高频高速电路用铜箔
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嘉元科技:公司在PCB铜箔领域的发展战略主要围绕高端化、差异化展开
Zheng Quan Ri Bao· 2026-01-14 11:43
Core Viewpoint - The company is focusing on high-end and differentiated products in the PCB copper foil sector to meet the demands of emerging fields such as AI, computing power, and 5G [2] Group 1: Company Strategy - The company's development strategy in the PCB copper foil field emphasizes high-end and differentiated products, including high-frequency and high-speed copper foil, HDI copper foil, HVLP, DTH, and special functional copper foils [2] - The company is implementing a "produce one, reserve one, research one" strategy to accelerate the R&D and manufacturing of various high-performance electrolytic copper foil products [2] Group 2: Product Development and Achievements - The company has made technological breakthroughs in high-performance electronic circuit copper foils, including RTF, HTE, HVLP, DTH, and HDI copper foils [2] - The ultra-thin copper foil (UTF) for PCBs has entered mass production, and significant progress has been made in developing RTF/HVLP products for high-frequency and high-speed circuit and IC packaging applications [2] - RTF has passed certification testing by leading enterprises and is capable of mass production, while other products have completed laboratory validation and are undergoing testing with downstream customers [2]
嘉元科技(688388.SH):重点布局高频高速电路用铜箔、高密度互连铜箔及特种功能铜箔
Ge Long Hui· 2025-07-30 08:51
Core Viewpoint - The company, Jia Yuan Technology, is focusing on high-end and differentiated development strategies in the PCB copper foil sector to meet the demands of emerging fields such as AI, computing power, and 5G [1] Group 1: Strategic Focus - The company is prioritizing high-frequency and high-speed circuit copper foil, high-density interconnect (HDI) copper foil, and special functional copper foil [1] - The strategy includes a continuous cycle of "producing one generation, reserving one generation, and researching one generation" to accelerate the R&D and manufacturing of high-performance electrolytic copper foil products [1] Group 2: Market Positioning - The company aims to strengthen collaboration with downstream customers to promote the domestic substitution process of high-end electronic circuit copper foil [1] - There is an emphasis on developing new products that align with market trends, enriching and optimizing the product structure [1] Group 3: Product Development - The company is gradually increasing the proportion of high-value-added products such as high tensile strength and high elongation lithium battery copper foil and high-end electronic circuit copper foil [1] - Technical innovations are being leveraged to enhance product quality and competitiveness in the market [1] Group 4: Technological Advancements - The company is actively laying out high-end application products in the AI and computing power application fields, including high-frequency and high-speed, very low profile (VLP), ultra-low profile (HVLP), and carrier copper foil [1]