Copper Foil Industry Update 20260727: Standard Foil Broad Price Increases Continue, Awaiting High-end Electronic Copper Foil Breakthrough

English summary

Traditional copper foil: Price increases continue, supply-demand tightening. July head companies collectively adjusted prices: THE copper foil +1500 yuan/ton, 3/4.5μm lithium battery copper foil +2000 yuan/ton, 6μm +1500 yuan/ton, effective August 1. Kingboard six rounds of price increases this year, PCB standard foil processing fees up over 25%. Supply-demand, lithium battery copper foil capacity utilization further rises to 98% in 2027, tight balance continues; PCB side AI drives CCL manufacturers locking goods, electronic copper foil full production full sales, low inventory. High-end copper foil: HVLP4 and carrier foil gap gradually widening, domestic yield improvement still key. HVLP4: AI server upgrades drive high-end copper foil demand explosion, 2025 global HVLP total shipments 17,000-20,000 tons, of which fourth generation only about 3,000 tons, long-term monopolized by Japan's Mitsui Mining & Smelting. 2026 demand rises to 30,000 tons, increment concentrated in third and fourth generation products, domestic manufacturers opening substitution space. ...