The reporter investigated a number of listed companies and learned that in the first half of the year, the head copper foil enterprises were "full production and full sales", and the capacity utilization rate of some companies even exceeded 140% when they were exuberant. And judging from the current installation plans of downstream manufacturers, supply and demand in the second half of this year will be more tight than in the first half of this year, and prices are expected to rise.
Benefiting from the rapid development of 5G, new energy vehicles, IDC, automotive electronics, consumer electronics and other fields, the demand for copper foil and copper clad laminate is strong. As the cathode roller, the main production equipment of copper foil, is mainly imported and restricted by its shipment, it is difficult to expand the production of copper foil. According to agency estimates, the total demand for copper foil for power batteries will be about 313000 tons by 2025, an increase of 114% over the current demand; the demand for less than 6 μ m is 292000 tons, more than eight times the current demand. At present, the domestic production capacity of less than 6 μ m is less, and the supply and demand of 6 μ m will be tight in the future.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Chaohua Technology is one of the few copper foil enterprises in China to master 4.5 μ m lithium copper foil products. the company's annual output of 8000 tons of high-precision electronic copper foil project (Phase II) was successfully put into production in November 2020.
Copper crown copper foil of Tongling Nonferrous subsidiary is divided into PCB copper foil and lithium battery copper foil. Copper foil products have been included in the industrial supply chain of domestic well-known enterprises, and the total shipment ranks first among domestic enterprises.
