2020-11-18
[investment] Jiayuan technology plans to invest 1.35 billion to build an annual output of 20000 tons of electrolytic copper foil project, and the existing copper foil production capacity is 16000 tons / year
On the evening of November 10, Jiayuan Technology (688388) announced that the company plans to sign the "contract for investment in the establishment of an annual output of 20000 tons of electrolytic copper foil project" with the Management Committee of Jiangxi Longnan economic and Technological Development Zone, and invest 1.35 billion yuan to build an annual output of 20000 tons of electrolytic copper foil project.
Jiayuan technology said that this investment is to realize the company's strategic development layout, enrich the company's product structure, expand product application fields, seize the market share of high-end electrolytic copper foil, and establish a regional R & D, production and sales system of electrolytic copper foil products by optimizing the industrial layout and expanding the production capacity of various high-end electrolytic copper foil, Enhance the company's market competitive advantage in the electrolytic copper foil industry and effectively improve the core competitiveness of the company's products.
Battery network learned that Jiayuan technology's main business is the R & D, production and sales of all kinds of high-performance electrolytic copper foil. In terms of production capacity, the company now has a 16000 T / a copper foil production capacity. At present, the capacity under construction or in the planning stage includes the 5000 t / a high-performance copper foil technology transformation project for new energy power batteries located in Yanyang plant of Meixian County, the 15000 T / a high-performance copper foil project located in Baidu plant of Meixian County, and the 15000 T / a high-performance copper foil project located in Fu'an City, Ningde City, Fujian Province. (source: battery bairenhui battery network)
[put into production] Baoxin electronics phase III phase I 5000 ton lithium battery copper foil project was put into production
Recently, lingbaobaoxin Electronic Technology Co., Ltd. successfully started its phase III, phase I, 5000 ton lithium battery copper foil project.
Baoxin electronics has a total design annual output of 40000 tons of lithium battery copper foil. The first and second phases of the project with an annual output of 20000 tons of copper foil have been completed and put into operation. The third phase with an annual output of 20000 tons of copper foil project was started in August 2019. It is planned to be carried out in four stages. The smooth operation of the first phase with an annual output of 5000 tons of copper foil means that the annual production capacity of Baoxin electronics has been increased to 25000 tons. At present, the second stage production line of phase III is in the process of intensive installation. All key equipment of phase III project are imported from Japan and South Korea, all of which are self assembled and debugged, and a number of optimizations have been carried out. The whole production process can realize the whole process of Online monitoring and automatic adjustment, with a higher degree of automation, which can meet the requirements of domestic and foreign customers for different specifications and parameters such as ultra-thin copper foil, high temperature and high elongation copper foil. (source: battery bairenhui battery network)
[data] Ministry of industry and information technology: from January to September, China produced 7.449 million tons of refined copper and 14.315 million tons of copper products
On November 5, the raw material industry department of the Ministry of industry and information technology announced the operation of the copper industry in the first three quarters of 2020:
First, the output kept growing and prices continued to rise. According to the data of the National Bureau of statistics and China Nonferrous Metals Industry Association, from January to September, the output of refined copper and copper products was 7.449 million tons and 14.315 million tons respectively, with a year-on-year increase of 5.8% and 4.2% respectively. According to the statistics of industry analysis institutions, the social inventory of copper in late September was 335000 tons, down 38.1% from the peak of the year. According to the statistics of China Nonferrous Metals Industry Association, since July, copper prices have continued the upward trend in the second quarter. In the third quarter, the average spot price of domestic copper was 51422 yuan / ton, up 16.8% month on month and 9.8% year on year.
Second, imports of copper products and exports of copper products increased year-on-year, while exports of refined copper decreased year-on-year. According to the data of the General Administration of customs, from January to September, the import volume of copper concentrate (physical volume), crude copper and copper materials was 16.359 million tons, 716000 tons and 444000 tons respectively, with a year-on-year increase of 2.3%, 29% and 24.8% respectively; Affected by the strong copper price inside and weak outside, the boost of domestic demand and the appreciation of the RMB, the import of refined copper increased significantly, with 3.56 million tons imported from January to September, an increase of 41.6% year-on-year; Imported copper scrap was 667000 tons, a year-on-year decrease of 46.1%. From January to September, 391000 tons of copper materials were exported, with a year-on-year increase of 0.7%, and 162000 tons of refined copper were exported, with a year-on-year decrease of 35.7%. (source: battery bairenhui battery network)
[market] domestic copper clad laminates ushered in a surge in prices
According to the industry website, the price of copper clad laminate in China has risen recently. Recently, the continuous and rapid rise in the prices of raw materials such as copper foil, epoxy resin and electronic glass cloth in the upstream of CCL has formed a strong cost support for the price of CCL. In terms of demand, the strong consumption of downstream cars and household appliances has increased the demand for copper clad laminates, and the price rise of copper clad laminates has been smoothly realized and conducted. With the continuous implementation of domestic favorable policies, domestic cars ushered in a comprehensive recovery in the third quarter. The short-term order of Huazheng new material copper clad laminate is full, and the production capacity is full. The leading products of fangbang Co., Ltd. include electromagnetic shielding film, copper clad laminate, etc. (source: Fortune power network)
[think tank circle]six μ The processing cost of M copper foil products gradually decreased and stabilized
Since this year, under cost pressure, 6 μ The market penetration rate of M copper foil products is lower than expected, but a number of institutions and enterprises say they are optimistic about the next two years. 6 μ M permeability of copper foil.
Jiayuan technology recently said that 6 μ When m copper foil products were first launched on the market, the processing fee price was higher, with 6 μ M copper foil products are produced and supplied in large-scale and batch, and the price of product processing fees gradually decreases and tends to be stable.
In October this year, Tongling Nonferrous revealed that 8 μ M copper foil processing fee is more than 30000 yuan / ton, 6 μ M copper foil processing fee is 40000 yuan / ton -45000 yuan / ton.
Article source:Battery net
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