复合集流体是锂电池行业重要发展方向，市场潜力巨大

Investment Rating - The report indicates a positive investment outlook for the composite current collector industry, highlighting its significant market potential and growth opportunities [8]. Core Insights - Composite current collectors represent a crucial development direction in the lithium battery industry, with a market potential expected to exceed 16.9 billion yuan by 2025 [8]. - The innovative "metal-plastic-metal" sandwich structure of composite current collectors offers advantages such as reduced weight, improved energy density, and enhanced safety features [4][8]. - The transition from traditional aluminum foil to composite aluminum foil is driven by the need for lighter, safer, and more efficient battery materials, despite higher manufacturing costs [4][6]. Summary by Sections What is Composite Current Collector? - Composite current collectors serve as key materials in lithium (sodium) batteries, acting as carriers for active materials and facilitating electron flow [1]. - Traditional current collectors have limitations in thickness, weight, and strength, necessitating the development of new materials to meet evolving battery performance and cost requirements [1]. Performance Advantages of Composite Aluminum Foil - Composite aluminum foil exhibits excellent conductivity and corrosion resistance, making it suitable for lightweight applications in consumer electronics, electric vehicles, and energy storage [4]. - Compared to traditional aluminum foil, composite aluminum foil offers benefits such as enhanced safety, reduced weight, and higher energy density, although it faces challenges like higher production costs and lower conductivity [4][6]. Market Potential of Composite Aluminum Foil - The composite aluminum foil industry is still in a blue ocean phase, with few companies capable of mass production, leading to significant investment interest [8]. - The market for composite aluminum foil is projected to reach over 16.9 billion yuan by 2025, indicating substantial growth potential [8].