1,Sketch of industry chain
Aluminum foil is a foil made of aluminum, in which the battery aluminum foil is more simple compared with the general aluminum foil industry chain, the upstream is mainly aluminum ingots and other raw materials, the middle reaches of the main battery aluminum foil production and manufacturing enterprises, including aluminum foil manufacturers and new entrants, at present, Dingsheng New Material and North China Aluminum occupy a major share of the market, with the continuous growth in demand, Wanshun New Material and East Sunshine and other general aluminum foil manufacturers continue to layout the overall competition has intensified. Competition is intensifying, downstream is mainly used as lithium battery anode collector, both cost and performance advantages, can be subdivided into the power field, consumer and energy storage field.
2,Upstream
In the complete cost composition of battery aluminum foil, direct materials account for about 85%, of which the most important raw material is aluminum ingot. Battery aluminum foil adopts cost-plus pricing method, the sales price = "ingot + processing fee", the price follows the ingot price rise. 2020, by the overall aluminum price fluctuations, China's aluminum ingot prices show a steady growth trend, as of March 2022, China's aluminum ingot price has reached about 22,916.3 yuan per ton, compared with the beginning of 2020, an increase of 57.7%. As of March 2022, the price of aluminum ingots in China has reached about 22,916.3 yuan per ton, an increase of about 57.7% compared to the beginning of 2020. The increase in raw materials has led to a certain extent to the rise in the price of aluminum foil for batteries, which has led to a continuous increase in the overall start rate of the aluminum foil industry and an increase in the industry boom.
