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：20160715 | --- | --- | --- | |----------------|------------------------|--------------------------------------| | | | | | | √ | 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） | | | 广证恒生——苏培海 | | | | | 浙江思考投资管理股份有限公司——潘树彦 | | | | 广东宝新能源投资有限公司——闫鸣 | | | | 比邻股权投资基金管理有限公司——陈嘉岚 | | 参与单位名称及 | | 广州凯瑞基金管理有限公司——罗鲜红 | | 人员姓名 | | 广州启泓投资管理有限公司——吴创 | | | | 华创证券有限责任公司——张健、冯自力 | | | 太平资产——刘晟 | | | | 长江资管——吴启芸 | ...

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：20160608 | --- | --- | --- | |-----------------------|------------------------------|-------------------------------------------------------------------| | | | | | | √ | 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 | | 方正证券股份有限公司——韩旭、汪达 | | | | 深圳清水源投资管理有限公司——邱波 | | 人员姓名 | | | | | | 中信建投证券股份有限公司——花小伟、李永磊 | | 时 间 | 2016 年 6 月 8 日 | 10:00 | | 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 ...

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：20160108 | --- | --- | --- | |-----------------------|------------------------------|----------------------------------------------------------------| | | | | | | √ 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 | | 中银国际证券有限责任公司——赵综艺 | | 人员姓名 | | | | 时 间 | 2016 年 1 月 8 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？ | | ...

Group 1: Company Overview - Wan Shun Packaging Materials Co., Ltd. focuses on the consumer goods market with three main business segments: paper packaging materials, aluminum foil, and functional films [3][8]. Group 2: Paper Packaging Materials - The company has a total production capacity of 80,000 tons for paper packaging materials, primarily producing transfer paper and composite paper, serving clients in the tobacco, alcohol, and consumer product packaging sectors [3][4]. - The paper packaging business has maintained stable growth in recent years [4]. Group 3: Aluminum Foil Business - In the first half of the year, the aluminum processing business achieved revenue of 1.263 billion yuan, a year-on-year increase of 33.69% [4]. - The company’s subsidiaries have an annual production capacity of 83,000 tons for aluminum foil, with sales reaching 77,000 tons last year and 42,000 tons in the first half of this year [4][5]. - The aluminum foil products are primarily used in food, batteries, pharmaceuticals, tobacco, construction, and hygiene products [4]. Group 4: Functional Films - The company operates seven German roll-to-roll magnetron sputtering coating production lines and five precision coating lines, covering a product width of 1200mm-1570mm [4][5]. - The functional films include conductive films, smart light-control heat-insulating films, and high-barrier films, with a focus on expanding applications in various markets [5][6]. - The smart light-control heat-insulating film has a production capacity of 2.4 million square meters and has been certified for energy-saving effectiveness, achieving a 30% reduction in air conditioning energy consumption [5][6]. Group 5: Future Growth Points - Future growth is expected from the expansion of double-zero aluminum foil business and the development of energy-saving films, PDLC liquid crystal films, and nano-silver films [8][9]. - The company aims to leverage its existing cash flow and profits from paper packaging and aluminum foil businesses to support the growth of its functional film segment [8].

Group 1: Company Overview - Wan Shun Packaging Materials Co., Ltd. focuses on the consumer goods market with three main business segments: paper packaging materials, aluminum foil, and functional films [3][4]. Group 2: Business Segments - **Paper Packaging Materials**: The company has a total production capacity of 80,000 tons, primarily producing transfer paper and composite paper, serving clients in tobacco, alcohol, and consumer product packaging [3]. - **Aluminum Foil**: The subsidiary Jiangsu Zhongji has an annual production capacity of 83,000 tons for aluminum foil, while other subsidiaries have over 100,000 tons for aluminum sheets and strips. The company sold 77,000 tons of aluminum foil last year, with full capacity utilization in the first three quarters of this year [3][4]. - **Functional Films**: The company operates 7 German roll-to-roll magnetron sputtering coating production lines and 5 precision coating lines, producing products such as conductive films and smart light-control heat-insulating films [3][4]. Group 3: Market Demand and Growth - The aluminum foil market is expanding, with applications in food, batteries, pharmaceuticals, tobacco, and hygiene products. The demand for double-zero aluminum foil is increasing, and the company is targeting new growth areas such as capacitor foil and battery packaging [4][5]. - The smart light-control heat-insulating film has unique automatic dimming features, achieving over 99% UV blocking and over 80% infrared blocking, with energy-saving effects certified to reduce air conditioning energy consumption by 30% [5][6]. Group 4: Strategic Initiatives - The company is expanding its energy-saving market by developing and nurturing local distributors and promoting its products to end customers. It has acquired a 51% stake in Jiangsu Xinfurui Energy-saving Glass Co., Ltd. to deepen its market penetration [5][6]. - The high-barrier film project is underway, with the main equipment for electronic beam evaporation already ordered, targeting applications in quantum dot TVs and flexible photovoltaics [6][7]. Group 5: Future Growth Points - Future growth is expected from the aluminum foil business through technological upgrades and capacity expansion to meet new market demands [7]. - The expansion of energy-saving films and functional films such as PDLC films and nano-silver films is anticipated to contribute significantly to the company's performance [7].

Group 1: Functional Film Business Development - The company operates 7 German roll-to-roll magnetron sputtering coating production lines, including one with double capacity, and 5 precision coating lines, covering a product width of 1200mm to 1570mm [3] - Key products include ITO conductive film, smart light control heat insulation film, liquid crystal dimming film, and high barrier film, with increasing market demand for high barrier films and PDLC films [3][4] - The company is focusing on the smart light control heat insulation film and energy-saving glass market, which is expected to drive future performance growth [3] Group 2: Nano Silver Film and High Barrier Film Projects - Nano silver film, developed last year, is suitable for large-size and flexible curved screens and is currently being stably supplied to downstream customers [4] - The high barrier film project, funded by convertible bonds, is under construction, with customized main equipment, targeting applications in optoelectronic devices and high-end packaging fields [4] Group 3: Energy-Saving Film Advantages and Market Strategy - The smart light control heat insulation film features automatic dimming based on sunlight intensity, with UV blocking rate > 99% and infrared blocking rate > 80%, making it a differentiated product [4] - The company is expanding its energy-saving film market, which is seen as a blue ocean, and is promoting green energy-saving buildings [5] - A new joint venture and acquisition aim to accelerate the application of smart light control energy-saving glass in new buildings, boosting sales of energy-saving films [5] Group 4: Aluminum Foil Business Development - Jiangsu Zhongji's aluminum foil has an annual capacity of 83,000 tons, with subsidiaries producing over 100,000 tons of aluminum sheet and strip [5] - The company has initiated a 42,000-ton high-end aluminum foil project in Anhui Meixin, targeting the sterile packaging market and other applications [5][6] - The global aluminum foil market was valued at approximately $40 billion in 2017, with a projected CAGR of 4.8% from 2017 to 2025 [6] Group 5: Paper Packaging Materials Business - The paper packaging materials business has a total capacity of 80,000 tons, primarily serving cigarette, liquor, and consumer product packaging clients, maintaining stability in recent years [6] - The company plans to focus future investments on new materials, particularly functional films, while maintaining steady cash flow and profits from paper packaging and aluminum foil businesses [6]

Group 1: Aluminum Foil Business - The aluminum foil business is the largest contributor to the company's revenue and profit in recent years [2] - Jiangsu Zhongji's annual production capacity is 83,000 tons, and subsidiaries Anhui Meixin and Jiangsu Huafeng have a combined capacity of over 100,000 tons [3] - The global aluminum foil market was valued at approximately $40 billion in 2017, with a projected compound annual growth rate (CAGR) of 4.8% from 2017 to 2025 [3] Group 2: Functional Film Business - The company operates 7 German roll-to-roll magnetron sputtering coating production lines and 5 precision coating lines, covering a product width of 1200mm to 1570mm [4] - The market demand for high barrier films and PDLC liquid crystal films is gradually increasing, with a focus on the energy-saving film market [4] - The intelligent light control heat-insulating film has a UV blocking rate of over 99% and an infrared blocking rate of over 80%, with only about 10% of market products achieving such standards [4] Group 3: Nano Silver Film and High Barrier Film Projects - Nano silver film is suitable for large-size and flexible curved screens and has been stably supplied to downstream customers [5] - The high barrier film project is funded by convertible bonds, focusing on materials for new display components and high-end packaging applications [5] Group 4: Paper Packaging Materials - The paper packaging materials business has a total production capacity of 80,000 tons across Shantou and Henan, mainly serving cigarette, liquor, and social product packaging clients [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：20190115 | --- | --- | --- | |-----------------------|-----------------------------|---------------------------------------------------------------------| | | | | | | √ | 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 | | 万泓集团有限公司-王斌革、林扶娴 | | 人员姓名 | 财通证券股份有限公司-黄雪芝 | | | | | 中国银河证券股份有限公司-施青青 | | 时 间 | 2019 年 1 月 15 | 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 ...

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