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Copper foil concept continues to rise, with nearly ten stocks including Copper Crown Copper Foil hitting the daily limit

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Mars Finance News: In the afternoon, the copper foil concept continued to trend higher. Copper Crown Copper Foil 20cm hit the daily limit up, and its total market capitalization exceeded 140 billion yuan. From the beginning of the year, it has risen 396%. Previously, several stocks—including Yihang New Materials, Victory Precision, Hengtong Co., Copper Peak Electronics, and Dadongnan—also hit the daily limit up, while Taitian New Energy, Fangbang Co., and Defu Technology all rose by more than 10%. On the news front, as AI servers upgrade from H100 to GB200 and Rubin, the number of PCB layers is set to increase from 20 layers to more than 40 layers, the amount of high-end copper foil used per single high-end device has surged significantly, and the copper foil generation is undergoing a rigid iteration shift from RTF to HVLP1 through HVLP4. According to calculations by Soochow Securities, in 2026, global demand for high-end copper foil for AI servers will reach 24,000 tons, up 260% year over year; in 2027, it will further double to 50,000 tons. (Cailian Press)
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