Enpack(SZ:002846) Zheng Quan Ri Bao·2025-08-06 15:42Core Viewpoint - The strategic cooperation between Jiangsu Yinglian and a well-known cylindrical battery company marks a significant advancement in the composite current collector project, with a total investment of 3.089 billion yuan aimed at enhancing the production capacity of composite aluminum and copper foils for electric vehicle batteries [1] Company Summary - Jiangsu Yinglian has invested in the construction of composite aluminum foil and copper foil projects in Gaoyou City, Jiangsu Province, with an expected annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil upon reaching full production [1] - The company has already established five production lines for composite aluminum foil and five for composite copper foil, with products undergoing testing and feedback from downstream clients in the power battery, consumer battery, and energy storage sectors [1] - The collaboration aims to leverage each party's strengths to validate and improve the performance of composite current collector materials, optimizing their application in the industry [1] Industry Summary - The composite current collector industry chain is taking shape, encompassing upstream raw materials and equipment manufacturers, midstream copper foil manufacturers, and downstream clients in power, consumer, and energy storage batteries [3] - The current industry barriers primarily lie in equipment capability and process control, with the "magnetron sputtering + electroplating" two-step method being the most mature and cost-effective technology for producing composite copper foils [3] - The future direction of material technology is expected to evolve towards lighter, thinner, and lower-cost solutions, with companies that can overcome mass production bottlenecks likely to gain a competitive edge [3]