On December 24,lithium batteryThe plate broke out, with a sharp rise of 3.92%. Individual stocks in the plate set off a wave of trading limits, including Tianhua ultra clean, Luoyang molybdenum industry, Yahua group, dangsheng technology, Dingsheng new material, Huayou cobalt industry, new Zebang and other enterprises. Among them, Ningde times soared by nearly 8%, and its intraday share price broke through the 100 yuan mark, with a total market capitalization of more than 220 billion yuan, ranking first on the gem. In addition, tiannai technology, a science and technology innovation board enterprise, rose nearly 13%, and Jiayuan technology rose more than 11%.

Screenshot source: Oriental Fortune

Lithium batteryThe outbreak of the pool sector stems from a rumor that Huawei's new model P40 Pro will adopt graphene battery technology next year, which is expected to become the world's first graphene battery mobile phone. The news mainly originated from the official news of Huawei's French twitter, "Huawei will become the first company to launch its flagship mobile phone equipped with graphene battery". The twitter also revealed that the new model can complete 100% charging within 45 minutes. Although Huawei's French twitter refuted rumors about graphene batteries at noon, the concepts of graphene and lithium batteries were strong throughout the day, and many listed companies of lithium battery raw materials, such as Dell future, xinjinlu, Zhongke electric, dangsheng technology, Dingsheng new material, Huayou cobalt, and new Zeus, rose and stopped.

The explosion of the lithium battery sector stems from a rumor that Huawei's new model P40 Pro will adopt graphene battery technology next year, which is expected to become the world's first graphene battery mobile phone. The source came from the official news of Huawei's French twitter, "Huawei will become the first company to launch its flagship mobile phone equipped with graphene battery". The twitter also revealed that the new model can complete 100% charging within 45 minutes. Although Huawei French twitter refuted rumors about graphene batteries at noon. However, the concepts of graphene and lithium battery were strong throughout the day, and many listed companies of lithium battery raw materials such as Dell future, xinjinlu, Zhongke electric, dangsheng technology, Dingsheng new material, Huayou cobalt, and xinzhoubang rose by the daily limit.

Under the background of improving quality and reducing cost in the current battery industry, ultra-thin and high-end batteries are the technological development and market demand of batteries. As the key cathode material of lithium battery, copper foil has an important impact on the energy density and other properties of the battery, accounting for about 5% to 8% of the cost of lithium battery. Ultra thin and high-end lithium battery copper foil has become an industry

Guangdong Jiayuan Technology Co., Ltd. is mainly engaged in 6-12 μ M the research, manufacturing and sales of all kinds of high-performance electrolytic copper foil is a high-tech enterprise with strong scale, sophisticated equipment, strict management and excellent quality, which can meetLithium battery cellDifferent quality requirements of electrolytic copper foil products in factories, copper clad laminate factories and circuit board factories.

9 independently developed by Jiayuan Technology μ M single and double-sided electrolytic copper foil is developed according to the needs of several large domestic lithium battery production enterprises. It is a kind of special performance electrolytic copper foil. The "high elongation double-sided optical ultra-thin electrolytic copper foil" produced by the electrolytic copper foil company has been recognized as a "national key new product" by the Ministry of science and technology“Lithium ion batteryThe project of "using high-performance ultra-thin electrolytic copper foil" has won the national torch plan project. At present, a large number of products have been put on the market, and remarkable social and economic benefits have been achieved.

Chaohua technology recently said on the interactive platform that at present, the revenue of copper foil and copper clad laminate of Chaohua technology has accounted for nearly 70%, and it has an annual production capacity of 12000 tons of copper foil, mainly electronic circuit copper foil. At present, copper foil is basically in full production; The second phase of the high-precision electronic copper foil project with an annual output of 8000 tons is expected to be put into operation within the year. After being put into operation, the company's total annual copper foil production capacity will exceed 20000 tons. Based on the future demand growth of new energy vehicles, especially high-end vehicles, it is planned to arrange half of the new capacity of copper foil of Chaohua technology to produce lithium battery copper foil.

Another copper foil giant, foihua electronics, has also made a move recently. It is reported that the production workshop of the first phase of the company's 10000 ton high-performance lithium battery copper foil project is under construction. According to the plan of foihua electronics, it is planned to achieve an output value of 1.5 billion yuan by 2023 and a high-end copper foil production capacity of 12500 tons.

Although the market prospect is very broad, the market competition of lithium battery copper foil has become increasingly fierce in recent years. Moreover, the copper foil industry is also facing the problem of structural overcapacity. At present, the output of ordinary copper foil in China is surplus, but high-grade electrolytic copper foil relies heavily on imports, especially high-grade ultra-thin electrolytic copper foil, high-performance electrolytic copper foil and other products.

Article source:OFweek lithium grid