Group 1: Company Overview - Jiangsu Zhongji is a wholly-owned subsidiary of Wanshun New Materials, specializing in aluminum foil production with advanced equipment and technology [2] - The company produces a variety of aluminum foil types, including double-zero and single-zero foil, with applications in food packaging, pharmaceuticals, and electronics [2] Group 2: Market Outlook - The domestic lithium battery aluminum foil industry is experiencing a golden development period, leading to increased competition and innovation among companies [2][3] - The future of the aluminum foil industry is promising, with a focus on the development of new products and the potential to replace other foil materials [3] Group 3: Production Capacity - Jiangsu Zhongji's monthly production capacity for battery foil is approximately 100 tons, with soft package foil exceeding 150 tons [3] - Following the gradual production of the Anhui Meixin high-precision electronic aluminum foil project, total monthly capacity for battery foil and soft package foil is expected to exceed 2,000 tons [3] Group 4: Clientele and Supply Chain - The main clients for Jiangsu Zhongji's battery foil products include Hefei Guoxuan, Ruipu Energy, and Zhongtian Storage, with a focus on 15 μm, 13 μm, and 12 μm products [3] - The company aims to increase its supply volume and establish partnerships with leading enterprises in the domestic and international battery industry [3] Group 5: Competitive Advantages - Jiangsu Zhongji invests approximately 10% of its profits in R&D, emphasizing innovation and product quality [3] - The company is developing thinner battery foil products (8 μm and 9 μm) to enhance its market competitiveness [3]

编号：20210629 证券代码：300057 证券简称：万顺新材 债券代码：123012 证券简称：万顺转债 债券代码：123085 证券简称：万顺转 2 汕头万顺新材集团股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------|---------------------------|---------------------------------------------------|------------------------------------------------------------------| | 投资者关系 \n活动类别 | □新闻发布会 \n□现场参观 | √特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 | □路演活动 \n□其他 （请文字说明其他活动内容） | | | | 招商证券股份有限公司 | - 刘伟洁 | | | | 国盛证券有限责任公司 | - 魏雪、虞洁攀 | | | | 平安资产管理有限责任公司 | - 徐智翔 | | | | 平安养老保险股份有限公司 | - 刘慨昂 | ...

编号：20210526 证券代码：300057 证券简称：万顺新材 债券代码：123012 证券简称：万顺转债 债券代码：123085 证券简称：万顺转 2 汕头万顺新材集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------------------|---------------------------------------------------------------------| | | √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 人员姓名 | 北京高熵资产管理有限公司——钟诚 | | | 时 间 | 2021 年 5 月 26 日 | 09:30—11:30 | | 地 点 | 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 | | | | 问：铝加工业务 ...

编号：20210528 证券代码：300057 证券简称：万顺新材 债券代码：123012 证券简称：万顺转债 债券代码：123085 证券简称：万顺转 2 汕头万顺新材集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|----------------------------------------|-----------------------------------------------------------------------------------------------------------------| | | √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 人员姓名 | 财通证券股份有限公司——龚斯闻 | | | 时 间 | 2021 年 5 月 28 日 | 14:00—17:30 | | 地 点 | 公司会议室 | | | ...

Group 1: Business Overview - The aluminum processing business consists of aluminum foil and aluminum sheet products, with a designed annual capacity of 80,000 tons for aluminum foil and 110,000 tons for aluminum sheets [2] - Approximately 70% of aluminum foil products are supplied to the food, liquid, and sterile packaging industries, while 60% of aluminum sheet products are supplied to Jiangsu Zhongji [2] Group 2: Market Conditions - In Q1 of the current year, the demand for aluminum foil in downstream markets remained strong, but profit margins have decreased due to complex factors such as domestic and international aluminum price discrepancies [2] Group 3: Project Progress - The high-precision electronic aluminum foil production project, with an annual capacity of 72,000 tons, is progressing, with the main plant nearly completed and equipment installation ongoing [3] - The project focuses on high-precision aluminum foil products for applications in battery electrode materials and printed circuit board substrates [3] Group 4: Customer Engagement - Jiangsu Zhongji has begun utilizing a portion of its existing production capacity to supply aluminum foil for battery packaging and electrodes, establishing a customer base for future production [3] Group 5: Development Strategy - The company aims to establish a new development pattern focusing on domestic circulation, with strategic layouts in Shantou, Jiangsu, Anhui, and Henan [4] - The operational strategy emphasizes "new products, new materials, and new development," with increased R&D investment and high-end talent recruitment to enhance the product system and create new profit growth points [4]

Group 1: Aluminum Processing Business - The aluminum processing business includes aluminum foil and aluminum sheet/strip, with a total capacity of 15.5 million tons for aluminum foil after the completion of projects in Jiangsu and Anhui [2][3] - Current aluminum foil customers are approximately 70% from food, liquid, and sterile packaging industries, while aluminum sheet/strip products are about 60% supplied to Jiangsu Zhongji [2][3] - The high-precision electronic aluminum foil production project is a key strategic focus, targeting battery anode aluminum foil and soft-pack battery aluminum foil to upgrade the aluminum processing business [2][3] Group 2: Market Expansion and Competitive Advantages - The company has established a foundation for mass business orders by utilizing existing production lines to supply soft-pack battery aluminum foil and battery anode aluminum foil before the Anhui project goes into production [3][4] - Competitive advantages in battery aluminum foil include brand effect, industry influence, and prior technical reserves, ensuring high-quality raw material supply post-production [3][4] - The introduction of imported main equipment in the high-precision electronic aluminum foil production project provides hardware assurance advantages [3][4] Group 3: Paper Packaging Materials - The paper packaging materials business mainly consists of transfer paper and composite paper, with approximately 90% of products used for cigarette packaging [3][4] - The company serves stable high-quality end customers, including brands like Hehua, Shuangxi, Yunyan, and Wuliangye [3][4] Group 4: Functional Films - The company has developed advanced functional films, including high barrier films, nano-gloss films, energy-saving films, conductive films, and nano-silver films, with applications in solar panels, new display devices, and automotive glass [3][4] - The company operates 7 magnetron sputtering devices and 5 precision coating lines, providing production capacity advantages [3][4] Group 5: Development Strategy - The company aims to establish a new group development pattern focusing on domestic circulation, with strategic layouts in Shantou, Jiangsu, Anhui, and Henan [4] - The operational strategy emphasizes "new products, new materials, new development," increasing R&D investment and high-end talent recruitment to innovate and extend the industrial chain [4]

Group 1: Aluminum Processing Business - The aluminum processing business consists of aluminum foil and aluminum sheet products, with a total capacity of 15.5 million tons for aluminum foil and 11 million tons for aluminum sheet products [2] - Approximately 70% of aluminum foil products are supplied to food, liquid, and sterile packaging companies, while 60% of aluminum sheet products are supplied to Jiangsu Zhongji [2] - The high-precision electronic aluminum foil production project is a key strategic focus, targeting battery anode aluminum foil and soft-pack battery aluminum foil to upgrade the aluminum processing segment [2] Group 2: High-Precision Electronic Aluminum Foil Project - Two out of five imported aluminum foil rolling mills have entered the load testing phase, with the project expected to be fully operational by December 31, 2021 [3] - The company has begun supplying soft-pack battery aluminum foil and battery anode aluminum foil using existing production lines, establishing a customer base for future orders [3] - The company holds multiple patents in the battery aluminum foil sector, enhancing its technological edge and production efficiency [3] Group 3: Paper Packaging Materials Business - The paper packaging materials business primarily includes transfer paper and composite paper, with about 90% of products used for cigarette packaging [4] - The company serves a stable customer base, including brands like Hehua, Shuangxi, and Wuliangye [4] Group 4: Functional Films Business - The company has developed advanced functional films, including high barrier films and conductive films, with applications in solar panels, automotive glass, and touch panels [4] - The company operates seven magnetron sputtering devices and five precision coating lines, providing a capacity advantage [4] Group 5: High Barrier Film Material Production Base - The main equipment for the high barrier film production base has been installed and is currently undergoing testing, with completion expected by the end of 2021 [4]

编号：20211125 证券代码：300057 证券简称：万顺新材 债券代码：123012 证券简称：万顺转债 债券代码：123085 证券简称：万顺转 2 汕头万顺新材集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------|----------------------------------------------------------------------| | | √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 | | 参与单位名称及 人员姓名 | 中泰证券股份有限公司—谢鸿鹤、安永超 | | | 时 间 | 2021 年 11 月 25 日 | 9:30 — 11:00 | | 地 点 | 公司会议室 | | | 上市公司接待人 员姓名 | 黄薇、杨时哲 | | | | 问：铝加工业务的经营情况 | | | | | 答：公 ...

Group 1: Aluminum Processing Business - The aluminum processing business includes two main segments: aluminum foil and aluminum plate/strip, with a total planned capacity of 15.5 million tons for aluminum foil and 24 million tons for aluminum plate/strip after completion of ongoing projects [2] - The high-precision electronic aluminum foil production project has a planned capacity of 7.2 million tons, while the high-precision aluminum plate/strip project has a planned capacity of 13 million tons, focusing on battery-related applications [2] - In the first three quarters of this year, the sales volume of battery aluminum foil reached 1,199 tons, a year-on-year increase of 742%, while the sales volume of aluminum foil raw materials reached 19,799 tons, a year-on-year increase of 316% [3] Group 2: Paper Packaging Materials Business - The paper packaging materials business primarily consists of transfer paper and composite paper, with approximately 90% of products used for cigarette packaging [3] - The company serves a stable base of high-quality end customers, including well-known brands such as Double Happiness and Wuliangye [3] Group 3: Functional Films Business - The company has developed advanced functional films, including high barrier films, energy-saving films, and AR anti-reflective films, targeting various applications such as photovoltaic back sheets and automotive glass [4] - The high barrier film production base is expected to be completed by the end of 2021, with products developed for multiple sectors [4] Group 4: Copper Coating Film Technology - The company is researching a dual-sided copper foil coating process on organic carrier films, aimed at applications in batteries and electronic components, with samples already sent for verification [4]

编号：20211224 证券代码：300057 证券简称：万顺新材 债券代码：123012 证券简称：万顺转债 债券代码：123085 证券简称：万顺转 2 汕头万顺新材集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-----------------------------------------------------|----------------------------------------------------------------------| | | | √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 | | 参与单位名称及 人员姓名 | 交银施罗德—何帅、刘鹏、陈舒薇 国盛证券—虞洁攀、冯婧 | | | 时 间 | 2021 年 12 月 24 日 | 9:30—11:00 | | 地 点 | 公司会议室 | | | 上市公司接待人 员姓名 | 黄薇、李求约、杨时哲、卢焰 | | ...