TGCF(SZ:301217) Mei Ri Jing Ji Xin Wen·2025-09-25 05:41Core Viewpoint - Mitsui Mining & Smelting announced a 15% price increase for HVLP copper foil, indicating a strong market demand and potential supply constraints in the high-end copper foil sector [2]. Company Summary - Copper Crown Copper Foil (301217.SZ) confirmed that HVLP copper foil is a key raw material for high-end copper-clad laminates, characterized by high technical barriers and limited global production capacity [2]. - The company has strategically positioned itself in the high-end copper foil market, successfully breaking technical monopolies and achieving mass production and scale exports of related products [2]. - Copper Crown has multiple complete production lines for HVLP copper foil and has recently purchased several surface treatment machines to expand production capacity, aiming to meet future growth demands [2]. - By the first half of 2025, the company's HVLP production capacity is expected to exceed the total capacity for the entire year of 2024 [2].