在全球新能源产业竞逐固态电池这一"黄金赛道"的关键时刻，中国新材料企业再次实现关键突破。近日，中仑 新材（301565.SZ）对外宣布，旗下长塑实业成功研发出固态电池专用BOPA（双向拉伸聚酰胺薄膜），这在行 业尚属首例。 尼龙膜王，破解固态电池"材料密码" 作为功能性薄膜材料领域的领军企业，中仑新材凭借"PA6-BOPA"一体化产业链布局，已在全球BOPA市场占据 超20%份额。此次固态电池专用BOPA的突破，不仅延续了其"尼龙膜王"的技术统治力，更在新能源核心材料 领域实现重要跨越。 与传统动力电池相比，固态电池采用固态电解质，不易自燃，热稳定性极高，极大降低了电池起火、爆炸风 险，其能量密度跃升至400-1000Wh/kg，续航能力提升1.5-3倍。这些优势使其成为突破新能源动力电池续航与 安全瓶颈的"终极方案"，吸引全球主流车企加速布局：包括比亚迪、广汽等国内厂商，以及大众、宝马等国际 巨头均公布了全固态电池装车时间表，多家车企计划于2027年前后推出搭载全固态电池的车型。 然而产业化进程仍面临材料技术、生产工艺与成本控制三重挑战。其中封装材料作为电池"铠甲"，负责抵御外 力的冲击、挤压和摩擦，保护电 ...

Battery - CATL and Sinopec signed a cooperation framework agreement to build a nationwide battery swap network, aiming to establish at least 500 swap stations this year and expand to 10,000 in the long term [2] - Zhongwei Co. announced plans to issue H-shares and list, focusing on lithium battery materials including ternary/phosphate precursors and cobalt oxide, which are essential for electric vehicles and energy storage [2] - Zhonglun New Materials successfully developed BOPA specifically for solid-state batteries, which will protect internal components of solid-state batteries [3] - Jiangsu Yucheng's PI lithium battery separator project commenced with a total investment of 5 billion yuan, with the first phase expected to be completed by October this year [4] Equipment - Gansu Chenyue Yuchen's 600 million yuan project for recycling 40,000 tons of waste lithium batteries has started, aiming for an annual output value of 1 billion yuan upon full production [6] Overseas - Samsung Electro-Mechanics is developing a solid-state battery named "Dream Battery" for the Galaxy Ring 2, targeting an energy density increase from 200Wh/L to 360Wh/L by Q4 this year [7] - LGES plans to acquire GM's joint battery factory Ultium Cells for 30 trillion won (approximately 14.8 billion yuan), with a previous investment of $2.3 billion to create a 30GWh battery plant [8]