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锂电铜箔“爆单”!
起点锂电· 2025-07-01 10:17
Core Viewpoint - The lithium battery industry is showing signs of profitability recovery, with significant orders for lithium battery copper foil and a new wave of development opportunities emerging in the market [2][3]. Group 1: Event Overview - The 2025 Fifth Start Point Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 10-11, 2025, at the Shenzhen Baoan Dingshi International Hotel [2]. - The event is sponsored by various companies including Yadi Technology Group, Tailin Group, and others, indicating strong industry interest and participation [2]. Group 2: Company Performance - Defu Technology has entered a "explosive order" mode, securing long-term agreements with leading companies in the photovoltaic and consumer battery sectors, which is expected to support its performance growth in 2025 [3][4]. - Defu Technology's production capacity is set to increase from 150,000 tons/year to 175,000 tons/year by the end of 2025, with a production increase of 8.15% and sales growth of 17.18% in 2024 [4][6]. - The company has established stable partnerships with major lithium battery manufacturers, including CATL and BYD, and is actively expanding its overseas market presence [4][6]. Group 3: Product Development - Defu Technology offers a range of high-performance copper foil products, with specifications tailored for various applications, including power and energy storage batteries [5]. - The company is also pursuing an acquisition of Circuit Foil Luxembourg, which would enhance its overseas production capacity and market expansion [7][8]. Group 4: Market Trends - Jia Yuan Technology has reported significant growth, with a 113% year-on-year increase in revenue in Q1 2025, indicating a strong recovery in the market [11]. - Both Defu Technology and Jia Yuan Technology are leveraging "capacity recovery and technology upgrades" to achieve profitability rebounds, which is crucial for the lithium battery sector's breakthrough [11].