According to a research report from Huaxi Securities, the copper foil industry is characterized by its capital-intensive nature. Given the substantial cost associated with its primary raw material—copper—the industry demands significant cash flow, which, in turn, restricts the addition of new capacity during the initial phases. However, with the burgeoning demand for power and energy storage batteries, the supply of copper foil capacity has become constrained, prompting an upward trajectory in processing fees. Furthermore, the swift advancement of AI technology is anticipated to fuel the expansion of PCB copper foil on a larger scale, thereby exerting additional pressure on the capacity of lithium battery copper foil. Considering the stringent product performance requirements and the technical complexities involved, there exists considerable potential for an increase in processing fees, ultimately bolstering the profitability of suppliers.