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万顺新材-快速成长的锂电铝箔行业后起之秀-210924（21页）.pdf
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公司电力设备产品产业链
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铟产业链
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镓产业链
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电池箔生产要求较高，具备一定的技术壁垒。目前电池铝箔主要采用轧制铝箔，以铝锭、铝坯料为原材料，经过热轧/铸轧、冷轧、轧制等工艺制成。区别于其他应用领域的铝箔，由于电池铝箔的表面需涂覆浆料，涂层和铝箔的粘和性对电池箔的表面质量提出了更高要求。因而电池厂对达因值、延伸率、强度、切边精度等指标要求更为严格，电池铝箔的容错率更少，且这一趋势越来越显著。根据 SMM 披露，近 3 年来电池箔强度要求提高 80MPA；延伸率也提高了 2.5 个百分点；达因值从 30 提高至 31。
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万顺新材-快速成长的锂电铝箔行业后起之秀-210924（21页）.pdf
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2026-07-22
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