Dongwu Securities : Prévision d'une croissance d'environ 35 % de la demande mondiale de batteries au lithium d'ici 2026, optimisme pour le secteur des feuilles de cuivre avec une croissance simultanée du volume et des bénéfices

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Dongwu Securities' research report indicates that, by 2026, global lithium battery demand is expected to grow by approximately 35%, with a growth of over 25% in 2027, corresponding to global lithium battery copper foil demand of 1.63 million/1.97 million tons respectively.
On the supply side, the downward cycle of processing fees for lithium battery copper foil has lasted for 4 years, with manufacturers' expansion willingness remaining low. In 2026, the effective capacity of global lithium battery copper foil was 1.75 million tons, with only 210,000 tons added; in 2027, it will be 1.98 million tons, with an additional 230,000 tons. The capacity utilization rate was 93% in 2026 and will increase to 100% in 2027, with the supply and demand pattern continuing to tighten.
On the profit side, since the beginning of the year, processing fees for second-tier clients have increased by 1,500-2,000 yuan/ton, with profit per ton reaching 2,000-3,000 yuan. Considering a 10,000-ton CAPEX investment of 400-500 million yuan, manufacturers' target profit per ton is reasonably set at 8,000 yuan, still negotiating with downstream clients. It is expected that the profit per ton in 2027 could rise to 6,000-8,000 yuan.
The outlook for copper foil is optimistic, with both volume and profit expected to rise. It is recommended to increase holdings in the copper foil sector. (First Financial)
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