At the 16th China International Copper Industry chain Summit jointly organized by Jiangxi Copper Co., Ltd., Shanghai Futures Exchange and SMM, Chen Yubi, executive vice president of Nord Investment Co., Ltd., introduced the development and application of ultra-thin electrolytic copper foil for new energy vehicles.
Function and application of copper foil current collector in battery
Lithium copper foil acts as the carrier of negative electrode material and negative current collector in lithium battery, and it is the material that can not be ignored in lithium battery. The stringent working environment and performance requirements of lithium battery put forward many requirements for the thickness, oxidation resistance and adhesion of copper foil. Because of its good conductivity, soft texture, mature manufacturing technology and relatively low price, lithium copper foil has naturally become the preferred material for negative current collector of lithium-ion battery. It has a wide range of applications, where there are lithium batteries, copper foil is needed, including electric bicycles and electric vehicles, energy storage lithium batteries, communication products, computer products, consumer electronic products, as well as power tools and mobile power supplies.
General situation of Global Power Battery and Lithium Copper foil Industry
In recent years, the global power battery and lithium copper foil industry has maintained a sustained growth trend, and has entered a stage of rapid development. By 2025, global lithium battery shipments are expected to grow by 338%; global power battery shipments are expected to grow by 359%; energy storage battery shipments are expected to grow by 782%; global demand for lithium copper foil is expected to grow by 261%; electrolytic copper foil production capacity is expected to decline in 2019 and 2020, and is expected to increase in 2021.
Development trend of Lithium Copper foil for New Energy vehicles
About Nord.
Nord Investment Co., Ltd. (stock code: 600110) is the first new material enterprise of electrolytic copper foil independently developed and produced in China. The company was established in 1989, originated from the enterprise established by Changchun Institute of Applied Chemistry of the Chinese Academy of Sciences, and was listed on the main board of the Shanghai Stock Exchange in 1997. The company has three major electrolytic copper foil production enterprises, and has become an internationally renowned leading supplier of lithium copper foil.
The company's core products are independently developed 4-8 micron lithium copper foil, microporous copper foil, ultra-thick copper foil, 5G communication high-frequency and high-speed standard copper foil, which has obvious technical and mass advantages in the market. The company has nearly 100 national technical patents, and a number of technical indicators have become the quality standards of the national lithium copper foil industry, and it is the third chairman of China Copper foil Association. In China, the company has established a sustained and stable cooperative relationship with major large and strong power battery companies such as Ningde Times and BYD, with a domestic market share of more than 35%, ranking first in the country for many years in a row; internationally, the company has also established business cooperation with Tesla, LG Chemistry, SKI and other international well-known battery companies, with a global market share of more than 20%.
It is estimated that the global demand for 6 μ m lithium copper foil will grow at an average annual compound growth rate of about 50% during the period 2020-2025, and high-end production equipment is monopolized by Japan, and the level and capacity of domestic alternative equipment are limited. The current production equipment has been extended to 2.5-3 years from placing an order to receiving goods, so although copper foil enterprises have recently invested in production expansion, the effective production capacity that can be released in the next 3-5 years is very limited. As early as 2019, Nord shares have begun to arrange the technical transformation of the production line and purchase orders for new production equipment, so the launch of new projects around the country is ready to take the lead.
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