The demand for aluminum foil in new energy vehicles is increasing, which is inseparable from the excellent quality of the aluminum foil. Today we will take a look at the application of aluminum foil in new energy vehicles. It is worth noting that the penetration rate of the new energy vehicle market in September reached 17.3%, and the penetration rate of the new energy passenger vehicle market reached 19.5%.
5 important factors affecting the performance of aluminum foil
It is understood that among the various product technical characteristics of aluminum foil, while it’s not widely known, there are five important factors that affect the performance of aluminum foil. The following list is the factors that can affect the working of aluminum foil in new energy.
- Cleanliness (debris, dust, etc. are one of the influencing factors that cause battery explosion).
- Plate shape control (uneven coating, affecting life).
- Surface wetting tension (affecting Uniform coating and compaction).
- Pinhole control (an increase in pinholes can easily cause tape breakage).
- Mechanical properties (high tensile strength, high elongation).
With the tips, it will process the requirements of aluminum foil better
For aluminum foil companies, the amount of power battery aluminum foil used in lithium batteries is smaller than that of traditional aluminum foil, but the process requirements are so high, and the company’s early investment costs are high. In this investment-to-output ratio measurement, many aluminum foils enterprises are discouraged.
Achievements made by power batteries in new energy vehicles
The rapid growth of new energy vehicles is also supported by the production and sales of power batteries. The China Automotive Power Battery Industry Innovation Alliance released monthly power battery data for September on the 12th, showing that in September, my country’s power battery output totaled 23.2GWh, a year-on-year increase of 168.9% and a month-on-month increase of 18.9%. In terms of sales volume, in September, my country’s power battery sales totaled 17.8GWh, a year-on-year increase of 155.8%. In terms of vehicle loading, in September, my country’s power battery loading was 15.7GWh, a year-on-year increase of 138.6% and a month-on-month increase of 25.0%.
In August last year, the domestic penetration rate of new energy vehicles reached 17.8%, and the penetration rate of new energy passenger vehicles was even closer to 20%. Numerous industry insiders said that new energy vehicles are the main driving force for the explosive growth in demand for power battery-grade aluminum foil, which has helped numerous aluminum foil companies to increase their orders and shipments.
New energy vehicles and other vehicles are becoming the main driving force for the explosive growth in demand for power battery-grade aluminum foil. “The vigorous development of the new energy industry has driven the explosive growth of power batteries and has also brought a steady stream of orders to the aluminum processing industry.”
Increasing aluminum foil demand goes up with the rising amount of new energy vehicles
The aluminum foil consumption of a 1GWh lithium battery is 600-800 tons. China Merchants Securities predicts that in 2021, the global demand for lithium battery aluminum foil will be about 192,000 tons, an increase of 45%, and there will be a gap between supply and demand; the gap between supply and demand will increase to 11,000 tons in 2022, and it will continue to expand in 2023. In addition, if sodium-ion batteries are put into production in the future, it will greatly promote the demand for the aluminum foil market.
The general manager of North China Aluminum said that with the rapid development of the new energy vehicle market, there is a strong demand for battery-grade aluminum foil. CATL has been negotiating a supply agreement with the company since 2020 and plans to supply 3,000 tons of aluminum foil in one month, but the current production capacity cannot be supplied. It is planned to supply 156,000 tons a year by 2025, and the total demand in the Ningde era will be about 450,000 tons.
It is understood that the planned battery production capacity of CATL will reach 500-600 GW by 2025, and the demand for aluminum foil is huge. In addition to the Ningde era, battery companies such as BYD, Funeng Technology, Yiwei Lithium Energy, AVIC Lithium, Guoxuan High-Tech, Honeycomb Energy, and other battery companies have also started expansion models. The overall total production capacity is close to 2000 GW, and the corresponding aluminum foil demand will be Up to 1.2-1.6 million tons.
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