According to third-party market data, as of the end of October, the international copper price has shown a remarkable performance, with LME copper reaching a maximum of $11,200 per ton, and the cumulative increase since the beginning of the year exce

The institutional viewpoint is that the surge in copper and tungsten prices this time around is driven by diverse factors. Apart from the positive support derived from the expected improvement of macro policies at certain stages, the sustained high p

Currently, upstream raw material companies in the semiconductor industry are brewing a new round of price surge, covering multiple upstream core areas such as CCL (copper-clad laminate), copper foil, glass fiber cloth (electronic cloth), and tungsten

In order to understand the latest developments of related companies in the industry chain, the reporter of Kechuangban Daily called several listed companies as an investor. Head companies in subdivisions such as Shengyi Technology, Jiayuan Technology

Listed Companies Implement Multiple Countermeasures

In the CCL industry, high-speed and high-frequency product demand has entered an accelerated release phase. Faced with copper prices remaining at high levels, a representative from Shengyi Technology's secretarial office stated that the company compl

The person from the secretary office of Shengyi Technology further stated that in view of the current upward trend of raw material copper prices, the company has formulated a clear subsequent price adjustment plan, and product prices will closely fol

Nan Asia New Material focuses on CCL and bonding sheets. Regarding the rise in copper material prices, the company has adopted a unique strategy. The secretary of the board of Nan Asia New Material said that they have not yet adjusted product prices.

According to the company's investor research information on October 23rd this year, New Asia Materials has always adhered to the supplier relationship of strategic partnership, long-term win-win, and collaborative cooperation. Therefore, it has stron

"Jia Yuan Technology implements hedging operations to cope with the rise in copper prices.". The company's secretary to the board said that while purchasing copper raw materials, the company also conducts hedging business, and its profit focus is on

Regarding price adjustments of products, Jiayuan Technology indicated that it mainly depends on market supply and demand. Currently, the company's business still focuses on sales in the traditional automotive field, and the income from products invol

As for the raw material of electronic special gas tungsten hexafluoride, when it comes to the response measures for the rise of tungsten prices, the secretary of the board of Huate Gas said that if the upstream material prices increase, it will be pa

A person from the secretary office of Huate Gas expressed that for their gas purification products, when upstream material prices rise above the company's cost tolerance threshold, it triggers price negotiation with downstream customers. Although the

CSSIC is currently one of the core suppliers of tungsten hexafluoride globally. A staff from the company's securities department stated that the company produces tungsten hexafluoride electronic specialty gas. If there are major changes in the market

"Recently, discussions about price increases in the electronic specialty gas industry are indeed quite heated." CSIC Specialty Gases also stated that the company's tungsten hexafluoride products have signed annual or long-term supply agreements with

Regarding the discussion of price increases in the industry, another domestic tungsten hexafluoride industry insider analyzed to the reporter of the Science and Technology Innovation Board Daily that the core reason for this round of industry price i

High-growth corporate performance driven by demand

Judging from financial data, Jiayuan Technology's performance in the first three quarters was particularly outstanding. The company achieved total operating income of 6.54 billion yuan, a year-on-year increase of 50.71%; net profit attributable to th

As the world's second-largest rigid copper-clad board manufacturer, Shengyi Technology relies on raw materials accounting for about 90% of its total costs, and its products are sensitive to upstream raw material prices.

The pricing mechanism of Shengyi Technology is mainly anchored to the production model of 'copper price + processing fee'. If the product price of copper-clad laminate can successfully achieve cost transmission, it will not only not exert pressure on

Benefiting from the year-on-year increase in copper-clad laminate sales, Shengyi Technology achieved an operating income of 20.614 billion yuan and a year-on-year growth of 39.8% in the first three quarters of 2025. It also realized a net profit of 2

The person from the secretary office of Nanxia New Materials said that the explosive growth in demand from the terminal market has injected new impetus into the sales of the company's CCL products, driving performance growth. Among them, high-end hig

In terms of specific performance, Nan Asia New Materials disclosed its 2025 third-quarter report on October 30, stating that the company achieved a profit of RMB 158 million in the first three quarters, representing a year-on-year increase of 180.79%

Regarding business performance, Huate Gas indicates that driven by the sustained improvement of terminal demand such as AI computing power, the company's overall sales this year have increased. Notably, sales of certain products to semiconductor cust

Prepare relevant production capacity around market demand

Regarding the highly-focused issue of capacity expansion in the market, the board secretary of Shengyi Technology stated that the company's current copper-clad laminate production capacity is sufficient to meet market demand. However, the company wil

In the field of AI computing power, Jiayuan Technology is optimistic about the market demand prospects for a long time. The company's secretary of the board said that the company currently mainly provides copper foil technology support to this field,

A reporter from the Science and Technology Innovation Board Daily noticed that Jiayuan Technology has set up an electrolytic copper foil production line in Longnan, Ganzhou, Jiangxi. The planned total production capacity of this line is 35,000 tons,

Meanwhile, Jiayuan Technology also mentioned that the current revenue proportion of copper foil products applied in the PCB field is relatively low, and the company's revenue is still dominated by lithium battery copper foil.

Regarding the latest production capacity layout, a representative from the secretary of the board of Zhongchuan Special Gas explained that the company's current production capacity of tungsten hexafluoride is 2000 tons per year. This is the company's

Regarding the overall production capacity and planning, a person from the Secretary-General Office of South Asia New Materials said that the existing production capacity can meet the market terminal demand for CCL. According to the established plan,

Looking ahead to the future copper and tungsten prices, Song Hongxiao, an analyst at Zhuochuang Information, said that on one hand, the supply-demand gap is expanding year by year: the global refined copper gap is expected to expand from 250,000 tons

According to Guohai Securities' research report, with the continuous iteration of integrated circuit technology, especially the increasing number of 3D NAND layers, the demand for tungsten hexafluoride products is growing. Based on TECHCET data, the

However, there are also market views that the semiconductor industry has obvious cyclical characteristics, and the current high demand may weaken with the industry cycle changes. The future trend of tungsten prices is also uncertain. If tungsten pric