Lithium battery copper foil re-emerged in the supply and demand imbalance after lithium carbonate and lithium hexafluorophosphate
Driven by the energy vehicle market new, as an indispensable raw material for powering lithium batteries, the market demand for Lithium Battery Copper Foil continues The tight supply has led to an increase in the price of Lithium Battery Copper Foil since 2016 The processing fee for lithium battery copper sheet increased from 32,000 yuan/ton to 38,000 yuan/ton, and the payment method also changed from “1-3 monthly accounts” to “cash payment.” or even in advance.” There are various signs that lithium battery copper foil is likely to repeat the imbalance between supply and demand of lithium carbonate and lithium hexafluorophosphate and the rise en price boom in 2015.
Some organizations predict that if the annual production and sales of new energy vehicles worldwide reach 3 million units in 2020, the annual demand for copper foil for lithium batteries will increase from the current 70,000 to 80,000 tonnes to an annual demand of 200,000 tonnes. The annual domestic demand for copper foil for lithium batteries will increase from 30,000-40,000 tons to 100,000 tons, accounting for more than 50% of global consumption. It is expected that by 2018, the demand for copper foil for lithium batteries will increase significantly by 200-300%, while the expansion rate of copper foil production capacity is only 4-5%, which will inevitably not be able to meet the requirements. the demand for copper foil in the lithium battery industry and the demand for peripheral products, which will lead to an increaseion of copper foil supply prices.
Copper foil is a sub-industry in the field of copper processing. Copper foil is closely related to industries such as new energy vehicles and PCB. So what are the copper foil stocks?
What are the copper foil stocks?
Copper foil stocks include Nord Co ., Ltd., Jiayuan Technology, Chaohua Technology, etc.
1 Nord Co., Ltd. : Its main products include wires, cables and accessories, copper foil products, commercial products, petroleum products and battery materials. The company has always been an industry leader in terms of domestic market share of lithium batteries for powering new energy vehicles. Domestically, the company has established lasting and stable cooperative relationships with large and ptop domestic electric battery companies such as CATL and BYD.
2 Jiayuan Technology: Its main business is the research, production and sales of various high-performance electrolytic copper sheets; its main products are ultra-thin lithium battery copper foil and ultra-thin lithium battery copper foil, and has won the Ningde Award several times. Title of excellent supplier of copper foil for lithium batteries Times.
3Chaohua Technology: mainly engaged in the research and development, production and sales of high-precision electronic copper foil, various types of copper-plated laminates and other electronic substrates and circuit boards (PCB). In recent years, the company has adhered to the "vertical integration" industrial chain development strategy and continued to develop in the mupstream raw materials.
Copper foil is the basic raw material for many high-tech industries. It can be divided into electronic copper foil and lithium battery copper foil according to downstream applications. Among them, the main application scenarios of lithium battery copper foil are new energy vehicle batteries and consumer electronic batteries. Electronic copper foil is a necessary material for PCB copper clad laminates. Both industries have great room for development, which will also have an impact. on the production of copper sheets. Bring opportunities,