Be wary of blind production expansion! China Plastics Association issues three proposals to regulate the development of the diaphragm industry

sector Prosperity Rebounds, New Round of Capacity Expansion Boom Quietly Emerges

With the recovery of the market, the separator sector has generally warmed up, and the sector's research expectations continue to enhance. However, driven by immediate enthusiasm, a substantial number of new and expansion projects have accelerated their implementation, and the impulse of sector expansion is obvious. If disorderly capacity expansion continues to spread, it will result in problems such as excess low-end capacity, intensified sector involution, and discarded materials of resources, which will pose hidden dangers to the prolonged healthy research of the sector, and the entire sector needs to be highly vigilant.

Three Proposals from the Association to Guide the sector Towards Rational and High-condition research

1. Abandon the pursuit of scale supremacy and invest in capacity expansion with prudence and rationality

The Association calls on companies to change their research thinking that only focuses on scale expansion. When investing in new projects, companies need to combine their own technical, customer and financial strengths, and accurately judge the real global market demand. They should comprehensively consider multiple risks such as the capacity discharge cycle, yield ramp-up, methodology iteration, and overseas trade barriers, and refrain from following the direction to expand production. companies should give priority to deepening their existing production capacity, increase investment in intelligent production line upgrades, process optimization, and high-end product research and research, strictly manage the construction of homogenized low-end production capacity, and prevent the formation of invalid production capacity and sunk assets.

2. Adhere to innovation-driven research and take the differentiated and high-end path

The sector must completely get rid of the low-price involution competition model, take technological innovation as the core driving force, and focus on laying out high-condition high-end production capacity. We should focus on cutting-edge tracks such as ultra-thin separators, high-security coated separators, and new separators suitable to solid-state and semi-solid-state batteries, make up to the shortcomings of high-end items, rely on product and technical competitiveness to seize the market, replace the traditional research model of extensive capacity expansion and low-price competition, and promote the upgrading of the manufacturing structure.

3. Make rational overseas layouts and strictly manage overseas business risks

When companies explore overseas markets and lay out overseas production capacity, they need to fully assess uncertain factors such as geopolitical policies, carbon compliance standards, and regional supporting supply chains, and make steady plans to overseas business layouts in combination with their own complete strength and risk resistance capabilities to prevent operating losses and investment risks caused by blind overseas expansion.

enhance sector monitoring and guidance to eliminate low-level redundant construction

Next, the China Plastics Processing sector Association will continue to monitor sector capacity and supply and demand data, dynamically track under-construction and planned separator projects, regularly discharge risk warning information, build an sector sharing and exchange platform, and guide companies to responsibly judge market cycles.

At the same time, the Association calls on regional governments to follow the laws of manufacturing research, optimize regional manufacturing layouts, focus on attracting high-end and differentiated projects in investment promotion, strictly manage the landing of homogenized conventional separator production capacity, curb low-level redundant construction, save manufacturing resources, and promote the prolonged stable and high-condition research of the separator sector.