Copper foil concept continues to rise, nearly ten stocks such as Tongguan and Tongbao have hit the limit.

In the afternoon, the concept of copper foil continued to rise, with Copper Crown's 20cm copper foil hitting the limit up, with a total market value exceeding 140 billion yuan, an increase of 396% since the beginning of the year. Previously, stocks such as Yihao New Materials, Victory Precision, Hengtong Stock, Tongfeng Electronics, and Great Southeast rose by limit up, while Taijin New Energy, Fangbang Stock, and Defo Technology all rose by more than 10%. In terms of news, with AI servers upgrading from H100 to GB200, Rubin, PCB layer levels increasing from 20 layers to over 40 layers, the demand for high-end copper foil on a single server has greatly increased, and the generation of copper foil has iterated from RTF to HVLP1 to HVLP4. Dongwu Securities estimates that by 2026, global demand for high-end copper foil for AI servers will reach 24,000 tons, a year-on-year increase of 260%, and will further double to 50,000 tons in 2027.