Production Capacity - The total production capacity at the end of 2021 was 24,500 tons, with 18,000 tons currently under construction. The first phase of 5,000 tons is expected to be completed in June 2022, while the second and third phases of 6,500 tons each are planned for September and December 2022 respectively. Additionally, the company plans to build a 13,000-ton capacity in Yunmeng County, with construction expected to start in June 2022 and completion in 2023 [4]. Product Composition - The current product ratio of standard copper foil to lithium battery copper foil is approximately 30% to 70%. Over 90% of the lithium battery copper foil products are 6 microns or below [4]. Equipment and Technology - The company primarily uses domestic cathode rollers, with some imported equipment. There is no significant performance difference between domestic and imported rollers under the company's existing technology and management systems [4]. - The company can produce 4.5-micron copper foil using domestic equipment, although achieving stable mass production requires significant technical accumulation and process control [4]. Pricing Model and Market Impact - The pricing model is based on "copper price + processing fee," which minimizes the impact of copper price fluctuations on the company's risk and profitability [5]. - The demand for lithium foil processing fees is expected to rise with the increase in new energy vehicle consumption, positively influencing copper foil prices due to increased market demand [6].
中一科技(301150) - 2022年6月5日投资者关系活动记录表