Core Viewpoint - 佛塑科技 plans to acquire 100% of 金力股份 for a total transaction price of 50.8 billion yuan, aiming to enhance its position in the lithium battery separator market [1][2] Group 1: Acquisition Details - 佛塑科技 will pay 46.8 billion yuan in shares and 4 billion yuan in cash for the acquisition of 金力股份 [2] - The acquisition is classified as a major asset restructuring but will not change the control of the listed company [2] - The acquisition is expected to facilitate 佛塑科技's entry into the lithium battery separator market, particularly for electric vehicles and energy storage [2] Group 2: 金力股份 Overview - 金力股份 specializes in the research, production, and sales of lithium battery wet separators and has notable clients including 宁德时代 and 比亚迪 [3] - The company has multiple shareholders, with the current controlling shareholder being 北京华浩世纪投资有限公司 [2] Group 3: Financial Performance and Projections - 金力股份 experienced a revenue increase in 2023-2024, but net profit showed significant volatility, with projected revenue around 2.64 billion yuan in 2024 [4] - The company is expected to achieve net profits of no less than 230 million yuan, 360 million yuan, and 610 million yuan for the years 2025, 2026, and 2027 respectively [5] - The market for lithium battery separators is anticipated to recover, with expectations of increased demand and sales volume exceeding 4.5 billion square meters in 2025 [5]

交易完成后， 双方将进行 供应链整合， 佛塑科技也会以 隔膜作 突破点进入新能源行业 ， 2024 年总资产 也会 增长到 179 亿元，营收 也会因此 大幅增加。 去年自下半年起隔膜市场逐渐趋于稳定， 价格止跌， 加之 下游 储能 行业需求扩张，隔膜行业利润 也在稳步回升，起点研究院（ SPIR ） 调研数据显示， 2024 全球锂电池隔膜出货量近 260 亿平，同比增长 26.8% ，其中湿法隔膜出货量 202.1 亿平，占整体出货量重新回 升，主要是因为储能领域 314Ah 电芯逐步替代 280Ah ，而 314Ah 电芯使用湿法隔膜居多。 同时起点研究院（ SPIR ）预计随着下游锂电池出货量的持续增长，将带动 2025 年全球隔膜出货量达 325.3 亿平，同比增长 25.5% 。 风云再起。 起点锂电获悉， 4 月 29 日佛塑科技发布 公告称 ，拟购买袁海朝等 102 名交易对方持有的金力股份 100% 的股份，交易对价合计为 50.8 亿元，其中发行股份 46.8 亿元，现金支付 4 亿元。 隔膜老将用产品赢得肯定 佛塑科技 主要产品是 先进高分子新材料， 细分为 光学薄膜、双向拉伸薄膜、渗析 ...

Core Viewpoint - 佛塑科技 announced a major asset restructuring plan to acquire 100% of 河北金力新能源科技股份有限公司 (金力股份) for a total transaction price of 5.08 billion yuan, which includes issuing shares and cash payments [1][2] Group 1: Acquisition Details - The acquisition price for 金力股份 is set at 5.08 billion yuan, with 4.68 billion yuan paid through share issuance and 400 million yuan in cash [2] - 佛塑科技 plans to raise up to 1 billion yuan from its controlling shareholder, 广新集团, to fund the cash portion of the acquisition and for working capital and debt repayment [1][2] - The acquisition will not involve a restructuring of the listed company or a change in control [2] Group 2: Company Background - 金力股份 specializes in the research, production, and sales of lithium battery wet separators, positioning itself within the high polymer film material sector [2] - The company has notable shareholders including 比亚迪 and 珠海冠宇, and its clients are major players in the lithium-ion battery industry such as 宁德时代 and 亿纬锂能 [2] Group 3: Financial Performance and Projections - 金力股份 is expected to generate approximately 2.64 billion yuan in revenue for 2024, but its net profit is projected to turn from profit to loss due to industry supply-demand imbalances [3] - The company has committed to achieving net profits of no less than 230 million yuan, 360 million yuan, and 610 million yuan for the years 2025, 2026, and 2027, respectively [3] - In the first quarter of this year, 金力股份 returned to profitability, and it is anticipated that the market demand for lithium battery wet separators will continue to grow into 2025 [3]

证券代码：000973 证券简称：佛塑科技 公告编号：2025-24 佛山佛塑科技集团股份有限公司 关于召开 2025 年第一次临时股东大会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、召开会议的基本情况 （一）股东大会届次：佛山佛塑科技集团股份有限公司（以下简称公司）2025 年第一次临时股东大会 （二）股东大会的召集人：公司董事会 2025 年 4 月 29 日，公司第十一届董事会第二十五次会议审议通过了《关于召开 公司 2025 年第一次临时股东大会的有关事项》。 （三）会议召开的合法合规性说明：公司董事会认为本次股东大会的召开符合 有关法律法规、规章和《公司章程》的规定。 （四）会议召开日期、时间 1.现场会议时间：2025 年 5 月 20 日（星期二）下午 15:00 时 2.网络投票时间： （1）通过深圳证券交易所交易系统投票的具体时间为：2025 年 5 月 20 日的交 易时间，即 9:15—9:25，9:30—11:30 和 13:00—15:00。 （2）通过深圳证券交易所互联网投票系统投票的具体时间为：开始投票的时间 为 ...

Group 1 - Foshan Fosptech plans to acquire 100% of Hebei Jinli New Energy Technology Co., Ltd. for a total consideration of 5.08 billion yuan, with 4 billion yuan in cash and 4.68 billion yuan through share issuance [1] - The acquisition aims to enhance Foshan Fosptech's presence in the new energy sector, particularly in lithium battery separators, leveraging Jinli's competitive advantages in product layout and customer resources [2] - Post-transaction, Foshan Fosptech's total assets are expected to increase from 4.796 billion yuan to 17.9 billion yuan, a growth rate of 273.23%, while revenue is projected to rise from 2.228 billion yuan to 4.866 billion yuan, reflecting a growth rate of 118.43% [2] Group 2 - Jinli New Energy holds an 18% market share in China's wet-process separator market, ranking second in the industry, indicating strong competitive positioning [2] - The lithium battery separator industry is experiencing a recovery, with significant growth in shipment volumes, particularly for wet-process separators, which are expected to reach 5.3 billion square meters in Q1 2025, a year-on-year increase of 75% [3] - The transaction is anticipated to improve Jinli's financial structure and profitability by optimizing its debt and enhancing its financing channels through the public company platform [3]

根据《佛山佛塑科技集团股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报 告书（草案）》（以下简称《草案》），佛塑科技拟通过发行股份及支付现金的方式，向袁海朝、华浩 世纪等102名交易对方购买其合计所持有的金力股份100%股份，并向公司控股股东广新集团发行股份募 集配套资金。 《草案》显示，本次发行股份及支付现金购买资产与募集配套资金的成功实施互为前提，其中任何 一项未获得所需的批准或其他原因导致无法付诸实施，则上述两项均不实施。本次交易完成后公司控股 股东仍为广新集团，本次交易不会导致上市公司控制权发生变更。 本次交易以资产基础法定价，标的公司金力股份100%股份估值为50.8亿元。佛塑科技以发行股份 及现金支付对价的方式收购金力股份100%股份，同时向广新集团募集配套资金不超过10亿元。 转型切入新能源赛道 4月30日，佛塑科技（000973.SZ）公布了拟收购金力股份的交易草案，打算切入锂电池隔膜领域。 金力股份掌握的湿法隔膜技术较干法隔膜有性能优势，而且湿法隔膜经涂覆处理后在高温下能保持 隔膜完整，明显改善热稳定性，提升电池的电容量和安全性，极大减少电池的爆燃起火概率。另外，湿 法涂覆隔 ...

Core Viewpoint - Foshan Fospower Technology Co., Ltd. plans to acquire 100% of Hebei Jinli New Energy Technology Co., Ltd. for a total consideration of 5.08 billion yuan, enhancing its position in the lithium battery separator market [1][2]. Group 1: Acquisition Details - The acquisition price consists of 4.68 billion yuan in shares and 400 million yuan in cash [1]. - The transaction is based on a formal evaluation and is deemed fair compared to industry peers' price-to-earnings and price-to-book ratios [2]. Group 2: Strategic Benefits - The acquisition allows for shared R&D outcomes and technology integration between Foshan Fospower and Jinli [2]. - It enriches Foshan Fospower's product portfolio in the new energy sector, positioning it as a leader in high-performance polymer functional films [2]. - The transaction is expected to enhance Jinli's operational cost optimization and competitiveness through comprehensive support from Foshan Fospower [2]. Group 3: Market Position and Performance - Jinli holds an 18% market share in China's wet lithium battery separator market, ranking second in the industry [1]. - The company has established stable partnerships with leading domestic and international battery manufacturers, showcasing its global competitive capabilities [3]. - The wet separator market is projected to see significant growth, with a 75% year-on-year increase in output volume expected in Q1 2025 [2].

证券代码：000973 证券简称：佛塑科技 公告编号：2025-19 佛山佛塑科技集团股份有限公司 第十一届监事会第十四次会议决议公告 本公司监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 章等规范性文件规定之各项条件。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 本项议案尚须提交公司股东大会审议。 佛山佛塑科技集团股份有限公司（以下简称公司）监事会于 2025 年 4 月 25 日 以电话通知、书面通知及专人送达的方式向全体与会人员发出了关于召开第十一届 监事会第十四次会议的通知，会议于 2025 年 4 月 29 日在公司总部会议室以现场会 议表决方式召开，由监事会主席叶志超主持，应参加会议监事 3 人，实际参加会议 监事 3 人。会议符合《公司法》及《公司章程》的有关规定。会议审议通过了以下 议案： 公司拟发行股份及支付现金购买河北金力新能源科技股份有限公司（以下简称 金力股份或标的公司）股份（以下简称标的资产），并发行股份募集配套资金（以 下合称本次交易）。 以下第一至第二十二项议案为本次交易相关议案。 本次监事会审议情况具体如下： 一、审议通过了 ...

证券代码：000973 证券简称：佛塑科技 公告编号：2025-18 佛山佛塑科技集团股份有限公司 第十一届董事会第二十五次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚假 记载、误导性陈述或者重大遗漏承担责任。 佛山佛塑科技集团股份有限公司（以下简称公司）董事会于 2025 年 4 月 25 日 以电话通知、书面通知及专人送达的方式向全体与会人员发出了关于召开第十一届 董事会第二十五次会议的通知，会议于 2025 年 4 月 29 日在公司总部会议室以现场 会议表决方式召开，由公司董事长唐强主持，应参加会议董事 7 人，实际参加会议 董事 7 人；全体监事、高级管理人员列席会议。会议符合《公司法》及《公司章程》 的有关规定。会议审议通过了以下议案： 公司拟发行股份及支付现金购买河北金力新能源科技股份有限公司（以下简称 金力股份或标的公司）股份（以下简称标的资产），并向公司控股股东广东省广新 控股集团有限公司（以下简称广新集团）发行股份募集配套资金（以下合称本次交 易）。以下第一至第二十四项议案为本次交易相关议案。 本次董事会审议情况具体如下： 一、审议通过了《关于公司发行股 ...

Core Viewpoint - Foshan Fospower Technology Co., Ltd. plans to acquire 100% of Jinyi Co., Ltd. through a combination of issuing shares and cash payment, aiming to expand its presence in the new energy lithium battery separator market [1][2]. Group 1: Acquisition Details - The total transaction price for the acquisition is 5.08 billion yuan, with 4.68 billion yuan paid through share issuance and 400 million yuan in cash [1]. - The company will also issue shares to its controlling shareholder, Guangxin Group, to raise up to 1 billion yuan for supporting funds [1]. - This transaction constitutes a major asset restructuring but does not result in a change of control for the listed company [1]. Group 2: Strategic Positioning - Fospower Technology is positioned as an important listed platform under Guangxin Group in the new materials sector, with a current focus on optical films, biaxially oriented films, and protective materials [2]. - The acquisition of Jinyi Co., Ltd. will enhance Fospower's product competitiveness through resource integration and industrial synergy [2]. Group 3: Jinyi Co., Ltd. Overview - Jinyi Co., Ltd. specializes in the research, production, and sales of lithium battery wet separators, holding an 18% market share in China's wet separator market, ranking second in the industry [2]. - The company has established strong partnerships with leading domestic battery manufacturers and supplies to overseas firms, indicating a robust competitive advantage in the wet separator field [3]. Group 4: Production Capacity and Technology - Jinyi Co., Ltd. has planned 46 production lines, with over 60% launched in 2023 and beyond, utilizing advanced wide-width equipment [3]. - By the end of 2024, Jinyi's operational production capacity is expected to reach approximately 5 billion square meters [3].