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铜价大涨创历史新高,带动板块热度,众源新材直线拉涨停
Jie Mian Xin Wen· 2025-03-26 05:35
Group 1 - The copper price has surged to a historical high, leading to a significant increase in the metal copper sector, with companies like Zhongyuan New Materials (603527) hitting the daily limit up [1][3] - Zhongyuan New Materials is a leader in the domestic purple copper foil industry, primarily engaged in the research, production, and sales of copper plates, strips, and foils, which are used in various applications including copper backplates and adhesive copper foils [3][5] - The company's revenue from purple copper foil materials accounted for 98.9% of its total revenue in 2023, contributing over 96% to its gross profit, thus supporting its business foundation [5] Group 2 - In 2024, Zhongyuan New Materials plans to initiate a project to produce 100,000 tons of high-precision copper alloy plates and strips, along with 50,000 tons of copper strip billets, aiming to increase its subsidiary Yongjie Copper's copper plate and strip production capacity from 35,000 tons to 40,000 tons [5] - The company's rolled copper foil production capacity is also rapidly increasing, with a production volume of 3,732 tons in 2023, representing a year-on-year growth of 28.78%, and its products are widely used in LED, printed circuit boards, and new energy soft connections [5]