NUODE(SH:600110) Ge Long Hui A P P·2026-01-27 09:22Core Viewpoint - The company plans to upgrade the production line of its wholly-owned subsidiary, Qinghai Electronic Materials Industry Development Co., Ltd., with an estimated total investment of RMB 168 million, aiming to enhance its production capacity for high-end lithium battery copper foil [1]. Group 1: Company Developments - The upgrade will allow the production range to expand from conventional lithium battery copper foil of 6-8 microns and above to high-end lithium battery copper foil with a production capacity of 4.5 microns and below [1]. - The project aims to achieve a comprehensive upgrade in product processes, significantly improving product quality and standards to meet the core production needs of downstream customers in the high-end product sector [1]. Group 2: Industry Context - The lithium battery copper foil market is experiencing steady growth in demand, driven by the rapid development of both power batteries and energy storage batteries [1]. - There is a notable shift in industry demand structure towards high-end products, with continuous growth in the market demand for high-end lithium battery copper foil of 4.5 microns [1]. - The company aims to optimize product technical indicators and enhance core production capabilities to better meet the supply demands of high-end products, thereby strengthening its competitive advantage in the high-end lithium battery copper foil sector [1].