Carbon coated aluminum foil refers to carbon coated foil made from aluminum foil as the substrate, which has the advantages of corrosion resistance, ability to suppress battery polarization, and low production cost. It is widely used in the manufacturing process of lithium iron phosphate power batteries.

Carbon foil coating refers to a composite foil material in which adhesive and conductive materials are coated onto aluminum or copper current collectors, with a thickness of 1 μ m. Carbon foil coating has the functions of enhancing coating adhesion strength, reducing battery impedance, extending battery cycle life, and protecting current collectors. It is an important substrate for lithium batteries and is widely used in fields such as supercapacitors, power batteries, and energy storage batteries.

According to different current collectors, carbon coated foil can be divided into two categories: carbon coated copper foil and carbon coated aluminum foil. Carbon coated copper foil refers to a carbon coated foil made from pure copper foil as the substrate and a mixture of carbon black particles and resin as the cover layer. It has the advantages of good mechanical properties, low internal resistance, good toughness, and good conductivity, and is widely used in fields such as photovoltaic power generation and consumer electronics. However, currently, due to high technological barriers and production costs, the market share of carbon coated copper foil in China is relatively low, and traditional electrolytic copper foil still dominates the copper foil market, which is the main challenge facing the industry's development.

Carbon coated aluminum foil refers to carbon coated foil made from aluminum foil as the substrate, which has the advantages of corrosion resistance, ability to suppress battery polarization, and low production cost. It is widely used in the manufacturing process of lithium iron phosphate power batteries. China is the world's largest consumer of carbon coated aluminum foil, accounting for nearly 50% of the demand. At present, China's carbon coated aluminum foil industry is still in its infancy, and its production cannot meet downstream demand. Its import volume continues to grow, reaching nearly 160000 tons in 2022. In the future, with technological progress, the market space for carbon coated copper foil and carbon coated aluminum foil in China is expected to further expand.

According to the "In depth Market Research and Development Prospect Forecast Report on China's Carbon Coated Foil Industry from 2023 to 2028" released by the New Frontier Industry Research Center, as an important substrate for lithium batteries, carbon coated foil is widely used in fields such as supercapacitors, power batteries, and energy storage batteries. Thanks to national policy support and the improvement of people's living standards, the development speed of China's new energy vehicle industry has accelerated, driving the continuous growth of demand for power battery applications. Carbon foil coating is used in power batteries to enhance their performance and lifespan. With the accelerated development of downstream industries, the demand for carbon coated foil in China's market is becoming increasingly strong.