需求端，锂电正负极和电池制造企业对涂布模头产品的要求不断提高，主要表现在降低产品制程成本的同时，持续提升相关材料和电芯的容量、充放电倍率、安全性、一致性等关键指标的表现;供应端，上述指标的提升决定着锂电涂布设备的发展趋势。

　　多年来，在锂电生产设备国产化替代脚步加快的背景下，我国涌现出一批深耕涂布领域的设备企业。其中，曼恩斯特就是这样一家专注于高精密狭缝式涂布技术工艺设计与研发，提供涂布技术整体解决方案的国家级专精特新“小巨人”企业和高新技术企业。

　　中国电池工业协会数据显示，作为国内锂电涂布领域龙头企业，曼恩斯特的主导产品——高精密狭缝式锂电池极片涂布模头，在2019年至2022年市场占有率分别为 19%、21%、26%和 31%，本土企业中连续四年排名第一，且市场占有率持续增长。

　　电池中国获悉，目前，曼恩斯特围绕高容量、高安全性、充放电高倍率、高智能等维度，已持续迭代近 80款新型产品，并根据下游企业后续的需求，将逐步推向市场。

　　在技术和产品创新方面，曼恩斯特研发的双层全自动涂布模头、全陶瓷涂布模头等新产品，受到下游客户的广泛肯定。

　　据介绍，曼恩斯特双层全自动涂布模头可全自动调节，节省人工;调节可视化、自动化，两层可独立自动调节，辅助首件调试，调节时间短。同时，这种模头拥有特殊的唇部设计，定制化的涂布腔体，可以自带独立点胶功能。

双层全自动涂布模头

　　全陶瓷涂布模头采用全陶瓷材料，杜绝金属粒子，耐磨、耐腐蚀性能好，抗温度形变能力强，而且其宽幅高速涂布性能更优，还可定制化涂布腔体，定制化安装方式。

全陶瓷涂布模头

　　值得注意的是，作为锂电池生产的核心部件，虽然涂布模头具有非标、易损等特征，但是客户可以根据其个性化的工艺需求，在适配涂布机的前提下，通过更换涂布模头的形式进行产线的升级改造，从而达到降本增效、产线升级的目标。因此，曼恩斯特的双层涂布、陶瓷化涂布模头等新产品，不仅适用于新产线，对于原有产线的存量升级替换也有较大的市场空间。

　　除了以涂布模头作为拳头产品，凭借对涂布前后工序的深度理解，曼恩斯特还开发了双罐涂布供料系统、平板涂布机、超声波面密度测量仪，以及智能调度双螺杆制浆系统等新产品，从而实现供料-制浆-涂布-检测等一体化流程，进一步降低了制程成本，提高了生产效率和产品良率。

智能调度双螺杆制浆系统

　　国信证券最新研报预计，2023年，全球锂电模头市场空间预计将达16亿元，到2026年，有望达到30亿元，2023-2026年均复合增速达23%，市场规模不断扩大。

Currently, cost reduction, efficiency enhancement, and production line optimization are becoming the core requirements of battery cell manufacturing enterprises. Due to the fact that 60% -80% of the performance of the cell depends on the performance of the coated electrode, the iteration of the coating equipment plays a crucial role in the upgrade process of the cell manufacturing process.
On the demand side, lithium-ion positive and negative electrodes and battery manufacturing enterprises have continuously increased their requirements for coated die products, mainly manifested in reducing product process costs while continuously improving the performance of key indicators such as capacity, charge discharge rate, safety, and consistency of related materials and cells; On the supply side, the improvement of the above indicators determines the development trend of lithium battery coating equipment.
Over the years, against the backdrop of accelerated domestic substitution of lithium battery production equipment, a group of equipment enterprises in the field of deep cultivation and coating have emerged in China. Among them, Manenster is a national level specialized and innovative "little giant" enterprise and high-tech enterprise that focuses on the design and development of high-precision slit coating technology processes, providing overall coating technology solutions.
According to data from the China Battery Industry Association, as a leading enterprise in the field of lithium battery coating in China, Manenster's leading product - high-precision slit lithium battery electrode coating die, had a market share of 19%, 21%, 26%, and 31% from 2019 to 2022, respectively. Manenster ranked first among local enterprises for four consecutive years, and its market share continued to grow.
Battery China has learned that currently, Manenster has been iterating nearly 80 new products around dimensions such as high capacity, high safety, high charging and discharging rate, and high intelligence, and will gradually push them to the market according to the subsequent needs of downstream enterprises.
In terms of technology and product innovation, Manst's new products such as double-layer fully automatic coating die heads and all ceramic coating die heads have been widely recognized by downstream customers.
It is reported that the Mannst double-layer fully automatic coating die can be fully automatically adjusted, saving labor; Visualization and automation of adjustment, two layers can be adjusted independently and automatically to assist in first article debugging, with short adjustment time. At the same time, this mold head has a special lip design, customized coating chamber, and can come with independent dispensing function.
Advanced localization of coating equipment
Double layer fully automatic coating die head
The all ceramic coating die head is made of all ceramic materials, which eliminate metal particles. It has good wear and corrosion resistance, strong resistance to temperature deformation, and better wide width and high-speed coating performance. It can also customize the coating cavity and installation method.

Advanced localization of coating equipment。

It is worth noting that as the core component of lithium battery production, although the coating die has non-standard and vulnerable characteristics, customers can upgrade and modify the production line by replacing the coating die according to their personalized process requirements and adapting to the coating machine, thereby achieving the goal of cost reduction, efficiency increase, and production line upgrade. Therefore, Manst's new products such as double-layer coating and ceramic coating die heads are not only suitable for new production lines, but also have significant market space for upgrading and replacing the existing production lines.
In addition to using the coating die as the flagship product, with a deep understanding of the pre and post coating processes, Manst has also developed new products such as a dual tank coating feeding system, a flat coating machine, an ultrasonic wave density measurement instrument, and an intelligent scheduling twin screw pulping system. This has achieved an integrated process of feeding, pulping, coating, and testing, further reducing process costs, improving production efficiency and product yield.
Advanced localization of coating equipment
Intelligent scheduling of twin screw pulping system
The latest research report of Guoxin Securities predicts that the global lithium battery module market space is expected to reach 1.6 billion yuan in 2023, and is expected to reach 3 billion yuan by 2026. The compound annual growth rate from 2023 to 2026 will reach 23%, and the market size will continue to expand.