Empowering the AI Infrastructure Base: YDDL Reshapes Global Supply Chain Resilience with High-Purity Recycled Metals

With the accelerated evolution of artificial intelligence and the modernization of global power systems, the strategic value of non-ferrous metals, especially copper, is being redefined. Recently, a deep-dive research report released by S&P Global has drawn significant attention from the capital markets. The report explicitly warns thatDriven by the surge in AI data centers, global copper demand will soar to 42 million tons by 2040. Even if the supply of recycled metals doubles, the world will still face a supply deficit of approximately 10 million tons.

In the face of this historic supply-demand mismatch, $One and one Green Technologies (YDDL.US)$ with its first-mover advantage in the Asia-Pacific market and unique business closed-loop, YDDL is firmly positioned as a key pivot in the global AI hardware supply chain.

Deep Moat and Market Leadership

Amid the lengthy development cycle of native copper mines and escalating geopolitical risks, YDDL's uniqueness lies in its full-chain integration capabilities in the recycled metal sector. As one of the few companies in the region holding complete import-export licenses, YDDL has established a solid entry barrier at the source of raw material sourcing. This unique advantage was strongly validated by the market in November 2025: the company signed new contracts worth $7.7 million in a single month and efficiently delivered 634,000 kilograms of high-purity copper alloy ingots. This stable delivery capability under extreme demand has established YDDL's leading position in the Asia-Pacific and even global green infrastructure supply chain.

Outstanding profitability and asset quality

Unlike traditional resource-based companies, YDDL's competitive advantage is clearly reflected in its highly resilient financial structure. In the first half of 2025, the company's revenue increased by 50.66% year-on-year, with gross margin climbing against the trend to 25.3%. In the non-ferrous metal industry, such a significant gross margin performance fully demonstrates that YDDL possesses extremely high product added value and downstream pricing power. Additionally, the company maintains a healthy zero-interest debt structure and, leveraging IPO funds, has significantly increased strategic inventory to $20.6 million. This forward-looking reserve strategy has enabled YDDL to gain control over scarce spot supplies before the arrival of the supply deficit era anticipated by S&P Global.

Strategic Vision: An Irreplaceable Supply Cornerstone

The endpoint of AI is energy, and the physical foundation of energy is non-ferrous metals. YDDL provides not only recycled resources but also an extremely scarce 'supply certainty' in the digital age expansion process. By converting high-purity recycled copper into core raw materials for AI infrastructure, we not only address global tech giants' compliance needs for green supply chains but also build an irreplicable competitive edge through a closed-loop production model amidst the wave of resource transformation.

In the future, we will continue to cultivate high-growth tracks, focusing on high-purity recycled copper ingots, continuously empowering the iteration of global computing power infrastructure and green energy, becoming a core growth engine driving industry sustainability.

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