2025年电池铝箔市场盘点——国内产量达到54.7万吨，同比增长43.1%

Core Viewpoint - The article highlights the growth and competitive landscape of the domestic battery aluminum foil industry, projecting a significant increase in production and demand by 2026, with key players maintaining their market positions and expanding capacities [1][5][6]. Industry Overview - The domestic battery aluminum foil production is expected to reach 547,000 tons by 2025, representing a year-on-year growth of 43.1% [1]. - The market remains dominated by a few strong players, with Ding Sheng holding a leading position with a 32% market share [2]. - Other competitors are close in market share but are unlikely to catch up to Ding Sheng in the short term [3]. Capacity Expansion - Companies such as Jinyu, Zhongji, and Nannan are rapidly expanding their production capacities, with Jinyu planning a new 60,000-ton expansion cycle starting at the end of 2025 [5]. - The total industry capacity is projected to reach between 975,000 to 1,050,000 tons by 2026, with demand expected to exceed 700,000 tons [5]. Product Development - Future trends indicate a shift towards thinner aluminum foils with higher elongation rates, moving from 15U to 12U and 13U products [6]. - The demand for high-performance products is increasing, and manufacturers are actively supplying these products, which are expected to be a market highlight in 2026 [6]. Pricing Dynamics - The end-of-year negotiations between suppliers and customers are critical, with ongoing discussions reflecting a strong willingness among aluminum foil manufacturers to increase prices due to sustained losses and high demand expectations for 2026 [6][7]. - Recent market feedback indicates that major manufacturers are making concessions in pricing negotiations, particularly with Ding Sheng, which has proven its supply flexibility during peak demand periods [7].