With the large-scale construction and implementation of AI servers, demand in the upstream high-end copper foil market surged. According to market estimates, demand for high-end copper foil for AI servers in 2026 was about 24,000 tons, an increase of about 260% over the previous year. According to Tonghuashun concept stocks, there are 49 copper foil concept stocks in the A-share market for AI servers, lithium batteries, etc. Among the concept stocks that have been disclosed in the 2026 semi-annual report, the first half of this year had the highest revenue in the same period of the past 5 years, with as many as 30 individual stocks, accounting for more than 60%, which fully confirms the high level of prosperity in the copper foil industry chain. According to the revenue ranking for the first half of the year, the top concept stocks include Hailiang Co., Ltd., Zhongtian Technology, Yuandong Co., Ltd., Putailai, and Defu Technology. In addition, companies such as Jiayuan Technology, NORD Co., and Tongguan Copper Foil all hit new highs in the first half of the year. Judging from market performance, as of August 31, the 49 copper foil concept stocks mentioned above had an average increase of more than 48% since this year, and the 18 individual stocks had a cumulative increase of more than 50%. Hangdian Co., Ltd., Olay New Materials, and Copper Crown Copper Foil had the highest gains. Of the 30 concept stocks mentioned above, with revenue in the first half of the year reaching new highs in the same period in the past 5 years, 14 achieved profits in the first half of this year, and institutions unanimously predicted a year-on-year increase of more than 50% in net profit in 2026 and 2027. Overall, the 14 stocks were unanimously predicted by the agency that the net profit increase in 2026 is expected to exceed 100%. According to the agency's unanimous prediction of the net profit increase in 2026, Jiayuan Technology, Yuandong Co., Ltd., and Telford Technology are in the top ranking. Among them, Jiayuan Technology and Yuandong Co., Ltd. were unanimously predicted by the agency to increase net profit by more than 1000% in 2026. In addition, Zhongyi Technology, Telford Technology, and Nord Co., Ltd. have also received unanimous predictions from institutions that the net profit increase is expected to exceed 100% in 2027.

With the large-scale construction and implementation of AI servers, demand in the upstream high-end copper foil market surged. According to market estimates, demand for high-end copper foil for AI servers in 2026 was about 24,000 tons, an increase of about 260% over the previous year. According to Tonghuashun concept stocks, there are 49 copper foil concept stocks in the A-share market for AI servers, lithium batteries, etc. Among the concept stocks that have been disclosed in the 2026 semi-annual report, the first half of this year had the highest revenue in the same period of the past 5 years, with as many as 30 individual stocks, accounting for more than 60%, which fully confirms the high level of prosperity in the copper foil industry chain. According to the revenue ranking for the first half of the year, the top concept stocks include Hailiang Co., Ltd., Zhongtian Technology, Yuandong Co., Ltd., Putailai, and Defu Technology. In addition, companies such as Jiayuan Technology, NORD Co., and Tongguan Copper Foil all hit new highs in the first half of the year. Judging from market performance, as of August 31, the 49 copper foil concept stocks mentioned above had an average increase of more than 48% since this year, and the 18 individual stocks had a cumulative increase of more than 50%. Hangdian Co., Ltd., Olay New Materials, and Copper Crown Copper Foil had the highest gains. Of the 30 concept stocks mentioned above, with revenue in the first half of the year reaching new highs in the same period in the past 5 years, 14 achieved profits in the first half of this year, and institutions unanimously predicted a year-on-year increase of more than 50% in net profit in 2026 and 2027. Overall, the 14 stocks were unanimously predicted by the agency that the net profit increase in 2026 is expected to exceed 100%. According to the agency's unanimous prediction of the net profit increase in 2026, Jiayuan Technology, Yuandong Co., Ltd., and Telford Technology are in the top ranking. Among them, Jiayuan Technology and Yuandong Co., Ltd. were unanimously predicted by the agency to increase net profit by more than 1000% in 2026. In addition, Zhongyi Technology, Telford Technology, and Nord Co., Ltd. have also received unanimous predictions from institutions that the net profit increase is expected to exceed 100% in 2027.