The leading company revealed that the supply of aluminum foil volume and price of sodium will become a new outlet?

Affected by the demand for downstream lithium batteries, the battery aluminum foil prosperity has risen, and leading companies have revealed that the product supply has appeared in short supply.

Recently, Chen Weixin, the secretary of Ding Shengxin, revealed to the media that since August, the number of customers in battery aluminum foil has further increased, reaching 13,000 tons. In July, the customer's temporary order was more, and the total order volume reached more than 11,000 tons. Because the production line is too late to adjust, as of the end of July, the total delivery volume of the battery aluminum foil was 9,500 tons, and the unfinished can only be postponed to the next month.

Huang Wei, deputy general manager and director of Wanshun New Materials, said that since the second half of last year, the demand for the battery aluminum foil market has grown rapidly, and the market has shown a situation where supply is in short supply.

Since the beginning of this year, the processing fee of lithium battery and aluminum foil has continued to rise. In addition, sodium batteries are about to enter the commercial stage. The demand is expected to further expand, and the trend of rising volume and price will continue.

Sodium battery production will become a new growth point

Zhejiang Business Securities said that with the outbreak of new energy vehicles and energy storage demand, it is expected that global power and energy storage battery shipments in 2025 reached 1602GWh and 397GWH, which drove the demand for battery foil from 214,200 tons in 2021 to 760,600 tons. Compound growth rate from 2021 to 2025 reached 37.27%

At the same time, sodium batteries are about to be put into commercial use, and the demand space for battery aluminum foil will also be further opened.

According to Zhongke Hai Sodium data, because sodium and aluminum are not prone to alloy reactions, the collector can use aluminum foil instead of copper foil, and the cost can be reduced by nearly 70%. It is estimated that 700-1000 tons of aluminum foil per GWH sodium battery is calculated, and the amount is more than twice the amount of lithium batteries.

According to EVTANK's estimates, in the case of 100%penetration rate of sodium ion batteries, the market space in 2026 can reach 369.5 Gavaco. Considering that the battery aluminum foil of sodium ion batteries is about 800 tons/Gava, the amount of battery aluminum foil in 2025 will reach 295,600 tons.

Chen Weixin said that according to the lithium -ion battery of 1 Gawa time, the demand for aluminum foil is 330 tons to 350 tons. In the future, compared with lithium -ion batteries, the amount of aluminum foil of sodium ion batteries is at least doubled, and the demand for the corresponding aluminum foil in each Gawa time is 600 tons to 700 tons.

In addition, the sodium ion battery projects of many companies such as the Three Gorges and Flueline will also be completed and put into operation in the second half of this year to next year.

The processing fee will remain high

At present, the price of battery aluminum foil is determined by the "aluminum price+processing fee" method. Data from China Merchants Securities Research Report shows that domestic battery factories have more active requirements for thinning and reduction trends. The mainstream models in the field of power batteries and energy storage are 13 μm. 1.5-18,000 yuan. At the price of 22,000 yuan/ton of aluminum ingot, the average price of battery foil is 40,000 yuan. Based on this, the battery foil market space was 29.6 billion yuan in 2025.

From the data point of view, the processing fee of battery aluminum foil rose by more than 10%last year. Aluminum foil processing costs have also increased many times in the first half of the year. Even under the overall pressure of copper foil processing costs in the first quarter of this year, the processing fee of lithium battery aluminum foil is still strong. According to Dingsheng New Materials, the average processing fee for lithium battery and aluminum foil last year was about 15,000 yuan/ton. The average of 16,500 yuan/ton in the first quarter of this year, now the average of about 17,000 yuan/ton, the month -on -month increase is higher than the same period last year.

China-Thailand Securities predicts that in the future, we expect that under the circumstances of high demand, it is restricted by factors such as technical craftsmanship, yield level, investment and construction cycle (2-3 years). The processing fee will continue to maintain a high level, and the industry is still in the stage of high prosperity.

Galaxy Securities pointed out that due to the long short -term production cycle, the pace of expansion of demand was unable to keep up. In the second half of 2022, new energy vehicles continued to prosper. Power lithium battery aluminum foil supply and demand gap may be further enlarged. possible.

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