Nanshan Aluminum has become an important supplier of CATL aluminum foil

Recently, Nanshan Aluminum stated that Nanshan Aluminum is an important supplier of CATL power battery aluminum foil(positive collector fluid). It has now delivered 12 μm thickness battery foil in bulk and is developing 10-9 μm products. At present, the domestic market demand is mainly based on Japanese, Korean, and German imports. There are fewer domestic enterprises that can produce, and the company's import substitution advantage is obvious. The main customers of the company are Ningde era, Guangzhou Nanuo, Hangzhou Wanxiang, Guoxian Gaoke, and China Airlines Lithium.

For lithium-ion batteries, the commonly used positive collector fluid is aluminum foil and the negative collector fluid is copper foil. The positive and negative electrode potentials of lithium batteries determine the positive electrode aluminum foil, the negative electrode copper foil, the positive pole potential is high, the copper foil is easily oxidized at high potentials, and the oxidation potential of aluminum is high, and the aluminum foil surface has a dense oxide film. It also has a good protective effect on the internal aluminum.

Market space and profit measurement.

According to the data, the aluminum foil for 1GWh lithium batteries is about 600-800 tons, and the demand for lithium electric aluminum foil in China in 2016 is about 40,000 tons. With the rapid development of the lithium electricity market, it is expected that the amount of aluminum foil used in lithium batteries will reach about 80,000 tons by 2020. Assuming that the domestic power battery aluminum foil market is 80,000 tons in 2020, the market share of the company as the industry leader is 30 %, the ton processing fee is 20,000 tons, the processing fee revenue is 480 million, and the profit is about 250 million. The business is expected to contribute about 100 million yuan in profits to the company in 2018, accounting for 5 % of the total. Considering the huge market space of power battery aluminum foil, the company is the industry leader, the market share continues to increase, and the profit contribution can not be underestimated.

High-end manufacturing strategies are beginning to show results.

The company has become an important supplier of CATL power battery aluminum foil, and has entered the supply chain of domestic and even global power battery leading companies, fully explaining the company's high-end product quality and reputation in the industry's leading position. In combination with other products, the car board has been supplied to well-known global new energy car manufacturers and is also the only domestic company; Thespecial board successfully achieved the supply of Boeing and Airbus; Air forgings have been contracted with Rollo, the world's top engine manufacturer.

These are the results of Nanshan Aluminum's unwavering implementation of high-end manufacturing strategies. In vertical comparison, the proportion of high-end products in Nanshan Aluminum has continued to increase. In 2018, it will be the first year of the company's high-end manufacturing volume. Horizontal contrast, Nanshan's industry leader position, especially aluminum pressure products are increasingly prominent. Nanshan Aluminum is a company with a combination of technology, talents, capital, products, and industry prospects. With the firm implementation of high-end manufacturing strategies, it is striving to realize the dream of building a company with a market value of 100 billion in three years.

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