Technology Dec 24, 2021 08:49 AM (GMT+8) · EqualOcean
Financial Associated Press, Dec. 24 - CITIC Securities research report pointed out that the concern about the future oversupply of lithium battery copper foil is the main contradiction in the current copper foil plate. It is expected that the capacity jump of lithium battery copper foil will occur in 2023, which will lead to the shift of competitive factors in the industry from the past equipment and capital bottlenecks: 1) customer channels, 2) supply chain management; 3) Product continuous iteration capability. At the same time, high-performance electronic circuit copper foil has become the next outlet of the market, and companies in relevant fields are expected to expand the profit gap with enterprises in the same industry. In conclusion, we recommend Jiayuan technology, which has the ability of technical iteration and high-quality customers in the lithium battery copper foil industry and takes the lead in developing high-end electronic circuit copper foil, and Hailiang Co., Ltd., which has outstanding advantages in supply chain management and cost control and manufacturing copper foil.
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