2026年1月6日，远东智慧能源股份有限公司（以下简称"远东股份"）发布关于子公司中标项目的提示性 公告。2025年12月份，该公司收到子公司中标/签约千万元以上合同订单，合计约为30.7亿元。 随着国内外新能源、新型电力系统及智能制造等领域需求集中释放，远东股份凭借其多元化的产品矩阵 与前瞻性的市场布局，正在收获新一轮发展红利。远东股份表示，公司为智能缆网、智能电池、智慧机 场龙头企业，上述合同订单将对公司未来经营业绩产生积极影响。 远东股份相关负责人向《证券日报》记者表示，公司大额订单的签订是行业需求放量、产品竞争力提 升、市场布局深化三重因素共振的结果。 加速市场拓展 远东股份成立于1985年，致力成为全球领先的智慧能源、智慧城市服务商。从核聚变实验装置到各地绿 色建筑，从电力能源到AI、算力、机器人，这家以"智能缆网、智能电池、智慧机场"三大业务为支柱的 企业，正在新兴产业与传统制造交叉领域加速拓展市场份额。 该公司订单结构正呈现多元化发展态势。 智能电网线缆业务在2025年12月份获得订单总额约7.06亿元，包括与国家电网及各地电网公司的合作。 同时，其他战略客户订单总额达23.63亿元，覆盖清洁能 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电、封面图： 图虫创意 ICC鑫椤锂电数据显示，2 0 2 5年中国锂电铜箔有效产能1 2 4 . 5万吨，全年国内锂电铜箔总产量1 0 3 . 5 万吨，同比增长2 7 . 9 %。 加工费方面： 6 微米铜箔加工费较去年略有增长，目前市场均价 1.8-2.2 万元 / 吨。 5 微米与 4.5 微米铜箔因下游需求强劲、规模化生产推进，加工费较去年高位显著回落，目前市场均价 2.4-3.2 万 元 / 吨。 铜价与加工费双上涨 成本端： 铜矿供给方面： 2025 年全球铜矿供应扰动频发 。 一季度印尼暂停铜精矿出口、自由港铜矿减产；二 季度紫金矿业刚果（金）卡莫阿铜矿因地震减产 15 万吨； 7 月底智利 EI Teniente 铜矿因矿难停 产； 9 月初自由港 Grasberg 铜矿事故停产，预计 2027 年才恢复至事故前产能。 根据 国际铜研究组织（ ICSG ）发布的数据显示， 8—9 月全球铜矿产量同比负增长， 2025 年全球 铜矿产量预计下降 0.12% ，其中三季度全球二十大铜矿产量 ...

发展质效提升，还源于服务精准高效。抚州建立重点企业动态监测机制，健全"链长制"工作体系，推 行"一企一策"精准服务，确保项目建设提速增效。预计全年规模以上工业增加值增速可稳定在11%以 上。 "我们将牢牢把握新一轮科技革命和产业变革的机遇，坚持强攻工业、大抓产业不动摇，不断增强产业 竞争力，真正挺起工业发展的'硬脊梁'。"抚州市委书记范小林说。 （文章来源：经济日报） 本报南昌12月24日讯（记者刘兴、史梦浩）今年以来，江西省抚州市围绕建设"现代制造强市"目标定 位，推进项目建设、科技创新、产业集群"三轮驱动"，加快形成以实业为基、创新为核的现代化产业体 系。今年前10个月，全市规模以上工业增加值同比增长11%，连续28个月保持两位数增长。新能源汽车 与先进制造业、新材料、医药与食品、数智文旅、特色农业与深加工等五大主导产业产值同比增长 16.5%。 为强化产业支撑，抚州高新区、东临新区等平台加快基础设施建设，推动资源要素向产业集中。江西铜 博科技股份有限公司副总经理唐海峰介绍，公司自2016年落户抚州以来，从一期1.5万吨扩展至规划总 产能7万吨，成功实现4.5微米锂电铜箔规模化量产。目前正加快三期项目建设 ...

摘要 加工费获回暖空间，AI推升高端铜箔争夺 铜价在年末再度加速上行。伦敦金属交易所三个月期铜在12月23日盘中首次站上每吨1.2万美元 关口，最高触及约12160美元附近，刷新纪录；2025年迄今累计涨幅约在37%左右，走出自 2009年以来最强的年度行情之一。 推动此轮上冲的变量，既有宏观也有产业端共振。 其一，美国可能对铜进口加征关税的预期反复发酵，市场为规避潜在贸易摩擦而提前向美国"搬 运"铜资源，非美地区可流通库存承压。 其二，全球矿端扰动与供给偏紧的叙事持续强化。 铜价越涨，锂电铜箔越要"变薄" 在铜箔环节，原料铜价的上行并不只意味着成本抬升，也在倒逼下游用铜强度下降、推动产品结构 升级。 诺德最新投资者纪要显示，公司产品定价采用"铜价+加工费"模式，并通过套保与弹性采购缓冲波 动。 同时公司强调，铜价飞涨会进一步强化客户向极薄铜箔迭代的动力：以1GWh电池测算，4.5μm相 较6μm可减少用铜100多吨、降低用铜成本1000多万元，并带来约7%–8%的能量密度提升。 目前，诺德4.5μm产品已成为主力、占比约70%，主要应用于储能，并已实现3μm极薄铜箔稳定 量产。 加工费方面，过去一轮扩产与价 ...

12月23日，中一科技涨5.18%，截至发稿，报40.84元/股，成交3.89亿元，换手率4.37%，总市值95.25亿 元。 永赢新材料智选混合发起A（024737）成立日期2025年7月28日，最新规模7197.34万。成立以来收益 10.96%。 永赢新材料智选混合发起A（024737）基金经理为欧子辰。 截至发稿，欧子辰累计任职时间3年320天，现任基金资产总规模26.24亿元，任职期间最佳基金回报 76.67%， 任职期间最差基金回报-12.11%。 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，湖北中一科技股份有限公司位于湖北省云梦县经济开发区梦泽大道南47号，成立日期2007年 9月13日，上市日期2022年4月21日，公司主营业务涉及各类单、双面光高性能电解铜箔系列产品的研 发、生产与销售,下辖云梦、安陆两大电解铜箔生产基地。主营业务收入构成为：锂电铜箔78.92%，电 子电路铜箔20.67%，其他0.41%。 从基金十大重 ...

每经AI快讯，德福科技（SZ 301511，收盘价：37.62元）12月18日晚间发布公告称，公司于近日收到控 股股东、实际控制人、董事马科，董事、高级管理人员江泱、金荣涛，高级管理人员龚凯凯出具的《股 份减持结果告知函》。截至本公告披露日，本次减持计划已实施完成。马科、江泱、金荣涛、龚凯凯共 减持公司股份约82万股。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 张明双） 2025年1至6月份，德福科技的营业收入构成为：锂电铜箔占比77.53%，电子电路铜箔占比14.8%，其他 业务占比7.66%。 截至发稿，德福科技市值为237亿元。 ...

Group 1 - The core point of the article is that Defu Technology (SZ 301511) announced that its major shareholders, Fuhe Group and its concerted parties, did not reduce their holdings as per the planned reduction timeline, which has now concluded [1] - As of the announcement date, Defu Technology's revenue composition for the first half of 2025 is as follows: lithium battery copper foil accounts for 77.53%, electronic circuit copper foil accounts for 14.8%, and other businesses account for 7.66% [1] - The current market capitalization of Defu Technology is 22.4 billion yuan [1]

德福科技（301511.SZ）12月11日在投资者互动平台表示，公司目前电解铜箔总开工率已达100%满产状 态，经营状态良好。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司锂电铜箔业务如何？ ...

Core Viewpoint - The lithium battery industry is experiencing significant price increases and supply chain adjustments due to rising raw material costs and strong demand, particularly in the energy storage and electric vehicle sectors [3][4][5]. Industry Trends - Dejia Energy announced a 15% price increase for its battery products starting December 16 due to rising production costs from upstream raw materials [3]. - Contemporary Amperex Technology Co., Ltd. (CATL) and other leading companies are securing long-term agreements to lock in upstream capacity and supply chains, emphasizing the importance of capacity acquisition for future growth [3][4]. - The lithium battery supply chain is currently characterized by a "full production and sales" state, with companies like Penghui Energy and Tianji Co. reporting strong demand and rising prices for their products [4]. Market Demand - Global power battery installation reached 811.7 GWh in the first three quarters of this year, a 34.7% increase from the previous year, while the energy storage market saw a 90.7% year-on-year growth [5]. - The rapid growth in renewable energy installations and the expansion of AI data centers are driving increased demand for energy storage solutions [5]. Long-term Contracts - The industry is witnessing a surge in long-term contracts, with significant agreements such as a 10-year strategic partnership between Haibosi and CATL for a minimum of 200 GWh of procurement [6]. - Other notable contracts include a collaboration between Hicharge Energy and CRRC Zhuzhou Electric Locomotive Research Institute for at least 120 GWh of energy storage products [6]. Price Dynamics - The price of battery-grade lithium carbonate has surged to 92,750 RMB per ton, a 23% increase from the previous month, while the price of lithium hexafluorophosphate has exceeded 180,000 RMB per ton [4]. - The tight supply and high demand have led to longer delivery times, with some companies reporting that delivery schedules extend into the first half of next year [4]. Technological Advancements - The industry is undergoing a "quality upgrade" driven by technological advancements, with companies like CATL launching fifth-generation lithium iron phosphate batteries that improve energy density and cycle life [9][10]. - High-density lithium iron phosphate products are becoming a focus, with expectations that their market share will increase significantly by 2026 [9]. Capacity Expansion - Companies are accelerating capacity expansion to meet growing demand, with Fulin Precision Engineering planning to invest 4 billion RMB to build a new production line for lithium iron phosphate [8]. - Dragon Power Technology is also raising funds to expand production capacity in response to customer needs [8]. Globalization Efforts - Leading companies are pursuing global expansion strategies, with firms like Hunan YN planning production capacity in Spain and Dragon Power Technology nearing full production at its Indonesian facility [10]. - The industry is shifting from scale competition to value competition, aiming for high-quality development as new products are launched and recycling systems are improved [10].

Core Viewpoint - The report highlights that Tongguan Copper Foil is a leader in domestic AI copper foil, with its self-developed technology recognized by overseas supply chains and achieving bulk supply, emphasizing that technological strength and cost will be key in the future for domestic substitution and market share expansion [1][2]. Group 1: Industry Trends - Since the beginning of the fourth quarter, three directions—overseas expansion, AI new materials, and domestic demand in the real estate chain—have shown a characteristic of "rationality and restraint," indicating short-term fluctuations rather than trend changes [1]. - The trend of upgrading AI materials has led to accelerated entry of domestic and foreign manufacturers into the industry, with many participants and high-frequency feedback, suggesting a strategy of "responding steadily" [2]. Group 2: Company Insights - Tongguan Copper Foil's technological accumulation and low debt ratio will continue to support its position as a "leader" in the market [2]. - The copper foil upgrade direction is clearer compared to electronic fabrics, with no significant disputes over product dominance, indicating a more straightforward upgrade path to fourth-generation copper foil [2]. Group 3: Market Data - The national average price of high-standard cement is 355 RMB/ton, down 70 RMB/ton year-on-year, and up 5 RMB/ton month-on-month, with an average shipment rate of 44.6% [3]. - The average price of float glass is 1163.86 RMB/ton, an increase of 16.02 RMB/ton, with a 1.40% rise [3]. - The capacity utilization rate of concrete mixing stations is 8.15%, up 0.46 percentage points month-on-month [3].