2026 Top Battery Aluminum Foil Manufacturers in China

by Chase Wu
December 30, 2022
Battery industry, Battery materials, Top battery list
07 Mins

Top Battery Aluminum Foil Manufacturers in China 2026

The Chinese battery aluminum foil industry has formed a “one superpower, multiple strong competitors” landscape in 2026. Battery aluminum foil – a key current collector material used in lithium-ion, sodium-ion, and other advanced batteries – directly influences energy density, cycling life, and safety.

Dingsheng New Materials is the market leader based on reported shipments and public market data, followed by Wan Shun, North China Aluminium, Mingtai, Yongjie, Dongyangguang, Changshu, Chinalco Aluminum Foil, Nanshan, and Shenhuo – each with unique strengths in the mid-to-high-end market.

The following ranking is compiled from industry research data, company annual reports, and public market information.

Key Takeaways

Market leader: Dingsheng New Materials holds >50% of China‘s battery aluminum foil market and is the world’s largest shipper, with 2026 capacity target of 350,000 tons.
First-tier contenders: Six companies – Wan Shun, North China Aluminium, Mingtai, Yongjie, Dongyangguang, Changshu – form a strong competitive group, each with differentiated advantages in coating technology, customer certifications, or integrated production.
Second-tier players: Chinalco Aluminum Foil, Nanshan, Shenhuo, and Anhui Zhongji maintain solid positions in soft-pack foil, high-end materials, or rapid capacity expansion.
Industry momentum: Battery aluminum foil demand grows 30%+ annually, driven by EVs, energy storage, and sodium-ion batteries. Coated foil and ultra-thin (≤9µm) technologies are key differentiators.

Absolute Leader: Dingsheng New Materials

Industry Position
Holds over 50% of China’s market and global market share estimates vary between approximately 30% and 43% according to different industry sources (EVTank, Dongwu Securities, and China Galaxy Securities) – ranked #1 by market share according to industry data.

Core Advantages
Deeply tied to top lithium-ion battery giants: CATL (supply share ≥50%), BYD, LG Energy Solution, etc.

Capacity & Shipments
2025 lithium battery aluminum foil shipments: ~208,000 tons 2026 expected shipments: over 280,000 tons
Year-end 2026 annual capacity target: 350,000 tons

Highlights
Operates five production bases in Jiangsu, Zhejiang, Inner Mongolia (China) plus Thailand and Italy. The only Chinese aluminum processor with overseas facilities – leading in globalization strategy.

First Tier: Six Key Contenders

Wan Shun New Materials

Holds ~25% share in China’s aluminum laminate film market (Askci) as of 2025. Building a 100,000-ton power & energy storage battery foil project; after completion, total aluminum foil capacity will reach 255,000 tons (Wan Shun 2025 Annual Report). Long-term focus on coated foil technology.

North China Aluminium

A 60,000-ton/year new energy battery foil project already in production. Backed by China Minmetals Corporation, strong R&D in high-end thin battery foil and aluminum alloys. Strategic partner of CATL, continuously strengthening technological moat.

Mingtai Aluminium

2025 total aluminum plate/sheet/strip/foil sales: 1.55 million tons – among the top in China. New energy materials (battery enclosures, cooling plates, etc.) now account for ~15% of total sales. Exploring cooperation models with CATL and other top battery makers, pushing into high-end products.

Yongjie New Materials

Deeply engaged in lithium battery aluminum plate, strip and foil substrates for years. Tightly coupled with CATL as a key aluminum material supplier. Went public on March 11, 2025, raising RMB 2.089 billion for a 45,000-ton and a 100,000-ton technical upgrade. When completed, the new capacity will add 130,000 tons of lithium battery aluminum plate/foil shipments.

Dongyangguang (Dongyang Guang)

A 100,000-ton low-carbon high-end battery aluminum foil project (Phase I: 60,000 tons operational). Products certified by BYD, Panasonic, etc. Also building a 170,000-ton high-end new energy aluminum material project in Zunyi. Focusing on electronic foil industry chain while strategically expanding into battery foil.

Changshu Aluminium (Changshu Shares)

New energy products including battery foil and battery shells act as growth drivers. Accounts for approximately 5.5% of China’s overall aluminum foil market. Key focus on aluminum materials for battery structural components. Diversified development approach shows good resilience during industry adjustments.

Second Tier: Four Important Players

Chinalco Aluminum Foil (CNMC)

A central state-owned enterprise powerhouse, integrating multiple production bases such as Luoyang Aluminum Foil and Guizhou Aluminum. Holds >35% market share in soft-pack battery aluminum foil. Continues to lead in soft-pack battery foil and other niche segments. Unmatched resource allocation ability and financial strength.

Nanshan Aluminium

Fully integrated aluminum chain from alumina to foil. Dedicated power battery foil capacity has reached 30,000+ tons, supplying BYD via dedicated production lines. Several advanced German production lines, always focused on high-end aluminum foil markets. Vertical integration brings cost and quality advantages; products target high-end power battery foil, lithium soft-pack materials, etc.

Shenhuo (Shenhuo Shares)

Prominent full-chain advantages, from upstream electrolytic aluminum to downstream foil processing. A 60,000-ton/year new energy battery foil project has entered full trial production phase as of September 2024. Strong industry reputation and wide customer base.

Anhui Zhongji

One of the important battery aluminum foil production bases in East China. Total battery aluminum foil capacity planned at 172,000 tons. Focusing on power battery & energy storage foil; with ramp-up and ongoing customer certifications, market share is expected to keep growing.

Industry Trends at a Glance

The battery aluminum foil industry is in a high-prosperity phase. Core trends include:

Demand surge: New energy vehicles, energy storage, and sodium-ion batteries drive 30%+ annual growth in power battery foil demand. 2026 is expected to be the commercialization of sodium batteries , with energy storage battery aluminum foil demand growing 35% YoY in 2026.
Technology upgrade: High elongation (≥4.0%), tensile strength (≥290 MPa), thickness reduction (below 9 µm) are becoming key differentiators among top players.
Coated foil acceleration: Coated aluminum foil capacity expands 20–30% annually. Dingsheng targets 50,000–60,000 tons of coated foil shipments in 2026.
Going global: Dingsheng already has plants in Thailand and Italy; others are following with overseas layouts.
Market consolidation: Leading players grow stronger; smaller factories face elimination due to rising technical barriers and stricter quality requirements.

Battery Foil Capacity Overview Table

Company	Capacity (Annual/Planned)	Annual Shipments	Notes & Strategic Position
Dingsheng New Materials	350,000 tons (by end 2026)	280,000 t+ (2026 est.)	Global share #1; major supplier to CATL
Wan Shun New Materials	255,000 tons	Ramping up	Leading in aluminum laminate film technology
North China Aluminium	60,000 tons (operational)	Stable	Pioneer in domestic ultra-thin battery foil
Dongyangguang	100,000 tons	Growing	Certified by Panasonic & BYD
Yongjie New Materials	130,000 t (Li-battery project)	Stable	Tightly integrated with CATL supply chain
Mingtai Aluminium	1.6M t total processing	Expanding EV share	China’s top private aluminum processor
Nanshan Aluminium	>30,000 t (high-end focus)	Premium market focus	Strong in high-end export markets
Changshu Aluminium	Stable capacity	Steady growth	Strong synergy with battery structural parts
Shenhuo	60,000 t (trial phase)	Fast expansion	Integrated energy/aluminum advantage
Chinalco Aluminum Foil	Global multi-base network	Market leader	>35% share in soft-pack battery foil

Note: The battery aluminum foil industry evolves rapidly – capacity expansions, technology upgrades, and customer certifications occur frequently. The data and rankings above are based on publicly available sources (annual reports, research reports, government disclosures) as of May 2026. For the most current information, please refer to company announcements via CNINFO or the latest securities research reports.

FAQ: 2026 Top Battery Aluminum Foil Manufacturers in China

What does the market landscape look like in 2026?

China’s battery aluminum foil market shows a “one superpower, multiple strong competitors” pattern. Dingsheng New Materials leads with over 50% domestic market share and an estimated 30–43% global share. Key competitors include Wan Shun, North China Aluminium, Mingtai, Yongjie, Dongyangguang, Changshu, Chinalco, Nanshan, and Shenhuo.

Why is Dingsheng New Materials the leader?

Operates five production bases in China, Thailand, and Italy.
Deep partnerships with top battery makers: CATL (≥50% supply), BYD, LG Energy Solution.
2026 target capacity: 350,000 tons; strong global expansion and technology upgrades.

What makes Wan Shun and North China Aluminium important?

Wan Shun: Strong in aluminum laminate and coated foil, total capacity ~255,000 tons.
North China Aluminium: Backed by China Minmetals, focuses on high-end thin foil and alloys, strong R&D, strategic partner of CATL.

Which aluminum foil types do Li-ion battery makers prefer?

High-end NCM and LiFePO4 batteries require coated foils with high elongation (≥4%), tensile strength (≥290 MPa), and thin thickness (<9 µm).
Leading suppliers like Dingsheng, Dongyangguang, and Wan Shun dominate these high-spec segments.

What risks do smaller aluminum foil producers face?

Insufficient technology and capacity for high-end battery requirements.
Low customer concentration, difficult to secure long-term contracts with CATL or BYD.
Challenges in global expansion and higher operational costs.

What metrics should investors or buyers focus on?

Annual production capacity vs. actual shipments.
Depth of partnerships with key battery makers.
Technical specifications: elongation, tensile strength, coating ability.
Global supply chain and overseas production footprint.

Conclusion

China’s battery aluminum foil market in 2026 follows a clear “one superpower, multiple strong competitors” pattern. Dingsheng New Materials leads with >50% domestic share and global operations. Six first-tier and four second-tier players hold differentiated positions in coated foil, customer certifications, or vertical integration.

Demand remains robust, driven by EVs, energy storage, and sodium-ion batteries. Technology upgrades (ultra-thin, coated foils) and global expansion will shape the next competitive phase.

Data snapshot as of May 2026. Verify latest figures via company announcements.

REFERENCES & DATA SOURCES

CORPORATE REPORTS

Dingsheng New Materials: 2025 Annual Report
Wan Shun / Dongyangguang: 2024-25 Reports
Yongjie: SSE Listing Announcement (2025)
Shenhuo: 2024 Semi-Annual Report

MARKET INTELLIGENCE

EVTank: Global Battery Foil White Paper (2026)
Dongwu Securities: Industry Outlook (2026)
Huatai Securities: Aluminum Foil Report (2025)
China Galaxy: Q2 2026 Strategy Paper

FIELD SURVEYS

GG-LB: Executive Interview (March 2026)
Nanshan Aluminium: Site Survey (March 2026)
China Nonferrous News: Market Share (2026)
Mingtai Aluminium: SSE E-Interaction Q&A

*All data and figures are verified via official 2025-2026 industry channels.

Chase Wu

Chase is an industry expert and independent analyst specializing in electric two- and three-wheeler battery swapping systems. His expertise spans lithium-ion battery technology, intelligent battery swapping infrastructure, and electric mobility applications, with a strong focus on real-world deployment, market dynamics, and long-term industry development.

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