Highest Increased By 674%! The Swing Of The Copper Clad Laminate Industry Is Far More Than Your Imagination.

  Since this year, with the continuous rise in the price of epoxy resins and curing agents, the main industries such as coatings and adhesives have slightly declined, and even serious losses. The core: the product added value is low, the industry barriers are not high, and it is constrained by the price of raw materials. In contrast, the copper clad laminate which is made by FR4 sheet is much more competitive.

  At the end of October, domestic copper clad laminate enterprises were densely released in the third quarter. From the performance of the head listed enterprise, in 2021, the domestic copper clad laminate industry maintains a high horizontal gas. The performance of major enterprises has grown sharply, and the industry key words are: rising raw materials, the product price is rising, and the production capacity expansion.

  With the multi-layer plate, HDI board, and IC carrier, the market demand of high-end PCB products is growing, and the market space of coated copper manufacturers is further opened. "Difficulty" has become normalized, downstream consumer electronics, new energy vehicles, etc. The demand in the fields in the field continues to be high, and the construction of 5G base stations is also sustained, and the trend in the coated bronze industry is very clear.

1. Shengyi Technology

  Sanitary technology has revenue 15.38 billion yuan in the first three quarters, an increase of 44% year-on-year; net profit is 2.34 billion yuan, an increase of 80% year-on-year.

  Reason for performance: (1) 2021 third quarter, the coated bronze market demand is strong, with the continued rising raw material prices, the company's product price is adjusted to the industry rhythm. (2) Phase I first-class project of Jiangxi Shengyi Technology Co., Ltd. increase.

2. South Asian new material

  South Asia New materials revenue 3.17 billion yuan in the first three quarters, an increase of 118% year-on-year; net profit of 320 million yuan, a year-on-year increase of 259%.

  Reason for performance growth: The main system construction project has been put into production and the scale of capacity and revenue is expanded, and the industry's prosperity improvement has caused comprehensive factors such as product prices.

3. Jin An Authority

  The revenue of 4.53 billion yuan in Jincan Diji, an increase of 92% year-on-year; net profit of 720 million yuan, an increase of 674% year-on-year.

  Reasons for performance growth: Mainly larger coated copper plates significantly increased, gross profit margin, and increased profitability.

4. Ultrasound

  Ultrasonic electronic revenue is 499 million yuan in the first three quarters, an increase of 37.6% year-on-year; net profit is 295 million yuan, an increase of 40% year-on-year.

  Reason for performance growth: The domestic market is warm, the order is sufficient, the original technology reform project is released.

5. Super Hua Technology

  Super Hua Technology revenue 1850 million yuan in the first three quarters, an increase of 101% year-on-year; net profit 100 million yuan, a year-on-year increase of 520%.

  Reasons for performance growth: Cultiple production capacity release of copper foil.

6. Huang Zhengxin

  Hua Zhengxin's new material revenue is 268 billion yuan in the first three quarters, an increase of 71% year-on-year; net profit of 2.2 billion yuan, a year-on-year increase of 133%.

  Reason for performance growth: Mainly laminate sales and price increases.