In terms of specific enterprises, there was no significant change in the domestic lithium battery copper foil market pattern in 2021, and the market concentration was relatively high. The output of CR3 enterprises accounted for about 48% and that of CR5 enterprises accounted for nearly 70%.
The output of leading enterprises has also gradually widened. Longdian Huaxin lithium foil has exceeded 40000 tons, Nord shares has exceeded 30000 tons, Jiayuan technology and Defu technology are more than 20000 tons. The production capacity of Changchun chemical lithium foil in the mainland is limited, and the output growth is less than that of several other enterprises.
From the perspective of the whole lithium copper foil Market: due to the popularity of the new energy market, more and more upstream and downstream enterprises in the industrial chain actively layout lithium foil, and copper raw material enterprises extend downward to lay out lithium copper foil, such as Jiangxi Copper Yates and Hailiang Co., Ltd., as well as the joint venture of downstream battery plants and mainstream copper foil plants. Each has its own advantages, or will break the existing market pattern.
According to the calculation of ICCSINO, with the rapid development of new energy vehicles, energy storage and other markets in the future, the domestic demand for lithium battery copper foil will also maintain a rapid development trend. There will still be a dislocation between supply and demand of 6um lithium battery foil for a long time in 2022.
From the perspective of overall supply, there is no gap in the market, but there will be a structural shortage of supply. By 2025, the domestic demand for lithium battery copper foil is expected to be about 920000 tons.
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