复合集流体

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小瓶盖拼出世界地图 双赛道布局未来增长 英联股份实施双轮驱动战略 打造复合集流体新增长极
Zhong Guo Zheng Quan Bao· 2025-10-08 21:53
近年来,英联股份易开盖板块持续增长,现代化的产线让英联股份易开盖产品产能始终能跟得上市场扩 张的步伐,在易开盖的竞争中,不仅取得了规模优势,而且保证了产品的高品质。 ● 本报记者 万宇 在英联股份(002846)的展厅里,一张用银色易拉罐瓶盖拼成的世界地图横亘于墙,上面点缀着红色的 易拉罐瓶盖,代表着公司易开盖产品已经进入的国家和地区,红色印记遍布各大洲。凭借领先的核心技 术和优质设备,英联股份已经成为全球易开盖龙头企业。 在传统主业稳健发展的同时,英联股份顺应新能源产业发展的时代潮流,进军复合集流体领域,并成功 在该行业站稳脚跟。英联股份董事长翁伟武在接受中国证券报记者专访时介绍,将以技术创新为动力, 紧抓市场机遇,持续推动"快消品金属包装+新能源材料复合集流体"双驱动发展战略,全力将复合集流 体产业打造成为企业发展的第二增长曲线。 传统主业根基稳固 引领行业发展 凭借着在制造业领域深厚的积累和经验,以及敢为人先的魄力,英联股份从生产易开盖的小工厂,发展 成为全球领先的专业易开盖制造商,是唯一一家在A股市场上市的易开盖制造商,可以为客户提供用于 饮料、食品、婴儿配方奶粉等易开盖产品,是雀巢、亨氏、可口可乐、 ...
英联股份实施双轮驱动战略 打造复合集流体新增长极
Zhong Guo Zheng Quan Bao· 2025-10-08 20:47
这个智能化生产基地不仅实现了产线的自动化,整个基地的物流也实现了自动化,原材料从仓库到产 线,制成成品后再进入仓库形成了无人化、自动化生产,而且智能高效,五分钟必达。 ● 本报记者 万宇 在英联股份的展厅里,一张用银色易拉罐瓶盖拼成的世界地图横亘于墙,上面点缀着红色的易拉罐瓶 盖,代表着公司易开盖产品已经进入的国家和地区,红色印记遍布各大洲。凭借领先的核心技术和优质 设备,英联股份已经成为全球易开盖龙头企业。 在传统主业稳健发展的同时,英联股份顺应新能源产业发展的时代潮流,进军复合集流体领域,并成功 在该行业站稳脚跟。英联股份董事长翁伟武在接受中国证券报记者专访时介绍,将以技术创新为动力, 紧抓市场机遇,持续推动"快消品金属包装+新能源材料复合集流体"双驱动发展战略,全力将复合集流 体产业打造成为企业发展的第二增长曲线。 传统主业根基稳固 引领行业发展 凭借着在制造业领域深厚的积累和经验,以及敢为人先的魄力,英联股份从生产易开盖的小工厂,发展 成为全球领先的专业易开盖制造商,是唯一一家在A股市场上市的易开盖制造商,可以为客户提供用于 饮料、食品、婴儿配方奶粉等易开盖产品,是雀巢、亨氏、可口可乐、百事可乐、百威 ...
胜利精密:复合集流体项目正在有序推进中
Zheng Quan Ri Bao Wang· 2025-09-10 11:12
Group 1 - The company, Victory Precision (002426), is actively advancing its integrated collector fluid project and is collaborating with downstream end customers for continuous verification testing of battery cells [1] - Currently, the company has not secured any large-scale orders related to this project [1]
复合集流体拐点已至:汉嵙新材以一步法量产引领行业变革
Zheng Quan Shi Bao Wang· 2025-09-01 09:14
Core Viewpoint - The pursuit of battery safety and cost reduction in the electric vehicle sector is driving a pivotal moment for the composite current collector industry, with Shenzhen Hanqiao New Materials Technology Co., Ltd. emerging as a key player due to its innovative technology and mass production capabilities [1][2]. Group 1: Industry Trends - Since 2023, composite current collectors have gained significant market attention, with leading manufacturers collaborating with lithium battery leaders to launch new products, marking the transition from laboratory samples to commercial sales [2][3]. - The new composite current collectors, featuring a "metal-polymer substrate-metal" sandwich structure, replace over 60% of metal with polymer materials, optimizing costs, reducing battery weight, and enhancing energy density by 5%-10% [2][3]. - The urgency for high-performance current collectors is heightened by recent safety incidents in electric vehicles and the impending mass production of solid-state batteries in 2026, indicating a true turning point for the replacement of traditional current collectors [2][3]. Group 2: Company Overview - Hanqiao New Materials has successfully overcome mass production challenges, achieving a stable supply with a product yield rate exceeding 90%, distinguishing itself as one of the few companies capable of consistent bulk supply [3][4]. - The company has pioneered a one-step magnetron sputtering process that addresses issues associated with traditional two-step methods, such as substrate damage and low yield rates, thus creating a significant technological breakthrough [4][5]. - Hanqiao New Materials has established itself as a leader in the composite current collector industry, with a strong focus on R&D, having filed 83 patents, including 57 domestic inventions, and has successfully transitioned to mass production [8][9]. Group 3: Technological Advancements - The one-step process developed by Hanqiao New Materials not only enhances yield and uniformity of the film layers but also creates a high technical barrier, allowing compatibility with two-step methods while making it difficult for competitors to replicate [5][7]. - The company has developed the world's first dual-sided winding magnetron sputtering equipment, significantly improving coating uniformity and efficiency, and achieving over 80% material utilization rate, which contributes to a competitive cost of 4-5 RMB/m² for composite current collectors [7][8]. - Hanqiao's technology platform is versatile, enabling the company to respond to market changes effectively and expand into various sectors, including energy storage and consumer batteries, thereby diversifying its growth engines [9][10]. Group 4: Market Applications - Hanqiao New Materials is positioned to lead in the high-end optical film market, producing ultra-high reflectivity silver films that break the long-standing reliance on imports and support the domestic high-end optical materials industry [10][11]. - The company's 3A optical films, essential for automotive applications, leverage its core magnetron sputtering technology, which is critical for achieving high-performance multi-layer films [11]. - The strategic approach of "technology reuse and multi-field collaboration" not only maximizes production capacity but also mitigates risks associated with single industry dependence, reinforcing the company's competitive edge [11].
A股收评:3600点再失守!三大指数集体下挫,钢铁、煤炭股跌幅居前,液冷概念逆市走高
Ge Long Hui· 2025-07-31 07:09
Market Overview - On the last trading day of July, all three major A-share indices fell collectively, with the Shanghai Composite Index down 1.18% to 3573 points, the Shenzhen Component Index down 1.73%, and the ChiNext Index down 1.66% [1] - The total trading volume for the day was 1.96 trillion yuan, an increase of 90.9 billion yuan compared to the previous trading day, with nearly 4300 stocks declining across the market [1] Sector Performance - The steel sector declined, with Baogang Co. falling nearly 8% [1] - Coal stocks experienced widespread declines, with Antai Group down nearly 7% [1] - The aquaculture sector weakened, led by Zhongshui Fisheries [1] - Lithium mining concepts showed volatility, with companies like Shengxin Lithium Energy and CATL down nearly 5% [1] - Other sectors with significant declines included titanium dioxide, photovoltaic equipment, shipbuilding, minor metals, and duty-free concepts [1] Positive Movements - The liquid cooling concept rose against the trend, with stocks like Cambridge Technology, Chunz中科技, and Ice轮环境 hitting the daily limit [1] - The inclusion of assisted reproductive technology in medical insurance across 31 provinces boosted the assisted reproduction sector, with stocks like Anke Bio and Hanshang Group hitting the daily limit [1] - The composite fluid sector was active, with Nord Shares reaching the daily limit [1] - Other sectors with notable gains included gene sequencing, AI, and state-owned cloud concepts [1] Index Performance - Shanghai Composite Index: 3573.21, down 42.51 points (-1.18%) [1] - Shenzhen Component Index: 11009.77, down 193.26 points (-1.73%) [1] - ChiNext Index: 2328.31, down 39.37 points (-1.66%) [1] - Other indices such as the Sci-Tech 50 and CSI 300 also showed declines [1]
2025全球独角兽榜发布 扬州纳力首度上榜
news flash· 2025-07-07 02:32
Group 1 - The Hurun Research Institute recently released the "2025 Global Unicorn List," highlighting non-public companies founded after 2000 with a valuation of over $1 billion [1] - Yangzhou Nali New Materials Technology Co., Ltd. made its debut on this prestigious global list due to its research and breakthroughs in the field of composite electrolytes [1] - The total number of unicorn companies worldwide reached 1,523, marking a historic high, with Chinese companies accounting for 343, ranking second globally [1] Group 2 - Among the 63 global unicorns in the renewable energy sector, Chinese companies hold more than half of the positions, totaling 34 [1]
2025高工新能源新材料产业大会 | 英联复合集流体将作主题演讲
高工锂电· 2025-06-28 09:42
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].
2连板英联股份:公司复合集流体板块的产业化进度不断推进
news flash· 2025-06-23 11:19
Core Viewpoint - The company, Yinglian Co., Ltd. (002846.SZ), is advancing its dual business strategy focusing on fast-moving consumer goods metal packaging and composite fluid business, with significant progress in both sectors [1] Group 1: Fast-Moving Consumer Goods Metal Packaging - The fast-moving consumer goods metal packaging segment is developing steadily, with the company accumulating deep experience in intelligent production and lean management [1] - In Q1 2025, the revenue scale of this segment increased by 6.74% year-on-year, achieving a net profit of 11.04 million yuan, which represents a substantial year-on-year growth of 723.54% [1] Group 2: Composite Fluid Business - The industrialization progress of the composite fluid segment is continuously advancing, with ongoing capacity construction and gradual acquisition of small batch orders in the downstream market [1] - The company is maintaining collaboration with leading battery customers and accelerating the technological research and development process [1] - The research focuses on developing integrated materials for lithium metal/composite fluid anodes applicable to solid-state batteries, expanding applications across various battery types [1]
洁美科技:控股子公司柔震科技与某固态电池生产企业签署战略合作框架协议
news flash· 2025-05-21 07:50
Core Viewpoint - Jiemai Technology's subsidiary, Roushen Technology, has signed a strategic cooperation framework agreement with a solid-state battery manufacturer to jointly develop high-safety lightweight composite electrolyte products, which is expected to positively impact the company's future development [1] Group 1: Agreement Details - The strategic cooperation framework agreement was signed on May 14, 2025 [1] - The collaboration will involve joint design, development, and manufacturing of products based on demand [1] - The agreement is not expected to have a significant impact on the company's operating performance for the current year [1] Group 2: Company and Industry Position - Roushen Technology is recognized as a leading enterprise in the composite electrolyte industry, possessing capabilities in research, production, and sales [1] - The solid-state battery manufacturer focuses on developing next-generation high-safety and high-energy solid-state power and energy storage batteries [1] - The partnership aims to enhance the competitiveness and market share of both parties, fostering a win-win and sustainable strategic relationship [1]
中金公司-高端装备半月谈
中金· 2025-03-03 03:15
Investment Rating - The report indicates a positive investment outlook for the high-end equipment sector, particularly focusing on specific companies and segments that are expected to benefit from market trends and technological advancements [2]. Core Insights - The mechanical sector is experiencing significant trends influenced by market conditions and economic changes, with a focus on smart manufacturing and emerging technologies [3]. - Companies like Bafang and Jiechang are highlighted as potential investment opportunities due to their low valuations and underestimated growth prospects [3]. - The report emphasizes the importance of supply chain dynamics and the recovery of demand in various segments, including electric bicycles and composite materials [4][5][6]. Summary by Sections Electric Assist Bicycle Industry - The inventory cycle in the electric assist bicycle industry is nearing its end, with Bafang expected to see significant revenue growth in 2025 and 2026 due to increased demand from both new and existing customers [4][5]. Composite Material Industry - The industrialization of composite materials is accelerating, with major manufacturers placing significant orders. Capacity utilization is expected to reach full capacity by the second half of 2025, presenting investment opportunities in equipment and material companies [4][6]. Robotics and Smart Manufacturing - Ailite's strategic shift towards humanoid robot ecosystem development is noted, with a focus on its progress in smart manufacturing and the potential for a second growth curve [4][7]. - The report suggests that investors should pay attention to companies involved in humanoid robotics, particularly Ailite, as it navigates its strategic adjustments [8]. Engineering Machinery Sector - The engineering machinery sector is experiencing a flat upward cycle, with state-owned enterprises improving profitability through reforms. Companies like LiuGong are expected to benefit from these changes [4][21][24]. - The demand for engineering machinery is influenced by the real estate cycle, with expectations of a gradual recovery in demand [22]. Military Industry - The military sector is transitioning towards a focus on delivery assurance, with increased production tasks in areas such as aviation and missiles. The demand for materials is expected to grow significantly [4][27][29]. - The report highlights the importance of technological advancements in the military sector, particularly in unmanned and intelligent systems, as key areas for future investment [29]. Investment Recommendations - The report suggests focusing on leading companies in high-end equipment manufacturing with strong competitive positions and high barriers to entry, such as Yingjian Technology and Feilihua [30]. - Short-term investment strategies should target companies in the aerospace supply chain that are expected to show early recovery in demand and financial performance [30].