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德福科技:于“十四五”浪潮中驭风前行,铸就铜箔产业新辉煌
Quan Jing Wang· 2025-12-30 06:10
面对下一代电池技术的变革浪潮,九江德福科技以前瞻性的战略眼光,积极布局高端产品领域。在锂电 铜箔方面,公司提前布局PCF多孔铜箔、雾化铜箔、芯箔等高端产品,为全固态/半固态电池提供关键 材料支持;在电子电路铜箔领域,紧密围绕AI芯片、光模块、存储芯片、精细电路、5G等多场景需 求,精心打造高性能解决方案,在高频高速、超薄铜箔等前沿方向形成清晰的技术布局与产品验证体 系。 未来,九江德福科技将致力于引领铜箔产业创新升级,以"高附加值"产品打破"价格战"困局,以"性能 跃升"取代"成本压榨"模式,推动产业从传统"制造"向智能"智造"实现质变跃迁。 民营经济作为推动高质量发展的关键力量,其发展壮大离不开资本市场的有力支撑。在"十四五"这一关 键时期,江西民营经济活力迸发,民营上市公司在资本市场助力下,于传统产业深耕细作、新兴产业开 拓进取、未来产业积极探索,市场功能愈发完善,韧性显著增强,生态持续优化。站在"十四五"收官 与"十五五"开篇的关键节点,江西民营上市公司正以昂扬姿态,勇立时代潮头。 为生动呈现江西民营上市公司在"十四五"期间高质量发展的鲜活图景,江西省上市公司协会携手江西日 报传媒集团,面向市值靠前的江 ...
【私募调研记录】鸿道投资调研德福科技
Zheng Quan Zhi Xing· 2025-04-24 00:02
Group 1 - The core viewpoint of the news is that Hongdao Investment has conducted research on Defu Technology, revealing its financial performance and growth prospects for 2024 and 2025 [1] - Defu Technology is projected to achieve a revenue of 7.805 billion yuan in 2024, with a net loss of 245 million yuan, and is expected to turn profitable in Q1 2025 with a revenue of 2.5 billion yuan and a net profit of 18.2 million yuan [1] - The sales of electrolytic copper foil are expected to reach 92,700 tons in 2024, representing a growth of 17.18%, with Q1 2025 sales at 29,600 tons, showing a significant increase of 102% [1] Group 2 - The company has an annual production capacity of 150,000 tons, with an additional 25,000 tons expected in Q2 2025 [1] - The improvement in profitability for Q1 2025 is attributed to high operating rates, doubled sales, and a high-value-added lithium battery copper foil accounting for over 40% of sales [1] - Defu Technology is not exporting directly to the US, with overseas clients mainly in Japan, South Korea, and Europe, and is preparing to establish a factory in Europe and sales points in Southeast Asia [1] Group 3 - The company is collaborating with Everest Laboratory and battery cell customers to develop copper foils compatible with all-solid-state/half-solid-state batteries and lithium metal batteries [1] - Defu Technology has increased its R&D investment, adding 17 new invention patents, and is collaborating with several CCL and PCB manufacturers [1] - The company aims to optimize its management structure, integrate resources, and promote group development while continuously upgrading copper foil material performance and developing disruptive manufacturing technologies to reduce energy consumption [1]