1. What is new infrastructure?

The definition of new infrastructure varies. On April 20,2020, the National Development and Reform Commission issued its definitive statement. The new infrastructure mainly includes three aspects: First, information infrastructure. Including Communication Network infrastructure represented by 5G, Internet of things, industrial Internet and satellite Internet, and new technology infrastructure represented by artificial intelligence, cloud computing, blockchain, etc. , the computing power infrastructure represented by data center and Intelligent Computing Center.

Second, the integration of infrastructure. It mainly refers to the deep application of the Internet, big data, artificial intelligence and other technologies to support the transformation and upgrading of traditional infrastructure, thus forming the integrated infrastructure, such as intelligent transportation infrastructure, intelligent energy infrastructure and so on. Third, innovative infrastructure. Mainly refers to supporting scientific research, technology development, product research and development of infrastructure with public welfare attributes, such as major science and technology infrastructure, science and education infrastructure, industrial technology innovation infrastructure.

2.New Infrastructure boosts demand for copper foil

From the "new infrastructure" point of view, the non-ferrous industry has the same "wind" power, such as 5G, ultra-high voltage, new energy vehicles, cloud computing, artificial intelligence, industrial internet and other fields can not leave the Non-ferrous metal products. Copper foil is an essential basic material for the construction of 5G base station, which is mainly used in the structure of lithium battery because of its excellent conductivity.

Copper foil made of copper plus a certain proportion of other metals, copper foil is generally divided into 90% and 88% copper, size of 16 * 16 cm.

Although the copper foil only accounts for 2% of the copper material, it is very important in the field of electronic products. Products made from copper foil are widely used in electronic information field. Copper foil applications are mainly divided into lithium copper foil and standard copper foil, lithium copper foil is used for lithium battery production, and standard copper foil is used for Printed Circuit Board (PCB) and CCL production.

3.Domestic high-end supply is insufficient development space is huge

China is the largest copper production country and copper consumer market, but high-frequency high-speed copper foil production is very small, electrolytic copper foil high-end supply is insufficient, and low-end supply is more, China copper foil production capacity after 2017 into a high growth period. According to the classification of copper foil production capacity, the main production capacity increment is concentrated on lithium copper foil, which means that after 2017, the development of new energy industry chain has led to the increase of production capacity of lithium copper foil, and the production of copper foil is expected to continue to grow in the future, by then, the production capacity of PCB COPPER FOIL FOR 5G base station will be increased, and the research and development of high-end copper foil materials will be the main target of high-tech copper processing enterprises.

China's electrolytic copper foil production capacity is as follows, according to Myerya Futures Research Institute:

4.Characteristics of copper foil

Copper foil with low surface oxygen characteristics, can be attached to a variety of substrates, such as metal, insulation materials, with a wide temperature range. Mainly used in electromagnetic shielding and anti-static, conductive copper foil on the substrate, combined with metal substrate, with excellent conductivity, and provide electromagnetic shielding effect. Can Be divided into: self-adhesive copper foil, double copper foil, single copper foil and so on. Electronic grade copper foil (purity above 99.7% , thickness 5um-105um) is one of the basic materials in electronic industry. Electronic information industry is developing rapidly, products are widely used in industrial calculators, communication equipment, QA equipment, lithium-ion copper foil batteries, civilian TV sets, vcrs, CD players, copiers, telephones, air conditioners, automotive electronic components, game machines, etc. . There is an increasing demand for electronic grade copper foil, especially for high performance electronic grade copper foil at home and abroad. By 2015, China's domestic demand for electronic grade copper foil will reach 300,000 tons, and China will become the world's largest manufacturing base for printed circuit boards and copper foil.

Performance advantage of carbon coated copper foil 1. The invention improves the usage consistency of the battery pack significantly and reduces the cost of the battery pack greatly. The increase of cell dynamic internal resistance can be reduced obviously, the consistency of cell pressure difference can be improved and the life of cell can be prolonged. 2. The adhesive force of the active material and the current collector is improved, and the cost of the electrode plate is reduced. Such as: improving the adhesion of Cathode and collector using water-based system; improving the adhesion of nanometer or sub-micron Cathode and collector; improving the adhesion of Lithium titanate or other high capacity Cathode and collector; To improve the qualification rate and reduce the manufacturing cost of the pole piece. 3. Reduce the polarization, increase the magnification and grams of capacity, improve battery performance. Such as: partly reduce the proportion of binder in the active material, increase the g capacity; improve the electrical contact between the active material and the current collector; reduce polarization, improve power performance. 4. Protect current collector and prolong the service life of battery. Such as: to prevent the current collector corrosion, oxidation, improve the surface tension of the current collector, enhance the easy coating performance of the current collector, can replace the higher cost etching foil or use thinner foil to replace the original standard foil.

5.Global supply situation

Industrial Copper Foil can be divided into two kinds: rolled copper foil (Ra copper foil) and electrolytic copper foil (ED copper foil) , in which rolled copper foil has better ductility and other characteristics, is used in the early soft plate process of copper foil, the electrolytic copper foil has the advantage of lower manufacturing cost than the calendered copper foil. As calendered copper foil is an important raw material for soft board, the improvement of calendered copper foil characteristics and price change have certain influence on the soft board industry.

As there are fewer producers of rolled copper foil and the technology is in the hands of some manufacturers, customers have a lower level of control over prices and supply, so without affecting product performance, using electrolytic copper foil instead of calendering copper foil is a feasible solution. But if the physical characteristics of copper foil structure will affect the etching factors in the next few years, in thin line or thin products, and high-frequency products due to telecommunications considerations, the importance of rolling copper foil will rise again.

1. Major manufacturers

Due to the high threshold of raw material source and calendering technology of copper mine, the global production capacity of calendering copper foil is extremely concentrated in a few manufacturers, therefore, it is estimated that its production capacity can get the global production profile of calendering copper foil, the world's leading producers of rolled copper foil are Nippon Mining (Japan) , Fukuda Metals, Fukuda, Olin Brass (USA) and Hitachi Cable (Japan) , Microhard (Japan) .

2. Global markets

There are two major barriers to the production of rolled copper foil, resource barriers and technical barriers. Resource barrier refers to the production of rolled copper foil requires copper raw material support, possession of resources is very important. On the other hand, technical barriers to more new entrants, in addition to calendering technology, surface treatment or oxidation treatment technology is also. Most of the world's largest plants hold many patents and Know How, a key technology that increases barriers to entry. The global market for rolled copper foil remains highly exclusive as new entrants to the market are not likely to succeed due to their post processing production and cost constraints in Dachang Hui Autonomous County.

Source: SMM, network collation