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News & info News

The global demand for lithium copper foil increases substantially

日期: 2021-12-09
浏览次数: 1

Baiyin Nonferrous Metals announced on the evening of December 7 that it plans to start the cooperative construction of 200000 tons of high-grade lithium battery copper foil project and carry out preliminary work, with a total investment of about 12.15 billion yuan.

Driven by new energy lithium batteries, the global demand for lithium copper foil has increased significantly. In this context, since this year, Nord, Jiangxi copper, Jiayuan technology and other companies have announced large-scale production expansion plans. Industry insiders predict that the lithium battery copper foil industry will usher in a wave of production expansion from 2022 to 2023, and the situation of short supply will continue next year.

Expand production capacity

According to the announcement, Gansu Defu new materials Co., Ltd. (hereinafter referred to as 'Gansu Defu') was established in Lanzhou New Area in June 2018. At present, the registered capital is RMB 500 million, with silver nonferrous metals holding 37% and Defu technology holding 51%. Defu technology completed IPO counseling in early November and prepared to apply for listing on the gem. Gansu Defu's main business is the R & D, production and sales of electronic copper foil. Copper foil products cover two major fields: printed circuit board (PCB) and lithium-ion battery.

The announcement shows that according to the analysis of market demand, the main products of the project are preliminarily determined as 4.5 μ m、6 μ M electrolytic copper foil for lithium battery. 12000 tons have been completed and put into operation in October 2019, and 30000 tons of production capacity will be formed by the end of 2021; The 40000 ton project has been started in October 2021 and is planned to be completed and put into operation by the end of 2022. A 130000 ton production line will be built later, and it is planned to complete the overall 200000 ton high-grade electrolytic copper foil project in 2025. In terms of production and marketing, from January to September 2021, Gansu Defu has produced 9527 tons of various types of copper foil, realizing a sales revenue of 907 million yuan and a profit of 159 million yuan.

Baiyin Nonferrous Metals said that it plans to cooperate in the construction of 200000 tons of high-grade lithium battery copper foil project and build the world's largest production base of high-grade battery grade electrolytic copper foil, which is conducive to promoting the transformation and upgrading of the company, improving profitability and promoting the development of the company's new energy industry.

Tight balance between supply and demand

Benefiting from the rapid development of new energy industry chain, lithium battery copper foil has become the market outlet.

Data show that electrolytic copper foil, as a functional key basic raw material in the electronic manufacturing industry, 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 a 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 copper foil industry chain, insiders pointed out that Nord and Jiayuan technology, the first echelon in China, have high output, leading technology and sufficient orders from major customers; The second echelon of Copper Crown copper foil and China first science and technology have been IPO. Chaohua technology is also a relatively pure copper foil target, and far east shares are bound to Ningde era; In addition, Hailiang shares, Jiangxi copper and other copper industry chain leaders have large capacity planning.

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

For the future trend of lithium copper foil, the organization gave an optimistic view. According to the calculation of Huachuang securities, the global total output of lithium battery copper foil from 2021 to 2023 was 368000 tons, 497000 tons and 659000 tons respectively, and the total demand was 346000 tons, 492000 tons and 673000 tons respectively. Huachuang securities predicts that the global supply and demand of lithium battery copper foil will enter a tight balance from 2021, of which 6 μ M and below are more in short supply.


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