NO.1 Sanfu Xinke

The composite copper foil mass production equipment shipped last month is currently in progress
Client installation commissioning
On June 28, Sanfu Xinke (688359) said in the investor interactive platform that the composite copper foil mass production equipment shipped last month is currently being installed debugging on the client side, the company has been actively carrying out technical exchanges business docking with downstream customers.

NO.2 Telford Technology

The GEM IPO was approved to raise 1.2 billion extra yards of copper foil
On June 28, the CSRC agreed to the registration application of Jiujiang Defu Technology Co., LTD. (referred to as: defu Technology) for an initial public offering listing on the Growth Enterprise Market. The IPO, defu technology intends to raise 1.2 billion yuan, after deducting issuance costs for 28,000 tons/year high-grade electrolytic copper foil construction projects, high-performance electrolytic copper foil research development projects supplementary working capital.

01
Data show that defu technology is mainly engaged in the research development, production sales of various types of high-performance electrolytic copper foil, the main products are electronic circuit copper foil lithium copper foil, respectively, for copper clad plate, printed circuit board various types of lithium battery manufacturing. The company has two production bases in Jiujiang, Jiangxi Province Lanzhou, Gansu Province, with an annual production capacity of 85,000 tons by the end of 2022.

02
Combined with the company's achieved performance data in the first quarter of 2023 the current orders in h, customer expected dem the current development situation of the industry, Telford Technology is expected to achieve operating income of 2.55 billion yuan to 2.65 billion yuan in the first half of 2023, with a year-on-year change range of -3.08% to 0.72%; Net profit attributable to shareholders of the parent company ranged from 61.5 million yuan to 71.5 million yuan, with a year-on-year change range of -76.52% to 72.71%.


NO.3 Zhongyi Technology

Hubei Yunmeng high performance copper foil production base put into operation

Yunmeng County financial media center, Xiaogan City, Hubei Province, news shows that on June 28, the start-up ceremony of the high-performance copper foil production base of Zhongyi Technology was held.
Zhongyi Technology high performance copper foil production base is located in Yunmengxian Economic Development Zone, is Zhongyi Technology (301150) put into production of the third production base, mainly produces lithium copper foil stard copper foil, widely used in new energy vehicle power battery, energy storage equipment electronic products, copper clad plate, printed circuit board other fields. After the project is put into operation, it can effectively exp the company's production capacity, improve economic benefits increase employment opportunities.

NO.4 Wenzhou Hongfeng

The composite copper foil mass production equipment shipped last month is currently in progress
Client installation commissioning
On June 28, Wenzhou Hongfeng (300283) issued an announcement, according to the company's strategic planning business development needs, Zhejiang copper Foil intends to introduce strategic investors Oujiangkou Investment Company through capital expansion. Oujiangkou Investment Company intends to increase capital by 20 million yuan in cash, of which 5 million yuan is included in the registered capital 15 million yuan is included in the capital reserve.
The Company Chen Xiao, Wenzhou Oujin Enterprise Management Partnership (limited partnership), Wenzhou Ouxiu Enterprise Management Partnership (limited partnership) as the existing shareholders of Zhejiang Copper Foil, all give up the priority subion right of this capital increase. After the capital increase share expansion, the registered capital of Zhejiang Copper Foil increased from 61.25 million yuan to 66.25 million yuan, the company's shareholding ratio of Zhejiang copper Foil changed from 75.51% to 69.81%.
All funds of this capital increase the special bank loan for the Haijing District copper foil project shall be used exclusively for the construction operation of the "annual production base of 50,000 tons of copper foil project" in the Wenzhou Marine Economic Development Demonstration Zone of Zhejiang Province, shall not be diverted elsewhere.



NO.5 Baoming Technology

The company's current production of PP lithium battery composite copper foil products have better quality performance
On June 27, Baoming Technology (002992) company stock friends released questions on the investor interactive platform, "The company gave up the leading industry pet copper foil, reached some power battery requirements, but gave up market orders, pushed down to use pp copper foil, is it too radical, is it very sure of the success of pp copper foil verification, is it not afraid of less than expected progress?" Baoming Technology replied that the PP lithium battery composite copper foil products currently produced by the company have better quality performance.



NO.6 NORD Shares


It is estimated that 1GWh lithium battery needs
Consumption of lithium copper foil about 600 tons
On June 26, Nord Shares (600110) said on the investor interactive platform that the amount of copper foil used is also different due to different specifications of new energy vehicle batteries. It is estimated that 1GWh lithium battery needs to consume about 600 tons of lithium copper foil.



NO.7 Double star new material

Signed the first order of PET composite copper foil

On June 20, Double Star New Materials released a voluntary information disclosure announcement for the company to sign the first order of PET composite copper foil, the company's first order of PET composite copper foil is a new breakthrough in the field of negative collector fluid, reflecting the further improvement of the company's technological innovation ability, will have a positive impact on the development of the company's products in the new energy industry.
This order belongs to the daily business of the company, the contract terms have clearly agreed on the amount, settlement method, place of performance, time limit of performance, delivery method other contents, both parties to the contract have the ability to perform the contract. This order is the company's first PET composite copper foil order, has not had an impact on the company's 2023 annual performance.

NO.8 Hailiang

The annual output of 10+ 150,000 tons of high-performance electrolytic copper foil project officially started
On June 20, Indonesia Hailiang New Materials Co., Ltd. annual output of 100,000 tons of high-performance electrolytic copper foil material project was held in Indonesia Jipei Special Economic Zone groundbreaking ceremony. With a total investment of 860 million US dollars, it will be the largest copper foil manufacturing enterprise in Southeast Asia after completion, will create a new model of Hailiang overseas investment with "leading digitalization, intelligent efficient Hailiang speed".

01
On June 14, the first production line of the first phase of the Hailiang high-performance copper foil project, with Gansu Hailiang New Energy Materials Co., LTD., a subsidiary of Hailiang, as the main implementation body, was successfully trial-produced. The investment of 8.9 billion yuan the planning construction of 150,000 tons of high-performance copper foil material project with an annual output is a major strategic decision for Hailiang to respond to the national dual-carbon strategy call enter the new energy industry, it is also one of the important strategic layout for Hailiang to become a "global ecological leader in the non-ferrous industry".

02
The project is located in Zhongchuan Park, Lanzhou New Area, planned to be built in three phases, will form 150,000 tons/year of high-performance copper foil production capacity after full operation, including 120,000 tons/year of lithium copper foil 30,000 tons/year of stard copper foil. It is planned to be built in three phases put into full operation in 2024.



NO.9 Yinghua Technology

14.4 billion yuan! Yinghua Technology high-end

Copper foil project ushered in new progress

On the morning of June 18, Guangdong Yinghua Electronic Technology Co., Ltd. annual output of 56,600 tons of high-end electronic copper foil project workshop capping ceremony was held. The first phase of the 56,600 tons of high-end electronic copper foil project of Yinghua Technology was started on September 28, 2021, with only 1 year of construction time, it was successfully put into production on September 28, 2022, started the second phase of the project at the same time. Since the second phase of the project broke ground on November 15, 2022, only 215 days have been used to achieve the ceiling of 35,800 square meters of the main plant, laying a solid foundation for the second phase of the project to be put into production on schedule.

The overall processing fee of the copper foil industry has been gradually reduced

Nanjing Securities latest research report analysis, copper foil dem in the current new energy vehicles energy storage high boom will continue to maintain a relatively rapid growth, although the amount of copper foil for bicycles will decline, but the logic of volume increase does not change. The agency is expected to 2022-2025 copper foil dem from 485,000 tons to 1.025 million tons, a compound growth rate of 28%.

In terms of processing fees, Nanjing Securities analysis, in 2022, the annual lithium copper foil processing fees were reduced to ensure sufficient orders in h, the 6-micron mainstream products fell from 48,000 yuan/ton to 37,000 yuan/ton, the price reduction frequency was basically lowered every quarter.