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铝板带箔是铝板、铝带、铝箔的统称。锂电池用铝板带箔是指用于锂电池领域的铝板带箔,例如用于新能源锂电池正极集流体的铝箔和用于方形动力锂电池结构件(含电芯外壳、盖板、防爆片、软连接、极耳、PACK箱体等)的铝板带。行业具有资金壁垒较高、客户认证及同步研发壁垒较高、技术壁垒较高等特点。未来,随着全球汽车产业电动化趋势明朗,中国储能行业政策环境持续优化,锂电池产业迎来更确定性的发展机会,推动锂电池用铝板带

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