Core Insights - The company Longyang Electronics (301389) has disclosed that HVLP copper foil has become a key material to meet the future demands of high-frequency and high-speed markets, injecting strong momentum into the development of related industries [1] - The company's self-developed HVLP5 high-frequency and high-speed copper foil features extremely low surface roughness and high peel strength, making it suitable for applications in AI servers, communications, and automotive radar that require high-frequency, high-speed, and low-loss characteristics [1] - The company has sent samples of its products to several leading copper-clad laminate manufacturers (CCL) in mainland China, Taiwan, and Japan, and the development verification with downstream customers is progressing smoothly [1] - The first HVLP5 copper foil cell factory has been completed, and equipment installation is underway; however, the related products have not yet generated scaled revenue [1]
二连板隆扬电子：公司HVLP5铜箔产品目前尚未形成规模化收入