玄元私募基金投资管理（广东）有限公司（以下简称"玄元投资"）于2015年在广州注册成立，主要从事 私募基金管理业务。主创团队来自广发证券、易方达基金、摩根士丹利等金融机构，员工平均证券从业 经验10年以上。投研团队均为硕士及以上学历，毕业于清北、耶鲁、哥大等国内外知名高校。公司 以"价值·量化 双轮驱动"为核心发展理念，专注权益投资和量化投资两大方向：1、权益投资坚持投研一 体，构建了基于"宏观-中观-微观"的投资框架和"商业模式-价值链分析-'伟大'公司"的研究框架，寻求市 场风格和公司基本面的共振机会。2、量化投资坚持以基本面为核心，同时结合价量信息，立足从投资 的本源看问题，从长期有效的逻辑出发构建基础框架，再与交易逻辑相融合。玄元投资自成立以来，一 直恪尽职守、依法经营，秉承"知识图强，求实奉献，客户至上，合作共赢"的企业文化，致力于成为国 内一流的资产管理公司。 1）三孚新科 （玄元投资参与公司现场参观） 调研纪要：三孚新科介绍了其3D复合铜箔产品的特点，包括提升锂电池能量密度、导电率及安全性 能，适用于高端消费电子、新能源汽车及储能电池。该产品采用'一步法'复合铜箔制备工艺，适配一步 式全湿法复合 ...

苹果手机将搭载TDK硅基负极电池 02 据路透社报道，日本TDK近日正加快推出其下一代硅基负极电池，准备工作提前进行，并满足智 能手机制造商的需求。苹果手机供应商AAPL.O首席执行官Noboru Saito 告诉路透社，TDK 原 定于今年夏天开始发货第三代电池，但"很快"就会开始。 易华新能源固态锂离子电池 项目签约江西彭泽 03 近日，江西省九江市彭泽县人民政府与东莞市易华新能源有限公司举行固态锂离子电池项目签约仪 式。东莞市易华新能源有限公司固态锂离子电池生产项目一期投资3亿元，主要建设4条固态锂离 子电池生产线。 ◆ 材料 ◆ 三孚新科拟投建5GWh ◆ 电池 ◆ 金龙羽签订十万支固态电芯订单 01 金龙羽集团发布消息称，该公司成功与客户签订无人机用高能量密度固态电芯采购订单，该订单所 采购的电芯为EC01系列超能固态电芯，能量密度高达500Wh/kg。 订单约定，一年内采购十万 支电芯产品。 ◆ 锂电池高安全关键材料项目 01 为推动固态/半固态锂电池高安全材料、高频电子信息复合材料的产业化、商用化，三孚新科拟以 合并范围内子公司江西邦越新材料科技有限责任公司、邦翔（江西）新材料科技有限公司作为项 ...

Core Viewpoint - The article discusses the advancements and potential applications of composite current collectors in the battery industry, particularly in consumer electronics and next-generation battery technologies. Group 1: Industry Events - The 2025 High-Performance Sodium Battery Industry Summit is scheduled for June 9, 2025, at the Shangri-La Hotel in Suzhou [2] - The 2025 High-Performance Solid-State Battery Technology and Application Summit will take place on June 10, 2025, at the same venue [3] Group 2: Composite Current Collector Developments - Jiangsu Yinglian Composite Current Collector has partnered with a leading global polymer lithium-ion battery supplier for joint development, indicating a significant step towards industrialization [3] - The partner is speculated to be CATL, which has made strategic investments in silicon-based anode materials, enhancing the potential for composite current collectors in consumer electronics [3] Group 3: Production Capacity Expansion - Jiangsu Yinglian is investing approximately 3.089 billion RMB in a composite current collector project in Gaoyou, Jiangsu, aiming for an annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil [4] - Currently, there are five production lines for both composite aluminum and copper foils, which are crucial for ensuring future market supply [5] Group 4: Technical Advantages - Composite current collector technology offers significant advantages in energy density and weight reduction, with composite copper foil reducing weight by 50-60% and composite aluminum foil by 30-40% compared to traditional materials [5] - The energy density of batteries using composite current collectors has been reported to increase by 6.10% compared to conventional collectors [5] Group 5: Market Applications - OPPO has launched a five-layer sandwich safety battery utilizing composite current collector technology, showcasing its practical application in consumer electronics [5] - Other suppliers, like Jinmei New Materials, are diversifying their customer base beyond power battery giants to include energy storage and consumer electronics [6] Group 6: Future Prospects - Jiangsu Yinglian is collaborating with a well-known automotive research institute to develop integrated new materials for next-generation battery technologies [7] - The humanoid robot sector is also showing demand for composite current collectors, with companies like Sanfu New Technology introducing advanced products aimed at high-end consumer electronics and emerging technologies [8] - Despite the promising developments, challenges remain in the conductivity of composite current collectors compared to traditional copper foils, necessitating material and process improvements [8]