The order has been arranged until next year! Aluminum foil materials for batteries are in short supply.

"the current processing fee for aluminum foil has increased by 10% compared with the same period last year. Almost all the orders have been received this year, and the current orders are scheduled for next year, and the whole market is very hot. " A domestic aluminum foil manufacturer said. Market data show that in August 2021, domestic battery-grade 16um aluminum foil quoted 28000 yuan / ton, battery-grade 12um double-sided smooth aluminum foil quoted price 32000 yuan / ton, an increase of 27% and 23% over the same period last year.

According to the CNKI statistics of China knowledge Network, the aluminum foil consumption of 1GWh lithium battery is between 600 and 800t. China Merchants Securities predicts that the global demand for lithium aluminum foil will be about 192000 tons in 2021, an increase of 45 percent, and there will be a gap between supply and demand. The gap between supply and demand will increase to 11000 tons in 2022 and will continue to expand in 2023. In addition, if the sodium ion battery is put into production in the future, it will greatly promote the market demand for aluminum foil.

According to the data released by the China Association of Automobile Manufacturers. In August this year, China's production and sales of new energy vehicles exceeded 300000 for the first time, reaching an all-time high of 309000 and 321000 respectively, up 8.8% and 18.6% month-on-month, both 1.8 times higher than the same period last year. Among them, the production and sales of pure electric vehicles reached 252000 and 265000 respectively, an increase of 1.9 times over the same period last year.

From January to August this year, the cumulative production and sales of new energy vehicles in China reached 1.813 million and 1.799 million respectively, an increase of 1.9 times over the same period last year.

In August this year, the penetration rate of domestic new energy vehicles reached 17.8%, and the penetration rate of new energy passenger vehicles was close to 20%. According to industry analysts, if it develops according to this trend, China's medium-and long-term development planning goal of accounting for 20% of the market penetration of new energy vehicles by 2025 is expected to be achieved ahead of schedule.

Recently, Gao Jingzhong, general manager of North China Aluminum, said that with the rapid development of the new energy vehicle market, there is a strong demand for battery-grade aluminum foil. Ningde Times has been discussing the supply agreement with the company for the next few years since last year. The company is required to make 3000 tons of aluminum foil a month, but the production capacity is not yet available. It is planned to supply 156000 tons a year by 2025, when the total demand of Ningde era will be 450000 tons.

It is understood that the planned battery production capacity of Ningde era will reach 500GWhWh600GWhby 2025, and the demand for aluminum foil is quite huge. In addition to the Ningde era, BYD, Funeng Technology, Yiwei Lithium, AVIC Lithium, Guoxuan Hi-Tech, Honeycomb Energy, Ruipu Energy and other battery companies have also opened the expansion mode, with a total production capacity of close to 2000GWh. the corresponding demand for aluminum foil will reach 1.2 million-1.6 million tons.

Battery-grade aluminum foil is mainly used for positive current collector of lithium battery. battery-grade aluminum foil has the characteristics of long production cycle, high technical (equipment) barriers, fast iteration of new products, long certification cycle and so on. at present, the battery-grade aluminum foil production capacity of the leading companies in the domestic aluminum industry is also very small. In the face of huge market demand, including Dingsheng new materials, Wanshun new materials, Changshan aluminum shares, Nanshan aluminum, Dongyang Guangke, Mingtai aluminum, Huafeng aluminum and other enterprises are actively increasing aluminum foil production capacity.

At present, aluminum foil leader heyday new material 8000 tons / year power battery carbon coated aluminum foil project and 36000 tons / year battery project have been completed and put into production, and the newly raised 50, 000 tons / year capacity project is expected to be completed and put into production in 2022, including 40, 000 tons / year battery light foil production line and 10, 000 tons battery coating foil production line.

Wanshun new materials under construction project focuses on battery positive aluminum foil, soft package battery aluminum foil and battery aluminum foil blank. Among them, the production project of 72000 tons of high-precision electronic aluminum foil under construction will form a production capacity of 155000 tons / year of aluminum foil after completion, and invest in the new project of 130000 tons of high-precision aluminum plate and strip with an annual production capacity of 130000 tons. Upon completion, it will increase the production capacity of 80, 000 tons / year lithium battery cathode aluminum foil billets and 50, 000 tons / year double zero aluminum foil billets and coils.

Chang Aluminum Co., Ltd. currently has an annual production capacity of about 4200 to 4800 tons of battery aluminum foil. In August this year, Changzhou Aluminum Co., Ltd. plans to invest 50 million yuan to set up Jiangsu Changaluminum New Energy Materials Technology Co., Ltd. to build aluminum foil project to expand production capacity. In March this year, North China Aluminum invested 1.9 billion yuan to build a new energy battery foil project with an annual output of 60, 000 tons, and set up a subsidiary, North China Aluminum New Materials Technology Co., Ltd., and attracted equity investment from battery companies including Guoxuan Hi-Tech, Ningde Times, Yiwei Lithium Energy, BYD and other battery companies.

In addition, Nanshan Aluminum invested 453 million yuan to build a high-performance high-end aluminum foil production line project, with an annual output of 21000 tons of high-grade aluminum foil, including 16800 tons of high-performance power battery foil and digital consumer battery foil. Dongyang Optotech has started the construction of the third phase of Ruyuan fine foil factory and will build a new material project with an annual output of 40,000 tons of high-precision aluminum foil, mainly producing aluminum foil for batteries for new energy vehicles. Huafeng Aluminum recently said that the production line of 25000 tons / year new energy battery materials for the Chongqing project is currently under verification and small batch trial production of battery cathode foil materials.

It is understood that, similar to lithium copper foil, the new production capacity of aluminum foil has a production cycle of about 2-3 years. Specifically, the equipment ordering cycle is about 14 months, installation and commissioning is close to one year, in addition, product certification and staff training also take one year, a total of about 2-3 years of new production capacity put into production cycle.

It is worth noting that in this wave of production expansion, many aluminum foil enterprises have changed their production lines and converted the aluminum foil lines for ordinary packaging into battery-grade aluminum foil production lines for new energy vehicles. Industry insiders pointed out that it is difficult to convert to battery foil, such as packaging aluminum foil and air conditioning aluminum foil, and at present, aluminum foil is a seller's market, with limited new production capacity, tight supply and demand in the next three years, and it is conservatively estimated that aluminum foil prices still have 10% to 20% room to rise.