New energy vehicles are becoming more and more popular, and the penetration rate is increasing year by year. The demand for batteries has boosted the demand for copper foil and aluminum foil. The thickness of aluminum foil for lithium battery is in um level, which has the characteristics of high conductivity, high strength, high flexibility and ultra-thin. According to GGII data, the domestic aluminum foil shipments of lithium batteries in 2020 will be 6 1 1,000 tons. At present, the shipment of 2026,5438+0 may double to 1 1,200 tons. The overall supply of aluminum foil market is relatively tight, and there is a trend of price increase. There are three reasons for the price increase: 1. Downstream demand is strong; 2. The supply of upstream raw materials is insufficient; 3. The development of production is slow.

I combed some related companies:

Ding Sheng's new material: aluminum foil for battery electrode is used as positive current collector of lithium battery, and the market space is very broad. The company took the lead in cutting into the field of aluminum foil for lithium batteries, and quickly developed into a leading enterprise of aluminum foil for lithium batteries in China.

Wuxing Aluminum: The company raised funds to put into production the aluminum foil project with an annual output of 50,000 tons for power, which is expected to be completed and put into production in 2022.

Huabei Aluminum: In March this year, the construction of a new energy battery foil project with an annual output of 60,000 tons with an investment of 654.38+0.9 billion yuan was started.

Wanshun New Materials: A 72,000-ton high-precision electronic aluminum foil production project is under construction, which is mainly used to produce battery positive foil, battery soft foil and other products. The first phase of 40,000 tons is expected to be put into production at the end of 20021; The second phase is 32,000 tons and is expected to start in 2022.

Nanshan aluminum: Invested 453 million yuan to build a high-performance high-end aluminum foil production line project with an annual output of 2 1 10,000 tons, including high-performance power battery foil and digital consumer battery foil16800 tons.

Lv Chang shares: invested 50 million yuan to establish Jiangsu Lvchang New Energy Materials Technology Co., Ltd. to build aluminum foil project. At present, the monthly production capacity of battery aluminum foil is about 350 to 400 tons.