Group 1: Company Overview and Market Position - 隆扬电子 is focusing on HVLP5 grade copper foil, currently in product validation and testing with clients, primarily competing against Japanese companies [2][3] - The company's production process involves vacuum magnetron sputtering, fine electroplating, and chemical and physical post-processing [2][3] Group 2: Product Impact and Competitive Landscape - The surface roughness of copper foil affects current loss; lower roughness leads to reduced losses, but overall performance also depends on other materials like fiberglass and resin [3] - 隆扬电子 does not compete in HVLP1-3 grade copper foil due to cost disadvantages, but has advantages in producing ultra-thin and ultra-flat copper foil [4] Group 3: Strategic Acquisitions - The acquisition of 51% of 威斯双联 aims to optimize supply chain management and reduce production costs, leveraging 威斯双联's expertise in polymer materials and absorbing wave materials [5] - Acquiring 70% of 德佑新材 is intended to enhance company performance, integrate advanced coating technologies, and expand product offerings in sectors like 3C consumer electronics and automotive electronics [6]
隆扬电子(301389) - 2025年7月4日 投资者关系活动记录表