Core Viewpoint - The article discusses the current state and future directions of the solid-state battery industry, particularly focusing on the innovations in current collectors and the challenges faced in achieving commercial viability. It highlights the complexity of transitioning from traditional materials to advanced solutions that meet the demands of next-generation battery technologies [1][18][20]. Group 1: Current Trends in Solid-State Battery Technology - The enthusiasm for sulfide solid-state batteries is high, with the industry claiming it has entered the "last mile" of commercialization [1]. - The innovation in current collectors has shifted from traditional attributes to more complex requirements such as 3D structures, high-temperature resistance, and corrosion resistance [1][5]. Group 2: Challenges in Material Performance - The chemical corrosion of copper by sulfide electrolytes and the volume expansion of silicon-based and lithium metal anodes are significant bottlenecks for solid-state battery technology [2]. - The introduction of nickel-plated copper foil by Nord Co. aims to address these challenges, providing a solution that balances performance and cost [3][5]. Group 3: Innovations in Current Collector Design - The development of 3D metal mesh current collectors using materials like foam copper and foam nickel is a promising direction, providing buffer space for high-expansion anodes and reducing local current density [9][10]. - The exploration of porous carbon-based current collectors represents a cutting-edge approach, aiming to eliminate metal while achieving high corrosion resistance and low mass density [11][12]. Group 4: Manufacturing Process Challenges - The introduction of dry electrode processes presents challenges for traditional current collectors, necessitating innovations that ensure strong adhesion between the dry film and the current collector [14][17]. - Equipment companies are leading the way in proposing solutions, such as the "dry powder direct coating technology," which alters the traditional manufacturing process [15][19]. Group 5: Industry Dynamics and Future Outlook - The article emphasizes the multi-dimensional challenges faced by the industry, including material performance competition and manufacturing process compatibility [17][20]. - The ongoing innovation race in current collectors reflects the industry's need for solutions that balance performance, cost, and reliability, with no clear leader emerging yet [18][20].

Group 1: Company Overview and Competitive Advantage - The company has nearly 40 years of experience in the copper foil industry, with a strong R&D team and advanced equipment, enabling it to conduct research and development based on electrochemistry and materials science [1] - The company has developed a comprehensive R&D system that integrates basic research, simulation analysis, modular development, and product testing [1] - The company possesses strong capabilities in autonomous production line design and optimization, supported by experienced management and technical personnel [1] Group 2: Product Development and Market Position - The company is currently advancing its high-end RTF and HVLP products in line with expectations, with specific updates available in company announcements [2] - As of May 20, 2025, the number of shareholders is 26,136 [3] - The company has implemented futures hedging strategies to mitigate raw material price fluctuations, ensuring the safety of hedging funds [4] Group 3: Product Applications and Collaborations - The company has developed various new copper foil solutions for semi/fully solid-state batteries, with some products already achieving mass shipments within the year [5][7] - The company has established deep strategic partnerships with leading lithium battery clients, focusing on providing advanced copper foil solutions [7] - The company's products are widely used in lithium batteries and electronic circuits, impacting industries such as robotics, new energy vehicles, consumer electronics, and AI servers [8] Group 4: Future Projections - The company expects to ship thousands of tons of HVLP1-4 and RTF1-3 products in the high-frequency, high-speed PCB and AI application sectors by 2025 [6]

Core Viewpoint - The 17th Shenzhen International Battery Technology Exchange Conference/Exhibition (CIBF2025) showcased significant advancements in lithium battery copper foil technology, particularly by Jiujiang Defu Technology Co., Ltd. (Defu Technology), highlighting its innovative products and applications in solid-state/half-solid-state batteries, lithium metal batteries, and specialized lithium-ion batteries for low-altitude aircraft [1][2]. Group 1: Event Overview - CIBF2025 took place from May 15 to 17, 2025, at the Shenzhen International Convention and Exhibition Center, serving as a global platform for the battery industry to promote innovation and showcase cutting-edge technological achievements [1]. - The event attracted industry associations and enterprises from the upstream and downstream supply chain, focusing on the forefront of battery technology and providing opportunities for participants to explore industry trends and development opportunities [1]. Group 2: Company Highlights - Defu Technology presented a diverse range of high-performance copper foil products, particularly innovative solutions for applications in robotics, drones, and new energy vehicles [2]. - The company showcased newly developed products such as PCF porous lithium battery copper foil and atomized copper foil, which are designed for solid-state/half-solid-state batteries, lithium metal batteries, and specialized lithium-ion batteries for low-altitude aircraft [2]. - Defu Technology has established a robust research and development system, with over 500 patents filed and a team of PhD researchers from prestigious universities, enabling comprehensive R&D capabilities across core additives, specialized consumables, and production equipment [2]. Group 3: Industry Trends - The shift towards solid-state and half-solid-state batteries has gained momentum due to the limitations of liquid electrolyte lithium-ion batteries, which have reached theoretical energy density limits [3]. - The use of multi-structured copper foil collectors, which feature a porous three-dimensional structure, enhances adhesion, reduces electrode peeling, and improves electrolyte wettability, thereby increasing battery consistency and safety [3]. - Defu Technology aims to continue its focus on the copper foil sector, providing advanced collector solutions while ensuring stable and efficient production quality, and seizing opportunities for domestic production [3].