|
Driven by booming AI computing power and new energy industries, industry forecasts predict a global shortage of 1,500 tons of high-end AI copper foil this year, expanding to 2,500 tons by 2027. Far East Copper Foil, a subsidiary of Far East Smart Energy Co., Ltd. (Far East Co., Ltd., Stock Code: 600869), has made early strategic layout and secured a core position in this competitive track with high-performance products.Rising demand for AI computing power, paired with sustained prosperity in new energy vehicles and energy storage sectors, has ushered in a new upward cycle for the copper foil industry. Fueled by AI computing, copper foil is recognized as core infrastructure material for computing power. AI servers impose extremely strict requirements on PCB signal integrity, making high-end HVLP copper foil irreplaceable. Leading cloud vendors have locked production capacity in advance, driving simultaneous rises in output volume and prices for high-end copper foil. Supported by cutting-edge technologies and intelligent manufacturing, Far East Copper Foil under Far East Co., Ltd. has taken early layout and established a solid foothold in the high-end copper foil core track.，Founded in 2017, Far East Copper Foil undertakes the industrialization mission of high-end copper foil with a planned total capacity of 75,000 tons. It specializes in ultra-thin lithium battery copper foil for high-performance power batteries, energy storage batteries and consumer electronics batteries, while expanding product lines for AI computing power copper foil. Its strengths lie in intelligent manufacturing plants that achieve stable mass production of micron-level ultra-thin copper foil, covering an ultra-thin specification of 3.5μm while meeting customized demands of ≥15% high elongation and 60kgf/mm² high tensile strength. The 3.5μm ultra-thin lithium copper foil is only one-twentieth the thickness of a human hair. Compared with traditional 8μm copper foil, it cuts cell copper consumption cost by more than half and boosts battery energy density by 5–9%. Additionally, diversified product series including Longling high-elongation grade, Longjia high-tensile grade and Yunjin composite current collectors form Far East Copper Foil’s comprehensive product portfolio, with phased breakthroughs achieved in both high-elongation & high-tensile lithium copper foil and composite copper & aluminum foil tracks. Far East Copper Foil New Material R&D Center focuses on cutting-edge research and masters mass production technologies for multi-functional composite copper and aluminum foils. It actively develops new materials such as 3D porous composite foil and high thermal conductivity conductive composite copper foil to fuel growth in new energy, electronic circuits and solar industries. In May this year, Yibin Far East Copper Foil Co., Ltd. was listed among Sichuan Province’s Advanced Intelligent Factories of 2026, marking new heights for digital intelligent transformation of copper foil manufacturing.Standing at the dual boom of AI and new energy, Far East Copper Foil leverages years of technological accumulation and forward-looking capacity layout to build a complete core supply chain covering both computing power and lithium battery tracks. Amid industry-wide shortage of high-end copper foil, it firmly grasps industrial development trends, continuously supplies core products for global computing electronics and new energy sectors, and expands steadily in the blue ocean of computing power infrastructure.深耕高性能动力电池、储能电池和消费电池超薄锂电铜箔领域，并布局AI算力铜箔。
这份实力，藏在远东铜箔的智能工厂里。智能工厂内微米级超薄铜箔稳定量产，覆盖3.5μm极薄规格，还兼具≥15%的高延伸率、60kgf/mm²的高抗拉强度的定制化需求。其中3.5μm极薄锂电铜箔厚度仅为头发丝的二十分之一，相比传统8μm铜箔，能降低超一半的电芯用铜成本，还能让电池能量密度提升5-9%。除此之外，“龙灵”高延伸系列、“龙甲”高抗拉系列，以及复合集流体“云锦”系列，构成了远东铜箔的多元产品矩阵，更在高延高抗锂电铜箔、复合铜铝箔双赛道取得阶段性突破。 远东铜箔新材料研发中心早已扎根前沿领域，并掌握了多功能复合铜、铝箔的量产技术，全力开发 三维多孔复合箔、高导热导电复合铜箔等新型材料，为新能源、电子电路、太阳能等产业注入新动能。今年5月，宜宾远东铜箔有限公司入选“2026年度四川省先进级智能工厂”，铜箔数智赋能再攀新高！ 站在AI与新能源双重风口之上，远东铜箔凭借多年技术沉淀与前瞻产能布局，已经打通算力、锂电双赛道核心供给链路，在高端铜箔供不应求的行业浪潮中，牢牢把握住产业结构，持续为全球算力电子与新能源产业输送核心产品，在算力基建的新蓝海中持续拓进。 |
