Affected by the outbreak of the new energy vehicle market, the demand for aluminum foil used in power batteries is hot. Some aluminum foil manufacturers say that the current processing fee for aluminum foil has increased by 10% compared with the same period last year. Almost all orders have been received this year, and the current orders are scheduled for January next year, and the whole market is very hot.
Institutional analysis points out that as a high value-added product, the manufacturers of power lithium aluminum foil are mainly concentrated in Japan and South Korea, and there are few domestic manufacturers who can enter the core supply chain system. As the positive collector of lithium-ion battery rechargeable battery, the electrification process of global new energy vehicles is accelerated. Power battery foil is a rapidly growing new field in the industrial chain, and the industry has broad prospects. The overall demand for aluminum foil for batteries may reach about 378000 tons in 2025, with a compound growth rate of 32 per cent from 2021 to 2025.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Nanshan Aluminum has passed the certification of 10 μ high-performance ultra-thin battery foil and has the conditions for batch supply.
Wanshun new materials in the first half of the battery aluminum foil sales of 634.65 tons, battery aluminum foil blank sales of 14868.84 tons, the follow-up Anhui Sun Company high-precision electronic aluminum foil project will increase the company's battery aluminum foil production capacity.
