Analysis of Overseas Market Demand for Aluminum plastic Film (2025)

Analysis of Overseas Market Demand for Aluminum plastic Film (2025)

1、 Global demand growth trend

The market size continues to expand！

The global aluminum-plastic film market is growing at an average annual compound growth rate of 5.2%, with an expected demand of 760 million square meters by 2025, of which the demand for power batteries accounts for over 60%. Europe, North America, Southeast Asia and other regions have become emerging markets with increasing demand for aluminum-plastic film driven by new energy vehicle policies.

The dominant demand for power batteries！

Due to its high energy density and lightweight advantages, power soft pack batteries have become the core scenario for aluminum-plastic film applications. In 2024, the global installed capacity of power batteries increased by over 120% year-on-year, driving a surge in overseas demand for aluminum-plastic film.

2、 Analysis of Core Driving Factors

The outbreak of the new energy vehicle industry！

The carbon neutrality targets of various countries are driving a rapid increase in the penetration rate of new energy vehicles. Soft pack batteries, which are suitable for high-end vehicle demand (such as European car companies), are driving an annual increase of over 25% in overseas purchases of aluminum-plastic films.

Unleashing the potential of the energy storage market！

Overseas energy storage projects are accelerating their implementation, and aluminum-plastic film has become the preferred material for energy storage battery packaging due to its high temperature resistance, corrosion resistance, and other characteristics. The demand in the energy storage field is expected to reach 15% by 2025.

Consumer electronics iteration demand！

The increasing demand for lightweight batteries in emerging electronic products such as wearable devices and drones has driven steady growth in overseas orders for aluminum-plastic films in the 3C field, with an average annual growth rate of about 8%.

3、 Regional market competition pattern

Chinese enterprises accelerate substitution！

Chinese aluminum-plastic film enterprises are gradually seizing the overseas mid to low end market through technological breakthroughs (such as dry heat process) and cost advantages (domestic aluminum foil accounts for 30%), and the localization rate is expected to exceed 60% by 2025.

European and American market policy orientation！

The European "New Battery Act" mandates the localization of battery materials and promotes the construction of local aluminum-plastic film production capacity; North America attracts Chinese and Japanese companies to invest and build factories through subsidy policies.