每经AI快讯，1月27日，铜冠铜箔(301217.SZ)公告称，预计2025年度归属于上市公司股东的净利润为盈 利5500万元至7500万元，上年同期为亏损1.56亿元。报告期内，公司生产各类铜箔产品合计约7.1万吨， 业绩变动的主要原因如下：公司扩建项目产能持续释放，高频高速铜箔呈现供不应求态势，销量实现较 快增长，且5um及以下等高附加值锂电铜箔销量稳步提升，带动营业收入同比增长；公司高频高速铜箔 等高附加值产品销量占比提升，带动加工费收入增长；同时公司持续深化降本增效，不断提升运营效率 与管理水平，相关成本有效压降，产品毛利率实现回升。受销售规模扩大及铜价上涨等因素影响，公司 应收账款规模增加，根据企业会计准则对应收类款项计提信用减值损失。 （文章来源：每日经济新闻） ...

国泰海通证券股份有限公司 关于安徽铜冠铜箔集团股份有限公司 2025 年持续督导培训情况报告 深圳证券交易所： 国泰海通证券股份有限公司（以下简称"国泰海通"、"保荐机构"）作为安 徽铜冠铜箔集团股份有限公司（以下简称"铜冠铜箔"、"公司"）首次公开发 行股票并在创业板上市持续督导的保荐机构，依据《深圳证券交易所上市公司自 律监管指引第 13 号——保荐业务》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等国家有关法律、法规和规范性文件的要求和 行业公认的业务标准、道德规范，本着审慎和勤勉尽责的原则，于 2026 年 1 月 13 日对铜冠铜箔董事、高级管理人员、部分中层以上管理人员、控股股东和实 际控制人代表等相关人员进行了培训，现将此次培训情况报告如下： 一、培训对象 四、培训效果 公司及培训对象能够按照规定积极参与、配合国泰海通的持续督导工作。本 1 次培训加强了公司董事、高级管理人员、部分中层以上管理人员、控股股东和实 际控制人代表对内幕交易相关法律法规以及各类股权激励工具的理解，明晰了自 身的职权、义务与法律责任，增强了公司及上述人员的规范运作意识，有助于上 市公司进一步 ...

国泰海通证券股份有限公司 关于安徽铜冠铜箔集团股份有限公司 2025 年持续督导工作现场检查报告 | 保荐机构名称：国泰海通证券股份有限公司 被保荐公司简称：铜冠铜箔 | | | | --- | --- | --- | | 保荐代表人姓名：朱哲磊 联系电话：021- | 38677994 | | | 保荐代表人姓名：张翼 联系电话：021- | 38674773 | | | 现场检查人员姓名：朱哲磊、杨磊 | | | | 现场检查对应期间：2025 年 | | | | 现场检查时间：2026 年 月 日 1 13 | | | | 一、现场检查事项 现场检查意见 | | | | （一）公司治理 否 | 是 | 不适用 | | 现场检查手段：查阅公司章程、公司治理的相关规章制度，并查阅公司相关的三会会议资料及信 | | | | 息披露文件，对三会召集程序、出席会议人员的资格、召集人资格、表决程序等事项进行核查， | | | | 访谈管理层等。 | | | | 1．公司章程和公司治理制度是否完备、合规 | 是 | | | 2．公司章程和三会规则是否得到有效执行 | 是 | | | 3．三会会议记录是否完整，时间、地 ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年12月31日 2、业绩预告情况:预计净利润为正值且属于扭亏为盈情形 3、预计的业绩情况： 证券代码：301217 证券简称：铜冠铜箔 公告编号：2026-001 安徽铜冠铜箔集团股份有限公司 2025年度业绩预告 2025年公司积极把握市场机会，生产经营活动有序开展，经营业绩实现了扭 亏为盈。报告期内，公司生产各类铜箔产品合计约7.1万吨，业绩变动的主要原 因如下： 1、报告期内，公司扩建项目产能持续释放，高频高速铜箔呈现供不应求态 势，销量实现较快增长，且5um及以下等高附加值锂电铜箔销量稳步提升，带动 营业收入同比增长; 2、报告期内，公司高频高速铜箔等高附加值产品销量占比提升，带动加工 费收入增长；同时公司持续深化降本增效，不断提升运营效率与管理水平，相关 成本有效压降，产品毛利率实现回升。 3、报告期内，受销售规模扩大及铜价上涨等因素影响，公司应收账款规模 增加，根据企业会计准则对应收类款项计提信用减值损失。 四、其他相关说明 2025 ...

Core Viewpoint - The article emphasizes the AIPCB wave and highlights the investment opportunities arising from the upgrade of M9 materials, focusing on four main lines of development [1]. Group 1: Low Dielectric Electronic Fabrics - The transition from LDK to second-generation fabrics is underway, with M9 paired with Q fabrics evolving towards third-generation products [17]. - The market for low dielectric electronic fabrics is expected to grow rapidly, driven by AI server demand, with a projected compound annual growth rate of 23.8% from 2024 to 2033 [20][23]. Group 2: Electronic Resins - The use of hydrocarbon resins in M9 is expected to increase significantly, with a ratio of hydrocarbon resins to PPO rising to 2:1, enhancing the value of materials [31][34]. - New types of resins are becoming mainstream, with hydrocarbon resins being the preferred choice for next-generation high-frequency CCLs [31][39]. Group 3: Fillers - The proportion of spherical silica micro-powder in M9 is expected to increase significantly, with high-performance spherical silica micro-powder filling ratios expanding to over 40% [36][40]. - Liquid-phase preparation methods for silica are becoming the industry standard, meeting the requirements for M7 and above [40]. Group 4: Other Upstream PCB Materials - Attention is drawn to electronic-grade fluorinated copper powder and PCB-specific electronic chemicals, which are essential for the upgrade trends in high-end PCBs [3][43]. - The supply of high-end materials, including Low Dk electronic fabrics and HVLP copper foil, is facing shortages, with major manufacturers accelerating production to meet demand [7][29]. Group 5: Market Performance - The demand for high-end CCL driven by AI is accelerating the upgrade of upstream materials, with significant performance improvements observed in various AIPCB sub-sectors since mid-2025 [5][8]. - The average increase in AIPCB sub-sector indices from May to August 2025 shows substantial growth, particularly in electronic fabrics and copper foil [6]. Group 6: Investment Recommendations - Companies to watch include: 1. Low dielectric electronic fabrics: Honghe Technology, Feilihua, Zhongcai Technology [4]. 2. HVLP networks: Gangguan Copper Foil, Rongfu Technology, Longyang Electronics [4]. 3. Electronic resins: Dongcai Technology, Shengnong Group, Hongchang Electronics, Tongzi New Materials [4]. 4. Other upstream materials: Jiangnan New Materials for electronic-grade oxidized copper powder, Tiancheng Technology for PCB-specific electronic chemicals [4].

Group 1 - The company, Tongguan Copper Foil, focuses on the research, manufacturing, and sales of various high-precision electronic copper foils [2] - The main products are categorized by application fields, including PCB copper foil and lithium battery copper foil [2] - The downstream industries for PCB copper foil primarily include the electronic information sector, with end applications in communication, computers, consumer electronics, and automotive electronics [2]

Group 1 - The company, Tongguan Copper Foil (301217), responded to investor inquiries on January 15, indicating that the number of shareholders as of December 31, 2025, will be available in the annual report to be released in April [1]

Group 1 - The core point of the article is that as of January 9, 2026, the number of shareholders for Copper Crown Copper Foil is reported to be 64,170 [2]

Market Size and Forecast - The global lithium battery copper foil sales are expected to reach 1.487 million tons by 2025, driven by the growth in demand for downstream power batteries and energy storage batteries, representing a year-on-year increase of 49.1%. By 2030, the global lithium battery copper foil market size is projected to reach 4.184 million tons [2]. Price Trends and Forecast - From 2021 to 2035, the global lithium battery copper foil prices are generally expected to decline, with significant volatility. In 2025, the average price is projected to rebound to approximately 96,000 yuan per ton. The price trend from 2026 to 2027 is anticipated to show an "initial increase followed by high-level fluctuations," before entering a downward cycle. The growth factors include: 1) Increased demand from power and energy storage batteries leading to a surge in copper foil usage; 2) Rising costs of raw materials like copper and processing fees; 3) Long expansion cycles in the copper foil industry resulting in insufficient new supply [4]. 2025 Top 10 Lithium Battery Copper Foil Suppliers in China - The top 10 companies in terms of lithium battery copper foil shipments in China for 2025 are: 1. Defu Technology 2. Longdian Huaxin 3. Jiayuan Technology 4. Nord Shares 5. Huachuang New Materials 6. Zhongyi Technology 7. Tongguan Copper Foil 8. Jiangxi Copper Technology 9. Jiangxi Copper Industry 10. Far East Shares [7][8].

Group 1 - The core viewpoint of the news is that Copper Crown Copper Foil has experienced fluctuations in stock price and significant growth in revenue and profit, indicating a dynamic market position [1][2]. Group 2 - As of January 12, Copper Crown Copper Foil's stock price decreased by 2.03% to 33.83 CNY per share, with a total market capitalization of 28.046 billion CNY [1]. - The company has seen a net outflow of 29.8748 million CNY in principal funds, with large orders showing a buy of 25.0835 million CNY and a sell of 41.3376 million CNY [1]. - Year-to-date, the stock price has dropped by 1.31%, with a 4.38% decline over the last five trading days, but a 6.96% increase over the last 20 days and a 20.65% increase over the last 60 days [1]. - The company, established on October 18, 2010, specializes in the research, manufacturing, and sales of high-precision electronic copper foil, with revenue composition of 56.84% from PCB copper foil and 37.92% from lithium battery copper foil [1]. - As of November 28, the number of shareholders increased to 63,700, with an average of 13,017 circulating shares per person [2]. - For the period from January to September 2025, the company achieved a revenue of 4.735 billion CNY, representing a year-on-year growth of 47.13%, and a net profit of 62.7243 million CNY, up 162.49% year-on-year [2]. - The company has distributed a total of 274 million CNY in dividends since its A-share listing, with 149 million CNY distributed over the past three years [3]. - As of September 30, 2025, significant institutional shareholders include Xin'ao Performance Driven Mixed A and Xin'ao Advantage Industry Mixed A, both of which are new shareholders [3].