格隆汇9月26日丨万顺新材(300057.SZ)在互动平台表示，公司电池铝箔产品可应用于钠离子电池正、负 极。 ...

Company Overview - Wanshun New Materials Co., Ltd. is located in Shantou, Guangdong Province, established on March 6, 1998, and listed on February 26, 2010. The company primarily engages in the production and sales of aluminum foil/aluminum plates, paper products, optoelectronic products, packaging materials, and related trade activities [1][2]. Financial Performance - As of September 10, 2025, Wanshun New Materials reported a revenue of 2.692 billion yuan for the first half of 2025, representing a year-on-year decrease of 10.11%. The net profit attributable to shareholders was -53.06 million yuan, a significant decline of 469% compared to the previous year [2]. - The company has cumulatively distributed 433.4 million yuan in dividends since its A-share listing, with 53.3 million yuan distributed over the past three years [3]. Stock Performance - On September 24, 2025, Wanshun New Materials' stock price increased by 2.16%, reaching 6.14 yuan per share, with a trading volume of 195 million yuan and a turnover rate of 4.47%. The total market capitalization stood at 5.512 billion yuan [1]. - Year-to-date, the stock price has risen by 27.65%, but it has experienced a decline of 8.77% over the last five trading days and 4.66% over the last 20 days [1]. Shareholder Information - As of September 10, 2025, the number of shareholders increased to 47,400, a rise of 5.32% from the previous period. The average circulating shares per person decreased by 5.05% to 15,182 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited exited the list of the top ten circulating shareholders [3]. Business Segmentation - The main revenue sources for Wanshun New Materials include aluminum processing products (89.05%), transfer paper (7.04%), and other business segments such as composite paper (1.24%) and functional films (0.45%) [1]. Industry Classification - Wanshun New Materials is classified under the non-ferrous metals industry, specifically in the industrial metals and aluminum sector. The company is also associated with concepts such as RCEP, low prices, QLED, DeepSeek, and small-cap stocks [2].

Core Viewpoint - Wan Shun New Materials announced the acquisition of a patent for a self-repairing paint protection film, indicating innovation in their product offerings and potential competitive advantage in the market [2] Company Summary - Wan Shun New Materials' wholly-owned subsidiary, Shantou Wan Shun New Materials Zhaofenglin Technology Co., Ltd., received a patent from the National Intellectual Property Administration for an invention titled "A Self-repairing Paint Protection Film Based on Asynchronous Curing and Its Preparation Method" [2]

Group 1 - Wan Shun New Materials (SZ 300057) announced on September 22 that its wholly-owned subsidiary, Shantou Wan Shun New Materials Zhaofeng Lin Technology Co., Ltd., has recently obtained an invention patent certificate from the National Intellectual Property Administration for a product titled "A Self-repairing Paint Protection Film Based on Asynchronous Curing and Its Preparation Method" [1] - For the first half of 2025, Wan Shun New Materials' revenue composition is as follows: aluminum foil packaging business accounts for 89.05%, paper packaging materials business accounts for 8.28%, other industries account for 1.27%, trading business accounts for 0.94%, and conductive film business accounts for 0.45% [1] - As of the time of reporting, Wan Shun New Materials has a market capitalization of 5.7 billion yuan [1]

Group 1 - The company Wan Shun New Materials announced that its subsidiary has received a patent certificate from the National Intellectual Property Administration for an invention titled "A Self-repairing Paint Surface Protection Film Based on Asynchronous Curing and Its Preparation Method" [1]

证券代码：300057 证券简称：万顺新材 公告编号：2025-038 债券代码：123085 债券简称：万顺转 2 2025 年 9 月 22 日 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 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。 该发明专利提供了一种基于异步固化的自修复漆面保护膜及其制备 方法，解决传统工艺无法兼顾自修复与耐候性、防水、耐污及力学性能的 问题，适用于汽车漆面防护、电子产品外壳等场景，该专利已应用于公司 车衣膜产品生产工艺中。该专利的取得有利于保护公司知识产权，提升技 术开发保护能力，提升核心竞争力，对公司车衣膜市场推广产生积极影响。 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： 特此公告。 | | 专利号 | | 专利名称 | 专利类型 | 专利申请日 | 授权公告日 | 有效期 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 一种基于 ...

Group 1 - Wanshun New Materials (SZ 300057) announced that it participated in a research meeting with Founder Securities on September 20, 2025, with representatives Huang Wei and Yang Shizhe addressing investor questions [1] - For the first half of 2025, the revenue composition of Wanshun New Materials was as follows: aluminum foil packaging business accounted for 89.05%, paper packaging materials business accounted for 8.28%, other industries accounted for 1.27%, trading business accounted for 0.94%, and conductive film business accounted for 0.45% [1] - As of the report date, Wanshun New Materials had a market capitalization of 5.7 billion yuan [1]

Group 1: Aluminum Processing Business - The company has an aluminum foil production capacity of 25.5 million tons after the completion of ongoing projects [2] - The total production capacity for aluminum plate and strip is 26 million tons, with 13 million tons each from Jiangsu and Anhui bases, and an additional 13 million tons from Sichuan [2] - In the first half of 2025, the aluminum processing business achieved revenue of 2.398 billion yuan, a year-on-year increase of 12%, with aluminum foil sales slightly down by 4.7% and aluminum plate and strip sales up by 25% [2] Group 2: Functional Film Business - The functional film business focuses on high barrier films, smart conductive films, car wrap films, and energy-saving films [4] - Despite a decline in sales due to market price competition, the company improved the gross margin by adjusting the product structure [4] - Future development will target high-potential markets for functional films, including automotive smart roofs and high-end packaging [5] Group 3: Paper Packaging Materials Business - The paper packaging materials segment, primarily involving special paper products for tobacco and alcohol packaging, generated revenue of 223 million yuan in the first half of 2025, a year-on-year increase of 17% [6] - Sales volume reached 17,000 tons, reflecting a 12% year-on-year growth, with high-value specialty transfer paper products driving margin improvements [6]

Group 1: Company Performance and Strategy - The company aims to enhance its profitability by optimizing its business structure and expanding into high-value-added product markets, particularly in aluminum processing, paper packaging materials, and functional films [2][3] - The company has developed high-performance battery aluminum foil products, which have passed customer validation and are now in mass production, contributing to the growth of its aluminum processing business [2] - The company plans to continue focusing on improving operational performance as a core aspect of its market value management strategy [3][4] Group 2: Financial Performance and Market Position - The company reported a loss in net profit for the first half of the year, primarily due to increased domestic and international aluminum price discrepancies, declining processing fees, and new capacity still ramping up [3][4] - As of September 10, 2025, the total number of shareholders, including credit accounts, was 47,391 [4] - The company has implemented measures such as share buybacks and major shareholder increases to maintain market value despite being in a prolonged undervalued state [4] Group 3: Product Development and Market Demand - The company supplies battery aluminum foil to several leading battery manufacturers, with applications depending on customer demand [3] - The company holds a leading position in the domestic market for AR anti-reflective film products, with ongoing developments in the functional film sector [3] Group 4: Future Outlook - The company is optimistic about reversing its performance trends and achieving growth in the solid-state battery and consumer electronics supply chains [3] - Future decisions regarding the redemption of convertible bonds will be made by the board of directors, with timely disclosures to be provided [2]

证券代码：300057 证券简称：万顺新材 公告编号：2025-037 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 关于控股股东、实际控制人因可转债转股持股比例被动稀释触及 5%整数倍的公告 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。 特别提示： （一）本次权益变动主要系汕头万顺新材集团股份有限公司（以下简 称"公司"）可转债转股导致总股本增加，控股股东、实际控制人持股比 例被动稀释触及 5%的整数倍，不涉及持股数量发生变化。 （二）本次权益变动不涉及要约收购，不会导致公司控股股东及实际 控制人发生变化，不会影响公司的治理结构和持续经营。 1.基本情况 信息披露义务人 杜成城 住所 广东省汕头市 权益变动时间 2024 年 2 月 5 日至 2025 年 9 月 17 日 股票简称 万顺新材 股票代码 300057 变动方向 （可多选） 上升□ 下降☑ 一致行动人 有□ 无☑ 是否为第一大股东或实际控制人 是☑ 否□ 2.本次权益变动情况 股份种类（A 股、B 股等） 增持/减持股数（万股） 增持/减持比例（%） A 股 ...