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FCC — Investor Presentation 2021
Nov 16, 2021
51941_rns_2021-11-16_547b17a0-61c1-48f3-a6c3-fef173d21a24.pdf
Investor Presentation
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FIRST COPPER TECHNOLOGY CO., LTD
First Copper Technology Co., Ltd. 2021 Institutional Investor Conference
November 17, 2021
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FIRST COPPER TECHNOLOGY CO., LTD
Disclaimer
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The presentation of information in this briefing is based on the Company's assumption of future operations that are forward-looking and is subject to risks and uncertainties and the results of actual operations may differ materially from those of the above-mentioned forward-looking statements.
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Except as required by law, the Company undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.
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FIRST COPPER TECHNOLOGY CO., LTD
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Agenda
~ Sales Market Information ~~P~~ 7 10
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Statements of Comprehensive Income - YoY: 9 Months
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FIRST COPPER TECHNOLOGY CO., LTD
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FIRST COPPER TECHNOLOGY CO., LTD
Forecast of LME Copper Price Global financial group Macquarie published market analysis on LME copper price estimates for the next few years on Oct, 7th. 2021.
Average price in 2021 9,149USD/MT
Average price in 2022 8,563USD/MT
Average price in 2023 8,000USD/MT
Average price in 2024 8,250USD/MT
Average price in 2025 8,750USD/MT
Illustrate :
(1) Mine supply has gradually stabilized, EV car and charging stations have become popular in the market, LME copper price will be falling in next two years, and rise from 2024 to 2030.
(2) S&P Global Platts analysis shows that the sales of plug-in light electric vehicles are expected to increase from 3.1 million in 2020 to 6 million in 2021, will increase to 12.5 million by 2026, and 21.7 million by 2030.
Average price in 2026 9,250USD/MT
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FIRST COPPER TECHNOLOGY CO., LTD
Sales Market Information
一、 Sales portfolio of main product
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Proportion
Item Product
(%)
Copper
Special 1 Copper Strip 21.66
Strip
Tin Plated Alloy
21.66%
Strip 7.10% Brass Strip 2 Brass Strip 13.36
21.01% 13.36%
3 Phosphor Bronze Strip 3.32
High Performance
4 33.55
Phosphor Alloy
High
Bronze
Performan
5 Tin Plated Strip 21.01
Strip
ce Alloy
3.32%
33.55%
6 Special Alloy 7.10
Product Sales Portfolio
7 Total 100
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FIRST COPPER TECHNOLOGY CO., LTD
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二、 Sales Distribution
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Domestic / Overseas
Domestic
Overseas
61.42%
38.58%
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Distribution of Sales Countries
Japan Other
Singapore 4.25%
1.92%
and
Malaysia
and
Indonesia
12.53%
Thailand
and
China (Incl.
Vietnam
Hong
and
Kong)
Philippines
56.26%
25.04%
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FIRST COPPER TECHNOLOGY CO., LTD
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三、 Application Trend For Main Products
| 5G | Communication station (bare) | C19210、C1020 |
|---|---|---|
| Heat sink for smart phone (bare) | C1814、C5191 |
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| Connector for smart phone (bare) | C1814、C7025、C14415 |
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| Fuel car and EV car | Connector / Terminal (bare, tinplating) |
C194、C19210、C4250、C1100、C2600 、C7025、C5191 |
| Automotive electronic (bare) | C194、C19210、C7025、C151 |
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| Accumulator (bare) | C1020、C1100 |
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| Car charging pile (bare) | C1100、C1814 |
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| Semiconductor | IC (Integrated circuit) (bare) | C194、C7025 |
| Discrete (bare) | C194、C19210 |
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| LED (bare) | C194、C19210 |
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| Electrical tools | Accumulator (bare, tin plating) | C1100、C50715、C50710 |
| Consumption electronic | 3C product (bare, tin plating) | C2680、C5191、C5210 |
| Heat sink | CPU (bare) | C1100、C1020、C151、C1814 |
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FIRST COPPER TECHNOLOGY CO., LTD
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四、Development Policy of Combining Production, Sales And Market -
Semiconductor materials increase the supply of thin plates, and gradually develop to mass production for etching process material.
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Develop to produce copper ingot with conductivity IACS 100%.
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Develop to produce high heat dissipation high heat resistance Cu-Zr alloy.
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Develop to produce new material with high conductivity high strength.
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,
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Secondary processed products starting to supply various types of punched products for C2600 and C2200 .
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Increase the supply of related products in the semiconductors and automotive industries.
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