复合集流体产业化提速 三孚新科3D技术开辟固态电池新路径

Core Insights - The penetration rate of new energy vehicles has surpassed 50% for the first time, and the installed capacity of new energy storage has become the largest globally, driven by dual goals of carbon neutrality and industrial upgrades [1][2] - The rise of composite current collectors is attributed to the market's pursuit of battery safety and energy density, with a new sandwich structure that reduces costs and enhances performance [2][3] - The development of solid-state batteries is accelerating, with major companies like BYD and CATL planning to start mass production by 2027, while traditional metal current collectors struggle to meet the demands of solid-state technology [3][4] Industry Developments - The composite current collector's market is experiencing explosive growth, with China's new energy vehicle production and sales reaching 13.015 million and 12.943 million units respectively from January to October, a year-on-year increase of over 32% [2] - The new composite current collector can replace over 60% of metal with polymer materials, reducing battery weight and increasing energy density by 5%-10%, while also improving safety through a unique "fuse + circuit breaker" effect [2][6] - Companies are actively disclosing collaborations in the composite current collector field, with recent agreements between Jiemai Technology and CATL, as well as strategic procurement contracts by Yinglian Co., indicating a strong industry push [3][4] Technological Innovations - Sanfu New Materials has achieved a breakthrough with its 3D composite current collector, which utilizes a three-dimensional porous structure to enhance performance and safety, marking a significant advancement over traditional designs [4][5] - The 3D composite current collector is expected to address key challenges in solid-state batteries, such as interface impedance and uneven lithium deposition, offering substantial advantages in performance [5][6] - Despite the innovative potential of the 3D composite current collector, industry experts note that it still needs to undergo large-scale production and long-term reliability testing to validate its commercial viability [6]