During the fourth quarter of 2025, aluminium foil markets experienced upward price pressure driven by elevated primary metal costs and constrained supply conditions. Raw material prices remained at heightened levels following tariff implementations, creating sustained cost pressures for foil producers. Operating rates at leading manufacturing facilities declined progressively, reflecting environmental protection-driven production restrictions and subdued downstream demand. Traditional consumption sectors including air-conditioner foil and decorative foil applications showed weakness, while single-zero packaging foil benefited from year-end stockpiling activities.
New energy-related products such as battery foil demonstrated limited incremental growth. Export activity showed moderate improvement, supported by overseas purchasing ahead of seasonal holidays. Production restrictions in key manufacturing regions continued limiting capacity utilization, while high feedstock costs dampened production enthusiasm among smaller enterprises. Downstream purchase willingness weakened as end-users adopted cautious procurement strategies amid elevated pricing environments.