Carbon-coated aluminum foil refers to carbon-coated foil made of aluminum foil as a base. It has the advantages of corrosion resistance, ability to inhibit battery polarization, and low production cost. It is widely used in the manufacturing process of lithium iron phosphate power batteries. my country is the world's largest consumer of carbon-coated aluminum foil, accounting for nearly 50% of the demand. At present, my country's carbon-coated aluminum foil industry is still in its infancy, and its output cannot meet downstream demand. Its imports continue to grow, reaching nearly 160,000 tons in 2022. In the future, with technological advancement, my country's carbon-coated copper foil and carbon-coated aluminum foil market space is expected to further expand.
According to the "2023-2028 China Carbon Coated Foil Industry Market In-depth Research and Development Prospects Forecast Report" released by the New Thinking Industry Research Center, as an important base material for lithium batteries, carbon coated foil is widely used in supercapacitors, power batteries, and energy storage batteries. It is widely used in other fields. Benefiting from national policy support and the improvement of national living standards, my country's new energy vehicle industry has accelerated its development, driving the growing demand for power battery applications. Carbon-coated foil is used in power batteries to improve their performance and service life. As the development of downstream industries accelerates, my country's carbon-coated foil market demand is increasingly strong.
my country's carbon-coated foil industry is highly concentrated, with major manufacturers including Lair Technology, Wanshun New Materials, Dingsheng New Materials, Jianghai New Materials, etc. Laer Technology occupies a large share of my country's carbon-coated foil market. In July 2023, Henan Laer, a project company under Laer Technology, completed the investment registration work for the "60,000-ton annual new energy carbon-coated foil project."
Industry analysts at New Thinking said that as an important base material for lithium batteries, carbon-coated foil has strong market demand and good industry development prospects. In recent years, Chinese enterprises and related scientific research institutions have continued to increase their investment in research and development of carbon-coated copper foil and carbon-coated aluminum foil. In the future, as the technological level improves, the localization process of my country's carbon-coated foil market will continue to accelerate. In terms of market competition, my country's carbon-coated foil industry is highly concentrated, with leading companies such as Lyle Technology occupying a larger share of the market.
