Market Overview - On November 20, the industrial metals sector declined by 0.52% compared to the previous trading day, with Xinweiling leading the decline [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the industrial metals sector included: - Guocheng Mining (Code: 000688) with a closing price of 29.65, up 4.99% and a trading volume of 610,600 shares, totaling 1.823 billion yuan [1] - Asia-Pacific Technology (Code: 002540) with a closing price of 7.15, up 3.03% and a trading volume of 307,700 shares, totaling 220 million yuan [1] - Major decliners included: - Xinweiling (Code: 920634) with a closing price of 24.91, down 3.67% and a trading volume of 12,900 shares, totaling 33.008 million yuan [2] - Chang Aluminum (Code: 002160) with a closing price of 5.41, down 3.22% and a trading volume of 751,900 shares, totaling 413 million yuan [2] Capital Flow - The industrial metals sector experienced a net outflow of 1.961 billion yuan from institutional investors, while retail investors saw a net inflow of 1.359 billion yuan [2] - Key stocks with significant capital flow included: - Huayu Mining (Code: 601020) with a net inflow of 97.347 million yuan from institutional investors [3] - Xizang Zhuofeng (Code: 600338) with a net inflow of 94.423 million yuan from institutional investors [3]

Core Viewpoint - The company has clarified its pricing model for aluminum foil products, which is based on aluminum prices plus processing fees, with adjustments made according to market conditions and production costs [1] Pricing Model - The pricing for domestic aluminum sales is primarily referenced from the Shanghai aluminum price or the Changjiang nonferrous aluminum price, while export pricing is based on the LME London aluminum price [1] - Processing fees will be adjusted based on market trends, supply and demand conditions, and production costs [1]

Core Viewpoint - The company is advancing its 100,000-ton power and energy storage battery foil project, with main equipment entering the debugging phase, which will enhance its aluminum foil production capacity to 255,000 tons, further solidifying its integrated aluminum processing industry chain [1] Group 1: Project Development - The main equipment for the 100,000-ton power and energy storage battery foil project has begun debugging, with remaining supporting equipment to be installed and debugged subsequently [1] - Upon completion, the company will achieve a total aluminum foil capacity of 255,000 tons, in addition to the existing 260,000 tons of aluminum plate and strip capacity [1] Group 2: Product Innovation - The company is focusing on the new materials sector, enhancing research and development to drive product innovation and process improvements [1] - New products developed include high elongation battery aluminum foil and high-dielectric battery aluminum foil, with the former already validated by customers and in mass supply, while the latter is entering small batch supply [1] Group 3: Market Expansion - The company is actively expanding into high-end packaging, photovoltaic high barrier films, and conductive films for automotive dimming skylights, fostering growth in its functional film business [1]

截至发稿，万顺新材市值为59亿元。 每经头条（nbdtoutiao）——"银行直供房，不计成本卖！"有的半价出售，众多刚需还不知道！银行用 过的房很抢手，有人加价100万元抢拍 （记者 王瀚黎） 每经AI快讯，万顺新材（SZ 300057，收盘价：6.59元）11月13日晚间发布公告称，汕头万顺新材集团 股份有限公司全资子公司汕头万顺新材兆丰林科技有限公司于近日获得国家知识产权局颁发的一项发明 专利证书。专利名称为"一种具有梯度过渡层和双银层结构的柔性镀膜材料及其制备方法"。 2025年1至6月份，万顺新材的营业收入构成为：铝箔包装业务占比89.05%，纸制品包装材料业务占比 8.28%，其他行业占比1.27%，贸易业务占比0.94%，导电膜业务占比0.45%。 ...

Core Viewpoint - Wan Shun New Materials announced that its wholly-owned subsidiary, Shantou Wan Shun New Materials Zhaofeng Lin Technology Co., Ltd., has been granted an invention patent by the National Intellectual Property Administration, which is expected to enhance the company's competitive edge in the car film market [1] Group 1 - The patent number is ZL202511165373.9, and it is titled "A Flexible Coating Material with Gradient Transition Layer and Double Silver Layer Structure and Its Preparation Method" [1] - The application date for the patent was August 20, 2025, and the authorization announcement date was November 7, 2025, with a validity period of 20 years [1] - The patented technology has already been applied in the production process of the company's car film products, which is beneficial for protecting intellectual property and enhancing technological development capabilities [1]

汕头万顺新材集团股份有限公司 汕头万顺新材集团股份有限公司 关于取得发明专利证书的公告 董 事 会 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，不存 在虚假记载，误导性陈述或者重大遗漏。 汕头万顺新材集团股份有限公司(以下简称"公司")全资子公司汕头 万顺新材兆丰林科技有限公司于近日获得国家知识产权局颁发的一项发 明专利证书，具体情况如下： 证券代码：300057 证券简称：万顺新材 公告编号：2025-053 债券代码：123085 债券简称：万顺转 2 | | 专利号 | | 专利名称 | 专利类型 | 专利申请日 | 授权公告日 | 有效期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025 | 1 | 1165373.9 | 一种具有梯度过渡 层和双银层结构的 柔性镀膜材料及其 | 发明专利 | 2025-8-20 | 2025-11-7 | 二十年 | | ZL | | | 制备方法 | | | | | 该发明专利通过梯度过渡层设计、双银层结构优化,获得了一种基于 热塑性聚氨酯(TPU)基材的高透光、高耐候镀膜材料，适用 ...

证券代码：300057 证券简称：万顺新材 公告编号：2025-054 债券代码：123085 债券简称：万顺转 2 汕头万顺新材集团股份有限公司 特此公告。 汕头万顺新材集团股份有限公司 董 事 会 2025 年 11 月 13 日 - 1 - 关于归还募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，不存 在虚假记载，误导性陈述或者重大遗漏。 汕头万顺新材集团股份有限公司（以下简称"公司"）于 2024 年 11 月 18 日召开了第六届董事会第十七次会议、第六届监事会第十二次会议 审议通过了《关于使用闲置募集资金暂时补充流动资金的议案》：同意公 司及全资孙公司安徽中基电池箔科技有限公司使用闲置募集资金不超过 人民币 40,000 万元暂时补充流动资金，使用期限自董事会批准之日起不 超过 12 个月，到期或募集资金投资项目需要时立即归还至公司募集资金 专户。具体详见中国证监会指定信息披露网站。 截至 2025 年 11 月 13 日（暂时补充流动资金到期日为 2025 年 11 月 17 日），公司已将暂时补充流动资金人民币 20,000 万元全部归还至公司募 集资金专用账户，同时 ...

Core Viewpoint - Wan Shun New Materials (300057.SZ) has stated that its thermal insulation film products are widely used in construction and automotive glass, contributing to energy conservation and emission reduction in buildings [1] Group 1 - The company's thermal insulation film products are applied in various sectors, including construction and automotive [1] - The application of these products supports energy-saving and emission-reduction efforts in the building industry [1]

Core Viewpoint - Wan Shun New Materials (300057) announced that neither the company nor its subsidiaries have any overdue guarantees, and there are currently no lawsuits related to guarantees or losses due to guarantee judgments [1] Group 1 - The company confirmed the absence of overdue guarantees [1] - There are no ongoing lawsuits involving guarantees [1] - The company is not liable for any losses from guarantee-related judgments [1]

Group 1 - The company, Wanshun New Materials (300057.SZ), has indicated that its high barrier film products can be applied in display device packaging [1] - The company's conductive film products are applicable in touch panels and dimming glass [1]