Agricultural plastic film | Environmentally friendly degradable film | Self adhesive protective film
Conductive film | High barrier cling film | Heat shrink film
At the construction site of Linlong New Materials R&D Base in Dongming County, Shandong Province, the roaring of machines and the towering tower cranes create a busy industrial scene. The 2-micron high-end battery separator production base project with a total investment of 2.5 billion yuan is accelerating. As a key "chain main" project introduced locally, its planned land area is 173 acres, and four wet separator production lines and supporting coating separator production lines will be built. After full operation, it will form a strong production capacity of 1.5 billion square meters of single-layer and three-layer composite lithium-ion battery separators per year. It is expected to achieve an annual output value of 3 billion yuan and an annual tax revenue of 300 million yuan, injecting core material supply capacity into the new energy industry chain.
The strategic consideration of selecting Dongming County for the project highlights the advantages of industrial chain synergy. The abundant supply of polyolefin raw materials in the surrounding area not only reduces logistics costs, but also forms an industrial closed loop from basic chemical raw materials to high-end functional materials. The combination of this location advantage and the technological strength of the enterprise enables the project to be completed in just over two months from signing to laying the foundation, which is more than 40% shorter than the industry average cycle.
Driven by the global "dual carbon" strategy and the explosive growth of the new energy vehicle industry, the high-end battery separator market is entering a golden period of development. According to data released by the China Academy of Commerce Industry Research, the shipment of lithium battery separators in China reached 22.3 billion square meters in 2024, a year-on-year increase of 30%. Among them, the shipment of wet process separators was 17.3 billion square meters, and the shipment of dry process separators was 5 billion square meters. According to analysts from the China Commerce Industry Research Institute, the shipment volume of lithium battery separators will reach 26.7 billion square meters by 2025. Among them, wet separators dominate the high-end field with a market share of 77%, becoming the preferred material for power battery manufacturers.
At the policy level, documents such as the National Development and Reform Commission's "Implementation Opinions on Strengthening the Integration and Interaction between New Energy Vehicles and the Power Grid" clearly state the need to tackle key material technologies for power batteries. The latest revised "Safety Requirements for Power Batteries for Electric Vehicles" by the Ministry of Industry and Information Technology further strengthens the requirements for high temperature resistance and puncture resistance of separators, creating policy dividends for high-end separator products. With the increasing demand for range of new energy vehicles and the expansion of the energy storage market, the market penetration rate of 2-micron ultra-thin separators will rapidly increase, and it is expected that the application proportion in the high-end power battery field will exceed 60% by 2030.
Shandong Linlong New Materials Co., Ltd. was established in October 2024 with a registered capital of 125 million yuan. It is a high-tech enterprise dedicated to the research and production of new energy materials. The registered address of the company is Dongming County, Heze City. It was jointly invested and established by Jiangsu Yihongchen Energy Management Co., Ltd. (holding 56% of the shares) and Dongming Xingtai New Material Technology Co., Ltd. (holding 20% of the shares). The company completed angel round financing in July 2025, demonstrating the high recognition of capital for its technological roadmap. As a comprehensive enterprise covering new material technology promotion, synthetic material manufacturing, and sales of new membrane materials, Linlong New Materials focuses on the high-end battery separator track. Its core team has rich experience in polyolefin material modification, precision molding processes, and other fields. This layout of the 2-micron separator project is a concentrated reflection of its technological accumulation.
