证券代码：301511 证券简称：德福科技 公告编号：2025-046 九江德福科技股份有限公司 关于公司签订《定点协议》的自愿性信息披露公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、 协议签署概况 近日，九江德福科技股份有限公司（以下简称"公司"）的全资子公司九江 德福销售有限公司分别与全球某光伏组件行业头部企业（以下简称"A 公司"） 和全球某消费电池行业头部企业（以下简称"B 公司"）签署了《定点协议》， 协议约定由子公司分别向两位客户东南亚工厂供应锂电铜箔产品。 上述协议均为公司日常经营合同，公司已经依据内部管理制度的规定履行了 相应的审批程序，根据《深圳证券交易所创业板股票上市规则》和《九江德福科 技股份有限公司章程》等有关规定，本次交易不构成关联交易，也不构成《上市 公司重大资产重组管理办法》规定的重大资产重组。无需公司董事会及股东大会 审议批准，也无需独立董事发表意见。 二、 交易对手介绍 （一）与 A 公司签署的《定点协议》基本情况 1、 交易对手方：全球某光伏组件行业头部企业 2、 关联关系：上述交易对手方与公司控股股东及实际控制 ...

近日，公司与交通银行股份有限公司九江分行（以下简称"交通银行"）、 中国工商银行股份有限公司九江八里湖支行（以下简称"工商银行"）、中国 建设银行股份有限公司九江市分行（以下简称"建设银行"）、中信银行股份 有限公司九江分行（以下简称"中信银行"）及兴业银行股份有限公司九江分 行（以下简称"兴业银行"）签订了合同编号：BZ20250045《银团贷款保证合 同》，约定公司为九江琥珀新材料有限公司（以下简称"琥珀新材"）与交通 银行、工商银行、建设银行、中信银行、兴业银行签订的固定资产银团贷款合 同提供最高额为人民币 50,000 万元的担保保证。 证券代码：301511 证券简称：德福科技 公告编号：2025-045 九江德福科技股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 九江德福科技股份有限公司（以下简称"公司"）于 2025 年 5 月 9 日召开 2024 年年度股东会，审议通过了《关于 2025 年度为子公司提供担保的议案》， 同意公司为合并报表范围内的子公司提供总额不超过 1,172, ...

证券代码：301511 证券简称：德福科技 公告编号：2025-044 九江德福科技股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 九江德福科技股份有限公司（以下简称"公司"）于 2025 年 5 月 9 日召开 2024 年年度股东会，审议通过了《关于 2025 年度为子公司提供担保的议案》， 同意公司为合并报表范围内的子公司提供总额不超过 1,172,720 万元的担保，有 效期自 2024 年年度股东会审议通过之日起至 2025 年 12 月 31 日止，并授权公司 董事长或其授权代表人，在核定额度内根据各子公司业务发展的实际需要确定执 行，签署有关的文件、协议等其他相关法律文件。 二、担保进展情况 近日，公司与中国银行股份有限公司九江市分行（以下简称"中国银行 九江分行"）签订了合同编号：JXJJCHXLGS(ZG)BZ2025001 号《最高额保 证合同》，约定公司为九江德富新能源有限公司（以下简称"德富新能 源"）与中国银行九江分行签订的授信额度协议提供最高额为人民币 15,000 万 ...

证券代码：301511 证券简称：德福科技 公告编号：2025-043 九江德福科技股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 1、名称：甘肃德福新材料有限公司 2、成立日期：2018 年 6 月 13 日 3、注册地址：甘肃省兰州市兰州新区崆峒山路北段 2108 号 4、法定代表人：张涛 九江德福科技股份有限公司（以下简称"公司"）于 2025 年 5 月 9 日召开 2024 年年度股东会，审议通过了《关于 2025 年度为子公司提供担保的议案》， 同意公司为合并报表范围内的子公司提供总额不超过 1,172,720 万元的担保，有 效期自 2024 年年度股东会审议通过之日起至 2025 年 12 月 31 日止，并授权公司 董事长或其授权代表人，在核定额度内根据各子公司业务发展的实际需要确定执 行，签署有关的文件、协议等其他相关法律文件。 二、担保进展情况 近日，公司与中国进出口银行甘肃省分行（以下简称"进出口银行甘肃省 分行"）签订了合同编号：HETO22800000720250500 ...

Group 1 - The PET copper foil concept increased by 2.09%, leading the sector in gains, with 27 stocks rising, including Nord Shares and Yinglian Shares hitting the daily limit [1] - Notable gainers included Zhongyi Technology, Jingwei Huikai, and Defu Technology, which rose by 18.44%, 10.84%, and 9.55% respectively [1] - The sector saw a net inflow of 617 million yuan from main funds, with 30 stocks receiving net inflows, and five stocks exceeding 50 million yuan in net inflow [1] Group 2 - Yinglian Shares, Jingwei Huikai, and Woge Optoelectronics had the highest net inflow ratios at 41.31%, 14.48%, and 14.09% respectively [2] - The top stocks by net inflow included Yinglian Shares with 258 million yuan, Jingwei Huikai with 116 million yuan, and Nord Shares with 89 million yuan [2] - The trading volume for Yinglian Shares was 25.75 million yuan, with a turnover rate of 18.02% [2]

Industry Overview - The PET copper foil sector is experiencing active performance, with notable stock increases for companies like Nord Shares and Yinglian Shares [1] - PET copper foil utilizes a "sandwich" structure, incorporating high polymer materials like PET as the intermediate substrate, with metal layers deposited on both sides, representing dual innovation in materials and production processes [1] - The main new technology routes for composite copper foil include one-step and two-step methods, with the one-step chemical deposition wet method showing significant advantages in production costs and fixed asset investment, as well as high product yield [1] - The rapid development of downstream industries such as new energy vehicles and energy storage is driving continuous demand for high-performance battery materials [1] Market Potential - As a lithium battery anode collector material, PET copper foil can reduce battery weight and enhance energy density, leading to an expanding market demand [1] - According to Chuan Cai Securities, if the penetration rate of composite copper foil reaches 20% by 2025, with global lithium battery shipments reaching 2000 GWh, the market space for PET composite copper foil is expected to reach 26.8 billion yuan by 2025 [1] Company Insights - Citic Securities anticipates a "stable growth period" for the composite collector industry from the second half of 2023 to the first half of 2024, marking it as the best allocation period for the industry [2] - Guojin Securities believes that composite copper foil is a rare and highly potential new direction in lithium battery materials, expected to see explosive growth by 2025 [2] - Baoming Technology has a production yield of approximately 80% for its lithium battery composite copper foil products, which are currently undergoing sample certification [2] - Nord Shares focuses on the research, production, and sales of electrolytic copper foil for lithium-ion batteries, and is also developing composite foil materials [2] - Yinglian Shares has three production lines for composite copper foil, with one line already in operation and two additional water plating lines under commissioning [2] - Zhongyi Technology is in the process of constructing a PET copper foil production line and supplies lithium battery copper foil and standard copper foil to a subsidiary of CATL [2] - Tongguan Copper Foil is engaged in ongoing research for PET copper foil, with a focus on high-precision electronic copper foil manufacturing [3] - Defu Technology is in the pilot testing stage for a new coating process aimed at large-scale production of high-quality composite copper foil [3] - Jingwei Huikai plans to invest in a composite copper (aluminum) foil manufacturing project in the Dafeng Economic Development Zone [4] - Guanghua Technology's chemicals are utilized in both one-step and two-step processes for PET composite copper foil, with a unit value of approximately 1.5 yuan [4]

Group 1 - The PCB concept sector experienced a short-term surge, with notable stocks such as Nord Shares (600110) and Zhengye Technology (300410) hitting the daily limit up [1] - Zhongjing Electronics (002579) previously reached the limit up, while companies like Zhongyi Technology (301150) and Qiangli New Materials (300429) saw increases exceeding 10% [1] - Other companies including Defu Technology (301511), Jiangnan New Materials (603124), Jiayuan Technology, Guanghua Technology (002741), and Tianshan Electronics (301379) also followed the upward trend [1]

Core Viewpoint - The lithium battery copper foil industry is experiencing a rebirth driven by cost reduction and technological innovation after a challenging period of losses over the past two years [3][4]. Industry Overview - From 2014 to 2023, lithium battery copper foil sales surged from less than 50,000 tons to nearly 500,000 tons, with total industry capacity increasing by over 120% from 2022 to 2023 due to a production expansion initiated in 2020 [3][5]. - In 2023, China's lithium battery copper foil production capacity reached 950,000 tons, with a total electrolytic copper foil capacity of 1,563,000 tons per year [5]. Financial Performance - Major listed companies in the copper foil sector faced significant losses in 2024, with losses ranging from 84 million yuan to 352 million yuan [4][6]. - The overall product gross margin for the lithium battery copper foil sector plummeted from 20% in previous years to 4.84% in 2023, and further down to 0.14% in 2024 [6]. Recovery Signs - In Q1 2025, six out of the top ten listed companies in the copper foil sector reported positive net profit growth, indicating a potential turning point for the industry [7]. - Factors contributing to the recovery include cost reduction through optimized processes and an increase in the proportion of high-value-added products [4][7]. Market Dynamics - The market is transitioning towards thinner copper foils, with 6-micron copper foil currently being the mainstream product, while demand for even thinner products like 4.5-micron and 3-micron foils is increasing [4][11]. - The processing fee for lithium battery copper foil peaked in April 2022 but has since declined significantly, with expectations of stabilization in the near future [5][10]. Future Outlook - The industry anticipates a gradual improvement in supply-demand dynamics as low-end capacity is phased out and market consolidation occurs [6][10]. - The market for ultra-thin copper foils (less than 6 microns) is expected to grow, with projections indicating that their market share could rise from 15% to 30-40% by the end of 2025 [11][12].

Group 1 - The core viewpoint of the news is that Defu Technology (德福科技) has shown significant revenue growth in Q1 2025, with a 110.04% year-on-year increase in operating income, reaching 2.501 billion yuan [1] - In 2024, the company reported an operating income of 7.805 billion yuan, reflecting a 19.51% year-on-year growth, but faced a net loss attributable to shareholders of 245 million yuan [1] - The company went public on August 17, 2023, on the Shenzhen Stock Exchange's ChiNext board, raising a total of 1.8908461 billion yuan, with a net amount of 1.7644075 billion yuan after deducting issuance costs [2] Group 2 - On its first trading day, Defu Technology reached a peak price of 56.00 yuan, but is currently in a state of decline [2] - The company plans to use the raised funds for a high-end electrolytic copper foil construction project, a high-performance electrolytic copper foil R&D project, and to supplement working capital [2] - The total issuance costs for the IPO amounted to 126.4386 million yuan, with underwriting fees accounting for 101.73 million yuan [3] Group 3 - The annual equity distribution plan for 2023 includes a cash dividend of 0.55 yuan per 10 shares and a capital reserve conversion of 4 additional shares for every 10 shares held [3] - The record date for the equity distribution is set for May 17, 2024, with the ex-dividend date on May 20, 2024 [3]

21世纪经济报道记者 林典驰 实习生林绮蓓 深圳报道 锂电铜箔行业因中低端产能严重过剩、价格博弈白热化陷入困境，德福科技（301511）（301511.SZ） 迎来了盈利拐点。 从一家传统电子电路铜箔企业，转型成为全球锂电铜箔市占率第二的行业龙头，德福科技用了七年。在 此期间，其铜箔产能从2.6万吨跃升至15万吨，锂电行业客户名单覆盖宁德时代（300750）、比亚迪 （002594）、LGES等头部电池厂商。 近日，在CIBF 2025举办期间，德福科技副总经理宋铁峰接受21世纪经济报道专访，探讨如何穿越周期 迷雾，在产能过剩的铜箔红海中突出重围。 宋铁峰谈到，德福科技正推动铜箔向薄型化、高性能化发展，薄型铜箔的推广不仅可以帮客户降本，也 能提升铜箔企业盈利能力，达到双赢效果。研发并量产超高强铜箔，多孔铜箔、雾化铜箔以及芯箔等新 产品，助力下游半/全固态电池产品落地。 同时，他表示产能过剩问题短期内难以迅速化解，高端产品的加速应用将加快行业出清，头部企业将凭 借技术、规模等优势，使市场份额进一步集中。 率先扭亏 2017年，德福科技看到了新能源市场的机会，发力锂电铜箔打造第二增长曲线。尽管2019年和2020 ...