On June 8th, the "AI Era · Copper Core Intelligence" high-end AI electrolytic copper foil project promotion meeting of Defu Technology successfully concluded in the Jiujiang Chengxi Port Area. This marks the official entry of the company's high-end AI electrolytic copper foil project, with a total investment of 3.1 billion yuan and a planned annual production capacity of 50,000 tons, into the comprehensive construction period.

The significant capacity landing not only represents Defu Technology's key move to optimize its industrial layout and sprint into the high-end electronic materials track but also directly addresses the supply pain points of domestic high-end AI copper foil, accelerating the localization replacement process of core electronic materials. The promotion meeting featured prominent specifications, with over 200 representatives from relevant leaders of the Jiujiang Municipal Party Committee, Jiujiang Economic Development Zone, Bank of Communications Jiangxi Branch, as well as top domestic and international clients like Panasonic Electronics and financial institutions, witnessing the event. Through deep collaboration among government, banks, enterprises, and the industrial chain, a comprehensive guarantee for the efficient production of the project was established.

Heavy Investment Expansion: 3.1 Billion Precisely Positioned in the AI Incremental Market

According to public information, this project is a major strategic layout by Defu Technology in response to national industrial upgrades and tackling core material technologies, exclusively operated by its wholly-owned subsidiary Jiujiang Amber New Materials Co., Ltd.

The total investment in the project reaches 3.1 billion yuan, focusing on the research and large-scale production of high-value-added products such as carrier copper foil, buried resistance copper foil, and ultra-low profile copper foil. The product performance precisely matches the stringent material standards of downstream high-end fields such as AI servers, 5G communications, and high-end automotive electronics. With the comprehensive construction and production of the project, Defu Technology's overall annual copper foil production capacity will significantly expand to 245,000 tons, further improving its high-end product matrix and continuously amplifying the company's scale and technological "moat" in the global copper foil industry.

Breaking Supply Constraints: Directly Addressing the "Localization" Pain Points of High-End Materials

From a macro industrial perspective, with the rapid growth of the global artificial intelligence industry and the acceleration of computing power infrastructure construction, the demand for high-end electronic copper foil, a core basic material, is experiencing explosive expansion. However, there is still a significant structural supply gap in domestic high-end AI electrolytic copper foil, and the localization rate of core materials urgently needs to be improved.

The landing of this project will effectively fill the capacity gap in the domestic industry, break the supply bottleneck in the field of high-end electronic materials, and solidify the foundation for the self-controllable roots of China's electronic information industry chain and supply chain. Relying on its deep technological accumulation and global high-quality customer resources, Defu Technology is seizing this opportunity to accurately grasp the refined iterative trends in the industry, achieving a strategic leap from a traditional copper foil manufacturer to a "high-end AI electronic materials comprehensive service provider."

Government-Enterprise Collaboration: Reshaping Regional Industrial Clusters and Valuation Logic

Having rooted in the real economy for many years, Defu Technology, as a key leading enterprise cultivated in the region, continues to empower the local real economy. As a benchmark project in Jiujiang's new materials industry, this expansion will significantly fill the high-end segment shortfall of the local electronic industry, promoting the upgrade of the regional electronic information industry cluster towards high-end and intelligent development During the event, the attending guests visited the production facility of Defu Technology and highly recognized the company's cutting-edge technology reserves, comprehensive product layout, and refined management system.

From a forward-looking perspective of capital and market, high-end, high-frequency, and high-speed copper foil has already become the core incremental opportunity in the electronic materials sector. The comprehensive launch of this 3.1 billion yuan project is a key step for Defu Technology to switch growth tracks and reshape the industry competitive landscape. Relying on the multiple resonance of "capacity expansion + product high-endization + customer quality enhancement," the company will deeply share the long-term demand dividends brought by the explosion of AI computing power. The market will continue to track and pay attention to its subsequent capacity release rhythm and performance transformation potential