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.