CATL Copper Foil Capacity Adds 400,000 Tonnes in 3 Years

CATL Copper Foil Capacity expands through new strategic cooperation agreements covering equipment procurement, joint capacity construction, cost-based pricing, research and development, and green electricity use. Contemporary Amperex Technology Co Ltd announced agreements with Xi’an Taijin New Energy Technology Co., Ltd., Shenzhen Huike New Materials Co., Ltd., and other companies. The cooperation is designed to coordinate equipment sourcing, expand copper-foil production capacity, establish longer-term supply arrangements, and support joint development while sharing access to green electricity.

Centralized Copper-Foil Equipment Procurement

Under the equipment cooperation, Contemporary Amperex Technology Co Ltd and Xi’an Taijin New Energy Technology Co., Ltd. will establish a mechanism combining centralized coordination, standardized management, and centralized procurement. The arrangement is intended to create a coordinated approach to equipment sourcing for new and expanded projects. Taijin New Energy will provide standardized, large-scale centralized delivery, giving participating projects a common procurement and delivery framework as additional copper-foil capacity is developed.

400,000 Tonnes of New Capacity Planned

On the supply side, CATL plans to work with two supply partners, including Shenzhen Huike New Materials Co., Ltd., to jointly build 400,000 tonnes of new copper-foil capacity over the next three years. The parties will use cost-plus pricing, reasonable profit margins, and shared risk as the basis for a mechanism designed to lock in long-term supply volumes and processing fees for the new capacity. The structure connects planned capacity expansion with longer-term commercial arrangements.

Financial Support and Broader Cooperation

CATL will provide financial support through advance payments and optimized payment terms as the partners develop the planned new capacity. The broader agreements also cover joint research and development and the shared use of green electricity, extending the cooperation beyond equipment procurement and supply commitments. These arrangements bring equipment delivery, capacity construction, pricing, financing support, research and development, and energy use into a coordinated framework intended to support the planned expansion.

Industry Impact & Outlook

The cooperation could strengthen coordination across the copper-foil supply chain by linking equipment procurement with planned production capacity and longer-term supply commitments. The 400,000-tonne expansion target gives the participating suppliers a defined capacity-building objective, while cost-plus pricing and shared-risk arrangements may provide greater visibility into future processing fees and supply volumes. CATL’s advance payments and optimized payment terms also provide financial support for the expansion. The next phase will center on implementing equipment delivery, constructing the planned capacity, and developing the associated supply and research arrangements over the three-year period.

Frequently Asked Questions

What copper-foil capacity does CATL plan to build with its partners?
CATL plans to work with two supply partners, including Shenzhen Huike New Materials Co., Ltd., to jointly build 400,000 tonnes of new copper-foil capacity over the next three years. The cooperation also establishes long-term supply and processing-fee mechanisms based on cost-plus pricing, reasonable profit margins, and shared risk. CATL will provide financial support through advance payments and optimized payment terms, while the broader agreements cover equipment procurement, joint research and development, and shared use of green electricity.