“箔”如蝉翼！3微米怎样炼成？

Core Insights - The company has developed a 3-micron ultra-thin copper foil, significantly thinner than a human hair, breaking the long-standing overseas monopoly in this sector [2][4] - The thickness reduction of copper foil from 10 microns to 3 microns reflects continuous technological breakthroughs and the company's commitment to innovation in response to market demands [2][4] Company Overview - Founded in 1985, the company is one of the oldest domestic electrolytic copper foil manufacturers, focusing on high-performance copper foil research, production, and sales [4] - The company successfully went public on the Growth Enterprise Market in August 2023 [4] Market Position and Growth - The company has shifted from traditional electronic circuit copper foil to lithium battery copper foil since 2018, resulting in a continuous revenue increase over three years [4][6] - The company achieved a revenue of 7.8 billion yuan in 2024, with a production capacity of 150,000 tons, serving major clients like CATL, ATL, LG Chem, and BYD [6] Technological Advancements - The company has developed proprietary additive technologies to enhance the tensile strength of copper foil while maintaining its ultra-thin profile [5][6] - R&D investment increased by 30.45% in 2024, with over 500 patents filed and a dedicated team of over 400 professionals [6] Product Development - The company has successfully produced various specifications of copper foil, including 3.5 microns to 10 microns, and is developing new solutions for semi-solid and solid-state batteries [6] - The company aims to meet the growing demand for high-end copper foil products in the high-frequency communication and AI application markets [8] Strategic Initiatives - The company signed an agreement to acquire 100% of CircuitFoil Luxembourg, increasing its annual production capacity from 175,000 tons to 191,000 tons, solidifying its position as a global leader in electrolytic copper foil [11] - The acquisition will enhance the company's international market access and support the domestic replacement of high-end electronic circuit copper foil [11] Future Outlook - The company plans to establish a global production and sales system, targeting high-end clients in Europe and North America, and aims to become the first truly global copper foil enterprise from China [11] - The company is committed to driving the collaborative development of lithium battery and electronic circuit copper foil, filling the domestic market gap for high-end products [11]