As the prosperity of the aluminum plate, strip and foil industry continues to rise, since 2022, there have been many investment and expansion plans in this sector in the industry. Since battery aluminum foil is the most scarce product downstream, processing fees and profits are also relatively generous, so recent expansion has focused on battery aluminum foil, electronic foil and other subdivided products with strong demand.
We have counted the aluminum plate, strip and foil production expansion plans currently underway among listed companies. There are a total of 16 projects under construction, including 13 battery aluminum foil projects.
There are relatively few new casting, hot rolling, and cold rolling projects. , the main targets are often high-growth downstream products, such as battery aluminum foil, carbon-coated aluminum foil, electronic aluminum foil, chemical foil, etc.