Several domestic copper foil enterprises said they had mastered 4.5 μ M copper foil production capacity

At present, there are many enterprises in China Copper foil The enterprise said it had mastered 4.5 μ M copper foil production capacity, a few enterprises even announced that they have been supplied to battery customers in batches, 4.5 μ m Copper foil Key products of the enterprise.

Today, 6 μ m Copper foil It has greatly replaced 8 in the field of power battery μ M copper foil, but 4.5 μ There is still a certain distance for the large-scale introduction and application of M copper foil.

Ningde times uses 4.5 yuan per month μ The consumption of M is 600-700 tons, and the monthly demand in the second half of the year is about 2000 tons. The senior management of lithium battery copper foil enterprise disclosed to the advanced lithium battery that in order to further reduce the cost and improve the performance, Ningde era is accelerating 4.5 μ With the introduction and application of m extremely thin copper foil, the penetration rate is expected to increase from 3% last year to more than 10% this year.

Ningde era accelerated the introduction of 4.5 μ M behind the extremely thin copper foil, LFP battery has a strong market demand. In order to further reduce the cost and improve the product performance, there is a strong demand for thinner lithium copper foil.

At present, no copper foil enterprise in the industry can meet the requirements of 4.5 of Ningde era μ M. procurement demand of copper foil scale ". Copper foil enterprise executives said.

Dr. Luo Jia, President of Defu technology, told Gaogong lithium battery that the difficulty in manufacturing 4.5um extremely thin copper foil lies in physical control, equipment accuracy and stability and production process technology control, which is a great challenge for copper foil enterprises.

For the supplier, due to 4.5 μ The production process of M copper foil is complex, the yield of the product is low, and it is prone to belt breaking, folding, edge tearing, chip powder dropping, high-temperature oxidation and other problems, resulting in real energy production and supply of 4.5 μ M copper foil enterprises are few.

In terms of mass production supply, Nord said that 4.5 μ M copper foil products have been supplied in batch, 4 μ m,4.5 μ The proportion of M products is close to 20%; Jiayuan technology said that 4.5 μ M copper foil products have been supplied to domestic lithium battery manufacturers in batches; Defu technology said that 4.5 μ M of copper foil has been supplied to head power battery enterprises in batches; Warwick copper foil, 4.5 μ M of high-end flexible copper foil has been supplied in batches.

In terms of R & D, Chaohua technology said it had successfully developed 4.5 μ M copper foil products; Long Huaxin said that 4.5 has been completed μ M development and delivery of copper foil for lithium battery; Tongling Nonferrous Metals said that its subsidiary Tongguan copper foil has mastered 4.5 μ M is the core manufacturing technology of copper foil for very thin lithium battery, and has small-scale production capacity; A Chinese science and technology said it had mastered 4.5 μ M production technology of copper foil for very thin lithium battery; Guizhou Zhongding said that it has successfully tested 4.5 μ M copper foil; Xinbairui 4.5um lithium battery copper foil has been produced in small quantities.

From 4.5 released by the above enterprises μ In terms of the commercialization progress of M copper foil products, most copper foil enterprises are still in the stage of research and development and small test. Small batch supply mainly focuses on sample test, realizing large-scale production and supply 4.5 μ M copper foil only a few enterprises.

Insiders pointed out that in addition to the mature and stable production process, the yield also affects the copper foil enterprises by 4.5% μ M is an important factor for large-scale mass production of copper foil. Generally, it is qualified only when it reaches more than 60%, and large-scale mass production reaches more than 80%.

We are Ningde times 4.5 μ M is one of the major suppliers of copper foil. Nord will further increase by 4.5% this year μ M shipment proportion of copper foil ". Chen Yubi, executive vice president of Nord, said that in order to overcome 4.5 μ For the mass production of M copper foil, Nord designed and developed the anode 12 zone power supply technology to make the current density more uniform; The technology of eliminating the edge effect of electric field is developed, and the technical obstacle of high current density caused by the discharge at the tip of anode roll is solved.

At the same time, the use of new additives overcomes the technical difficulties affecting the performance of extremely thin copper foil products, such as many defects, many pinholes, low tensile strength, low elongation, high warpage and tearing of copper foil.

In addition to the upstream supply neck, the small overall market demand of the downstream application end and the poor application technology are also important reasons that hinder the improvement of copper foil permeability.

At present, only Ningde era in China began to import and use 4.5 in batches μ M copper foil, and battery enterprises such as AVIC lithium battery, GuoXuan high tech and Yiwei lithium energy are further improving their 6 μ The penetration rate of M copper foil is expected to increase to more than 60% this year, while other battery enterprises are still 8 μ M, 4.5 μ M copper foil is basically still in the test verification stage.

four point five μ M copper foil is difficult to produce and apply, and the production equipment of many battery enterprises can not meet the requirements of 4.5 μ M requirements for use of copper foil. Chen Yubi said that 4.5 μ The large-scale application of M copper foil in the power market is closely related to the equipment accuracy, production process, production line coordination and material system of battery enterprises.

The thinner the copper foil of lithium battery, the greater the effect on the improvement of battery energy density, but the greater the potential safety hazards, which brings great pressure and challenges to battery enterprises.

On the other hand, battery enterprises will use 6 μ m、8 μ M copper foil products switched to 4.5 μ M copper foil products need strict safety test and technical adjustment, and the overall application penetration is slow.

Industry insiders believe that it is difficult to judge 4.5 in combination with the technical status mastered by the supplier and the demand of the downstream end market μ It is also difficult to calculate the supply gap for the future market penetration of M copper foil.

It is worth mentioning that, in addition to the above reasons, the supply of upstream electrolyte additive VC is tight, which affects the production and shipment of power battery enterprises and 4.5 μ M market demand for copper foil.

Affected by the tight supply of VC, company C purchased 4.5 tons of 2000 tons per month in the second half of the year μ Whether the demand for M copper foil will really release remains to be seen.