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統計指內地鋰電銅箔價格持續上漲 企業均有擴產計劃
阿思達克 01-25 15:31
中國化學與物理電源行業協會數據顯示,1月22日鋰電池主要材料銅箔6μm、銅箔8μm價格分別每噸上調5,000元人民幣。銅箔6μm自去年12月4日以來價格至少漲超5%。銅箔8μm自去年12月4日以來價格至少漲超9%。

銅箔是鋰電池負極集流體的主要材料。隨著2020年下半年下游需求好轉加上短期擴產存在瓶頸,價格從2020年10月底進入加速上升通道。

據統計國內年產萬噸以上銅箔企業僅有10多家,產業集中度高,該因素對行業落實提價或有一定推動作用。而內地多家相關上市公司近期均有擴產計劃。

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