The development of e-commerce, express delivery, take-out and other new industries has led to a sharp rise in the consumption of plastic packaging and plastic meal boxes,It is becoming a continuous producer of “white pollution”。
On January 5, the national development and reform commission (NDRC) launched a column titled “my Suggestions for the prevention and control of plastic waste pollution”, hoping to solve the problem with the best solution.

The consumption of plastic food boxes and packaging is rising rapidly, causing new pressure on resources and environment.Plastic litter carelessly discarded can cause ‘white pollution’. Non-standard disposal of plastic waste has serious environmental risks.
Therefore,someone make an important suggestion:Actively promote and promote the expanded use of aluminum foil meal boxes and containers in the field of catering and food packaging,We will effectively address the environmental pollution and food safety and health problems caused by the proliferation of plastic products.

At present, the use of aluminum foil containers and household food packaging aluminum foil has been very common at outside.However, for a variety of reasons, the use of aluminum foil meal boxes and containers in China is still very low.

Aluminum foil as a meal box, food containers have more characteristics and advantages. And the market development of relevant enterprises and application examples show: Aluminum foil fast food box is suitable for China’s national conditions,it can completely enter the food delivery, distribution, pre-packaged food industry,it can also enter the family use, may replace the plastic, the paper meal box in great quantities.

According to the industry survey, aluminum foil meal box as a green packaging material, in recent years is also becoming the new choice of the catering industry and food packaging.

Our company can supply the aluminum foils to produce the Al-foil containers.

1.toxic reactions different
Tin Foil and aluminum foil are often used to wrap ingredients for grilling to prevent meat from burning.If you just use them to wrap the ingredients and put them in the oven, it won’t do you much harm.But if you add a sauce or lemon to the ingredients,The acidic substances will be tin foil or aluminum foil tin, aluminum precipitation, mixed with food is absorbed by the human body, will cause food tin, aluminum poisoning.
Therefore, when making baked goods, people are advised not to add sauce or lemon if they want to wrap the food with foil or aluminum foil

2. appearance characteristics different
Tin foil is much brighter than aluminum foil,But tin foil malleable is very bad, it will break when you pull it.
Supermarkets sell pure tin foil, often in sheets with cotton paper between them, which is harder to cut, more expensive and has fewer buyers.
Aluminum foil material is relatively stiff, good cutting, more use of drum packaging, the price is cheaper, and now gradually into the mainstream of the market.

1. Air conditioner aluminum foil
Air conditioning foil is a special material for manufacturing heat exchanger fins for air conditioners, Early use of air conditioning foil is plain foil.
In order to improve the appearance performance of plain foil, an anticorrosive inorganic coating and a hydrophilic organic coating are applied before forming to form a hydrophilic foil.
The thickness of air conditioner foil is 0.1mm ~ 0.15mm. With the development of skills, the air conditioning foil has a trend of further thinning, and the leading product thickness in Japan now is 0.09mm.

In the extremely thin state, aluminum foil to have good formability, its arrangement and performance is necessary to be uniform, metallurgical defects, anisotropy is small, together need high strength, good ductility, uniform thickness, good straightness.The standard of air conditioning foil and alloy are quite onefold, appropriate and large – scale production, but its bazaar season is strong, the professional manufacturer that produces about air conditioning foil, very difficult processing busy season asks to provide too with cold season the contradiction that does not need simply.

Because the market needs the weak move, in recent years China’s air conditioning foil production capacity and skill level has been improving, has formed large, medium and small, high and low production of air conditioning foil group, some large companies such as north China aluminum, bohai aluminum product quality has reached the world’s leading level.Because the domestic production capacity surplus, the market competition is extremely intense.

2.Cigarette packaging aluminum foil
China is the world’s largest cigarette production and spending power, currently there are 146 large cigarette factories in China, an annual output of 34 million large amount of cigarette box, not even choose cigarette foil packing, in which 30% choose spraying foil, 70% choose rolling aluminum foil, aluminum foil rolling consumption of 35000 tons, with enhanced citizen health awareness and imported cigarettes, smoke foil requirements of adding significantly slowed, estimates that will add slightly in recent years.Chinese cigarette packaging foil accounts for 70% of the total amount of double zero foil. At present, there are two or three companies in China that can produce high-quality cigarette foil. The skill level is appropriate to the world level, but the overall quality of domestic cigarette foil is far from the world level.

3.Decoration used aluminum foil
Decorate foil is to pass aluminum-model compound means to use decorate data, used aluminum foil coloring sex is good, the characteristic with tall reflectance of light and heat.Primarily used for construction, furniture decoration and part of the gift box packaging.Decoration foil in China’s construction industry use is from the beginning of the 1990, by Shanghai, Beijing, guangzhou and other central cities around the country to the rapid extension, in recent years the demand for a sharp increase, usually as the building wall and interior furniture decoration materials, in the commercial institutions facade and interior decoration is also widely used.
Decoration foil has the advantages of heat insulation, moisture proof, sound insulation, fire prevention and easy to clean, and the appearance of luxury, convenient processing, construction device speed.At present, China’s construction, home decoration industry has formed decoration foil boom.With the rapid development of China’s construction industry and decoration foil use continues to popularize, decoration foil demand will also have a substantial increase.Other, choose to decorate foil to wrap gift to be in abroad very current, in the development speed in China in recent years is very fast, estimation can have better perspective.

4.Cable aluminum foil
Cable foil is aluminum foil sealing and shielding, one or two sides coated with plastic film, composed of aluminum plastic composite foil, used as a cable shield.Cable foil needs to be with less oil, no holes, with high mechanical properties, the overall quality needs not high, but the length needs to be very strict.

Our company can supply all of these types aluminum foils. Please leave your email and phone number to us if you need them.

In our life, aluminum foil is widely used, many of our daily necessities will use it, because of its excellent characteristics, aluminum foil is widely used in food, drinks, cigarettes, drugs, photographic substrate, household commodities, etc., but the use of subdivision, can be divided into many kinds.

Today we will popularize the knowledge about aluminum foil: what are the common specifications of aluminum foil | what are their USES?

Medicine aluminum foil
Alloy and temper:8011-H18;8021-O
Processing method: Compound, coating, printing, etc
Application: after compound and printing, it is widely used in the packaging of various drug capsules, tablets and granules.

Aluminum foil Container
Alloy and temper:8011-H24;3003-h24
Processing method: punch forming
Application: Semi-rigid container used for food packaging after punching

Aluminum foil for household
Alloy and temper:8011-O
Processing method: rewinding to small rolls
Application: Used for food preservation, barbecue, aviation, hotel catering and kitchen cleaning

Cigaretee Aluminum Foil
Alloy and temper:1235-O,8079-O
Processing method: Compound paper, coloring, printing, etc
Application: Used in cigarette packaging after being lined, printed or painted

Flexible Aluminum packaging foil
Alloy and temper:1235-O,8079-O
Processing method: Composite paper, plastic film embossing color, printing
Application: Candy, milk and dairy products, powder food, beverages, tea, bread and various snacks

Card paper Aluminum Foil
Processing method: Aluminum plastic paper compound
Application: Play a blocking and aesthetic role
Aseptic package
Alloy and temper:1235-O,8079-O,8011-O
Processing method: Aluminum plastic paper compound, printing
Application: As a barrier material made with (when drinking soda) straw straw straw hole rectangular box packaging.

Aluminum foil composite fiberglass clot, It is a kind of flame retardant material which adopts unique and advanced composite technology and aluminum foil, it have Smooth surface, high light reflectivity, longitudinal and transverse tensile strength, airtight, watertight, good sealing performance.

Aluminum foil fiberglass cloth is mainly used as insulation material for pipelines of heating and cooling materials, construction muffler and sound insulation material rock wool, outer protective layer of ultra-fine fiberglass fiber reinforced plastic wool, and at the same time, it can be used as anti-humidity, anti-mold and anti-corrosion packaging material for export equipment.

What are the main features?
1. Resistance to corrosion
2. Direct hot pressing compound, save the compound adhesive, save the compound cost of veneer.
3. The water vapor permeability is smaller, which strengthens the water vapor barrier effect.
4. The tensile strength is better and the veneer is straighter.
5. More flat surface, reduce the probability of aluminum foil surface damage.

Our company can supply the high quality aluminum foils as the materials of the Aluminum foil composite fiberglass clot.

Unlike the hot car sales in previous years, this year’s car market seems to be particularly early. According to the data of the Association, the retail sales of narrow-seat passenger cars in China was 1,904,525 vehicles in September this year, down 13.2% year-on-year. The decline continued to expand to double digits; the cumulative sales of narrow-seat passenger cars in January-September totaled 6,684,812. The year-on-year growth rate was -0.6%, and there was a rare cumulative year-on-year negative growth. The auto market has experienced a year-on-year decline in sales growth for three consecutive months, dropping to the “freezing point” in the past seven years. However, in the global environment of the automobile market full of chilly and chilly, the new energy vehicle market is in the ascendant, and the growth rate of new energy vehicle sales is unique, attracting major auto giants to increase the layout. The industry believes that new energy vehicles will welcome global heavy volume. With the opening of new energy vehicles, companies and investment groups from all walks of life are willing to enter this capital. Nanshan Aluminum also took the lead in entering the market by taking advantage of the new energy vehicle. On September 6-7, 2018, SMM held the “2018 China Aluminum & Silicon Processing Industry Chain Supply and Demand Trading Summit”. The representative from Nanshan Aluminum Industry conducted a thorough analysis of the current status and development trend of battery aluminum foil, in addition to Nanshan. Aluminium’s leading technology and management experience in the industry also gave a wonderful speech on the future trend of battery aluminum foil.


The aluminum foil industry generally refers to battery aluminum foil as battery foil. Since 2015, the rapid development of the power battery industry is the trigger for the development of the battery foil boom in the aluminum foil industry. In just three years, the number of domestic battery foil manufacturers has rapidly increased from four to five to more than a dozen. Aluminium foil products have grown so rapidly in China.


According to lithium ion battery use classification: power battery foil, consumer battery foil, energy storage battery foil. At present, the largest demand is power battery foil, accounting for about 50% to 55%. The consumer battery market is basically saturated. The demand for power battery foil will increase further in the future. The energy storage battery foil will gradually increase its power, so the battery foil market is still There is room for growth.


Key quality requirements for battery aluminum foil

  1. Mechanical properties:

Battery foil customers generally pay attention to the mechanical properties first. Different customers have different requirements on mechanical properties. Most customers want high tensile strength and high elongation. The mechanical properties mainly depend on the design of the chemical composition and the billet production process. It is possible to design a battery foil with various mechanical properties using an alloy grade.


2, thickness and areal density

The thickness and the areal density have an impact on the uniformity of the customer’s carbon coating and coating of the positive electrode material. The mainstream customers focus on the single roll thickness/density density fluctuation, batch thickness/area density fluctuation, and customers will pay attention to CPK, PPK, etc. Process capability indicators. The thickness is mainly influenced by the billet and the rolling mill, and the high-precision, state-stabilized mill can bring about the desired thickness level.

3, surface wetting tension

The surface wetting tension of the battery foil affects the quality of the carbon coated and coated positive electrode material. The low surface wetting tension usually leads to defects such as leakage coating, poor coating, and shrinkage of the edge of the coating material, but some customers do not The surface wetting tension is defined and is known to be different from the slurry or coating process. The surface wetting tension is affected by factors such as the amount of oil in the aluminum foil, the quality of the rolling oil, additives, etc., which is a headache.

4, pinhole

The pinholes that lithium-ion customers pay attention to are mainly distribution and size, followed by quantity. Generally, the diameter is not more than 300μm or 500μm, there is no large pinhole near the edge, and there is no periodicity, line or dense pinhole. The number of pinholes of the 12μm battery foil is generally not more than 10/m2. Hot-rolled aluminum foil can basically meet these requirements, and cast aluminum foil has a little difficulty in stability.

5, the shape quality

Battery foil shape quality test method: The amount of collapse and the degree of collapse are usually tested after applying tension, and some customers use offline shape detection equipment to quantify. As we all know, the linear shape and off-line shape of aluminum foil are not exactly the same. The final shape quality depends on the shape of the aluminum foil blank, equipment level, process parameters and operator level. The first three factors can be controlled by the system, so the operation The level of personnel is crucial.

  1. Other quality requirements Compared with traditional aluminum foil products, the application of battery foil involves safety. Therefore, the requirements for cutting quality such as trimming burrs and aluminum powder are becoming more and more strict. In addition, the quality points such as dark surface highlights, surface pits, and surface oil stains are not negligible.

The dark spot highlights only appear on single-sided photocell foils, which is also an aspect of the increased share of double-sided photocell foils in the battery foil market.


Battery aluminum foil quality and production difficulties

1, high strength

At present, the tensile strength is generally required to be 200 MPa or more, and each aluminum foil enterprise can basically supply in batch or small batch. Some customers require a tensile strength of 250 MPa or more. This battery foil is difficult to mass-produce and has a low yield. There are also some customers who require 280 MPa and 300 MPa or more, and have basically reached the rolling hardening limit of aluminum foil products (10μm~15μm thickness). They can be developed domestically, but it seems that there is no mass production. Only domestic production, domestic lithium battery customers are known. I have purchased it from Japan.

2, thickness reduction and strict tolerance

Thinning: Since 2016, many customers have started to have 9μm and 10μm double-sided light. This has exceeded the theoretical limit of single-sheet aluminum foil rolling. We can barely supply, but the yield is low and painful. Thickness tolerance: ±2% of existing customer requirements, even if the equipment accuracy is very high, it is difficult to meet this requirement, because it involves the horizontal and vertical thickness uniformity of the hot rolling, cold rolling and foil rolling processes, and equipment And the stability of personnel operations.

3, wide and plate shape

In order to improve production efficiency, lithium battery customers have generally increased the wide production line, the demand is 700mm~800mm width, and even more than 1000mm, which is a very big challenge for aluminum foil enterprises. Our equipment capacity can be 1700, 1800, 2000mm width, why not want to roll around 1600mm to cut the width of 700mm~800mm, the only reason is the shape quality. For the battery foil with ultra-high tensile strength, the degree of work hardening is high, the shape control is extremely difficult, and the shape quality will be the biggest problem that is difficult to mass-produce.

4, the system, packaging methods, etc. are complex

Power battery foil involves the automotive industry. The ITAF 16949 is a basic requirement. The system requires too much content and requires a professional team to implement it. The requirements of different customers for packaging methods are also very different. In fact, the cost of aluminum foil packaging is very high. 5, surface wetting tension

Surface wetting tension often has instability problems in production, and it needs to be improved by various means. According to the information exchanged with the same industry, the means to increase the surface wetting tension is basically the same.


Difficulties faced by aluminum foil companies

  1. Customer requirements are getting higher and higher, complaint rate is high

At present, customers’ requirements for thickness, tensile strength and shape have reached the limit of aluminum foil equipment and production, and it is almost impossible to improve. The requirements for surface quality, pinhole and slitting quality are also getting higher and higher. This will inevitably lead to an increase in production costs, a decline in the yield, and an increase in the complaint rate.

2, a variety of battery foils, a small amount of single specifications

According to the network data, it is estimated that the demand for battery foil in China will reach 30,000 to 40,000 tons in 2020. It seems that the quantity is considerable, but there are too many requirements for alloy, thickness, width and mechanical properties, and the number of dispersion to a single specification is very small. At present, the battery foil produced by Nanshan is mainly made of 1100 and 1060 alloys, with nearly 10 kinds of thickness. The width and length of the coil are more complicated. Now, the output of several hundred tons per month is required to prepare several times of blanks. Even if this is not enough, the customer will not be fully satisfied. Increased special needs.

  1. Industry competition is intensifying, processing fees are decreasing year by year, and research and development of new products maintains advantages.

As more and more aluminum foil companies begin to produce battery foils, market competition has intensified; coupled with the transfer of pressure from lithium battery customers, the price of battery foils has also been declining year by year. In order to maintain the market advantage in the future, we only have to constantly develop new products to meet the requirements of new and old customers, but this new requirement generally has only one demand direction, which may take 1-2 years to be finalized. The battery foil research and development investment is huge, which requires enterprises to have Strong strength and firm determination.

“As the construction industry is advancing toward green environmental protection, providing mold-frame products with low emission, low loss, automation and light weight for green construction will be the development trend of China’s formwork industry. For example, plastic formwork, aluminum alloy formwork, etc. Its advantages of lightness, durability, environmental protection and high efficiency have won recognition and high praise from the market.” At the 2018 High-Level Forum on Expanding Aluminum Applications held recently, Gao Feng, Secretary General of the China Formwork Scaffolding Association said.

It is understood that in modern civil engineering construction, concrete structures occupy a dominant position. Concrete structures in developed countries such as the United States account for more than 50% of all projects, while in developing countries such as China, this proportion can reach more than 80%. In Japan, the cost of formwork works accounts for 40% to 45% of the cost of concrete structures. In the United States, the cost of formwork projects accounts for about 35% to 60% of the cost of concrete structures, accounting for about 10% of the total project cost.

“In China, the cost of formwork projects accounts for about 25% to 35% of the total cost of cast-in-place concrete structures, accounting for 50% to 60% of the total construction period. Expenses account for about 5% of the total project cost.” Gao Feng said, “ In the future, the total output value of the mold-related industries is expected to reach 1 trillion yuan.”

It can be seen that the proportion of the production of the formwork-related industries in both developed countries and in the construction sector in China is quite large. Since the beginning of the new century, with the upgrading of new construction technology, high efficiency and high quality requirements in the construction industry, coupled with the country’s environmental protection requirements and the increasing labor costs, the development and application of new building templates has become a catalyst for technological innovation. Reduce the cost of construction and help the construction industry to modernize.

Gao Feng said: “Aluminum template will have great potential for development in the next few decades.” He pointed out that aluminum template technology has been more than 50 years old, and has been in Europe, North America, Japan, South Korea and other countries. Get a wide range of applications. In recent years, due to its series of excellent characteristics, it is also increasingly favored by domestic construction companies.

According to statistics, in 2017, the application of aluminum template products has involved more than 30 provinces and cities nationwide. There are more than 500 aluminum template manufacturers in the country, and in the past three years, the annual growth rate has reached about 18%. The current market share is about 18%. The output in 2017 is estimated to be around 25 million m2. In 2018, the new production is expected to reach 40 million to 50 million m2, and the total amount will reach 120 million m2.

For the aluminum formwork industry, why can such a high-speed development, the peak believes that, first, the performance advantages of aluminum formwork products, aluminum formwork has light weight, high precision, clear water concrete effect, turnover times, convenient construction, good corrosion resistance, waterproof A number of distinctive advantages such as good sex, strong fire resistance and high recycling value. Second, in the past 40 years, the practical experience of China’s formwork industry and the rich accumulation of basic research, the Chinese formwork industry has actually formed a relatively complete industrial system of scientific research, manufacturing, standards, construction, innovation and application. The third is the quality upgrade promoted by the supply-side structural reform, and the template industry has been upgraded from the traditional low-end price market to the demand of the mid-to-high-end market.
At the same time, the peak also pointed out that aluminum alloy formwork also has some shortcomings in the engineering application process. For example, when the aluminum alloy formwork is used after repair, the ash at the concave corner is heavy, the cleaning is difficult, and the efficiency is low; the surface of the aluminum alloy template is easy to Concrete reaction, affecting the quality of the forming surface, requires high quality mold-keeping agent and mold release agent to meet the demand; too many specifications and varieties, low non-standard template usage rate, affecting the turnover rate.

“Accelerating the development of new formwork technology, strengthening the upstream and downstream interactive communication in the industry, and vigorously promoting the professionalization of formwork construction” are three suggestions put forward by the peak for the development of the formwork industry, and also apply to the aluminum alloy formwork industry.

All in all, with the promotion of aluminum alloy formwork by a number of real estate developers such as Vanke and Country Garden, the aluminum alloy formwork industry has formed a relatively complete construction system. “The future aluminum alloy formwork market will gradually enlarge and usher in a spurt of growth.” Gao said.

It is reported that the Secretary-General of the International Aluminium Association, Ron Nip, will step down as Secretary-General at the end of December 2019. A few days ago, he has proposed to the board of directors of the International Aluminum Association (IAI) to leave the company on the date of expiration of the current contract.

It is understood that Ron Nept has officially served as Secretary General of the International Aluminium Association in December 2008 and has been in existence for ten years. Ron Nip told reporters: “The IAI board of directors will finally decide when I will leave IAI, but I have already expressed to the IAI board the wish that I want to hand over power to the next leader, and I can welcome new ones in the future. Opportunities and challenges, I also hope that my career is always related to the aluminum industry.”

During the ten years of Ron Nip’s tenure as Secretary-General, the global aluminum industry has undergone tremendous changes and developments. Ron Nip said: “The scale of the aluminum industry has increased by 50% compared to 2008. China has become a strong country in the global aluminum industry, and the Middle East Gulf region will also become the second largest concentration of aluminum assets; but from now on It seems that the status quo of the three independent markets of bauxite, alumina and primary aluminum in the world has begun to change, reflecting another structural change in the industry.”

Ron Nip said that he is very optimistic about the future development of the aluminum industry. He told reporters that on the G20 held recently, the meeting between China and the United States gave everyone great confidence. He hoped that the easing of Sino-US relations would be Bringing improvements to the development of the aluminum industry.

The IAI Secretariat is located in London, the capital of the United Kingdom. It was established in 1972. Its member companies include bauxite, alumina, primary aluminum, recycled aluminum and aluminum processing companies. Currently, IAI member companies’ bauxite, alumina and primary aluminum. Production accounts for more than 60% of the world’s total production, and 27 member companies have board seats.

The environmental protection requirements are improved, and the output of electronic aluminum foil is affected: the electronic aluminum foil needs to use acid in the production process, which is easy to affect the environment. Domestic environmental protection requirements have become increasingly strict, and some manufacturers have shut down their production capacity, resulting in a tight supply of electronic aluminum foil, and prices have risen slightly. Due to long-term low-profit operation, small and medium-sized factories have low enthusiasm for resumption of production, increase the cycle of environmental protection equipment, and the downstream demand is growing steadily. The tight supply of electronic aluminum foil is expected to continue. Continued price increases are a high probability event.

Environmental requirements that cannot be avoided. Refers to anodized foil and cathode corrosion foil for aluminum capacitors. The capacitance of the capacitor is positively related to the surface area of ​​the anode and cathode. The aluminum foil used in aluminum capacitors uses an etching process to increase the surface area and increase the capacitance. It is inevitable to use acidic substances such as hydrochloric acid and nitric acid in the etching process, which is easy to affect the environment. The production of electronic aluminum foil is bound to increase environmental protection equipment to reduce the impact on the environment.

The enthusiasm for the re-production of the electronic aluminum foil industry is not high. Before the 2012, the electronic aluminum foil industry developed rapidly due to the rapid development of the industry, and the gross profit margin was low. After 2013, due to overcapacity, profits will fall, and the increase in environmental protection equipment may raise the cost of products. Some of the original manufacturers have lower operating rates, and the enthusiasm for environmental protection investment is not high. Environmental protection requirements are becoming more and more strict. Under the current situation that the price of electronic aluminum foil has risen slightly, the enthusiasm of enterprises to resume production through environmental protection reform is not high; the cycle of environmental protection transformation is long, and even if funds are raised for transformation, it will be difficult to resume production in the short term.

The downstream demand is growing steadily, and the price continues to rise is a high probability event. The main downstream aluminum capacitors of electronic aluminum foil are widely used in the electronics field. Emerging application markets and automotive electronics are expected to continue to drive steady growth in the capacitor market. The trend of supply shortage of electronic aluminum foil is expected to continue, and the price continues to rise is a high probability event.

Speaking of concept stocks, I think friends who are stocks may know that their concept stocks are a combination of stock picks of the same kind. After saying this, everyone must know what I want to say, yes, definitely about concept stocks. Related information, what are the 2018 concept stocks on electronic aluminum foil?

Xinjiang Zhonghe (7.08 +1.72%, BUY): Xinjiang Zhonghe is China’s largest manufacturer of high-purity aluminum and electronic aluminum foil, achieving the transformation from smelting industry to electronic new material industry, or the world’s largest high-purity aluminum R&D And one of the production enterprises, product technology and quality have reached the world’s advanced level. At present, the company has formed a “high-purity aluminum-electronic aluminum foil-electrode foil” industrial chain with “high-purity aluminum, electronic aluminum foil and electrode foil” as the leading products. Among them, the share of high-purity aluminum and electronic aluminum foil products in the domestic market is in a leading position.

Xinjiang Zhonghe 600888: The company currently has a high-purity aluminum production capacity of 42,000 tons, an electronic aluminum foil production capacity of 35,000 tons, and an electrode foil production capacity of 16 million square meters. In the first half of 2017, with the gradual recovery of aluminum prices, the company’s main electronic new materials business maintained a growth trend, in which high-purity aluminum achieved sales revenue of 251 million yuan, an increase of 7.07%, electronic aluminum foil sales revenue of 290 million yuan, an increase of 22.61 %, electrode foil realized sales income of 464 million yuan, an increase of 45.61%. Optimistic about the demand for aluminum capacitors in new consumer electronics.

Nanshan Aluminum (6.90 +2.07%, BUY): Nanshan Aluminum is the only listed company in China with aluminum as its main business. It has formed a line from energy, alumina, electrolytic aluminum to aluminum profiles, high precision aluminum sheets and strips. Foil is the world’s only short-distance and complete aluminum industry chain, and its scale and output continue to be at the forefront of large-scale aluminum industry enterprises. Shandong Nanshan Aluminum Material Factory is the pillar enterprise of the company and is the designated manufacturer of aluminum alloy building profiles by the Ministry of Construction.

Chang Aluminum Co., Ltd. (8.40 +1.69%, BUY): Chang Aluminum Co., Ltd. is an aluminum processing enterprise specializing in the production of aluminum foil, hydrophilic coated aluminum foil and aluminum sheet and strip. It is one of the top ten enterprises in China and the first batch of 22 key private enterprises in Jiangsu Province. Technology companies. The company has aluminum processing and deep processing production facilities from aluminum ingot casting, hot rolling (including continuous casting and rolling), rough finishing, finishing, heat treatment, coating and shearing; it has annual production of 100,000 cast and rolled billets. Tons (including hot rolling of 80,000 tons, casting and rolling 21,000 tons), 50,000 tons of plain aluminum foil and aluminum foil wool, and 42,000 tons of hydrophilic coated aluminum foil, the products are exported to Japan, South Korea, Southeast Asia, the United States, etc. 10 Multiple countries or regions.

Electronic aluminum box 掀 out of stock tidal stocks related stocks

According to relevant reports, due to the shortage of aluminum foil in the upstream of the capacitor components, coupled with the suspension of orders from the large chip resistors, the passive components of aluminum capacitors have risen again, and related concept stocks have risen and stopped on Wednesday. Taiwan industry insiders said that the current price surge of aluminum capacitors is mainly due to the shortage of aluminum foil materials in mainland China, and may start a second wave of price increases in the future. As environmental pressures increase, out-of-stock prices will continue. Among the A shares, Xinjiang Zhonghe 600888 formed an integrated industrial chain from high-purity aluminum to electrode foil; Huafeng 002806 is one of the largest low-pressure foil-forming enterprises in China, and can pay attention to these two stocks.

Financial sector website news, aluminum foil concept stocks rose in early trading on December 28, as of press time, Xinjiang Zhonghe rose more than 7%, Huafeng shares rose more than 6%.

According to Taiwan media reports on the 27th, due to the shortage of aluminum foil in the upstream components of capacitor components, coupled with the suspension of orders from large-scale chip resistors, the rise in prices of passive components such as aluminum capacitors, the related concept stocks rose on Wednesday. Aluminum foil material factory Lideng (6175.TW) daily limit, the stock price hit a record high, rising more than 80% in the fourth quarter. Capacitor manufacturers Kaimei (5317.TW) and Zhibao (2375.TW) all traded at a daily limit, with gains of 97% and 51% in the fourth quarter.

Taiwan industry insiders said that the current price surge of aluminum capacitors was mainly due to the shortage of aluminum foil materials in mainland China. It is estimated that the impact of the shortage in November and December is between 15% and 25%. Out of stock directly led to price increases, aluminum foil material stocks rose about 8%-10% in October-November, and may start a second wave of price increases in the future. Electrode foil processed from electronic aluminum foil is a key raw material for the manufacture of aluminum capacitors, accounting for 30%-70% of the production cost. In recent years, the demand for new energy vehicles and smart phone fast charging has exploded, and the aluminum capacitor market has developed rapidly, driving the demand for electrode foil. As electrode foil production will emit acid waste water and irritating gases, this year’s environmental pressure will lead to the suspension of production capacity, and the shortage of stock prices may continue.