Chan Ye Xin Xi Wang·2026-02-18 23:28Core Viewpoint - The aluminum-plastic film is a key material for packaging soft-pack lithium battery cells, with a stable supply-demand balance in the industry, driven by a gradual recovery in demand from the power battery sector and accelerated domestic substitution processes. The market size for aluminum-plastic film in China is projected to reach 6.3 billion yuan by 2025, with significant growth in both the power battery and 3C/storage sectors compared to 2024 [1][10]. Aluminum-Plastic Film Industry Overview - Aluminum-plastic film is essential for sealing soft-pack lithium battery cells, protecting internal materials. It consists of multiple layers, including an outer barrier layer, a barrier layer, and a heat-seal layer, each serving specific protective functions [2][4]. - The film is categorized based on production processes into dry and thermal aluminum-plastic films, with varying advantages and applications [3]. Product Characteristics - Battery-grade aluminum-plastic film has stringent performance requirements, including high barrier properties against moisture and oxygen, excellent deep-drawing performance, puncture resistance, and chemical stability to ensure battery safety and longevity [4][5]. Industry Policy Background - China's battery and aluminum-plastic film industries are under strong national regulation, with policies focusing on export control, lifecycle management, and support for key materials. Recent regulations aim to enhance compliance and promote domestic production of critical materials [6][7]. Industry Chain - The aluminum-plastic film industry chain consists of upstream raw material suppliers, midstream production companies, and downstream soft-pack lithium battery manufacturers, serving various end-use sectors including consumer electronics, electric vehicles, and energy storage [8]. Industry Development Status - From 2017 to 2025, the aluminum-plastic film market in China is expected to grow steadily, driven by demand from 3C consumer electronics and the energy storage sector, alongside improvements in domestic production capacity. The market is projected to reach a size of 6.3 billion yuan by 2025, with a notable increase in both production and demand [9][10][11]. Competitive Landscape - The aluminum-plastic film industry in China is still developing, with key players concentrated in the Pearl River Delta and Yangtze River Delta regions. Major companies include New Lian New Materials, Zijiang Enterprises, Mingguan New Materials, and others, with varying production capacities and market positions [13][14][15]. Industry Development Trends - The aluminum-plastic film is evolving towards high barrier, corrosion resistance, and ultra-thin high-strength specifications to meet the stringent packaging requirements of advanced battery technologies. The industry is also focusing on green transformation and lifecycle management to enhance sustainability and competitiveness [16].