三孚新科：推动锂电池集流体技术革新

Core Insights - Sanfu New Science has made significant progress in the research and development of 3D composite current collectors for lithium batteries, aiming to enhance high-end manufacturing development through innovation and industrialization [1][2] Group 1: 3D Composite Current Collector Innovation - The newly launched 3D composite current collector features a "3D porous structure + flame-retardant fiber-based membrane," differing from traditional structures, and aims to improve battery energy density, charging rates, and safety [1][2] - The technology is expected to support the evolution of traditional liquid lithium batteries and next-generation battery technologies, including solid-state and silicon-carbon anode batteries [2] Group 2: Industrialization and Market Penetration - Sanfu New Science plans to accelerate the industrialization of the 3D composite current collector, with trial production expected to begin in November 2025, and is currently conducting sample tests with leading clients [2] - The company has received small batch orders from battery manufacturers, indicating a positive market response [2] Group 3: R&D and Technological Advancements - The company emphasizes R&D as a primary productivity driver, with a dedicated team focusing on surface engineering technologies across various industries, including PCB, new energy, and automotive components [4] - In 2023, the company invested 32.9 million yuan in R&D, representing 14.48% of its revenue, and holds 91 invention patents and 97 utility model patents as of June 2025 [4]