In recent years, with the gradual increase in the penetration rate of new energy vehicles, the industrial chain and supply chain of new energy vehicles have shown a trend of vigorous development. As an important part of the new energy vehicle supply chain, the aluminum processing industry is also in this wave of "new energy" market, ushered in a major development opportunity, especially in the "lightweight" wave, whether it is aluminum profiles, die-casting materials or aluminum plate and foil, are able to "show their skills" on new energy vehicles. And formed a number of globally competitive aluminum processing "specialized and special new" enterprises.
New energy battery aluminum foil: master cutting-edge technology deeply embedded in the global industrial chain
CCTV financial channel reporter learned from the company, here less than a ton of aluminum foil, downstream there may be 30 new energy vehicles can not be delivered. This is the impact of the world's largest supplier of new energy battery aluminum foil on the global industrial chain.
General manager of an aluminum company in Hangzhou: We have to make sure that every day's goods are made and sent out on the same day. Every day, three or four customers come to the factory to urge goods, and the machine in the factory has been opened to the fastest, producing aluminum foil at a speed of 1000 meters per minute.
Being surrounded by customers, this company is not only irreplaceable capacity, but also the most cutting-edge technology in the industry. Continuous scientific research has allowed this company to make the thickness of aluminum foil from 20 microns to 8 microns. To the reporter, such a thin aluminum foil, at present, only our one company in the world can manufacture.
The aluminum processing enterprise is a well-known enterprise in the industry - Hangzhou Yuefeng Aluminum Co., LTD. Data show that Yuefeng Aluminum is a wholly-owned subsidiary of Yuefeng new materials, located in Hangzhou, Zhejiang Province, registered in June 2007, the company is mainly engaged in all kinds of aluminum and aluminum alloy plate, strip, foil and its deep processing products research and development, production and sales of high-tech enterprises.
According to the disclosure of Yuefeng New Materials 2022 annual report, the company's battery foil customers cover major energy storage and power battery manufacturers, including BYD, Ningde Times, ATL, LG New Energy, Guoxun High-tech, Hive Energy, Zhongchuang New Aviation, SK New Energy (Jiangsu), Samsung SDI, billion Wei Lithium Energy, Xinwang Da and so on.
"Ten years grinding a sword", 8 micron battery aluminum foil is the world's leading
The mobile phones we use daily and the new energy vehicles we drive are inseparable from batteries. A key to battery performance is the performance of the material covering the two poles. Among them, the material covering the positive electrode is aluminum foil. It is reported that since 2010, Yuefeng Aluminum has been looking at the lithium battery market and officially began the research and development of aluminum foil for batteries. At present, it has a 45% share of the global battery aluminum foil market.
Why so awesome? The core lies in its "ten years of grinding a sword" independent research and development of 8 micron aluminum foil for batteries, the world's leading.
Why does it need to be so thin? On the one hand, lithium batteries are getting lighter and smaller, which requires it to be thin. On the other hand, relative to winding, the pole sheet used for preparing the battery needs to have a certain softness to ensure that the pole sheet does not have problems such as brittle breaks when winding, and only the thinner the ductility of the aluminum foil is the better. Not only thin, Yuefeng Aluminum's battery aluminum foil, after "tempered", is almost zero thickness difference, and can withstand pulling, extension and distortion.
After mastering the core production technology and core equipment, Yuefeng Aluminum not only has excellent product quality, but also greatly reduces the production cost and opens a broad market. According to reports, with the vigorous development of the lithium battery market, Yuefeng Aluminum battery aluminum foil production and sales are also increasing year by year. In the first half of this year, Yuefeng Aluminum output value reached 2.54 billion yuan, an increase of 77%, as the global market for new energy vehicles demand continues to grow, Yuefeng Aluminum will usher in greater growth space.