Core Viewpoint - The speech by Zhang Guoping, Chairman of Shenda Group, emphasizes the importance of innovation and ecological synergy in constructing new growth poles for the new energy materials industry, particularly in the context of China's "dual carbon" strategy [3]. Group 1: Industry Insights - Under the "dual carbon" strategy, composite current collectors and base films are identified as key materials for new energy batteries, currently at a critical juncture for technological breakthroughs and market explosion [3]. - Composite current collectors utilize a metal-polymer composite structure to effectively address issues such as puncture susceptibility and high energy consumption associated with traditional copper and aluminum foils [3]. - Innovations in composite current collector technology focus on dual breakthroughs in materials and processes, enhancing battery energy density and extending cycle life [3]. Group 2: Company Developments - Shenda Group has invested in two major projects in the composite current collector field, namely Yangzhou Nali and Yangzhou Boheng, each with investments exceeding 10 billion yuan [3]. - Yangzhou Nali, established in January 2022, has over 1,300 patents and produces new composite current collector products that fill domestic and international technological gaps [4]. - Yangzhou Boheng, founded in September 2022 with a total investment of 10.6 billion yuan, focuses on new energy composite current collector base films and high-end optical films, having formed strategic partnerships with leading domestic and international enterprises [4].

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 ...