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 15.13%，同类排名2412/4222；近一年收益47.91%，同类排名1625/3795；成立以来收益28.55%。 财通资管中证1000指数增强A（019402）基金经理为辛晨晨。 9月5日，铜冠铜箔涨5.07%，截至发稿，报30.66元/股，成交7.35亿元，换手率2.98%，总市值254.18亿 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，财通证券资管旗下1只基金重仓铜冠铜箔。财通资管中证1000指数增强A（019402）二季度 减持100股，持有股数2.92万股，占基金净值比例为3.29%，位居第二大重仓股。根据测算，今日浮盈赚 取约4.32万元。 截至发稿，辛晨晨累计任职 ...

9月5日，铜冠铜箔涨5.07%，截至发稿，报30.66元/股，成交7.34亿元，换手率2.98%，总市值254.18亿 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，今日浮盈赚取约344.62万 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19.41%，同 类排名1812/4222；近一年收益56.23%，同类排名1257/3795；成立以来收益5.67%。 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304天，现任 ...

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Copper Crown Copper Foil, which rose by 5.25% to 31.88 CNY per share, with a trading volume of 866 million CNY and a turnover rate of 3.36%, leading to a total market capitalization of 26.429 billion CNY [1] - Copper Crown Copper Foil, established on October 18, 2010, and listed on January 27, 2022, specializes in the research, manufacturing, and sales of high-precision electronic copper foil [1] - The main business revenue composition of Copper Crown Copper Foil includes PCB copper foil at 56.84%, lithium battery copper foil at 37.92%, copper flat wire at 4.45%, and other supplementary products at 0.79% [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Copper Crown Copper Foil, having increased its holdings by 469,800 shares in the second quarter, totaling 2.3285 million shares, which represents 1.02% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 24.03% and a one-year return of 62.92% [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 302 days, with a total fund asset scale of 94.976 billion CNY and a best fund return of 138.38% during the tenure [3]

证券研究报告 | 公司深度报告 2025 年 09 月 01 日 铜冠铜箔（301217.SZ） 领跑高频高速铜箔 周期/金属及材料 当前股价：33.29 元 铜冠铜箔为国内头部铜箔生产商，铜箔产能 8 万吨/年，主要生产 PCB 铜箔和 锂电池铜箔。公司可生产高端 PCB 铜箔，有望受益于 AI 发展及国产替代加速， 锂电池铜箔技术在业内领先。 风险提示：高端产品开发不及预期、行业竞争加剧、下游需求不及预期、估 值处于相对高位等。 财务数据与估值 | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 3785 | 4719 | 6776 | 7692 | 7827 | | 同比增长 | -2% | 25% | 44% | 14% | 2% | | 营业利润(百万元) | 5 | (212) | 202 | 420 | 666 | | 同比增长 | -98% | -4517% | -195% | 108% | 59% | | 归母净利润(百万元) | 17 | (1 ...

Group 1 - The stock price of Copper Crown Copper Foil dropped by 5.23% to 33.35 CNY per share, with a trading volume of 9.65 billion CNY and a turnover rate of 3.42%, resulting in a total market capitalization of 27.648 billion CNY [1] - Copper Crown Copper Foil, established on October 18, 2010, and listed on January 27, 2022, specializes in the research, manufacturing, and sales of high-precision electronic copper foil [1] - The company's main business revenue composition includes PCB copper foil at 56.84%, lithium battery copper foil at 37.92%, copper flat wire at 4.45%, and other supplementary products at 0.79% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Caitong Securities Asset Management holds a significant position in Copper Crown Copper Foil [2] - Caitong Asset Management's CSI 1000 Index Enhanced A Fund (019402) reduced its holdings by 100 shares in the second quarter, maintaining 29,200 shares, which accounts for 3.29% of the fund's net value, making it the second-largest heavy stock [2] - The fund has achieved a return of 21.8% this year, ranking 2017 out of 4222 in its category, and a return of 56.23% over the past year, ranking 1502 out of 3776 [2]

Group 1 - The stock price of Copper Crown Copper Foil dropped by 5.23% to 33.35 CNY per share, with a trading volume of 9.64 billion CNY and a turnover rate of 3.42%, resulting in a total market capitalization of 27.648 billion CNY [1] - Copper Crown Copper Foil, established on October 18, 2010, and listed on January 27, 2022, specializes in the research, manufacturing, and sales of various high-precision electronic copper foils. The revenue composition includes PCB copper foil (56.84%), lithium battery copper foil (37.92%), copper flat wire (4.45%), and others (0.79%) [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Copper Crown Copper Foil, having increased its holdings by 469,800 shares in the second quarter, totaling 2.3285 million shares, which represents 1.02% of the circulating shares. The estimated floating loss today is approximately 4.2845 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are 26.28%, ranking 1562 out of 4222 in its category, while the one-year return is 68.19%, ranking 1102 out of 3776. Since inception, the return is 11.75% [2]

Group 1 - The stock price of Copper Crown Copper Foil dropped by 6.16% to 31.52 CNY per share, with a trading volume of 320 million CNY and a turnover rate of 1.20%, resulting in a total market capitalization of 26.131 billion CNY [1] - Copper Crown Copper Foil, established on October 18, 2010, and listed on January 27, 2022, specializes in the research, manufacturing, and sales of high-precision electronic copper foil [1] - The company's main business revenue composition includes PCB copper foil at 56.84%, lithium battery copper foil at 37.92%, copper flat wire at 4.45%, and other supplementary products at 0.79% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Caitong Securities Asset Management holds a significant position in Copper Crown Copper Foil [2] - Caitong Asset Management's CSI 1000 Index Enhanced A fund (019402) reduced its holdings by 100 shares in the second quarter, maintaining 29,200 shares, which accounts for 3.29% of the fund's net value, making it the second-largest heavy stock [2] - The fund has a total scale of 10.2815 million CNY, with a year-to-date return of 20.91% and a one-year return of 55.56% [2]

Company Overview - Copper Crown Copper Foil Co., Ltd. is located in Chizhou Economic and Technological Development Zone, Anhui Province, and was established on October 18, 2010. The company went public on January 27, 2022. Its main business involves the research, manufacturing, and sales of various high-precision electronic copper foils [1]. Business Segmentation - The revenue composition of Copper Crown Copper Foil is as follows: PCB copper foil accounts for 56.84%, lithium battery copper foil for 37.92%, copper flat wire and others for 4.45%, and other supplementary products for 0.79% [1]. Stock Performance - On August 28, the stock price of Copper Crown Copper Foil fell by 6.16%, reaching 31.52 CNY per share, with a trading volume of 317 million CNY and a turnover rate of 1.18%. The total market capitalization is 26.131 billion CNY [1]. Shareholder Information - Among the top ten circulating shareholders of Copper Crown Copper Foil, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 469,800 shares in the second quarter, bringing its total to 2.3285 million shares, which represents 1.02% of the circulating shares. The estimated floating loss today is approximately 4.82 million CNY [2]. Fund Manager Profile - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 296 days. The total asset size of the fund is 94.976 billion CNY, with the best fund return during the tenure being 123.58% and the worst being -23.52% [3].

Group 1 - The core viewpoint of the news highlights the financial performance and market activity of Copper Crown Copper Foil, indicating a significant increase in revenue and net profit for the first half of 2025 [2] - As of August 27, Copper Crown Copper Foil's trading volume was 1.798 billion yuan, with a financing net buy of -9.5092 million yuan, indicating a high level of trading activity [1] - The company has a high financing balance of 3.50 billion yuan, which accounts for 1.26% of its market capitalization, exceeding the 90th percentile of the past year [1] Group 2 - For the first half of 2025, Copper Crown Copper Foil achieved an operating income of 2.997 billion yuan, representing a year-on-year growth of 44.80%, and a net profit attributable to shareholders of 34.954 million yuan, up 159.47% year-on-year [2] - The company has distributed a total of 2.57 billion yuan in dividends since its A-share listing, with 1.33 billion yuan distributed in the last three years [3] - As of July 31, the number of shareholders increased to 57,100, with an average of 14,531 circulating shares per person, reflecting a significant rise in shareholder engagement [2]

Group 1 - The stock price of Copper Crown Copper Foil dropped by 5% to 33.82 CNY per share, with a trading volume of 487 million CNY and a turnover rate of 1.70%, resulting in a total market capitalization of 28.037 billion CNY [1] - Copper Crown Copper Foil, established on October 18, 2010, and listed on January 27, 2022, specializes in the research, manufacturing, and sales of high-precision electronic copper foil. The revenue composition includes PCB copper foil (56.84%), lithium battery copper foil (37.92%), copper flat wire (4.45%), and other (0.79%) [1] Group 2 - According to data from the top ten holdings of funds, Everbright Pramerica Fund has a position in Copper Crown Copper Foil, holding 2,800 shares, which accounts for 0.22% of the fund's net value, ranking as the fifth-largest holding. The estimated floating loss today is approximately 4,984 CNY [2] - Everbright Pramerica Multi-Strategy Selected 18-Month Mixed Fund (004457) was established on May 16, 2017, with a latest scale of 16.1034 million CNY. Year-to-date return is 5.14%, ranking 6542 out of 8266 in its category; the one-year return is 7.58%, ranking 7082 out of 8027; and the cumulative return since inception is 40.79% [2] Group 3 - The fund manager of Everbright Pramerica Multi-Strategy Selected 18-Month Mixed Fund is Zhu Jiantao, who has been in the position for 1 year and 113 days. The total asset size of the fund is 1.851 billion CNY, with the best fund return during his tenure being 37% and the worst being 5.11% [3]