Group 1: Company Overview and Development - Jiujiang Defu Technology Co., Ltd. was established in 1985, originally as Jiujiang Electronic Materials Factory, focusing on the production and sales of electrolytic copper foil for 40 years [2] - The company transitioned to lithium battery copper foil products in 2015 and underwent a shareholding reform in 2017, with significant investments from major players like LG Chem and Ganfeng Lithium [2] - As of Q3 2024, the company's production capacity increased from 18,000 tons/year in early 2020 to 150,000 tons/year, with an additional 25,000 tons expected to be operational in Q2 2025 [2] Group 2: Research and Development - The R&D team includes 17 PhDs from prestigious universities, with plans to increase to 19 by the end of 2024, alongside over 100 master's degree holders [2] - The company has developed high-end carrier copper foil products that have passed verification from leading storage chip companies, set to replace imported products starting in 2025 [3] Group 3: Product Innovations and Market Applications - In the lithium battery sector, the company has developed a 6μm high tensile strength copper foil, achieving industry-leading performance metrics [4] - The company has established strategic partnerships for its silicon-based anode battery products, achieving monthly shipments exceeding 100 tons, significantly contributing to revenue [5] - The company is also exploring solid-state battery solutions, having developed porous and atomized copper foil for various applications [6] Group 4: High-Value Product Proportions and Future Goals - As of mid-2024, high-value products accounted for 39.64% of lithium battery products and 16.15% of electronic circuit products [7] - The company aims to increase the proportion of high-value lithium battery products to 60% and electronic circuit products to 20% by 2025 [7] - The demand for medium to high-strength products from leading battery manufacturers is projected to reach 50%, indicating a clear growth trend in the industry [8]
德福科技(301511) - 2025年1月9日投资者关系活动记录表