东方财富证券：锂电铜箔高景气电子铜箔设备受益AI空间大

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智通财经APP获悉，东方财富证券发布研报称，锂电铜箔供不应求，诺德股份总经理陈郁弼此前表示，从负极集流体铜箔行业看，从23Q4到24年整个行业几乎处于亏损状态，25年行业开始复苏，到25Q4整个锂电铜箔行业处于爆单状态。近年来，受益AI、5G等技术得到快速应用与发展，作为高端PCB导电材料的高端电子电路铜箔，在性能上也需要不断提升，薄层化、高温延伸率、延展性及高抗剥离强度成为行业发展方向。当前...

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东方财富证券：锂电铜箔高景气 电子铜箔设备受益AI空间大

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东方财富证券：锂电铜箔高景气电子铜箔设备受益AI空间大