0.015毫米“手撕钢”实现量产 钢铁行业向智能、高端转型

Group 1: Industry Overview - In September 2023, China's steel industry PPI (Producer Price Index) continued to rise, reaching 99.5%, an increase of 3.9 percentage points compared to the previous month [1] - The PPI data has shown a significant upward trend since May 2023, coinciding with the industry's first initiative to address "involution" competition [1] Group 2: Company Strategies - Several steel companies are adopting transformation and differentiation strategies to maintain the overall interests of the industry chain [3] - The China Special Steel Enterprises Association emphasizes the need for a new development path to solve the issue of involution, advocating for a focus on specialized and innovative growth [5] Group 3: Product Innovations - At the first China Special Steel and New Materials Summit, a report was released to promote differentiated development routes for enterprises, focusing on intelligent and high-end transformation [6] - The world's thinnest steel, measuring only 0.015 mm thick, has recently achieved mass production, with a daily output of approximately 3 tons [8] - The production process of this "hand-torn steel" is complex, requiring precise control to achieve the desired thickness without damaging the surface [11][13] Group 4: Application and Performance - "Hand-torn steel" is being integrated into various applications, including soft-pack materials for new energy vehicle batteries and components in consumer electronics, enhancing battery capacity and extending device lifespan [11] - The introduction of "hand-torn steel" has significantly improved the durability of foldable screens, increasing their lifespan from 40,000-50,000 folds to potentially 80,000-100,000 folds [11] - Powder steel, with particles as small as 500 microns, is being utilized in advanced applications, including high-tech products and precision tools, with a lifespan improvement from 6,000 to potentially 50,000 mold cycles [15][17]