en.Wedoany.com Reported - On June 15, copper foil concept stocks collectively strengthened. Yihao New Materials achieved a 20cm daily limit for two consecutive days, Fangbang Shares rose over 10%, Tongguan Copper Foil surged over 9% to hit a historic high, and Taijin New Energy, Defu Technology, among others, led the gains.

Calculations by third-party institutions show that the monthly demand for HVLP fourth-generation copper foil used in AI servers jumped from 590 tons to 1,300 tons in the second quarter of this year, with only about 600 tons of deliverable supply, resulting in a monthly gap of 666 tons. In terms of processing fees, ordinary copper foil costs 18,000-22,000 yuan per ton, while high-end products have risen to 80,000-100,000 yuan per ton, with the highest exceeding 200,000 yuan per ton.

Overseas investment banks predict that the compound growth rate of demand for high-end HVLP copper foil from 2026 to 2027 will be about 60%, while the expansion growth rate of leading suppliers is only about 20%.

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