国内电池铝箔的供求格局和发展建议

Supply,Demand and Development Suggestions on Domestic Battery Aluminum Foil

基于市场供应依赖需求的角度,利用现有和未来产能数据,分析锂电池制造厂和铝箔生产企业在全国各省市的布局。结果表明,我国电池铝箔缺口达543.6 kt,四川、宁夏等省份完全依赖进口,广东、重庆等省份供大于求。针对新建电池铝箔项目,给出了最佳区域布局,为已有企业提供了发展建议。

Based on the perspective of market supply dependence on demand,using existing and future capacity data,this paper analyzes the layout of lithium battery manufacturers plants and aluminum foil production enterprises in various provinces and cities across the country.The results show that the gap of battery aluminum foil in China is 543.6kt,Sichuan,Ningxia and other provinces completely rely on imports,and Guangdong,Chongqing and other provinces oversupply.For the new battery aluminum foil project,the best regional layout is given,and the development suggestions are provided to the existing enterprises.