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嘉元科技廖平元:铜箔之“薄”,破局之“刃”
Core Viewpoint - The article highlights the advancements and strategic direction of Guangdong Jiayuan Technology Co., Ltd. in the high-end copper foil industry, emphasizing its focus on technology development and market expansion, particularly in the context of solid-state battery production and international market penetration [2][3][7]. Group 1: Company Overview - Guangdong Jiayuan Technology is located in the mountainous region of Meizhou, Guangdong, and specializes in the production of high-end copper foil for various applications, including batteries and electronics [1]. - The company has transitioned from relying on imported technology to developing its own core technologies in the copper foil sector, achieving significant milestones in producing ultra-thin copper foils [3][4]. Group 2: Product Development and Market Demand - Jiayuan Technology has successfully developed ultra-thin copper foils, with 6-micron copper foil becoming a mainstream product, and has achieved mass production of 5-micron and 4.5-micron variants [4]. - The company reported a 15.57% increase in copper foil production in 2024, reaching 67,000 tons, with a growing proportion of ultra-thin copper foils that command a 30% higher processing fee compared to standard products [5]. - The demand for copper foil is driven by the rapid growth of the new energy and storage industries, with the company focusing on product innovation to meet the specific needs of electric vehicles and energy storage systems [5][6]. Group 3: Financial Performance - Jiayuan Technology's revenue for 2024 was 6.522 billion yuan, a year-on-year increase of 31.27%, while the first quarter of 2025 saw revenue of 1.981 billion yuan, a remarkable 113% increase compared to the same period last year [3][5]. Group 4: Strategic Direction and Future Outlook - The company aims to increase its overseas revenue share to 30% within the next 3 to 5 years, with expectations of exporting over 10,000 tons of products by 2026 [7]. - Jiayuan Technology is committed to continuous innovation and collaboration with research institutions to develop advanced copper foil technologies, positioning itself for future growth in a competitive landscape [5][7].