Core Viewpoint - Longyang Electronics (301389.SZ) has reported significant investor interest in its copper foil products and major asset restructuring projects, highlighting the growing demand for high-frequency, low-loss materials in the context of rapid advancements in artificial intelligence and high-performance computing [1] Group 1: Product Development - The company has developed HVLP5 high-frequency copper foil, which features extremely low surface roughness and high peel strength, making it suitable for applications in AI servers, communications, and automotive radar [1] - The company has sent samples of its HVLP copper foil to several leading copper-clad laminate manufacturers in China and Japan, with successful progress in development and validation with downstream customers [1] Group 2: Market Demand - The demand for HVLP copper foil is driven by the increasing requirements for high-frequency, high-speed, and low-loss signal transmission in various industries [1] Group 3: Production Capacity - The first HVLP5 copper foil production facility has been completed, with equipment installation underway; however, the related products have not yet generated significant revenue [1]
2连板隆扬电子：关于HVLP5高频高速铜箔产品 公司已向中国和日本的多家头部覆铜板厂商送样