Overview of the market development of my country's lithium battery copper foil industry

Copper foil and aluminum foil have the advantages of softer texture, which is good for bonding, mature manufacturing technology, and relatively low price. Therefore, they are selected as important materials for lithium battery current collectors. The positive electrode potential of lithium batteries is high, and the oxide layer of aluminum foil is relatively dense, which can prevent the current collector from oxidizing. However, copper will undergo lithium intercalation reaction at high potential. It is not suitable for positive electrode current collectors. The positive electrode current collector generally uses aluminum foil; while the negative electrode has low potential , Aluminum foil is easy to form aluminum-lithium alloy at low potential. Copper foil is generally used as the negative current collector, and there is no interchangeability between copper foil and aluminum foil. The important material of the lithium battery current collector is metal foil (such as copper foil, aluminum foil). Its function is to collect the current appearing in the battery active material to form a larger current output. Therefore, the current collector should be in sufficient contact with the active material. And the internal resistance should be as small as possible, which is the important reason why the expensive copper foil and aluminum foil are used for lithium batteries. Copper foil has good conductivity, flexibility, moderate potential, resistance to winding and rolling, and processing technology. Mature, it has become the material of choice for the negative current collector of lithium batteries. At present, the actual output of lithium battery copper foil in my country is about 36,000 tons/year, and the upper limit of output that can be achieved this year through technological transformation is about 40,000 tons/year, and the actual market demand for lithium battery copper foil may reach 50,000 tons. , It is expected that in the future, the market demand for lithium battery copper foil will maintain an annual increase rate of over 20%, especially in the field of power lithium-ion batteries, the annual demand increase rate for lithium battery copper foil is expected to exceed 50%. In terms of output, domestic lithium battery copper foil output accounts for 65.65% of the world's total. In 2019, the domestic output of lithium battery copper foil was 116,200 tons, accounting for about 65.65% of the world's lithium battery copper foil. The output planning and processing progress of domestic large factories have a significant impact on the entire industry. In the next few years, under the background that the new energy automobile industry is strongly supported by national policies, power lithium-ion batteries will drive my country's lithium battery copper foil market to maintain a high-speed upward trend. From the perspective of subdivision of use, the power lithium-ion battery market is still an important driving factor for my country's lithium-ion copper foil market to maintain a high rise. In 2019, the output of lithium-ion copper foil for power lithium-ion batteries increased by about 35% year-on-year to about 84,000 tons. , Exceeding the demand in the field of digital batteries, accounting for more than 50% of my country's lithium battery copper foil. By 2020, the output of my country's power lithium-ion battery will exceed 158.8GWh, and the output of lithium-ion copper foil for power lithium-ion batteries will exceed 110,000 tons, which will become an important rising point for my country's lithium-ion copper foil market. Copper foil is used as the conductive substrate of the negative electrode of lithium battery, and its weight accounts for about 10%-15% of the total weight of the lithium battery. By reducing the thickness, the weight of the battery can be effectively reduced, thereby increasing the energy density. At the same time, as the thickness becomes thinner, the amount of copper foil per GWh is decreasing. According to the pricing method of copper price + production fee, even if the production fee increases, the cost can still be reduced. Therefore, the thinner and lighter copper foil has always been a clear technological development direction for the industry. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: What are the reasons why UPS lithium batteries cannot be shipped by air?