The application demand for soft-pack lithium batteries is rising, and the aluminum-plastic film industry is developing rapidly

Aluminum plastic film is the outer packaging material of soft-pack ion batteries. It has the advantages of light weight, thin thickness, good oxygen and moisture barrier properties, and flexible shape design. The aluminum-plastic film production process can be divided into dry method and thermal method. The performance of the products produced by the two methods is similar and both can meet downstream needs. Benefiting from the development of the new energy industry, the application fields of lithium electronic batteries have continued to expand and are used in new energy vehicles, consumer electronics, medical, power tools and other products, and the aluminum-plastic film industry has developed rapidly.

Lithium electronic batteries can be classified into cylindrical, square and soft-packed forms in terms of appearance. Soft-packed batteries are safer. With the decline of subsidies for new energy vehicles in my country in recent years, lithium-ion batteries have gradually become lighter and longer lasting. With the development in the long-term direction, the application demand for soft-pack lithium batteries is rising, which in turn drives the development of the aluminum-plastic film industry. Aluminum plastic film has more advantages than other materials and has become a mainstream product in the market with high application demand.

According to the “Research Report on the Current Market Status of the Global Aluminum Plastic Film Industry in 2021” released by the Industrial Research Center, with the development of my country’s new energy vehicles As production and sales increase, the demand for aluminum-plastic film applications continues to rise, and the market size grows accordingly, reaching 2 billion yuan in 2020. With the continuous increase in the penetration rate of the aluminum-plastic film market and the increase in the production and sales of new energy vehicles, it is expected that by 2025 my country’s aluminum-plastic film market size will reach 8.8 billion yuan in 2020. Globally, the aluminum-plastic film market demand is also showing a growth trend. It is expected that the global aluminum-plastic film market demand will reach 270 million square meters by the end of 2021, with a market size of approximately 6 billion yuan, and will reach 830 million square meters by 2025, when the market The scale is approximately 15 billion yuan.

Due to limitations in raw materials and production technology, the aluminum plastic film market is currently controlled by Japanese companies. Four companies including Japan’s DNP, Showa Denko, Japan’s Toppan Factor Co., Ltd., and South Korea’s Yulmura Chemical occupy more than 90% of the global market. The first two of them occupy more than 90% of the global market. The market share is approximately 71%. At present, the domestic aluminum-plastic film market depends on imports, with imports accounting for 90%. Due to backward technology, domestic products are of poor quality and lack competitiveness. The most influential aluminum-plastic film manufacturers in China currently include Zijiang Enterprise, Daoming Optics, Mingguan New Materials, Xinlun Technology and Putilai. At present, the price of domestically produced aluminum-plastic films is lower than that of imported products. In the future, as the scale of domestic aluminum-plastic films expands and the quality improves, localization will be accelerated.

Industry analysts said that benefiting from the increasing demand for soft-packed lithium batteries in the field of new energy vehicles in recent years, aluminum-plastic film Market demand continues to rise and the industry develops rapidly. However, in terms of production, due to limitations in raw materials and production technology, my country’s aluminum-plastic film is highly dependent on imports, and there is large room for import substitution in the future. At present, some domestic enterprises have realized the production of aluminum-plastic films, but they have the shortcomings of small scale and poor quality, and there is still a lot of room for improvement.