According to the investigation of aluminum power supply chain, at present, the supply of medium and low voltage and high voltage foil is tight, and even some companies with good payment reputation and large demand can only obtain the amount of materials needed to basically meet the order. Especially in the high-voltage foil market, the supply capacity is less, and the contradiction between supply and demand of aluminum foil is more prominent.
It is understood that the production of foils in the production process of high power consumption, the current industrial chain supply has declined significantly. In addition, some overseas manufacturers have been disturbed by the epidemic in Southeast Asia, resulting in limited production capacity and the flow of orders to Chinese manufacturers. Some industry insiders said that its manufacturers full-load production, coupled with the production cost increase factors still exist, its low-and medium-voltage, medium-and high-voltage foil quotation rising trend may continue.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
The first phase of Wanshun New material's high-precision electronic aluminum foil project will be completed this year; East Sunshine's main business includes aluminum foil for lithium battery.
