图源：Wind金融客户端 华夏时报（www.chinatimes.net.cn）记者 胡雅文 北京报道 锂电铜箔行业至暗时刻已过，一场由工艺降本和技术革新主导的行业重生正在上演。 过去两年，锂电行业面对整体亏损的局面，在不少环节的业绩仍在下滑之时，锂电铜箔行业率先迎来转机。高工 产业研究院数据显示，从2014年至2023年，锂电铜箔销量从不足5万吨激增至近50万吨，在供给端，2020年启动的 扩产潮在2022—2023年迎来产能集中释放，行业总产能两年间增长超120%。 供需严重失衡导致加工费断崖式下跌，并让企业盈利能力迅速下降。2022年以来，铜箔公司的盈利能力下降， 2023年下滑明显。2024年，主要上市公司无一幸免，亏损幅度从0.84亿元至3.52亿元不等。然而不到1年时间，也 就是2025年一季度，头部企业的净利润集体大增，行业前十中的6家上市公司净利润全部实现正向增长，并有4家 企业扭亏为盈。 今年上半年，铜箔价格整体相对稳定，行业靠什么迎来了盈利拐点？6月18日，嘉元科技（688388.SH）告诉《华 夏时报》记者，"上半年扭亏有两大原因：一是降本增效，从2023年下半年开始，通过优化工艺和生产 ...

Core Viewpoint - Nord Co., Ltd. showcases its operational achievements and future prospects during the 2024 annual and Q1 2025 performance briefing, highlighting its focus on high-value copper foil production and the growth potential in the lithium battery market [1] Financial Performance - In 2024, Nord's revenue reached 5.277 billion yuan, a year-on-year increase of 15.44%, while net profit was -352 million yuan, a year-on-year decrease of 1387.59% [1] - For Q1 2025, revenue was 1.409 billion yuan, a year-on-year increase of 34.29%, with a net profit of -37.67 million yuan, a year-on-year increase of 60.09% [1] Product Development and Market Strategy - The company is adjusting its product structure to focus on high-value copper foil R&D and production, which is expected to enhance profitability as production capacity increases [1] - Nord is heavily investing in R&D to develop various high-end copper foil products, including 4.5-micron products for customers, 4-micron for drones, and 3-micron for stable mass production [1] - The company is preparing for mass production of high-end products with a new production line in Huangshi, Hubei [1] Industry Outlook - The demand for lithium battery copper foil is expected to grow significantly due to the expansion of the new energy vehicle market, with China's sales projected to account for 70.50% of global sales in 2024, reaching 22.397 million units by 2025 [1] - Global lithium battery shipments are expected to reach 1,545.1 GWh in 2024 and 1,899.3 GWh in 2025, with the fastest growth in energy storage batteries, projected to reach 1,550.0 GWh by 2030 [1] - The development of AI is anticipated to increase the demand for high-end PCB copper foil, with expectations of reaching 206,000 tons by 2030 [1]