8月6日，广东英联包装股份有限公司(以下简称"英联股份（002846）")发布公告称，其子公司江苏英联 复合集流体有限公司(以下简称"江苏英联")已与某知名圆柱电池公司签署《战略合作协议》，并同步披 露了复合集流体项目的最新进展。 在技术突破和市场需求双重驱动下，国内多家企业开始涉足复合集流体领域，并已陆续获得电池厂商的 批量订单，实现商业化突破。 苏州胜利精密（002426）制造科技股份有限公司相关负责人在投资者互动平台称，公司复合集流体项目 正在有序推进中，正积极配合下游终端客户进行电芯的持续验证测试等工作，部分产品送样形成小批量 订单，但目前尚未取得大批量订单。 江苏双星彩塑新材料股份有限公司相关负责人在投资者互动平台回答称，公司正加速推进复合集流体项 目，持续加大研发投入，优化产品结构，提升产品技术含量和质量，以满足市场的多样化需求。同时， 公司加强与下游企业的协同推进，通过定制化产品设计，为客户提供专业产品解决方案。 据悉，复合集流体产业链已基本成型。上游涵盖原材料及设备厂商，中游为铜箔制造厂商，下游客户则 覆盖动力、消费、储能电池厂，多个环节技术持续进步，设备与材料的国产化水平也在逐步提升。 公告 ...

Core Viewpoint - The article discusses the upcoming 2025 High-Performance Lithium Battery Annual Conference and the collaboration between a well-known cylindrical battery company and Jiangsu Yinglian Composite Current Collector Co., Ltd. to enhance the performance of composite current collector materials [2][3][4]. Group 1: Event Details - The 2025 High-Performance Lithium Battery Annual Conference will take place from November 18-20, 2025, at the JW Marriott Hotel in Shenzhen Qianhai [2]. - The event is organized by Gaogong Lithium Battery and Gaogong Industry Research (GGII), with various sponsors including HaiMuxing Laser and Dazhu Lithium Battery [2][3]. Group 2: Collaboration Overview - The partnership aims to integrate resources to improve the performance of composite current collector materials and optimize application solutions [3][4]. - Yinglian Composite Current Collector will provide core raw materials for research and experiments, while the battery company will implement and continuously optimize application solutions [4]. Group 3: Industry Trends - The composite current collector technology has faced challenges in commercialization over the past two to three years, but is now entering a critical development window in 2025 due to policy support and increased attention from the industry [4][5]. - The industry consensus indicates that composite aluminum foil has been gradually ramping up since 2022, and composite copper foil is expected to enter mass production in the second half of 2025 [4]. Group 4: Cost and Yield Improvements - Significant progress has been made in the production cost and yield of composite current collectors, with raw material costs for composite copper foil dropping to approximately 1.25 yuan/m², about one-third of traditional 6μm copper foil [5]. - Current yield rates for leading manufacturers of composite current collectors are around 80%, with some achieving over 95% for 6μm products, potentially leading to a 20% to 30% cost reduction compared to traditional copper foil [5]. Group 5: Policy and Standards Impact - The "Implementation Plan for High-Quality Development of the Copper Industry (2025-2027)" issued by multiple government departments highlights composite copper foil as a key development direction [6]. - New safety standards for electric vehicle batteries, effective from July 1, 2026, will enhance safety performance requirements, making composite current collector materials a crucial option to meet these standards [6][7].

Core Viewpoint - The strategic cooperation agreement between Jiangsu Yinglian and a well-known cylindrical battery company aims to enhance the performance of composite current collector materials for lithium batteries and promote their industrialization [1][2]. Group 1: Strategic Cooperation - Jiangsu Yinglian and the cylindrical battery company will leverage their respective strengths to develop high-performance composite current collector materials and optimize their applications [1][2]. - The collaboration includes joint research and development plans, experimental validation, sharing of samples and technical information, and in-depth discussions of experimental results [2]. Group 2: Company Profiles - Jiangsu Yinglian specializes in the research, production, and sales of composite aluminum and copper foils for lithium batteries, focusing on providing safe and cost-effective key materials [1]. - The cylindrical battery company is a high-tech enterprise deeply engaged in the consumer and power battery sectors [1]. Group 3: Future Implications - The strategic cooperation is expected to enhance the synergy between the upstream and downstream of the battery materials industry chain, fostering a new collaborative development model [2]. - Although the agreement is a framework arrangement and is not anticipated to significantly impact the company's current year performance, it is expected to positively influence future development [2].

英联股份(002846.SZ)公布，近日，江苏英联复合集流体有限公司与某知名圆柱电池公司签署了《战略 合作协议》。江苏英联是专注于新能源汽车动力锂电池复合铝箔、复合铜箔的研发、生产和销售的高科 技企业，某知名圆柱电池公司是深耕于消费电池、动力电池领域的高新技术企业。双方发挥各自优势， 以验证和改善复合集流体电池材料性能、优化复合集流体电池材料应用为目的，合作进行高性能复合集 流体材料制备及技术开发，共同致力于复合集流体产业化发展。责任编辑：安东 ...

Core Viewpoint - Jiangsu Yinglian Composite Fluid Co., Ltd. has signed a strategic cooperation agreement with a well-known cylindrical battery company to enhance the performance of composite fluid battery materials and promote industrial development [1] Company Summary - Jiangsu Yinglian is a high-tech enterprise focused on the research, production, and sales of composite aluminum foil and composite copper foil for new energy vehicle power lithium batteries [1] - The cylindrical battery company specializes in consumer batteries and power batteries, indicating a strong technological foundation in the battery sector [1] Industry Summary - The collaboration aims to leverage the strengths of both companies to validate and improve the performance of composite fluid battery materials [1] - The partnership is focused on the preparation and technical development of high-performance composite fluid materials, contributing to the industrialization of composite fluid technology [1]

英联股份（SZ 002846，收盘价：16.36元）8月5日晚间发布公告称，近日，江苏英联复合集流体有限公 司与某知名圆柱电池公司签署了《战略合作协议》。双方发挥各自优势，以验证和改善复合集流体电池 材料性能、优化复合集流体电池材料应用为目的，合作进行高性能复合集流体材料制备及技术开发，共 同致力于复合集流体产业化发展。 2024年1至12月份，英联股份的营业收入构成为：金属制品业占比99.92%，新能源锂电池行业占比 0.08%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company announced a strategic cooperation agreement with a well-known cylindrical battery company to develop high-performance composite current collector materials and technology, which is expected to positively impact the company's future development, although it will not have a significant effect on the current year's operating performance [1]. Group 1 - The company is Jiangsu Yinglian Composite Current Collector Co., Ltd., a subsidiary of Yinglian Co., Ltd. [1] - The strategic cooperation aims to promote the industrialization of composite current collectors [1]. - The agreement is seen as a step towards enhancing the company's capabilities in the composite current collector industry [1].

Core Viewpoint - The 2025 High-tech New Energy Materials Industry Conference aims to explore new materials, new dynamics, and new ecosystems in the energy sector, focusing on the evolving landscape of battery materials and their applications [1]. Group 1: Conference Overview - The conference is organized by High-tech Lithium Battery, High-tech Energy Storage, and High-tech Industry Research Institute (GGII) [1]. - It will take place from July 8 to 9, 2025, in Chengdu, Sichuan, at the Yang'an New City Conference Center [1]. Group 2: Key Sessions and Topics - The opening ceremony will feature speeches from industry leaders, including Zhang Xiaofei, Chairman of High-tech Lithium Battery, and representatives from local governments [2]. - Key topics include the transformation of battery materials under diverse demands, the industrial application of composite conductive fluids, and the collaborative development of materials, processes, and equipment [3]. Group 3: Specialized Sessions - On July 9, specialized sessions will cover new material applications in lithium batteries, advancements in negative electrode materials, and alternative solutions for lithium battery binders [4]. - Discussions will also focus on the challenges in the industrialization of new materials and strategies for balancing energy efficiency, cost, and supply chain security [4][5]. Group 4: Innovation and Sustainability - The afternoon session will address how equipment companies can adapt to new material processes and the innovative technologies for battery recycling and resource circularity [5]. - A roundtable discussion will explore the role of equipment innovation in driving the development of new energy materials and achieving zero-carbon manufacturing [5].

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference will focus on the acceleration of composite conductive materials in the lithium-ion battery sector, highlighting the strategic partnership between Yinglian Composite Conductive Materials and a leading global polymer lithium-ion battery manufacturer [1][2]. Group 1: Industry Developments - The composite conductive materials industry is experiencing accelerated industrialization, with Yinglian's partnership with a top consumer battery manufacturer seen as a key move into the consumer electronics lithium battery supply chain [1]. - Yinglian's new factory in Jiangsu is set to produce 1 billion square meters of composite aluminum foil and 5 billion square meters of composite copper foil, positioning the company among the global leaders in production capacity [2]. Group 2: Technological Innovations - Yinglian's core products utilize a "PET base film + metal layer" sandwich structure, achieving significant technical breakthroughs with a metal layer thickness of only 2.5μm for composite copper foil and 4.5μm for composite aluminum foil [2]. - The safety of Yinglian's composite conductive materials has been enhanced, passing 100% puncture tests to ensure they do not smoke, catch fire, or explode [2]. - The lightweight design of the battery system has resulted in a 13.8% increase in energy density [2]. Group 3: Reliability and Manufacturing Solutions - The corrosion rate of composite copper foil after 72 hours of immersion at 80℃ is consistent with traditional copper foil, while composite aluminum foil shows no corrosion after 120 hours in electrolyte at 85℃, meeting the durability requirements for power batteries [3]. - Yinglian has validated dual solutions for welding challenges in composite conductive materials, focusing on material thinning and ultra-thin material welding to address process compatibility issues [4].

Investment Rating - The report maintains a positive outlook on the wind power sector, particularly for domestic companies capable of securing orders from the Philippines' 3.3GW offshore wind project and the domestic wind turbine market [2][7]. Core Insights - The report highlights the strong demand for wind power and solar energy, with specific attention to the Philippines' offshore wind project and the ongoing developments in the domestic wind turbine market. It also emphasizes the importance of technological innovation and differentiation in the solar and energy storage sectors [2][7][4]. Wind Power - The Philippines has initiated a 3.3GW offshore wind project tender, requiring project delivery between 2028-2030, which is significantly shorter than typical overseas project timelines. This presents opportunities for domestic wind turbine, foundation, and submarine cable companies to secure related orders [2][7]. - The average bidding price for the 5.XMW wind turbine model in the 2.5GW land wind turbine procurement by State Power Investment Corporation increased by 17% compared to March, indicating a positive trend for profitability in the turbine segment [2][7]. Solar & Energy Storage - The SNEC exhibition showcased strong attendance, but the demand outlook remains stable with companies prioritizing risk control amid overcapacity and ongoing profitability pressures. The focus has shifted from technical debates to micro-innovations and exploring new application scenarios for differentiation [2][7]. - The report projects that by 2025, the domestic energy storage market will see an addition of 54GW/150GWh, reflecting a year-on-year growth of 24%/37% [2][7]. Electric Grid - The report notes a significant increase in the number of bidding packages for the State Grid's 2025 transmission and transformation projects, with a total of 579 packages, marking a 58-package increase from previous rounds [3][10]. - The Hami-Chongqing ultra-high voltage direct current project has commenced operations, with additional projects expected to be approved for construction in the coming months, indicating a robust outlook for companies involved in ultra-high voltage projects [3][10]. New Energy Vehicles - The report indicates a decline in local subsidies for electric vehicles, leading to a pessimistic sentiment regarding overall vehicle demand. However, it suggests that the impact of subsidy reductions may vary by region and emphasizes the need to monitor actual sales data [12][17]. - The report highlights the launch of the Xiaopeng G7, a new electric SUV, and notes that the vehicle's pre-sale performance has exceeded expectations, although pricing adjustments may be necessary upon official launch [12][17]. Hydrogen and Fuel Cells - The National Energy Administration has initiated hydrogen energy pilot projects, aiming to accelerate the commercialization of hydrogen technologies across various applications [3][17]. - The report notes a decline in production and sales of fuel cell vehicles, indicating that the industry still requires substantial policy support to achieve stable growth [3][17]. Lithium Batteries - The report emphasizes the nearing commercialization of composite current collectors and solid-state batteries, with significant advancements expected in the third quarter [4][22]. - The rising copper prices are increasing the cost share of copper foil in batteries, making it a critical area for cost reduction in battery materials [4][22].