Group 1: Company Overview - Wanshun New Materials focuses on the new materials industry, primarily engaged in aluminum foil, functional films, and paper packaging materials, ranking 91st among the top 500 manufacturing enterprises in Guangdong Province in 2022 [2] - The company is a leading player in its niche market with strong competitive advantages [2] Group 2: Aluminum Processing Business - The aluminum processing segment is the largest contributor to the company's performance, with a complete industrial chain from aluminum plate strips to aluminum foil and carbon-coated foil [2] - Current aluminum foil production capacity includes 83,000 tons from Jiangsu Zhongji and 72,000 tons from Anhui Zhongji, with additional projects expected to increase total capacity to 255,000 tons by 2024 [2][3] Group 3: Battery Aluminum Foil Market Expansion - The battery aluminum foil market is expanding steadily, with a minimum supply agreement of 320,000 tons signed with CATL for 2023-2026 [3] - The company has established stable partnerships with several leading battery manufacturers, leveraging brand influence and technical reserves [3][4] Group 4: High-Barrier Film Project - The high-barrier film production base has begun to release capacity, with products applied in photovoltaic, packaging, and quantum dot display fields [3] - The company has developed recyclable single-material (PP) and heat-resistant transparent high-barrier films to meet global green development trends [3] Group 5: Quality Development Initiatives - The company has proactively upgraded its product structure, developing aluminum foil products for new energy batteries and establishing a dedicated production base [4] - Ongoing projects include a 32,000-ton phase II and a 100,000-ton phase III battery aluminum foil project to support high-quality development [4]

Group 1: Market Performance - The traditional paper packaging materials business has seen a slowdown in growth due to the impact of anti-smoking policies and high consumption control, leading to a 5.39% year-on-year increase in revenue, reaching over 300 million yuan [3] - The company has intensified market expansion efforts, resulting in stable growth in the paper packaging materials sector [3] Group 2: Aluminum Foil Business - The pricing model for aluminum foil processing is based on the aluminum ingot price plus processing fees, with export pricing linked to the London Metal Exchange (LME) aluminum price [3] - Fluctuations in domestic and international aluminum prices have affected profitability; an increase in LME prices benefits exports, while a rise in domestic prices raises procurement costs [3] - The gap between domestic and international aluminum prices has gradually shifted favorably for the company, providing a positive market environment for its aluminum foil business [3] Group 3: Conductive Film Project - The second phase of the conductive film project has seen the commissioning of the second main production line in March, with sales revenue reaching 65.87 million yuan in the first half of the year [4] - The company is enhancing customer relationships and promoting product validation among downstream brand manufacturers to increase brand recognition [4] Group 4: Energy-Saving Film Development - The company is leveraging its technical strengths in eco-friendly packaging and conductive films to enter the energy-saving film market, utilizing advanced production techniques [4] - The main products for energy-saving films are targeted at the mid-to-high-end market, with annual demand in the automotive glass sector projected to exceed 100 million square meters, and over 30 million square meters for mid-to-high-end films [4] - The global demand for energy-saving films in the construction sector is estimated at 21 million square meters, with significant market potential for retrofitting existing high-energy-consuming buildings in China [5] Group 5: Fundraising Project - The company’s fundraising project is currently under review by the China Securities Regulatory Commission, with details on the target and pricing yet to be determined [5]

Group 1: Energy-Saving Film Overview - Energy-saving film is a multi-layer functional polyester composite film (PET) used primarily for automotive and building glass applications, enhancing performance and strength while providing insulation, energy savings, and safety features [2][3]. - The production line for energy-saving film has an annual capacity of 2.4 million square meters, with a total investment of 40.851 million yuan, including approximately 26.2 million yuan for equipment [3][4]. Group 2: Project Implementation and Economic Benefits - The project has a total duration of 20 months, with 4 months allocated for preparation and 16 months for construction and commissioning [3][4]. - The project is expected to generate annual sales revenue of 36 million yuan and a net profit of 6.46382 million yuan, with a payback period of 5.59 years post-construction [4]. Group 3: Market Demand and Future Prospects - The market demand for energy-saving film in the automotive sector is estimated at over 300 million square meters annually, with high-end film demand exceeding 30 million square meters [4]. - In the building sector, the projected demand for energy-saving film is 21 million square meters, driven by the need to retrofit existing high-energy-consuming buildings [4][5].

证券代码：300057 证券简称：万顺股份 汕头万顺包装材料股份有限公司投资者关系活动记录表 编号：20150910 | --- | --- | --- | |-----------------------|------------------------------|-----------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | 投资者关系 | □ 媒体采访 □业绩说明会 | | | 活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 长城国瑞证券有限公司——黄文忠、郑学军 | | 人员姓名 | | | | 时 间 | 2015 年 9 月 10 | 日 15:00 | | 地 点 | | 汕头万顺包装材料股份有限公司会议室 | | 上市公司接待人 员姓名 | | 董事会秘书-黄薇、证券事务代表-杨时哲 | | 投资者关系活动 | 问：定增项目节能膜产品介绍？ | ...

证券代码：300057 证券简称：万顺股份 汕头万顺包装材料股份有限公司投资者关系活动记录表 编号：20151126 | --- | --- | --- | --- | |-----------------------|-------------------------------|----------------------------------------------------|--------------| | | | | | | | √ | 特定对象调研 □分析师会议 | | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | | 活动类别 | □ 新闻发布会 □路演活动 | | | | | □ 现场参观 | | | | | | □其他 （请文字说明其他活动内容） | | | 参与单位名称及 | | 安信证券股份有限公司——雷慧华 | | | | | 中银基金管理有限公司——王佳晨 | | | 人员姓名 | | 海通证券股份有限公司——刘蓬勃 | | | 时 间 | 2015 年 11 月 26 | 日 14:00 | | | 地 点 | | 汕头万顺包装材料股份有限公司会议室 | | | ...

Group 1: Aluminum Foil Business - The aluminum foil business is experiencing stable growth due to reduced price differences domestically and internationally, benefiting export opportunities [2][3] - Jiangsu Zhongji has established long-term partnerships with well-known brands, enhancing product quality and supply stability [3] - In December 2014, Jiangsu Zhongji acquired a 60% stake in Jiangsu Huafeng Aluminum Co., which will help reduce production costs and improve profitability [3] Group 2: Paper Packaging Materials - The growth rate of the cigarette market is slowing due to anti-smoking policies and high consumption control, impacting the paper packaging materials sector [3] - The company is actively expanding into other markets such as daily goods and food packaging to maintain stable development in paper products [3] Group 3: Conductive Film Business - The conductive film business has seen significant growth, with increased brand recognition after certifications from Lenovo and Coolpad [3][4] - The company is enhancing product competitiveness through ongoing collaborations with downstream brand manufacturers [3][4] Group 4: Non-Public Stock Issuance - The non-public stock issuance is progressing normally, following the relevant procedures of the China Securities Regulatory Commission [4] - The funds raised will be invested in energy-saving film projects, which are multi-layer functional polyester composite films used in various glass applications [4][5] Group 5: Market Potential for Energy-Saving Films - The annual market demand for energy-saving films in the automotive sector is projected to exceed 100 million square meters, with high-end films demand at over 30 million square meters [5] - In the construction sector, the global demand for energy-saving films is estimated at 21 million square meters, with significant market potential for retrofitting existing high-energy-consuming buildings [5]

Group 1: Non-Public Offering of Shares - The company is currently in the process of fulfilling the relevant procedures for the non-public offering of shares as required by the China Securities Regulatory Commission (CSRC) [2] - The pricing principle for the issuance is set to be below the average stock price of the last twenty trading days prior to the issuance date but not lower than 90% of that average, or below the average stock price of the last trading day prior to the issuance date but not lower than 90% [3] Group 2: Energy-Saving Film Product Overview - The energy-saving film is a multi-layer functional polyester composite film (PET) used primarily for automotive and architectural glass, enhancing performance and strength while providing insulation, energy savings, and safety features [3] - The company operates in the midstream segment of the energy-saving film supply chain, producing products that can be directly marketed to end-users [3] Group 3: Market Development and Competitive Advantage - The domestic market for energy-saving films is primarily focused on automotive glass, with architectural applications still in the early stages; future market potential is significant due to improving regulations and energy-saving awareness [4] - The company has over ten years of experience in coating, composite, and vacuum metallization technologies, providing a competitive edge in the energy-saving film sector [4] Group 4: Aluminum Foil Business Status - The aluminum foil business is stable and improving, supported by long-term partnerships with well-known brands, which ensures product quality and supply stability [5] - In December 2014, the company acquired a 60% stake in Jiangsu Huafeng Aluminum Industry Co., Ltd., which will help reduce production costs and enhance profitability [5] Group 5: Paper Packaging Materials Business - The paper packaging materials business is facing challenges due to a slowdown in cigarette consumption growth; the company is actively expanding into other markets such as daily goods and food packaging [5] - The conductive film business has seen significant growth, with increased brand recognition following certifications from major smartphone manufacturers [6]

证券代码：300057 证券简称：万顺股份 汕头万顺包装材料股份有限公司投资者关系活动记录表 编号：20151210 | --- | --- | --- | |-----------------------|------------------------------|----------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系 活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 兴业证券股份有限公司——衣桢永 | | 人员姓名 | | | | 时 间 | 2015 年 12 月 10 | 日 15:00 | | 地 点 | | 汕头万顺包装材料股份有限公司会议室 | | 上市公司接待人 员姓名 | 董事会秘书 - | 黄薇、证券事务代表-杨时哲 | | 投资者关系活动 | 问：员工持股计划的进展如何？ | | ...