PET铜箔板块持续拉升，2月消费级PCB铜箔加工费较去年底上涨

Group 1: Market Trends - The PET copper foil sector continues to rise, with Dongcai Technology (601208) hitting the daily limit, and Nord Shares (600110) previously reaching the limit as well, alongside other companies like Ashi Chuang (300706), Defu Technology (301511), Zhongyi Technology (301150), Shuangxing New Materials (002585), and Sanfu New Science (noted for following the trend) [1] Group 2: Industry Insights - Guojin Securities indicates that the processing fee for consumer-grade PCB copper foil is expected to increase by 2,000 yuan/ton by February 2026 compared to the end of 2025 [2] - The demand for AI is rapidly expanding, leading to a competition for resources, which is causing traditional industries to experience a significant drawdown of equipment, personnel, and capital, resulting in supply shortages [2] - The competition is intensifying, prompting companies to upgrade their capacities to maintain technological advantages, while the rapid evolution of AI technology introduces uncertainties in product performance and yield [2] Group 3: Company Developments - Copper Crown Copper Foil (301217) has established multiple full-process production lines for HVLP copper foil, with a full order book as of January 28 [3] - Jiemai Technology (002859) reported in December 2025 that its HVLP copper foil has been sent to Doosan in South Korea for testing [4] - Baoding Technology (002552) produces HVLP copper foil primarily for use in 5G base stations and flexible circuit boards [5] - Jiayuan Technology is currently in the customer verification phase for its HVLP copper foil products as of September 2025 [6] - Yihua New Materials (301176) has supplied RTF copper foil to customers and is in the verification phase for HVLP copper foil as of September 2025 [7] - Fangbang Shares is engaged in the development and testing of HVLP copper foil as of August 2025 [8] - Hongtian Shares (603800) has high-end copper foil equipment that can produce both PCB and HVLP copper foil, serving clients including Nord Shares and Jiayuan Technology [8] - Nord Shares has developed high-end standard copper foil, including RTF-3 (ultra-thin copper foil) and a new generation of HVLP copper foil, which have passed certification from some downstream clients for high-end applications [8]