Enpack(SZ:002846) Zheng Quan Zhi Xing·2025-08-05 16:33Core Viewpoint - Guangdong Yinglian Packaging Co., Ltd. has signed a strategic cooperation agreement with a well-known cylindrical battery company to enhance the development of composite current collector materials for lithium batteries, focusing on performance verification and application optimization [1][2][4]. Group 1: Project Overview - Jiangsu Yinglian Composite Current Collector Co., Ltd. is focused on the R&D, production, and sales of composite aluminum and copper foils for new energy vehicle lithium batteries, with a total planned investment of 3.089 billion RMB [1][2]. - The project aims to achieve an annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil upon reaching full capacity [1][2]. - Jiangsu Yinglian has already established five production lines for composite aluminum foil and five for composite copper foil, with products being tested by downstream clients in the battery sector [1][2]. Group 2: Strategic Cooperation Agreement - The strategic cooperation agreement does not involve related party transactions and does not constitute a major asset restructuring as defined by regulations [3][4]. - The agreement outlines collaborative efforts in R&D, including the development of integrated materials for lithium metal/composite current collectors and specialized composite copper foils for solid-state batteries [2][4]. - Both parties will share research results and maintain confidentiality regarding proprietary materials and technologies [4]. Group 3: Impact on the Company - The agreement is expected to have a positive impact on the company's future development, although it will not significantly affect the company's financial performance for the current year [1][5]. - The collaboration is anticipated to enhance the synergy between the upstream and downstream sectors of the battery materials industry, promoting the application and industrialization of composite current collector technologies [4][5].