Jia Yuan Technology(SH:688388) Ge Long Hui·2025-07-30 08:51Core Viewpoint - The company, Jia Yuan Technology, is focusing on high-end and differentiated development strategies in the PCB copper foil sector to meet the demands of emerging fields such as AI, computing power, and 5G [1] Group 1: Strategic Focus - The company is prioritizing high-frequency and high-speed circuit copper foil, high-density interconnect (HDI) copper foil, and special functional copper foil [1] - The strategy includes a continuous cycle of "producing one generation, reserving one generation, and researching one generation" to accelerate the R&D and manufacturing of high-performance electrolytic copper foil products [1] Group 2: Market Positioning - The company aims to strengthen collaboration with downstream customers to promote the domestic substitution process of high-end electronic circuit copper foil [1] - There is an emphasis on developing new products that align with market trends, enriching and optimizing the product structure [1] Group 3: Product Development - The company is gradually increasing the proportion of high-value-added products such as high tensile strength and high elongation lithium battery copper foil and high-end electronic circuit copper foil [1] - Technical innovations are being leveraged to enhance product quality and competitiveness in the market [1] Group 4: Technological Advancements - The company is actively laying out high-end application products in the AI and computing power application fields, including high-frequency and high-speed, very low profile (VLP), ultra-low profile (HVLP), and carrier copper foil [1]