Recently, the New York copper phase has reached an epic level of emptiness, and “Dr. Copper” continues to advance. Copper futures traded on the London Metal Exchange broke through the $11,000 per tonne mark on Monday. Jiantao Laminate (01888.HK), a leading copper-clad board company, issued another price increase letter on the 20th. The reason for the price adjustment was rising copper prices and full orders.

According to the price increase letter obtained by the Finance Association reporter, due to the sharp rise in the price of copper clad plate, the price of copper has risen sharply, and customers have recently prepared a lot of goods. The company's production capacity was fully filled in May. Due to cost pressure, the price of related sheets will increase by 5-10 yuan/sheet starting with receiving a new order today. According to an analysis by Caitong Securities, under the influence of the upward boom period and scale effects, high-concentration upstream copper clad plate manufacturers can obtain stronger bargaining power and are expected to achieve faster output value growth and higher gross margin performance compared to downstream.

According to the Finance Federation's theme library, among the relevant listed companies:

The sales price and sales volume of the main product of Jin'an Guoji rose sharply compared to the same period last year. The gross margin of the product increased a lot year on year, and net profit for the first quarter increased 657.8% year on year.

Shengyi Technology specializes in copper-clad plates (PCB upstream), and its products are widely used in mobile phones, automobiles, computers, etc.