复合集流体设备跟踪：复合集流体电池性能优异， 应用不断拓宽

Investment Rating - The industry investment rating is "Buy" [5] Core Insights - The composite current collector is continuously iterating, with performance optimization. A new ultra-light composite current collector developed by Shanghai Jiao Tong University has a thickness of only 5.2μm and a surface density as low as 0.78mg cm−2, reducing weight by 49-91% compared to copper-based current collectors, while increasing energy density by 36-61% [2] - The requirement for power batteries to prevent fire and explosion is expected to accelerate the large-scale application of composite current collectors. New national standards will replace previous safety requirements for electric vehicle batteries, which will further test and research battery safety aspects, thus promoting the adoption of composite current collectors due to their safety advantages [3] - Recent advancements in composite aluminum foil by Kewan Technology have led to its application in consumer electronics. The company has received its first small order from a well-known international consumer electronics battery manufacturer, indicating recognition of its technical capabilities and product demand [3] Summary by Sections Section: Industry Overview - The composite current collector industry is experiencing rapid development with low penetration rates and increasing growth slopes, making it a key area for investment [4] Section: Investment Recommendations - It is recommended to focus on equipment segments with a good competitive landscape, such as leading companies in the equipment sector like Dongwei Technology and Jiao Cheng Ultrasonic, as well as Huicheng Vacuum in the front-end vacuum magnetron sputtering equipment [4]