Core Viewpoint - The lithium battery market is entering a "big explosion" era driven by diverse application scenarios, with significant growth expected in both traditional and emerging sectors over the next decade [1][12]. Industry Overview - The lithium battery industry is projected to enter a TWh-level growth phase, with stable growth in the electric vehicle and energy storage markets, while emerging fields like low-altitude economy and robotics are expected to create a strategic market worth billions [1]. - Structural differentiation in market demand is reshaping the technological evolution path, focusing on energy density and ultra-fast charging in the power sector, while energy storage aims to overcome cycling decay challenges [1][12]. Material Innovation - Material innovation is breaking the boundaries between laboratory and mass production, with advancements such as nickel content in ternary materials exceeding 90%, and silicon-based anode expansion suppression solutions entering mass production verification [3]. - Leading companies are establishing competitive barriers through a rhythm of "pre-research generation, mass production generation, and reserve generation," directly influencing the distribution of market dividends [3][4]. Key Players - **Inlian Composite Fluid**: Recently launched new products aimed at addressing range anxiety, increasing energy density, and developing next-generation solid-state batteries, with plans for significant production line expansions [5][6]. - **Putailai**: This anode material giant is addressing market differentiation with enhanced artificial graphite anodes and improved natural graphite products for energy storage, while also pursuing solid-state battery collaborations [7][8]. - **Weilan New Energy**: Valued at over 15 billion, Weilan is exploring three technical routes for solid-state batteries, achieving significant milestones in energy density and cross-scenario technology migration [9][10]. Strategic Implications - The development trajectories of these companies align with the evolving demands of the lithium battery industry, with Inlian addressing basic material performance, Putailai overcoming system integration bottlenecks, and Weilan exploring ultimate form possibilities [11]. - The progression from material innovation to form revolution is reshaping the technological pyramid of the TWh era, with each breakthrough redefining industry rules [12].

7月2日，英联股份控股子公司江苏英联复合集流体有限公司总部基地落成仪式在江苏扬州高邮市举行。英联股份相关负责人介绍，该总部基地的落成标志着 英联股份为大规模量产复合集流体做好了准备。 上证报中国证券网讯（记者 王玉晴）7月2日，英联股份控股子公司江苏英联复合集流体有限公司（简称"江苏英联"）总部基地落成仪式在江苏扬州高邮市 举行。英联股份相关负责人介绍，该总部基地的落成标志着英联股份为大规模量产复合集流体做好了准备。 江苏英联同日举办新品发布会，集中介绍公司围绕锂电池行业"解决续航焦虑、提高能量密度、提高快充性能、开发下一代固态电池"四大趋势研发的十余款 复合箔材，受到到场产业界人士、投资者及媒体关注。 英联股份近年来切入复合集流体领域，正持续推进"快消品金属包装+新能源材料复合集流体"双驱动发展战略。其控股子公司江苏英联于2023年成立，为英 联股份开展复合集流体产品研发、生产和销售的主体。 据英联股份此前披露，江苏英联新能源动力锂电池复合铝箔、复合铜箔项目预计总投资将达30.89亿元，计划建设10条复合铝箔和134条复合铜箔生产线，达 产后年产能预计达到1亿㎡复合铝箔、5亿㎡复合铜箔。 就当前产能建设进展 ...