A - Share Many Copper Foil Manufacturers Intensive Expansion

  Under the background of continuous prosperity, the capacity of domestic new energy vehicles is gradually released, and the industry is in a period of rapid growth. In the context of the surge in lithium battery shipments, the corresponding raw material market demand is expanding again, and the shortage of battery copper foil is gradually obvious. Battery copper foil manufacturers have taken action. According to statistics, in recent years, several companies such as Hailiang Co., LTD., Jia Yuan Technology Co., LTD., And Nordisk Co., LTD., have started a new round of production expansion.

    Now the leading producer of lithium battery copper foil for China, China Taiwan, South Korea and Japan, among them, China is the largest in global lithium battery copper foil shipments. GGI data show that in 2019 mainland China lithium battery copper foil shipments of 93000 tons, the global market share of 54.7%, with the wide application of lithium batteries, lithium batteries huge market application requirements of the copper foil.

   In the context of a market demand continues to increase and supply shortage, domestic copper foil company also opened up a new round of expansion cycle.

   Jia yuan science and technology, for example, released in 2021 to issue a-share stock plan, A particular object to, the company controlling shareholder jia yuan industrial included no more than 35 specific object to issue shares to raise 4.9 billion yuan, offering investment project is mainly used in places such as guangdong, shandong, jiangxi, fujian construction of high performance lithium electric copper foil and high-end electrolytic copper foil production line. Jia yuan science and technology will be added after the production capacity of 46000 tons of high-performance lithium electrolytic copper foil production line and the annual output of 20000 tons of high-end electrolytic copper foil production line.

   At the same time, China science and technology in response to an interactive questions also said the company in February 2021 in yulin city of guangxi construction "annual output of 100000 tons of high precision electronic copper foil industry base project" , the first phase of the project of 50000 tons of high precision copper foil production project of 20000 tons is expected in 2022 years, the project is expected to exceed China science and technology after the production of the increased production capacity of 10000 tons electrolytic copper foil.

    Than outside, the domestic copper processing leading hailiang shares also announced that proposed huge capital investment in 8.9 billion yuan annual output of 150000 tons of high-performance copper foil material project. After the project put into production, hailiang shares will form a high performance copper foil production capacity of 150000 tons/year, including lithium electricity copper foil 120000 tons/year, standard copper foil 30000 tons/year.As a whole, under the trend of global auto electric, battery shipments are growing demand for upstream materials constitute a strong support. As the battery is one of the main producing area of copper foil domestic manufacturers in the current market supply under the opportunity of expansion has sharply, is expected to make up for the gap in time and further improve the market share.