Benefiting from the rapid development of new energy industry chain, Lithium copper foil Become a market outlet.

According to the data, Electrolytic copper foil As a key functional basic raw material in the electronics manufacturing industry, it is mainly used in the production of lithium-ion batteries and printed circuit boards. According to different application fields, it can be further divided into lithium copper foil and standard copper foil. Lithium battery copper foil mainly refers to the copper foil used as collector in lithium ion batteries. At present, the mainstream product specification in the market is 6 μ M and 8 μ m。

In the lithium battery copper foil industry chain, insiders pointed out that Nordisk and Jiayuan Technology, the top echelons in China, have high output, leading technology and sufficient orders from major customers; Copper crowns and copper foils of the second echelon and Zhongyi Technology have all passed the IPO meeting. Chaohua Technology is also a relatively pure copper foil target, and Far East shares are bound to the Ningde era; In addition, Hailiang, Jiangxi Copper and other copper industry chain leaders have large capacity planning.

Since this year, relevant listed companies have launched intensive production expansion plans. On November 6, Jiayuan Science and Technology, the industry leader, disclosed the plan for fixed increase, and planned to raise no more than 4.9 billion yuan for high-performance lithium copper foil projects (including the new 16000 ton/year high-performance copper foil technology transformation project, 15000 ton/year high-performance copper foil project, 30000 ton/year high-precision ultra-thin electronic copper foil project of Jiayuan Science and Technology Park), and 20000 ton/year electrolytic copper foil project of Jiangxi Jiayuan Science and Technology Co., Ltd. On November 10, Jiayuan Technology also planned to build a 50000 ton/year high-end copper foil construction project in Meixian County, Guangdong Province. Nordisk issued a fixed increase plan in June, and planned to raise no more than 2.288 billion yuan to invest in Qinghai 15000 ton Phase III Project and Huizhou 12000 ton Phase III Project. When all of them are put into production, Nord will form an annual production capacity of 85000 tons of lithium battery copper foil. In addition, Jiangxi Copper, a copper giant, has also entered the field of lithium battery copper foil.

The agency gave an optimistic view on the future trend of lithium battery copper foil. According to the estimation of Huachuang Securities, the global total production of lithium battery copper foil from 2021 to 2023 will be 368000 tons, 497000 tons and 659000 tons respectively, and the total demand will be 346000 tons, 492000 tons and 673000 tons respectively. Huachuang Securities expects that the global supply and demand of lithium battery copper foil will enter a tight balance state from 2021, of which 6 μ Products of m and below are more scarce.