格隆汇9月26日丨海亮股份(002203.SZ)在投资者互动平台表示，公司在新领域提供包括自研热管素材 管、无氧铜材、异型铜排等在内的多种产品。关于铜排产能情况，烦请查阅公司定期报告披露的相关信 息。公司长期与美国、中国及中国台湾地区的多家头部散热企业保持合作，铜基材料产品已应用于全球 多款顶级GPU散热方案中。 目前，美国基地暂未生产液冷铜排。鉴于相关贸易壁垒政策为美国生产基 地带来的业务机会，结合与客户的洽谈进展，公司将在后续酌情推进相关安排。 ...

Core Viewpoint - Hailiang Co., Ltd. (002203.SZ) is focusing on continuous innovation in advanced copper foil technology, achieving industry-leading indicators in ultra-thin and high-resistance copper foils, with new nickel-plated copper foil products suitable for solid-state batteries ready for mass production and receiving positive feedback from leading battery companies [1] Group 1: Product Development - The company has made breakthroughs in high-end copper foil products such as RTF and HVLP, with expected sales of over 2,000 tons in the first half of 2025 [1] - New types of copper foil products, including nickel-plated copper foil for solid-state batteries, have been developed and are ready for mass production [1] Group 2: Market Demand and Growth - The demand for copper-based materials for cooling applications is expected to surge due to the explosive growth in global computing power and AI economy, with a more than 100% increase in order volume compared to the same period last year [1] - The company has established long-term partnerships with leading cooling enterprises in the US, China, and Taiwan, which are driving the demand for its products [1] Group 3: Product Offerings - The company provides a variety of products for data centers and AI computing fields, including self-developed heat pipe materials, oxygen-free copper, and customized copper bars [1]