Aluminum Foil Processing Fees Up 1,000-1,500 Yuan/Ton in 2026, Leader Holds 38% Market Share

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According to China Citic Securities Investment, aluminum foil suppliers have raised processing fees by 1,000-1,500 yuan per ton so far in 2026, with the industry's leading player commanding approximately 38% market share. The research firm projects supply-demand dynamics will continue to tighten from H2 2026 into 2027, supporting further price improvements. Additionally, sodium-ion battery commercialization is entering mass production stage, with aluminum foil per-unit consumption expected to double, driving incremental demand for the material.
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