Jia Yuan Technology(SH:688388) Shang Hai Zheng Quan Bao·2026-02-10 00:11Core Viewpoint - The company aims to become a global leader in the supply of materials for the new energy and AI industries, driven by a dual strategy of "new energy + AI" [1] Group 1: Business Strategy and Goals - The company plans to enhance its core business in new energy by improving the competitiveness of lithium battery copper foil and expanding into solid-state battery lithium metal anode materials [1] - The company expects to achieve operating revenue of 9.5 billion to 9.75 billion yuan in 2025, representing a year-on-year growth of 45.65% to 49.49%, and a net profit of 50 million to 65 million yuan, marking a turnaround from losses [2] - The company aims to optimize costs and upgrade product structures to achieve profitability in 2025, despite challenges such as increased bad debt provisions and investment project impairments [2] Group 2: Market Trends and Opportunities - The lithium battery copper foil market is expected to see a significant demand growth rate of 30% in 2026, with potential supply shortages leading to increased processing fees and higher profits for related companies [3] - The company is strategically positioning itself in the solid-state battery market, which is anticipated to grow due to its advantages in energy density and safety [3] - The company has invested 5 million yuan in Shenzhen Lithium Silicon New Material Technology Co., which focuses on ultra-thin lithium metal anode materials for solid-state batteries [3] Group 3: AI Sector Expansion - The company plans to expand its business into the AI sector by investing in high-end PCB copper foil and optical modules, capitalizing on the growth of AI computing infrastructure [4] - The company intends to acquire a 13.59% stake in Wuhan Endatong Technology Co., which specializes in optical modules, to enter the optical module market [4] - The global demand for high-voltage low-profile (HVLP) copper foil is expected to exceed 80,000 tons by 2026, with a growth rate of 40%, providing a significant opportunity for the company [5]