Core Viewpoint - The company, Hailiang Co., Ltd. (002203), emphasizes its continuous innovation in advanced copper foil technology, particularly for solid-state batteries, and has received positive feedback from leading domestic and international battery cell manufacturers [1] Group 1: Product Innovation - The company has developed new types of copper foil products, including nickel-plated copper foil for solid-state batteries, porous copper foil, double-sided matte copper foil, and ultra-high tensile strength copper foil, which have reached industry-leading standards [1] - The company has achieved significant technological breakthroughs in high-end copper foil products such as RTF and HVLP [1] Group 2: Market Strategy - The company plans to continue its focus on cutting-edge copper foil technology, guided by strategic leadership and market orientation, to provide differentiated and high-quality products to customers [1]

证券日报网1月15日讯，海亮股份（002203）在接受调研者提问时表示，目前美国得州基地发展持续向 好，盈利能力逐步提升，相关经营情况敬请关注公司定期报告。 ...

Core Viewpoint - Hailiang Co., Ltd. (002203) anticipates significant progress and changes in its copper foil business by 2025, driven by strong demand in both the new energy sector and electronic circuit applications [1] Group 1 - The company expects robust demand for copper foil in the new energy sector by 2025 [1] - There is also anticipated strong demand for electronic circuit copper foil in 2025 [1] - The company advises stakeholders to monitor its regular reports for specific operational performance details [1]

Core Viewpoint - Hailiang Co., Ltd. (002203) indicates that transitioning solid-state batteries from laboratory breakthroughs to large-scale production requires overcoming challenges related to cost (materials and manufacturing), processes (solid-solid interface), and the supply chain, describing this journey as a "marathon" rather than a "sprint" [1] Group 1 - The company acknowledges the need to address cost issues associated with materials and manufacturing for solid-state batteries [1] - The company highlights the importance of overcoming process challenges, particularly concerning the solid-solid interface [1] - The company emphasizes the complexity of the transition to large-scale production, likening it to a marathon, indicating a long-term effort is required [1]

证券日报网1月15日讯 ，海亮股份在接受调研者提问时表示，首先是低成本优势：项目的主选址是在低 电价、低人工成本的区域。其次是规模化、差异化优势：基地集中建设规模化优势比较突出，管理成 本、综合运营成本相对较低。再加上甘肃基地的建设相对偏晚一些，建设过程中融入了非常多的智能 化、数字化的顶层设计，从而整个生产线的先进程度比较高。最后是国际化布局优势：公司2007年就已 经启动了全球化的战略布局，印尼基地是全球第22个基地，这也是国内众多铜箔企业里边第一家可以走 出海外进行铜箔海外产能投放的企业。因为公司有充分的国际化的经验。所以综合来说，低成本、差异 化和国际化三大优势是公司的竞争主体策略。 （文章来源：证券日报） ...

Core Viewpoint - Hailiang Co., Ltd. is advancing its global strategy through the Morocco project, which aims to leverage international operational advantages and mitigate domestic market competition risks [2] Group 1: Global Strategy - The Morocco project is a significant step in the company's comprehensive global layout strategy [2] - The project will help the company expand its experience and market resources while entering international markets [2] - The company aims to implement differentiated competition through this initiative [2] Group 2: Project Development - The construction of the Morocco base is currently progressing steadily [2] - Once completed, the facility is expected to cover multiple high-end copper processing products, including copper foil, copper rods, and copper fittings [2]

Core Viewpoint - The company has significantly improved its copper foil production capacity utilization due to continuous equipment optimization, technological innovation, and market demand factors, with specific capacity data to be disclosed in regular reports [2] Group 1 - The company has undergone continuous equipment optimization and technological innovation [2] - The utilization rate of the company's copper foil production capacity has greatly increased compared to early 2025 [2] - Market demand has played a role in enhancing the company's production capacity utilization [2]

Group 1 - The core viewpoint of the article highlights that Hailiang Co., Ltd. has established itself as the first Chinese copper foil factory operating overseas, specifically in Indonesia, and is accelerating its international business development through partnerships with major global clients [2] - Hailiang has signed supply agreements with five of the top ten global power battery customers and two of the top three 3C digital customers, with these agreements set to commence in 2026, detailing product specifications, quantities, and financial terms [2] - The company anticipates a promising outlook for its operations in Indonesia, which is expected to enhance Hailiang's competitive edge in the international copper foil market [2]

证券日报网1月15日讯 ，海亮股份在接受调研者提问时表示，铜凭借其卓越导电性、导热性已成为先进 AI产业芯片互联、算力设施散热方面的核心材料。公司将积极响应国家政策，寻找与主业具有协同效 应的新质生产力，探索恰当的合作方式或机会延链补链，提升公司综合竞争力，开辟新的效益增长点。 （文章来源：证券日报） ...

证券日报网1月15日讯，海亮股份（002203）在接受调研者提问时表示，由于市场需求旺盛，现有产能 确实出现阶段性不足的情况。目前公司通过持续的技术升级、工艺优化等方式，提升产能利用率，为客 户提供及时的服务。若未来订单持续供不应求，公司将根据行业发展和客户需求适时安排新的产线。 ...