锂电铜箔龙头660亿订单“落袋”

Core Viewpoint - The article discusses the upcoming 2025 Lithium Battery Industry Annual Conference and the significant developments in the lithium battery copper foil market, highlighting the recovery and growth of the industry after a period of losses. Group 1: Event Details - The 2025 Lithium Battery Industry Annual Conference will be held on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen, with over 1,200 offline participants and 30,000 online viewers expected [2]. - The event celebrates the 10th anniversary of Qidian Research and includes various forums and award ceremonies related to lithium batteries and energy storage [2]. Group 2: Industry Developments - The lithium battery copper foil industry has seen a significant recovery, with companies like Nord Co. reporting a surge in orders and a shift from losses to profitability [3][6]. - Nord Co. has secured long-term supply agreements with major players, including a contract with Gotion High-Tech for 15,000 tons of copper foil over five years, and a framework agreement with Ningde Times for 62.6 million tons over three years [3][6]. - The total orders secured by Nord Co. amount to 628,000 tons, with an estimated total contract value exceeding 66 billion yuan, indicating a strong market demand [6]. Group 3: Financial Performance - Despite a 29.21% year-on-year increase in revenue to 4.793 billion yuan, Nord Co. reported a net loss of approximately 93.74 million yuan for the first three quarters of 2025 [6][7]. - The company has significantly reduced its net loss by 123 million yuan compared to the previous year, suggesting a positive trend in financial recovery [7]. Group 4: Future Outlook - Nord Co. plans to expand its annual production capacity to 300,000 tons by 2030, focusing on ultra-thin, high-performance copper foils [8]. - The company has developed a complete product line for copper foils ranging from 3 to 6 microns and is actively pursuing technological advancements in solid-state battery materials [8][9].