Li Yingen, chairman of Huaxin copper foil

[exclusive interview] Huaxin copper foil accounted for more than 50% of lithium battery foil production and sales this year

"At present, although the sales volume of new energy vehicles showed a 'five consecutive declines' from July to November, the overall development trend of the industry in the future is still firmly oriented." Li Yingen, chairman of Lingbao Huaxin copper foil Co., Ltd. (hereinafter referred to as Huaxin copper foil), said that Huaxin copper foil seized the opportunity, built the enterprise with quality and prospered the enterprise with science and technology, strengthened innovation and research, accelerated the expansion of new production capacity, and improved the core competitiveness of the enterprise.

It is understood that Huaxin copper foil is a wholly-owned subsidiary of Shenzhen Longdian Electric Co., Ltd., which was founded in 2001 and mainly produces 5-10 μ M copper foil for high-precision lithium battery. "In 2019, the company achieved full capacity production, and its overall performance increased steadily, better completing various production and operation goals and tasks. Among them, lithium foil accounted for more than 50% of the production and sales, basically achieving a balance between production and sales."

Li Yingen said that in 2014, Huaxin copper foil developed and mass produced 6 μ M high-strength double-sided photoelectric cell foil, with high scientific and technological content and high added value, can improve the energy density of power batteries, and its internal performance is excellent and stable. Various parameters and indicators can meet the needs of high-capacity density and high-power lithium-ion batteries. 5 newly developed and mass produced by the company μ M double sided lithium battery copper foil, whose quality fully meets the requirements of international high-end customers, is expected to once again lead and promote the development of new energy industry technology and market to light, high storage, long-term and safe. (source: battery bairenhui battery network)

[interaction] Tongling Nonferrous Metals: accelerate the production of high-frequency and high-speed copper foil

On December 26, Tongling Nonferrous Metals (000630) said in response to investors' questions that Tongguan copper foil has built a consortium through cooperation with universities, research institutes and downstream enterprises to develop a series of products that adapt to market changes and meet the development direction of 5g. At present, the low roughness RTF copper foil, which has been successfully developed and has independent intellectual property rights, effectively solves the technical problem of low roughness and low smooth peel strength, greatly reduces the signal transmission loss of high-frequency circuits, fully meets the current demand of 5g communication industry and forms industrialization, which can replace imports. The company will speed up the production of high-frequency and high-speed copper foil to provide guarantee for the further improvement of 5g communication technology. (source: battery bairenhui battery network)

[commencement] the project of Shenzhen Daren group with an annual output of 15000 tons of special copper foil for negative pole of power battery was commenced

On December 20, the project of Shenzhen Daren group with an annual output of 15000 tons of special copper foil for negative pole of power battery started in Feng county. This is the 19th major investment attraction project started in the fourth quarter of Feng county. Wu tie, deputy secretary of the municipal Party committee, announced the commencement of the project.

It is understood that the project covers an area of more than 50 mu and plans to invest 1.048 billion yuan. The products are mainly used in consumer electronics, power vehicles and energy storage. The project adopts the closed production mode, with zero emission in the production process and zero air pollution, the production cost is reduced by more than 30%, the number of people completing all processes is saved by 50%, and the production efficiency is greatly improved. After the completion of the project, more than 300 jobs can be arranged, forming an annual production capacity of 15000 tons of special copper foil. It is expected to achieve an annual sales revenue of 1.8 billion yuan and profit and tax of 200million yuan. (source: Baoji daily)

[put into production] the precision copper project of Zhengwei Xinjiang "the Belt and Road" industrial park has been put into production

Zhengwei Xinjiang "the Belt and Road" industrial park project is invested and constructed by Zhengwei International Group, a world top 500 enterprise. The total investment of the project is 20billion yuan, including new material projects, intelligent terminal projects and industrial supporting projects. The foundation of the project was laid on September 30, 2018. Among them, the new material project has a total investment of 8billion yuan and is constructed in two phases: the first phase has an investment of 5billion yuan to build 250000 tons of electrified railway overhead conductors and low oxygen bright copper rods, 100000 tons of precision copper wires, 50000 tons of polymer modified materials, etc; The second phase will invest 3 billion yuan to build series products of high-precision electronic copper foil, 50000 tons of high-performance alloy copper project (including nano copper wire project), advanced printed circuit board PCB and amorphous alloy injection molding, among which the precision copper project has been put into operation on November 26th, 2019. (source: Guangming Daily)

[Research Report] copper clad laminate leading companies may continue to benefit from upstream price increases

On December 23, Haitong Securities released a research report on Jiantao laminate (01888), which said that it was expected that the company would realize net profits attributable to the parent company of HK $2.661 billion, 3.422 billion and 4.240 billion from 2019 to 2021, with year-on-year growth rates of -18.13%, 28.59% and 23.90% respectively; Earnings per share of HK $0.86, 1.11 and 1.38 respectively; Give a price earnings ratio of 12.5-13.5 times in 2019, corresponding to a reasonable value range of HK $10.75-11.61 / share, cover it for the first time, and give a rating superior to the market.

Haitong Securities pointed out that the company's upstream raw materials showed a rising trend, which helped the company's profits continue to benefit. The company focuses on copper clad laminate related businesses, with copper foil and other raw materials as the main cost. The bank believes that leading companies of CCL such as Jiantao laminate may continue to benefit from the upstream price rise. In the long run, PCB is expected to boom in the downstream. The bank believes that with the new round of innovation cycle brought by 5g, the industry demand is expected to stabilize and rise, and the domestic economy is expected to gradually recover, which will effectively drive the increase in PCB demand for automotive electronics and household appliances. At that time, the industry will usher in a new round of high boom cycle. (source: Haitong Securities)

[battery think tank] June 2020 μ M lithium copper foil application will speed up

Towards the end of the year, the news of power battery enterprises' shutdown and production reduction was frequently heard, and the downstream demand for lithium battery copper foil weakened. At the same time, affected by the market supply and demand and the pressure of customers to reduce costs, the copper processing market price fluctuated significantly this year. In this case, copper foil manufacturers prefer high value-added products. It is reported that 6 μ The gross profit per ton of M copper foil is 8 μ M is twice that of copper foil. In the coming 2020, the market competition pressure will be greater. 6 μ The market share of M copper foil is expected to accelerate.

Article source:Battery net