國內電子銅箔2018～2019年新增產能統計及預測
2019-01-02在(zai)2019年(nian)間，國內(nei)有12.9萬(wan)噸(dun)(dun)電(dian)解銅(tong)箔(bo)的(de)新(xin)增產(chan)能(neng)，這(zhe)樣(yang)國內(nei)電(dian)解銅(tong)箔(bo)總產(chan)能(neng)將達到58.24萬(wan)噸(dun)(dun)。其中(zhong)PCB銅(tong)箔(bo)產(chan)能(neng)新(xin)增3.1萬(wan)噸(dun)(dun)，鋰電(dian)池銅(tong)箔(bo)產(chan)能(neng)新(xin)增9.8萬(wan)噸(dun)(dun)。
2018年國內已完成投建(jian)、擴建(jian)銅箔(bo)項目新(xin)增產能統計
根(gen)據調查統計，在2018年間(jian)，有(you)六家銅(tong)(tong)(tong)箔(bo)新(xin)(xin)企業建成(江(jiang)西銅(tong)(tong)(tong)博、貴州中鼎、新(xin)(xin)疆億日、江(jiang)東(dong)電子、茌平(ping)信力、銅(tong)(tong)(tong)冠銅(tong)(tong)(tong)陵廠(chang))，并實現(xian)了投產，有(you)五家原有(you)企業(青(qing)海諾德(de)(de)、靈(ling)寶寶鑫、九江(jiang)德(de)(de)福、廣東(dong)超華、湖北中一)銅(tong)(tong)(tong)箔(bo)實現(xian)新(xin)(xin)的(de)電解銅(tong)(tong)(tong)箔(bo)生產線的(de)擴產。
到2018年(nian)底，國內(nei)又(you)有7萬(wan)噸(dun)(dun)電(dian)解銅箔(bo)(bo)(bo)的(de)(de)(de)新(xin)(xin)增(zeng)產(chan)能，共達到45.34萬(wan)噸(dun)(dun)總(zong)產(chan)能。其中，在2018年(nian)PCB銅箔(bo)(bo)(bo)產(chan)能新(xin)(xin)增(zeng)1萬(wan)噸(dun)(dun)(較少(shao))，鋰電(dian)銅箔(bo)(bo)(bo)新(xin)(xin)增(zeng)產(chan)能約(yue)6萬(wan)噸(dun)(dun)。除江(jiang)西銅博(bo)公司一萬(wan)噸(dun)(dun)左右的(de)(de)(de)PCB銅箔(bo)(bo)(bo)產(chan)能可釋放外，其他十一家新(xin)(xin)舊(jiu)廠家的(de)(de)(de)增(zeng)加(jia)的(de)(de)(de)鋰電(dian)銅箔(bo)(bo)(bo)生(sheng)產(chan)線，可隨時轉化(hua)為PCB銅箔(bo)(bo)(bo)的(de)(de)(de)能力很有限(xian)。
2018年間國內已進(jin)入開工投建、擴(kuo)建的(de)銅(tong)箔項目預(yu)計在(zai)2019年間釋放新產能的(de)統計、預(yu)測
對2018年(nian)間國(guo)內已進入開工投(tou)建、擴建的(de)(de)銅(tong)(tong)(tong)箔(bo)項目預計在(zai)2019年(nian)間的(de)(de)新(xin)產能(neng)(neng)統計，在(zai)2019年(nian)間，國(guo)內有12.9萬噸(dun)電解(jie)銅(tong)(tong)(tong)箔(bo)的(de)(de)新(xin)增產能(neng)(neng)，這樣國(guo)內電解(jie)銅(tong)(tong)(tong)箔(bo)總產能(neng)(neng)將(jiang)達到58.24萬噸(dun)。其中PCB銅(tong)(tong)(tong)箔(bo)產能(neng)(neng)新(xin)增3.1萬噸(dun)，鋰電池銅(tong)(tong)(tong)箔(bo)產能(neng)(neng)新(xin)增9.8萬噸(dun)。
預(yu)測(ce)到2018年(nian)底，國內會有7萬(wan)(wan)噸(dun)(dun)(dun)電解(jie)銅(tong)箔的(de)新增產能，總產能將達到45.34萬(wan)(wan)噸(dun)(dun)(dun)，比(bi)(bi)2017年(nian)增加了18.3%。其中，PCB銅(tong)箔產能新增較少(約1萬(wan)(wan)噸(dun)(dun)(dun))，比(bi)(bi)原預(yu)計的(de)少約1.4萬(wan)(wan)噸(dun)(dun)(dun)。鋰電銅(tong)箔在2018年(nian)新增產能約6萬(wan)(wan)噸(dun)(dun)(dun)，比(bi)(bi)原預(yu)計的(de)少約3萬(wan)(wan)噸(dun)(dun)(dun)。到2018年(nian)底，國內PCB銅(tong)箔與(yu)鋰電銅(tong)箔產能比(bi)(bi)，為59.4：40.6。
到(dao)2019年底，預計國內有(you)12.9萬(wan)(wan)噸電(dian)(dian)(dian)解(jie)銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)的(de)新增產(chan)(chan)(chan)能(neng)，這樣國內電(dian)(dian)(dian)解(jie)銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)總(zong)產(chan)(chan)(chan)能(neng)將(jiang)(jiang)達到(dao)58.24萬(wan)(wan)噸。其中PCB銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)新增3.1萬(wan)(wan)噸，PCB銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)總(zong)產(chan)(chan)(chan)能(neng)將(jiang)(jiang)為30.01萬(wan)(wan)噸(估計另有(you)約(yue)有(you)3萬(wan)(wan)噸鋰(li)電(dian)(dian)(dian)池銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)新增產(chan)(chan)(chan)能(neng)可以轉化為PCB銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)，未列入到(dao)2019年的(de)PCB銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)新增產(chan)(chan)(chan)能(neng)中)。鋰(li)電(dian)(dian)(dian)池銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)新增9.8萬(wan)(wan)噸，鋰(li)電(dian)(dian)(dian)池銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)總(zong)產(chan)(chan)(chan)能(neng)將(jiang)(jiang)增加到(dao)28.23萬(wan)(wan)噸。到(dao)2019年，鋰(li)電(dian)(dian)(dian)池銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)占國內電(dian)(dian)(dian)解(jie)銅(tong)(tong)(tong)(tong)(tong)箔(bo)(bo)總(zong)產(chan)(chan)(chan)能(neng)的(de)比例，將(jiang)(jiang)提(ti)高(gao)到(dao)48.5%。
在(zai)(zai)(zai)(zai)壓(ya)延銅(tong)(tong)箔方面：在(zai)(zai)(zai)(zai)2019年(nian)(nian)，中鋁華中銅(tong)(tong)業有(you)限公(gong)司新建(jian)(2018年(nian)(nian)初(chu)開工建(jian)設)并且完成3000噸(dun)產能。中條山(shan)有(you)色(se)金(jin)屬集團在(zai)(zai)(zai)(zai)河南垣曲(qu)縣的(de)工廠(chang)，在(zai)(zai)(zai)(zai)2018年(nian)(nian)4月初(chu)開工建(jian)設，并計劃在(zai)(zai)(zai)(zai)2020年(nian)(nian)間將釋放5000噸(dun)壓(ya)延銅(tong)(tong)箔產能。靈(ling)寶(bao)金(jin)源朝輝銅(tong)(tong)業有(you)限公(gong)司在(zai)(zai)(zai)(zai)2018年(nian)(nian)6月底開工建(jian)設的(de)、計劃在(zai)(zai)(zai)(zai)2020年(nian)(nian)將完成新增(zeng)8000噸(dun)壓(ya)延銅(tong)(tong)箔項(xiang)目(mu)的(de)建(jian)設并投產。
以(yi)上統計、預測的(de)(de)數據說明：未來(lai)兩、三年(nian)(nian)，在電(dian)子銅(tong)(tong)(tong)箔(bo)(bo)的(de)(de)市場(chang)(chang)上不太樂(le)觀，特別是(shi)鋰(li)電(dian)銅(tong)(tong)(tong)箔(bo)(bo)市場(chang)(chang)形勢(shi)、國(guo)內(nei)鋰(li)電(dian)銅(tong)(tong)(tong)箔(bo)(bo)行業的(de)(de)經營前景，很是(shi)暗淡(dan)。在鋰(li)電(dian)池、PCB兩大銅(tong)(tong)(tong)箔(bo)(bo)市場(chang)(chang)的(de)(de)明后(hou)年(nian)(nian)的(de)(de)變(bian)化(hua)難以(yi)預料的(de)(de)背景下，我國(guo)電(dian)解銅(tong)(tong)(tong)箔(bo)(bo)及壓延(yan)銅(tong)(tong)(tong)箔(bo)(bo)產能過(guo)剩的(de)(de)問(wen)題，將會凸(tu)顯(xian)嚴重(zhong)。未來(lai)幾年(nian)(nian)，在國(guo)內(nei)銅(tong)(tong)(tong)箔(bo)(bo)業中，水平低下的(de)(de)、同(tong)質(zhi)的(de)(de)產品(pin)市場(chang)(chang)競爭，將更為激(ji)烈。