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铜冠铜箔股价跌6.16%,财通证券资管旗下1只基金重仓,持有2.92万股浮亏损失6.04万元
Xin Lang Cai Jing· 2025-08-28 02:08
8月28日,铜冠铜箔跌6.16%,截至发稿,报31.52元/股,成交3.20亿元,换手率1.20%,总市值261.31亿 元。 财通资管中证1000指数增强A(019402)成立日期2024年4月29日,最新规模1028.15万。今年以来收益 20.91%,同类排名1928/4222;近一年收益55.56%,同类排名1429/3776;成立以来收益35.01%。 财通资管中证1000指数增强A(019402)基金经理为辛晨晨。 截至发稿,辛晨晨累计任职时间4年355天,现任基金资产总规模1110.61万元,任职期间最佳基金回报 35.01%, 任职期间最差基金回报-34.95%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 资料显示,安徽铜冠铜箔集团股份有限公司位于安徽省池州市经济技术开发区清溪大道189号,成立日 期2010年10月18日,上市日期2022年1月27日,公司主营业务涉及各类高精度电子铜箔的研发、制造和 销售。主营业务收入构成为:P ...
铜冠铜箔股价跌6.16%,南方基金旗下1只基金位居十大流通股东,持有232.85万股浮亏损失482万元
Xin Lang Cai Jing· 2025-08-28 02:03
8月28日,铜冠铜箔跌6.16%,截至发稿,报31.52元/股,成交3.17亿元,换手率1.18%,总市值261.31亿 元。 资料显示,安徽铜冠铜箔集团股份有限公司位于安徽省池州市经济技术开发区清溪大道189号,成立日 期2010年10月18日,上市日期2022年1月27日,公司主营业务涉及各类高精度电子铜箔的研发、制造和 销售。主营业务收入构成为:PCB铜箔56.84%,锂电池铜箔37.92%,铜扁线等4.45%,其他(补 充)0.79%。 从铜冠铜箔十大流通股东角度 数据显示,南方基金旗下1只基金位居铜冠铜箔十大流通股东。南方中证1000ETF(512100)二季度增 持46.98万股,持有股数232.85万股,占流通股的比例为1.02%。根据测算,今日浮亏损失约482万元。 南方中证1000ETF(512100)成立日期2016年9月29日,最新规模649.53亿。今年以来收益24.45%,同 类排名1550/4222;近一年收益66.16%,同类排名1073/3776;成立以来收益10.14%。 南方中证1000ETF(512100)基金经理为崔蕾。 截至发稿,崔蕾累计任职时间6年296天,现任基金 ...
铜冠铜箔8月27日获融资买入1.44亿元,融资余额3.50亿元
Xin Lang Cai Jing· 2025-08-28 02:03
融资方面,铜冠铜箔当日融资买入1.44亿元。当前融资余额3.50亿元,占流通市值的1.26%,融资余额 超过近一年90%分位水平,处于高位。 分红方面,铜冠铜箔A股上市后累计派现2.57亿元。近三年,累计派现1.33亿元。 机构持仓方面,截止2025年6月30日,铜冠铜箔十大流通股东中,香港中央结算有限公司位居第六大流 通股东,持股275.15万股,相比上期增加150.35万股。南方中证1000ETF(512100)位居第八大流通股 东,持股232.85万股,相比上期增加46.98万股。 融券方面,铜冠铜箔8月27日融券偿还3700.00股,融券卖出100.00股,按当日收盘价计算,卖出金额 3359.00元;融券余量6.34万股,融券余额212.96万元,超过近一年90%分位水平,处于高位。 资料显示,安徽铜冠铜箔集团股份有限公司位于安徽省池州市经济技术开发区清溪大道189号,成立日 期2010年10月18日,上市日期2022年1月27日,公司主营业务涉及各类高精度电子铜箔的研发、制造和 销售。主营业务收入构成为:PCB铜箔56.84%,锂电池铜箔37.92%,铜扁线等4.45%,其他(补 充)0.79%。 ...
铜冠铜箔股价跌5%,光大保德信基金旗下1只基金重仓,持有2800股浮亏损失4984元
Xin Lang Cai Jing· 2025-08-26 02:32
8月26日,铜冠铜箔跌5%,截至发稿,报33.82元/股,成交4.87亿元,换手率1.70%,总市值280.37亿 元。 资料显示,安徽铜冠铜箔集团股份有限公司位于安徽省池州市经济技术开发区清溪大道189号,成立日 期2010年10月18日,上市日期2022年1月27日,公司主营业务涉及各类高精度电子铜箔的研发、制造和 销售。主营业务收入构成为:PCB铜箔56.84%,锂电池铜箔37.92%,铜扁线等4.45%,其他(补 充)0.79%。 从基金十大重仓股角度 数据显示,光大保德信基金旗下1只基金重仓铜冠铜箔。光大保德信多策略智选18个月混合(004457) 二季度持有股数2800股,占基金净值比例为0.22%,位居第五大重仓股。根据测算,今日浮亏损失约 4984元。 光大保德信多策略智选18个月混合(004457)成立日期2017年5月16日,最新规模1610.34万。今年以来 收益5.14%,同类排名6542/8266;近一年收益7.58%,同类排名7082/8027;成立以来收益40.79%。 光大保德信多策略智选18个月混合(004457)基金经理为朱剑涛。 截至发稿,朱剑涛累计任职时间1年113天, ...
从东南到东北:台青台企逐梦辽宁
Xin Hua Wang· 2025-08-21 00:50
回顾这些年,来自台湾桃园的高尚用"一半台湾、一半大陆"形容自己的人生轨迹。他从小在辽宁长大, 后到台湾工作多年。看到大陆的广阔机遇后,高尚决定再到辽宁打拼。2018年,他与来自辽宁的妻子在 大连共同创办台式餐厅"全福鲁肉饭",如今已有6家直营和加盟店面。 "东北的台湾元素相对少一些,反而机会多。"高尚笑着说,"就像这碗卤肉饭,在厦门可能不算稀奇, 但在东北,凭着地道台湾味和本地化调整,就能闯出一片天。"他常对台湾亲友讲,大陆很大,处处都 藏着机遇。 新华社沈阳8月20日电(记者王承昊)"我们生产的锂电池铜箔,最薄3微米,比发丝直径还小很多。"来 自台湾的长春化工(盘锦)有限公司制一部经理黄云谦向记者介绍,3微米至5微米的铜箔主要面向高端 锂电池市场,应用于消费电子产品电池和电动汽车等行业,"大陆相关市场的需求增速强劲,我们80% 的铜箔都在这里销售"。 渤海之滨,全国台联2025年两岸媒体人辽宁行活动近日参访多家在地台企和创业台青,见证东北振兴给 台青台企带来的机遇和舞台。 1949年创立于台湾的长春集团,2011年将目光投向东北。"这里拥有良港,员工也敬业勤劳,成本优势 明显。"公司副总经理林士浩道出选址盘 ...
【私募调研记录】南土资产调研统联精密、铜冠铜箔
Zheng Quan Zhi Xing· 2025-07-18 00:10
Group 1: Tonglian Precision - Tonglian Precision anticipates fluctuations in gross margin in Q1 2025 due to seasonal demand variations leading to low capacity utilization, with new investments not effectively diluting costs [1] - The company is increasing R&D investments in new materials, equipment, and processes to promote diversified business development, having gained small-scale production experience in 3D printing [1] - Major clients are concentrated in the consumer electronics sector, including brands like Apple and Amazon, with rapid growth in non-MIM business driven by diversified customer demand and technical breakthroughs [1] - The company expects share-based payment expenses to remain stable compared to 2024, with no new equity incentive plans [1] - Production bases are located in Shenzhen, Huizhou, Changsha, and Vietnam, with the Changsha base gradually commencing production and future expansions based on demand [1] - The company is optimistic about the smart glasses market and has reserved customer resources while laying out MIM and CNC processes [1] Group 2: Copper Crown Copper Foil - Copper Crown Copper Foil has a total copper foil production capacity of 80,000 tons per year, covering PCB copper foil and lithium battery copper foil [2] - The PCB copper foil includes HTE copper foil and high-frequency high-speed copper foil, with high-frequency high-speed copper foil expected to account for 25.33% in 2024, while over 95% of lithium battery copper foil is 6um and below [2] - The company employs a 'copper price + processing fee' pricing model and engages in hedging to mitigate risks, with strategic customers using a 'monthly average price model' [2] - HVLP copper foil features low loss characteristics and is applied in 5G communications, having entered the supply chains of multiple CCL manufacturers with 1-4 generation production capabilities [2] - The company has multiple complete production lines and has purchased surface treatment machines to expand capacity, facing challenges such as precision equipment, long ordering cycles, complex processes, high precision requirements, and stringent customer certification [2] - The HVLP copper foil market is dominated by overseas companies, with imports of 79,000 tons in 2023 and projected imports of 76,000 tons in 2024, prompting the company to accelerate domestic substitution [2]
铜冠铜箔(301217) - 301217铜冠铜箔投资者关系管理信息20250717
2025-07-17 08:34
Group 1: Company Overview - The company, Anhui Tongguan Copper Foil Group Co., Ltd., has a total copper foil production capacity of 80,000 tons per year, which includes PCB copper foil and lithium battery copper foil [2][3]. Group 2: Product Structure - The PCB copper foil product structure consists of HTE copper foil and high-frequency high-speed copper foil, with high-frequency high-speed copper foil accounting for 25.33% of the total PCB copper foil production in 2024, showing an increasing trend [2][3]. - In the lithium battery copper foil segment, copper foil specifications of 6um and below represent over 95% of the product mix, with a steady increase in the proportion of medium, high tensile, and ultra-thin copper foil products [2][3]. Group 3: Pricing and Risk Management - The company employs a pricing model based on "copper price + processing fee" and adjusts product prices according to copper price fluctuations and order conditions. It also engages in hedging activities to mitigate risks from price volatility [3]. Group 4: HVLP Copper Foil Development - HVLP (High Voltage Low Profile) copper foil, characterized by low surface roughness and excellent signal transmission performance, is crucial for high-frequency circuit boards and is being developed for applications in 5G and AI [3][4]. - The company has successfully integrated HVLP copper foil into the supply chains of several leading CCL manufacturers, with a focus on producing the second generation of HVLP copper foil [3][4]. Group 5: Production Capacity and Challenges - The company has proactively established multiple complete production lines for HVLP copper foil and has recently acquired additional surface treatment machines to meet future demand [4]. - Production challenges for HVLP copper foil include high precision requirements, long ordering cycles, complex manufacturing processes, and stringent customer certification standards [5]. Group 6: Import and Market Dynamics - In 2023, China imported 79,000 tons of electronic copper foil, with a projected import of 76,000 tons in 2024, primarily for high-frequency high-speed copper foil, indicating limited domestic production in this area [6]. - The company is accelerating the domestic replacement process for high-frequency high-speed copper foil as its output in this segment increases [6].
铜冠铜箔近况交流
2025-07-11 01:05
Summary of Conference Call on Tongguan Copper Foil Company Overview - The company has a total copper foil production capacity of 80,000 tons, with 35,000 tons for PCB film and 45,000 tons for lithium battery copper foil [2][23] - In 2024, the total shipment volume was 54,000 tons, with approximately 55% being PCB film [1][2] Key Points and Arguments - **Product Structure Optimization**: The proportion of high-end, high-frequency, and high-speed copper foil in PCB film increased from 25% in 2024 to 30% in 2025, indicating ongoing product structure optimization [1][2] - **Production Capacity and Transition**: The company plans to transition 20,000 tons of lithium battery copper foil capacity to high-frequency and high-speed RTF or HVLP fields, with the first production line expected to be delivered by the end of June [1][2] - **Market Demand**: Downstream customers plan to purchase fourth-generation HVLP copper foil in Q4 2025, although there are currently no orders for the fourth-generation products [1][4] - **Profitability Challenges**: The average processing fee for lithium battery copper foil is approximately 15,000 yuan/ton, but the company has not yet achieved breakeven [7][22] - **Gross Margin Insights**: RTF copper foil has a gross margin of several thousand yuan per ton, while HVLP gross margin details were not disclosed. HTE copper foil is at a micro-margin level, and lithium battery copper foil is currently at a negative margin [1][22] Industry Dynamics - **Production Challenges**: HVLP production faces challenges in surface roughness control and subsequent processing techniques, including coupling agents and sulfurization [8][21] - **Market Position**: The company ranks third in domestic copper foil PCB shipment volume and first in the domestic KTV copper foil segment [23] - **Future Projections**: PCB copper foil shipment volume is expected to reach 35,000 tons in 2025, with the potential for increased total volume due to the transition of lithium battery copper foil [3][12] Additional Important Information - **Order Trends**: Orders for HVRP products are continuously increasing, and the company plans to accelerate production adjustments to increase RDF and HLV synchronous production [3][19] - **Customer Base**: Major customers for lithium battery copper foil include BYD, while PCB film customers are primarily leading Taiwanese CCL manufacturers [2][23] - **Production Equipment**: The company relies on imported surface treatment equipment, with a procurement cycle of over a year, plus additional time for customs clearance and installation [21] Conclusion The company is strategically optimizing its product offerings and transitioning production capacities to meet market demands, despite facing profitability challenges and production difficulties. The outlook for HVLP products appears promising, with anticipated growth in market share and production capabilities.
中金公司 复合集流体量-产业进度复盘与观点更新
中金· 2025-03-16 15:50
Investment Rating - The report indicates a positive outlook for the composite copper foil industry, highlighting significant growth potential and market opportunities. Core Insights - The composite copper foil industry has recently overcome key production challenges, particularly the laser welding yield issue, which has been resolved since December 2024, enabling mass production and cost reduction [2]. - Major battery manufacturers are expected to complete order processes for approximately 16GW of production capacity by Q2 2025, indicating initial market demand release [2]. - The price of lithium battery copper foil has been on the rise since 2020, with costs now approaching 20% of lithium iron phosphate battery production, prompting a shift towards composite copper foil to mitigate cost pressures [2][4]. - The initial pricing for composite conductive fluid is set at 4.5 yuan per square meter, offering a 16% cost advantage over traditional copper foil, with expectations for further price reductions in the coming years [2][6]. - The composite conductive fluid market is projected to reach a space of approximately 48 billion square meters by 2030, with potential profits estimated between 14.4 billion to 24 billion yuan [12]. Summary by Sections Recent Industry Changes - The composite copper foil industry has received around 2GW of mass production orders since January 2025, with major battery manufacturers confirming procurement plans [2][3]. - Sodium green materials have secured 1 billion yuan in financing for expansion, reinforcing their position as a core supplier [2][3]. Market Dynamics - The copper foil cost in lithium batteries has increased significantly, with prices rising from 40,000 yuan per ton in 2020 to over 80,000 yuan currently, leading to a shift towards more cost-effective materials [4]. - The annual procurement volume for copper foil in global power batteries is estimated to be between 120 billion to 130 billion yuan, expected to exceed 250 billion yuan by 2030 [4]. Production and Technology - The composite conductive fluid has transitioned from P&T to PTC testing, with all yield issues resolved by 2024, entering a phase of large-scale production [7]. - The multi-porous structure of composite copper foil addresses technical challenges in fast charging and solid-state battery applications, indicating its broad applicability [2][8]. Future Projections - Global lithium battery shipments are expected to reach 1,900-2,000GWh in 2024 and grow to 4,000GWh by 2030, driving demand for composite conductive fluid [12]. - The equipment investment required for this transition is estimated to be between 120 billion to 160 billion yuan, with a need for over 100 billion yuan in capital expenditure in the next five years [12].