2026-10-23 17:19:49
Click:
The Chinese nickel strip industry has achieved a leapfrog transformation from low-end raw material supply to a leader in high-end functional materials in the past decade. Represented by Jinchuan Group, the company has broken through the 0.05 millimeter 'hand torn nickel' ultra-thin precision rolling technology and achieved large-scale production of 60 tons per year in 2023, with a purity of over 99.9%. It fills the domestic gap and exports to Europe, America, Japan, and South Korea, becoming the core material for new energy batteries, 5G heat sinks, and medical equipment. In the field of power batteries, nickel strips are rapidly replacing copper current collectors. Far Eastern Precision leads the domestic nickel based conductor market with a market share of over 50%, deeply binding leading battery companies such as CATL and BYD, and laying out nickel alloy current collectors for sulfide solid-state batteries. By 2025, the industry market size will reach 28.65 billion yuan, the penetration rate of high-end products will increase to 58%, the Yangtze River Delta and Pearl River Delta will gather 76% of the national production capacity, and the concentration of CR5 will reach 43.5%. On the policy side, the '14th Five Year Plan' for new materials clearly supports the localization of high-end metal materials and promotes the evolution of nickel strips towards high purity, high consistency, and functionality. The industry has shifted from relying on imports to technology output, building an independent and controllable system for the entire chain of 'materials, processes, and applications', which has become a key cornerstone supporting the security of the new energy and electronic information industries.