CSC Financial says aluminum foil, a small high-quality segment of
lithium‑battery materials, is seeing concentrated market structure—leaders hold
~38% share—and broad price pass‑through to customers. Cumulative processing fees
have risen about 1,000–1,500 yuan/ton. The firm expects supply‑demand to
continue improving in H2 2026–2027, supporting further price upside. Sodium‑ion
battery commercialization is progressing from a 1→10 scale phase; with the
aluminum‑foil technical route confirmed and per‑unit foil usage set to double,
demand for aluminum foil should increase materially.
