统计指内地锂电铜箔价格持续上涨 企业均有扩产计划
中国化学与物理电源行业协会数据显示,1月22日锂电池主要材料铜箔6μm、铜箔8μm价格分别每吨上调5,000元人民币。铜箔6μm自去年12月4日以来价格至少涨超5%。铜箔8μm自去年12月4日以来价格至少涨超9%。
铜箔是锂电池负极集流体的主要材料。随着2020年下半年下游需求好转加上短期扩产存在瓶颈,价格从2020年10月底进入加速上升通道。
据统计国内年产万吨以上铜箔企业仅有10多家,产业集中度高,该因素对行业落实提价或有一定推动作用。而内地多家相关上市公司近期均有扩产计划。
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