The price increase of copper foil is transmitted to PCB, paying attention to the prosperity cycle of the industrial chain
Release time:2023-02-22 17:13
According to the data from the China Chemical and Physical Power Supply Industry Association, the prices of lithium battery raw materials such as copper foil and electrolyte have risen significantly recently, and some products have increased by 55%. At present, the price increase effect of copper foil has been transmitted to the copper clad laminate and printed circuit board (PCB) links in turn. Related companies have raised prices by 5%-20%, and the cost transfer is smooth, showing that the supply and demand relationship in the PCB industry has improved.
According to industry insiders, multiple sub-sectors represented by automotive electronics have achieved double-digit annual growth rates, showing that the demand for the PCB industry has picked up and entered a new round of business cycle. The rise in the price of copper foil will bring new pricing opportunities for CCL and PCB manufacturers. Leading CCL companies and high-end PCB suppliers will expand their profit margins in the process of cost transfer and gain performance flexibility. Historically, the price increase of copper foil has brought about an increase in the gross profit margin of copper-clad laminates and PCB companies, and the stock prices of related companies have risen by 3-5 times.
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