万顺新材:高延伸电池铝箔已批量供货 高达因电池铝箔已进入小批量供应阶段

Core Viewpoint - The company is focusing on innovation and process improvement in aluminum foil products to enhance production efficiency and yield, while also developing high-value-added products to meet the new demands of downstream battery customers [1] Group 1: Product Development - The company has developed high elongation battery aluminum foil and high-die aluminum foil, with the former already in mass supply and the latter entering small batch supply [1] - The high-die aluminum foil features a very high and stable surface die value, which improves the adhesion between the coating slurry and aluminum foil, enhances coating uniformity, and reduces resistance [1] Group 2: Market Strategy - The company aims to fully promote the market for high-value-added aluminum foil products, indicating a strategic shift towards higher-margin offerings [1] - The new products are suitable for applications in sodium-ion battery anodes and cathodes, reflecting the company's alignment with emerging battery technologies [1]