 53.76 53.76PET 2 8.96 17.9223.44 56%PET 4 1.38 5.52PP 2 8.96 17.9221.52 60%PP 4 0.9 3.60 GWh um g/cm3 6 0.11 8.96 700 700PET 2 0.11 8.96 197258 63%PET 4 0.11 1.38 61PP 2 0.11 8.96 197237 66%PP 4 0.11 0.9 40 2 3 GWh 1.3 3 4 5 GWh 0.53 6um 1.76 1.31/67000 g/19.56 0.13/0.10/1.34 0.22/201000 g/1.11 0.10 0.28 0.25 0.40 0.10 2.79%0.90 2.84 GWh 0.11 GWh 0.30 6 m/6.38/0.35/0.28/0.02/0.05/0.25/0.62/0.37/0.12/0.14 7.61 4.09 GWh 700 GWh 0.53 VS 1.4 1 PET/PP 1.38/0.9g/cm 2.7g/cm 32%/45%GWh 19%/35%2 6 VS 99.5%+10 4-5/1 1 VS um g/cm3 g/m2 g/m2 8 2.70 21.60 21.60PET 2.4 2.70 6.4814.76 32%PET 6 1.38 8.28PP 2.4 2.70 6.4811.88 45%PP 6 0.9 5.40 GWh um 8-2.70 200 200PET 2.4 0.11 2.70 71162 19%PET 6 0.11 1.38 91PP 2.4 0.11 2.70 71131 35%PP 6 0.11 0.9 59 8 GWh 7 1.4 9 12 m 2.09 1.10/1.90 0.30 0.09 0.20 2.68 g/cm3 2.70 um 12.00/0.87 GWh 200-400 GWh 0.11 10 GWh 0.11 VS 8um 0.50 0.26/19000 g/13.93 0.14/0.10/1.44 0.10/0.28/0.25/0.17 0.10 1.30%0.90 1.32 GWh 0.11 GWh 0.14 1.5 2023 2024 2025 1379/1868/2388GWh 2023-2025 1%10%0%5%2023 10 2025 230 EVTank 11 2025 5 EVTank 2023E 2024E 2025E GWh 924 1201 1501 GWh 319 510 714 GWh 137 158 173 GWh 1379 1868 2388%1.0%5%10%0.11 0.11 0.11 1.46 9.90 25.30/7.00 6.50 6.00 10.23 64.32 151.79%0%1%5%0.11 0.11 0.11 0.00 1.98 12.65/7.00 6.50 6.00 0.00 12.86 75.90 10.23 77.19 227.69 0501001502002502023E 2024E 2025E Contents1 2 3 0-14 2.1 PET/PP/PI PET PP PI 1.38g/m 0.90 0.91/m 1.38 1.43g/m 250-255 164 1 6 7 5 0 0 1 PET 2 3 1 2 2 1 2 1 2 1 2 PI 12 2.2-,2Cu+2H2SO4+O2=2CuSO4+2H2O Cu2+2 Cu,CuSO4+H2O Cu+H2SO4+1/2O2 6 7 2.3 1 2 1 m 1 2 3 1 2 3 9 JCP 1560mm+8 PVD 2.3-1 4.5 m PET PVD Physical vapordeposition Ar Ar Cu 5-20nm 10-40nm 2 90170g/L 50160g/L 3060ppm 900nm 35m/min 3 QT-3 30-60nm 10 10 11 12 2.3-PVD 3-4 1 2 3 1 2 1000 3 14 13 2.3 1 1 HCl H2O2 2 pH 1 2 3 1 2 2.4 Chemical Vapor Deposition Physical Vapor Deposition VS:1 2 15 16 17 2.4-1 CVD 5-15nm 5 10-2Pa 950-1000 Al+O2 A l2O3 2 PVD,2 10-2Pa 950-1000 800-1000nm 40-30m-20-30 18 19 2.4(PET 3.4 m)MX-8347(0.5 m)1235(5 m)8 2 m MX-8347(0.2 m)48 1350 1 m 1 1C/1C 25 1000 84%2+20 21 22 PET-PET PVDF PVP PAA PET/PP PP)PVDF PVP PAA)3.4 m2 m1 m0.5 m0.2m7.1 m Contents1 2 3 0-14 新技术系列 固态电池 0100,000,000200,000,000300,000,000400,000,000500,000,000600,000,000700,000,000800,000,000900,000,0001,000,000,000750800850900950100010501100 Chioce 861475.EI 3.1 23 2022 8 2023 0-1 2022 7 2022 11 8 2023 2 2023 4 2023 5 2023 6 PET 3.2 3C&3.3 MPV 009 0 1 0 1 13 2022 307.29 MPV 009-PET 6.99 2.04-0.43 1 2 500 2023 10 1 1-2.23 1.4-1.8 31.04 1.6 3.52 0.06-2.49 56 15 100 12 1.69 2023 2024 2027 4 2.38 m2 0.53 10GWH 0.14 4.15 2 PET-3.4(MA)(MC)2015 2018 2020 6um 2022 11 8um 15 3.5 30-2025 100 55 MA MC 12 24 2015 25 3.5 2006 8 10 LED 2021 2022 2 5 60 11.5 12 1.4-1.8 LED 26 LED 3.6 PET PET 2011 2022 60.62 6.99 2020 PET PET PET PET 2022 8 2022 12 PET PP PET 28 2022 27 3.7 1998 2023 6 29 30 3.8 100 10 2006 1 2017 2 2022 12 2023 2 30.89 2 3 100 10 5 1 2023 10 1 5000 1 2 31 32 3.9 2012 11 2017 11 2017 20 1.6/6-12 33 34 3.10 2005 SCR 2021 3 31 A 2020 2021 30 3 2 2 SCR 36 2022 12 35 SCR 3.11()2003 2010 3C 3A 2022 8(12 20/15/)2023 10 30 2022 9 56 15 100 12 12 37 38 12 3.12 2002 2017 PVD 200 ITO PVD 20 2022 10 PVD 40 39 3.13 1989 1997 LG ATL SKI 2022 7 3 41 42 3.14 2.38 m2 2000 EMI/EMC,PET PP PI PET PP 2019 2021 2022 2023 4 10 19.20 7 5 35 2023 2024 2027 2.38 m2 43 44 2.38 Contents1 2 3 0-14 1 6 300 5%6 300 5%5%6 300 5%2 6 300 15%6 300 5%15%6 300-5%5%6 300-5%-15%6 300-15%13910596682 18519233712 13269957563 13522888135 18811735399 18641840513 13564966111 17305260759 17267491601 18846036786 18616165006 13122990430 021-58502206 13524364874 18565481133 13554982912 13527560506 13728975701 100044 D 95397 91530000757165982D THANKSFORWATCHING2018.12
