扬州博恒：全球首条产线投产 复合集流体基膜迎自主突破

Core Viewpoint - Yangzhou Boheng is making significant strides in the new energy lithium battery sector by developing advanced composite current collector films and ultra-thin films for high-end capacitors, aiming to break the monopoly of foreign giants in this market [3][4]. Group 1: Company Developments - Yangzhou Boheng has successfully launched the world's first production line for ultra-thin films with ultra-high strength, developed in collaboration with German equipment manufacturer Bruckner, after three years of design and development [3]. - The company’s products will primarily produce metallizable functional films with thicknesses ranging from 2 to 6 micrometers and ultra-thin special functional films with thicknesses of 1.2 to 1.9 micrometers [3]. - Yangzhou Boheng has achieved a significant technological breakthrough with 63 patent applications, including 38 authorized invention patents and 1 authorized utility model patent [4]. Group 2: Market Impact - The introduction of Yangzhou Boheng's products is expected to address the core material bottleneck in the industry, which has been dominated by companies like Toray (Japan), DuPont (USA), and SK (South Korea) [3]. - The upcoming implementation of the "Safety Requirements for Power Batteries for Electric Vehicles" (GB38031-2025) on July 1, 2026, will raise safety standards for power batteries, with new composite current collectors seen as a promising solution [3]. - Yangzhou Boheng's advancements are anticipated to accelerate technological progress and industrialization in the new composite current collector sector, contributing to the innovation of China's new materials industry [3]. Group 3: Financial Backing - The project has garnered support from notable investment institutions, successfully securing A-round financing from Zhongjin Capital, Yangzhou Guojin, and Huaying Capital [4]. - Yangzhou Boheng has been recognized as a major project in Jiangsu Province for 2024, highlighting its importance in the domestic market [4].