The year-end gains surged by 63. 55 per cent, the net profit loss from the return to the mother increased to $36,754 million, and the performance of kazit in the first half of 2025 led to a “twice up”。
On 26 august, the semi-annual publication of kawontech showed that companies had earned 3,963 million yuan in the first half of the year, up from an all-time high in the same period, and that copper aluminum production and sales had increased simultaneously, by 72. 46 per cent and 63. 01 per cent, respectively。
According to gaewontech, the increase in company sales orders in the first half of the year, the increase in capacity utilization and the reduction in unit costs, coupled with the increase in high performance electrolyte copper platinum research and development, the promotion of high-end national production substitution, the development of new solid battery products and the optimization of product structure to increase the share of higher value added products, have contributed to the increase in māori rates and to the loss and loss of power companies. Of particular concern is the increasing presence of offshore operations among the many factors driving the rise in corporate māori rates. Companies have now imported overseas customers such as japan, korea, south-east asia and europe and the united states of america, and well-known battery enterprises have been developing overseas since this year, with higher rates of gross domestic product。
Ai-enabled pcb copper demand, kazi has taken over the top track
The rapid development of the ai industry has placed greater demands on the performance of the pcb, which has become difficult to meet its technical needs, and the high-end pcb copper is a critical breakthrough. In the face of emerging market demand, kit was keen to capture this trend, focusing on high-end scenarios and achieving multiple technological breakthroughs。
The semi-annual reports show that in the area of pcb copper, gawontech is focused on high-end, differentiated high-speed circuits with high-end applications such as copper radon, high-density interconnection and special-purpose copper radon in order to meet the demand for high-performance pcb in emerging areas such as ai, computing, and 5g. Of these, the company pcb has been produced in bulk from super thin copper plating (utf), rtf has been certified by the head enterprise and has capacity in volume, and the hvlp copper plume product is in the customer validation phase。
At the technical level, the production of mvlp copper is difficult and technical barriers are high, with long-term japanese and korean manufacturers monopolizing it and national production replacing space. Kyattech is one of the few enterprises in the country that has established a high-end hvlp copper product model. It is known that currently mvlp 1-2 is being tested in small quantities and that the mvlp-3 has passed the laboratory certification phase and is being tested with downstream customers。
In terms of market value, the processing fees and profit margins for high-end pcb copper are significantly higher than for ordinary products. Analysis of chinese-intelligence securities shows that in 2023 the export price of japanese copper is more than twice that of chinese copper, and the single-ton processing fee is about 10 times that of chinese copper. If hvlp is approved and the supply is stabilized, it will not only achieve a “0 to 1” breakthrough in the company's high-end copper platinum, but it is also expected to optimize business structures and improve profitability。
With regard to the energy distribution, kjt has a planned total capacity of 35,000 tons of copper platinum production line in the state of xibna, and has now produced more than 10,000 tons, mainly for electronic circuit copper plume products, of which high-end products can be applied to pcb in the ai server. In addition, the company used chips for the sealing of super thin copper beaks, and it is expected that the first production line will come into operation in october this year, with 700,000 square metres per year to be achieved by the end of 2026. According to northeast securities analysts, the nationalization breakthrough of the mvlp copper platinum not only solves the problem of costs and maturities, but also, once the autonomy of the high-end material it represents is established, it may release very flexible profit space and valuation revaluation opportunities。
Increased percentage of lithium copper platinum at high end and profit recovery
Lithium copper is used as a core business block in karma technology, benefiting from industrial recovery, higher-end product shares of companies, etc., and repairing profitability. The semi-annual reports show that the company's revenue from lithium copper is $3. 32 billion, an increase of 79. 25 per cent over the same period, and that the māori ratio has increased to 5. 67 per cent, an increase of 4. 24 percentage points over the same period last year。
According to quest, the lithium copper copper industry hit its bottom in 2024 and began to recover in 2025, with higher processing fees for high end products. Gyt accelerates high-end product distribution, increases overload and achieves overall profitability restoration. As revealed at the investor exchange in july, the share of high-end copper beads, such as the super-high and super-high-strength copper ring, increased to 70 per cent. This figure represents a significant increase from about 30 per cent in the first half of the previous year. This structural change directly improves a company's single-ton profitability, due to the fact that high-end product processing fees are 20 to 50 per cent higher than those for common products。
In the area of lithium copper, gawon technology covers a wide range of products, including very thin, medium-high, super-high, super-high and super-high. In the very thin copper platinum sector, 4. 5 micrometres and 4 micrometres have been stabilized in large quantities, 3. 5 micrometres have entered the small-volume supply phase and 3 micrometres have taken the lead in producing capacity. The supply of super-high copper is being scaled up, and it has passed client testing and has begun to be supplied in bulk。
In the area of solid battery copper slugs, carntech is a small number of companies that have made progress in commercialization and are now providing bulk supplies to several enterprises. In addition to being used in new energy vehicles, the company's solid-state battery copper slurry, which is suitable for multiple solid-cell technology routes, is contained in the evtol product test issued by the head manufacturer and the technical lead has been validated。
Kazech estimates that in 2025 the volume of copper from solid batteries will be around 100 tons. In addition to bulk supply and sample testing clients, the company has entered into strategic agreements with multiple clients to develop customized copper platinum products as required by clients. The requirements for downstream vehicles to increase the energy intensity of power cells are constantly increasing, confirming the soundness of the company's technical layout in related frontier areas。
Internationalized layout speeds up and clients abroad continue to break through
With regard to overseas markets, the globalization of kyats technology is moving from customer validation to supply。
Following the introduction of new overseas clients in 2024, new results continue to be achieved. In january this year, the company announced the signing of purchase orders with internationally recognized battery manufacturers. In a semi-annual newspaper, kawamoto-technology revealed that “a well-known customer of an offshore battery company has been quenching since the beginning of the year and has a higher mur than domestic production”. Kawamoto has now successfully imported foreign clients from japan, korea, south-east asia and europe and the united states。
On 24 august, kjt public company indicated that the company's high-end copper platinum products had been exported for the first time to malaysia, and that this was the first time that local copper platinum products in may state had entered the malaysian market。
At present, garwontech has built six production bases, planning about 250,000 tons of production capacity and currently more than 130,000 tons of production capacity per year to support corporate global business expansion。
In its semi-annual report, kawamoto revealed that, with the increase in the number of orders in the three quarters, the company's capacity utilization rate has increased gradually and is currently over 90 per cent. With regard to the second half of the year of operation, gaewontech said that efforts to complete copper platinum production and sales exceeded the annual target of 100,000 tons and that, with the increase in the share of high-value-added products, the import of overseas customers and the release of sales, it would result in more profitable growth points for companies, increasing their profitability and market competitiveness。
