嘉元科技业绩会：努力完成铜箔10万吨产销量年度目标

Core Viewpoint - 嘉元科技 reported significant growth in revenue and profit in the first half of 2025, driven by increased sales orders, higher capacity utilization, and reduced production costs [1][2] Group 1: Financial Performance - The company achieved revenue of 3.963 billion yuan, a year-on-year increase of 63.55% [1] - Net profit attributable to shareholders was 36.75 million yuan, with a net profit excluding non-recurring items of 10.36 million yuan, both showing a turnaround from losses [1] - Copper foil production reached approximately 41,400 tons, a year-on-year increase of 72.46%, while sales volume was 40,700 tons, up 63.01% [2] Group 2: Market and Product Development - The company focuses on high-performance copper foil products, which are primarily used in lithium-ion batteries, printed circuit boards, and other electronic products [1] - The demand for lithium copper foil is growing due to the rapid development of the lithium battery market, with a reported 68% year-on-year increase in China's lithium battery shipments [2] - The company is expanding its high-end and overseas markets, targeting customers in Japan, South Korea, Southeast Asia, and Europe [1][2] Group 3: R&D and Innovation - The company plans to enhance collaborative R&D for high-value-added products, including advanced PCB copper foil and copper foil for solid-state battery technologies [3] - New products include high surface area copper foil and special alloy copper foil designed to address challenges in solid-state battery applications [3][4] - The company is one of the few making commercial progress in the solid-state battery field, with copper foil products already supplied to various enterprises [4]