SMM Analysis: Tug-of-War in Battery Aluminum Foil Market Amid Capacity Surplus and NEV Industry Dynamics

[SMM Analysis: A Brief Discussion on the Tug-of-War Between Sellers and Buyers of Battery Aluminum Foil Amid Capacity Surplus]

The rapid development of the NEV industry has brought broad growth prospects for battery aluminum foil. Currently, the industry is facing both the technical challenge of achieving mass production breakthroughs for 8μ ultra-thin foil and the cost pressure constrained by yield rates. Moreover, it must remain vigilant against the structural imbalance caused by rapid capacity expansion and the slowdown in end-use demand growth. Therefore, under the backdrop of capacity surplus and the slowing growth of the NEV industry, the oversupply of battery aluminum foil is likely to persist in the next 2-3 years.