트라피구라, 광산 투자로 구리 공급 노출 심화

[Yihao New Materials: 2025 Net Loss of RMB 58.6219 Million Widened 50.85% YoY, HVLP Copper Foil Still in Sample Testing Stage] Yihao New Materials announced that the cumulative deviation in its closing price increase over the two consecutive trading days on June 15 and June 16, 2026, reached 30%, constituting abnormal fluctuation in stock trading. After self-inspection, the company stated that previously disclosed information requires no correction or supplement; there have been no significant changes in recent production and operations or in the internal and external business environment; the controlling shareholder and actual controller have no undisclosed matters that should have been disclosed, and did not trade the company’s shares during the fluctuation period. The company warned of risks, noting that its net loss attributable to shareholders of the listed company for 2025 was RMB 58.6219 million, a loss that widened by 50.85% YoY compared to 2024, and its overall performance was weaker than the industry average. The certification progress for its HVLP copper foil is slower than some of its peers; it is currently in the sample testing, analysis, and certification stage and has not yet generated revenue. In addition, the second-phase 5,500-mt production line of the “High-Precision Electrolytic Copper Foil Project with an Annual Capacity of 10,000 mt” raised investment project is advancing equipment installation and commissioning, and the commissioning time is subject to uncertainty.

[윈난에너지투자: 회사, 무과핑 풍력발전단지 프로젝트에 투자 계획] 윈난에너지투자는 지배주주인 윈난에너지그룹이 2025년 윈난성 제3차 신에너지 프로젝트 중 푸위안현 무과핑 풍력발전단지 프로젝트의 낙찰자로 선정되었다고 발표했다. 윈난에너지그룹의 전체 전략 및 2025년 윈난성 제3차 신에너지 프로젝트 개발·건설 관련 요구사항에 따라, 회사는 푸위안현 무과핑 풍력발전단지 프로젝트 건설을 적극 추진할 예정이다. 이 프로젝트의 총 설비용량은 25 MW, 총 공사 기간은 10개월로 예상된다.

해관총서 통계 속보에 따르면, 2026년 1~5월 중국 가전제품 수출량은 19억 1,754만 9,000대로, 전년 동기 18억 4,256만 8,000대 대비 4.1% 증가했으며, 수출액은 427억 8,500만 달러로 전년 동기 410억 1,700만 달러 대비 4.3% 증가했다. 5월 한 달 동안 가전제품 수출량은 4억 1,989만 2,000대, 수출액은 89억 8,200만 달러로 전년 동기 대비 9.5% 증가했다.