On May 17, the groundbreaking ceremony of SZLH's new production base with a total investment of 10 billion yuan was held in Jiangsu. The regional headquarters, R&D center and production base of 6-8μm lithium battery copper foil with an annual output of 50,000 tons will be built.
SZLH is a leading enterprise in the field of high-end electrolytic copper foil manufacturing in China, with manufacturing bases located in Henan, Shandong, Shaanxi, Jiangsu and other places. At present, the company's total copper foil production capacity and capacity utilization rate rank first in the world.
SZLH's main products include lithium copper foil for high-end power batteries, 5G high-frequency and high-speed copper foil, flexible copper clad laminates, smart meters, and 5G smart integrated power supplies. At present, the company’s lithium battery copper foil has been supplied in batches to mainstream domestic battery companies such as Ningde Times, ATL, BYD, and AVIC Lithium; the company focuses on the high-end market, and is a manufacturer of many first-line lithium batteries abroad, such as LG New Energy, SKI, Samsung SDI, and Panasonic. The main supplier of the business.
At present, the thickness of the mainstream copper foil in the industry has been reduced from 8μm to 6μm. It is possible to increase the amount of active material and increase the thickness of the slurry coating under the condition of the same cell volume, which will directly promote the increase of cell energy density. According to the calculations of Bank of China Securities, the production capacity of 6μm copper foil is concentrated in China. It is estimated that the effective production capacity of 6μm copper foil in China will be 52,000 tons, 69,000 tons, and 90,000 tons respectively in 2020-2022, and the supply and demand gaps will be 25,000 tons, 6,200 tons, 16,300 tons.
At present, there are not many manufacturers in China with 6μm lithium battery copper foil production technology. SZLH is one of the few companies in China that can stably produce 6μm copper foil and has completed the R&D and commercial production of 4.5μm copper foil.