Huaxi Securities: The whole industry chain of composite copper foil is developing, and the application process is accelerating (report attached)

foreword

The market’s demand for the performance, economy and safety of new energy vehicles has prompted the industry to continue to upgrade its technology to promote the expansion of the application and penetration rate of new energy vehicles.

We believe that composite copper foil will help to improve battery safety and energy density, and at the same time, it is expected to bring about cost reduction after large-scale mass production. At present, composite copper foil is on the eve of technology application, from 0 to 1 and is about to break through the development stage of 1. Under the promotion of the whole industry chain, the application is expected to speed up, bringing structural opportunities for the industry.

This article will start from five core issues in the field of composite copper foil, discuss why it is optimistic and how to seize the development opportunities of the composite copper foil industry.

Why do you need composite copper foil?

What is the market space of composite copper foil?

What is the technological process and industrial chain of composite copper foil?

How is the industrialization process of composite copper foil?

Which investment opportunities should be seized?

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