Shares of Jiangxi Copper Surge on A-Share Limit-Up and H-Share Gains, Fueled by AI Demand and Planned Unit Spin-off

Stock News06-18

Shares of JIANGXI COPPER (00358) advanced against the broader market trend. At the time of writing, its A-shares hit the daily upper trading limit, while its H-shares rose 8.04% to HK$40.6, with a turnover of HK$766 million.

Key Catalysts Behind the Move

The surge is linked to accelerating upgrades in AI servers and high-speed optical modules, driving rapid demand expansion for supporting high-performance, fourth-generation HVLP copper foil used in computing power. According to estimates, the global demand for high-end copper foil in AI servers is projected to reach 24,000 metric tons in 2026, marking a 260% year-over-year increase, fueled by the transition from H100 to platforms such as NVIDIA's GB200 and Rubin. This demand is expected to potentially double further to 50,000 metric tons by 2027.

Planned Unit Spin-Off

It is noteworthy that in May of this year, JIANGXI COPPER announced its intention to spin off its copper foil subsidiary for a listing in Hong Kong. As per the subsidiary's official website, its current annual production capacity for various high-grade electrolytic copper foils stands at 100,000 metric tons. This comprises 35,000 metric tons of electronic circuit copper foil and 65,000 metric tons of lithium battery copper foil. The company's copper foil products cover a thickness range from 3μm to 210μm, with a maximum width of 1650mm, and it offers custom products tailored to specific client requirements.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1112257880?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-18 10:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1112257880","market":"us","top_or_hot":-1,"title":"Shares of Jiangxi Copper Surge on A-Share Limit-Up and H-Share Gains, Fueled by AI Demand and Planned Unit Spin-off","media":"Stock News","content":"<p>Shares of <b>JIANGXI COPPER</b> (<b>00358</b>) advanced against the broader market trend. At the time of writing, its A-shares hit the daily upper trading limit, while its H-shares rose 8.04% to HK$40.6, with a turnover of HK$766 million.<br><br>\n<b>Key Catalysts Behind the Move</b><br><br>\nThe surge is linked to accelerating upgrades in AI servers and high-speed optical modules, driving rapid demand expansion for supporting high-performance, fourth-generation HVLP copper foil used in computing power. According to estimates, the global demand for high-end copper foil in AI servers is projected to reach 24,000 metric tons in 2026, marking a 260% year-over-year increase, fueled by the transition from H100 to platforms such as NVIDIA's GB200 and Rubin. This demand is expected to potentially double further to 50,000 metric tons by 2027.<br><br>\n<b>Planned Unit Spin-Off</b><br><br>\nIt is noteworthy that in May of this year, <b>JIANGXI COPPER</b> announced its intention to spin off its copper foil subsidiary for a listing in Hong Kong. As per the subsidiary's official website, its current annual production capacity for various high-grade electrolytic copper foils stands at 100,000 metric tons. This comprises 35,000 metric tons of electronic circuit copper foil and 65,000 metric tons of lithium battery copper foil. The company's copper foil products cover a thickness range from 3μm to 210μm, with a maximum width of 1650mm, and it offers custom products tailored to specific client requirements.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shares of Jiangxi Copper Surge on A-Share Limit-Up and H-Share Gains, Fueled by AI Demand and Planned Unit Spin-off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShares of Jiangxi Copper Surge on A-Share Limit-Up and H-Share Gains, Fueled by AI Demand and Planned Unit Spin-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-06-18 10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of <b>JIANGXI COPPER</b> (<b>00358</b>) advanced against the broader market trend. At the time of writing, its A-shares hit the daily upper trading limit, while its H-shares rose 8.04% to HK$40.6, with a turnover of HK$766 million.<br><br>\n<b>Key Catalysts Behind the Move</b><br><br>\nThe surge is linked to accelerating upgrades in AI servers and high-speed optical modules, driving rapid demand expansion for supporting high-performance, fourth-generation HVLP copper foil used in computing power. According to estimates, the global demand for high-end copper foil in AI servers is projected to reach 24,000 metric tons in 2026, marking a 260% year-over-year increase, fueled by the transition from H100 to platforms such as NVIDIA's GB200 and Rubin. This demand is expected to potentially double further to 50,000 metric tons by 2027.<br><br>\n<b>Planned Unit Spin-Off</b><br><br>\nIt is noteworthy that in May of this year, <b>JIANGXI COPPER</b> announced its intention to spin off its copper foil subsidiary for a listing in Hong Kong. As per the subsidiary's official website, its current annual production capacity for various high-grade electrolytic copper foils stands at 100,000 metric tons. This comprises 35,000 metric tons of electronic circuit copper foil and 65,000 metric tons of lithium battery copper foil. The company's copper foil products cover a thickness range from 3μm to 210μm, with a maximum width of 1650mm, and it offers custom products tailored to specific client requirements.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"","article_id":"1112257880","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1112257880","pubTimestamp":1781749118,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Shares of JIANGXI COPPER (00358) advanced against the broader market trend. At the time of writing, its A-shares hit the daily upper trading limit, while its H-shares rose 8.04% to HK$40.6, with a...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"159982":"中证500","399300":"沪深300","BK4585":"ETF&股票定投概念","HK0000286598.CNH":"中银保诚中国价值基金 A","BK1592":"有色金属","VXUS":"国际股票ETF-Vanguard","SG9999002950.SGD":"United Asian Growth Opportunities SGD","00358":"江西铜业股份","BK1513":"稀土概念","BK1594":"碳中和概念股","BK1206":"铜","BK4588":"碎股","BK1568":"钢铁金属股","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC"},"translate_title":"在人工智能需求和计划分拆的推动下，江西铜业股价因A股涨停和H股上涨而飙升","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1,"399300":1,"VXUS":1,"00358":1},"content_text":"Shares of JIANGXI COPPER (00358) advanced against the broader market trend. At the time of writing, its A-shares hit the daily upper trading limit, while its H-shares rose 8.04% to HK$40.6, with a turnover of HK$766 million.\nKey Catalysts Behind the Move\nThe surge is linked to accelerating upgrades in AI servers and high-speed optical modules, driving rapid demand expansion for supporting high-performance, fourth-generation HVLP copper foil used in computing power. According to estimates, the global demand for high-end copper foil in AI servers is projected to reach 24,000 metric tons in 2026, marking a 260% year-over-year increase, fueled by the transition from H100 to platforms such as NVIDIA's GB200 and Rubin. This demand is expected to potentially double further to 50,000 metric tons by 2027.\nPlanned Unit Spin-Off\nIt is noteworthy that in May of this year, JIANGXI COPPER announced its intention to spin off its copper foil subsidiary for a listing in Hong Kong. As per the subsidiary's official website, its current annual production capacity for various high-grade electrolytic copper foils stands at 100,000 metric tons. This comprises 35,000 metric tons of electronic circuit copper foil and 65,000 metric tons of lithium battery copper foil. The company's copper foil products cover a thickness range from 3μm to 210μm, with a maximum width of 1650mm, and it offers custom products tailored to specific client requirements.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1112257880","isCrawlerRequest":true}