Battery aluminum foil is a subdivision of aluminum foil products. In recent years, it has been strongly driven by power lithium batteries and energy storage lithium batteries, and industrial demand has continued to increase. However, unlike other links in the new energy battery industry chain, the battery aluminum foil industry has a long production line construction cycle. Due to the long time, large project investment, complex production process, high quality requirements, rapid product iteration, etc., there are certain technical barriers, and supply and demand are always in a tight balance. This article sorted out and analyzed the production capacity of various battery aluminum foil manufacturers, and divided the battery aluminum foil market demand into four major parts: power lithium batteries, energy storage lithium batteries, consumer lithium batteries, and sodium-ion batteries. The demand was calculated and divided into four parts. Forecast; on the supply side, the industry's supply is broken down in detail based on each company's planned production capacity.
As the sales of new energy vehicles at home and abroad continue to grow, and the installed capacity of energy storage batteries continues to grow, the demand for aluminum foil industry will continue to increase, but at the same time, it is also necessary to consider the technical iteration of the battery itself and the production capacity of aluminum foil as a supporting industry after it is put into production. The ideal yield also takes a certain amount of time, and the yield index is also crucial to the survival and development of aluminum foil companies. In addition, in this segment, automotive power lithium batteries, lithium energy storage, and sodium battery installations are the main application fields of battery aluminum foil. If the development of the above fields does not meet expectations, it will cause the downstream demand for battery aluminum foil to be lower than expected, thereby affecting the battery aluminum foil Processing Fees and Profitability. It can also be seen from the article that there is currently a lot of battery aluminum foil production capacity planned and under construction in the industry. If the production capacity construction progress exceeds expectations, it may lead to excess battery aluminum foil production capacity in advance. Therefore, it can be concluded that the electronic aluminum foil industry will have a certain degree of prosperity in a short period of time. But in the medium to long term, it may quickly enter a period of surplus within 3 to 5 years.
