复合集流体走向产业端，助推固态电池量产“落地”

Core Viewpoint - The article emphasizes that composite current collectors have transitioned from laboratory research to industrial application, with Yinglian's technology in solid-state batteries providing sustainable momentum for high-quality industry development, becoming a key force in the transition from concept to large-scale application of solid-state batteries [1][10]. Group 1: Structural Reconstruction - The implementation of new national standards for power batteries and the popularization of fast-charging technology have intensified safety performance requirements, highlighting structural defects in traditional current collectors [4]. - Traditional aluminum foil is prone to aluminum-thermal reactions during thermal runaway, leading to significant temperature increases, which are major causes of battery fires and explosions [4]. - The composite current collector's "polymer substrate + metal coating" sandwich structure offers a revolutionary solution to these issues, enhancing safety by preventing electrical arcing and reducing aluminum-thermal reactions [5]. - The polymer substrate's density is only 1/7 to 1/10 that of copper, significantly reducing weight while maintaining conductivity, thus improving energy density [5]. - The metal usage in composite current collectors is only 1/3 to 1/5 of traditional current collectors, allowing for a cost reduction of over 65% compared to traditional materials [5]. Group 2: Precision Control - Despite the advantages of composite current collectors, challenges in high process difficulty and yield control have hindered mass production [7]. - Yinglian has established a comprehensive process system that integrates raw materials, processing, testing, and data systems to overcome mass production bottlenecks [7]. - The company has achieved a production width of 1140mm for composite copper foil with a thickness uniformity control of ≤2%, entering a stable mass production phase [7]. - This breakthrough significantly enhances efficiency and reduces unit costs, ensuring performance consistency for downstream applications [7]. Group 3: Forward-looking Layout - Yinglian is proactively preparing for the next generation of solid-state battery materials while consolidating its advantages in the liquid battery market [8]. - The company is focusing on two core areas: bipolar current collectors and lithium deposition technology, aiming to meet the higher requirements for solid-state battery applications [9]. - The optimization of vacuum deposition and magnetron sputtering technologies is expected to enhance the bonding strength and density of coatings, with a target for mass production capabilities by 2025-2027 [9]. - The lithium deposition technology offers significant advantages, with cycle life improvements exceeding three times that of traditional rolling methods, and a volume change rate of less than 3% [9]. Group 4: Industrial Value - The widespread application of composite current collectors is anticipated to drive a positive cycle of "safety upgrades, energy density improvements, and cost optimization" within the lithium battery industry [13]. - Yinglian has completed a comprehensive layout from technology research and development to mass production, with a total investment of 3.089 billion yuan in a demonstration factory in Jiangsu [10]. - The factory is expected to achieve a production capacity of 500 million square meters of composite copper foil and 200 million square meters of composite aluminum foil by 2025, providing solid support for large-scale supply [10]. - Collaboration with upstream raw material and equipment manufacturers has formed a synergistic industrial ecosystem, enhancing technological precision to a nanometer-level accuracy [12].