Core Viewpoint - The announcement highlights the confidence of the controlling shareholder in the company's future development and the recognition of its long-term investment value, which is expected to boost investor confidence and support the company's sustainable growth [1] Company Overview - Yanpai Co., Ltd. specializes in the supply of industrial filtration materials, including filter cloths and bags, widely used in various industries such as thermal power, cement, chemical pharmaceuticals, environmental protection, and new energy [2] - The company has established a significant production capacity of needle-punched non-woven fabrics and woven filter fabrics, enabling efficient production and rapid delivery, positioning it among the industry leaders [2] Financial Performance - In 2024, Yanpai Co., Ltd. achieved a revenue of 785 million yuan, representing a year-on-year growth of 8.75%, with non-woven and woven product series generating revenues of 390 million yuan and 314 million yuan, respectively [3] - The company reported a good start in Q1 2025, with revenues reaching 200 million yuan, a year-on-year increase of 16.49% [3] Capital Raising and Investment - In 2024, the company successfully issued convertible bonds, raising 468 million yuan, with 348 million yuan allocated to a high-performance filtration materials project, which will add an annual production capacity of 9.19 million square meters [4] - The project aims to enhance the company's core competitiveness in the environmental filtration industry and improve service capabilities for large clients [4] Economic Benefits of New Projects - The high-performance filtration materials project is expected to generate an annual revenue of approximately 608 million yuan, with a post-tax internal rate of return of 12.21% and a static payback period of 8.73 years [5] - Innovations in the production process are expected to significantly reduce costs and improve efficiency, particularly for high-performance glass fiber PTFE composite filter materials [5] Strategic Expansion - To diversify its business and enhance resilience, the company is expanding from traditional industrial applications to emerging consumer markets, including a strategic investment in Zhejiang Yongxiang Synthetic Materials Co., Ltd. [6] - The establishment of a subsidiary focused on consumer filtration products and high-permeability materials aims to enhance the company's product ecosystem and market reach [6] Market Strategy - The company is focusing on expanding its market share in domestic sectors such as coal-fired power plants, cement, steel, waste incineration, and wastewater treatment, leveraging precise product promotion strategies [7] - In the international market, the company is strengthening its presence in North America and Europe while actively exploring opportunities in Southeast Asia to build a global marketing network [7]
亿元增持力挺发展 锚定环保过滤产业新阶段：严牌股份控股股东增持公司股份1.11亿元