Xianhe(SH:603733) Zheng Quan Zhi Xing·2025-07-01 16:30Core Viewpoint - The company plans to invest approximately 11 billion RMB in a bamboo pulp paper integrated high-performance paper base new materials project, which will be implemented in two phases, each requiring about 5.5 billion RMB [1][2][4]. Group 1: Investment Overview - The investment agreement was signed with the People's Government of Hejiang County, Sichuan Province, on June 30, 2025, after thorough field investigations and discussions [2]. - The project aims to build production lines with an annual capacity of 800,000 tons of bamboo pulp and 1.2 million tons of high-performance paper base new materials [4][5]. - Phase one will occupy approximately 2,000 acres and is expected to generate an annual output value of about 5.15 billion RMB and tax revenue of around 450 million RMB, providing approximately 2,000 jobs [2][5]. Group 2: Project Details - The project will be constructed in two phases, with phase one focusing on producing 400,000 tons of bamboo pulp and 600,000 tons of high-performance paper base new materials [4][5]. - The second phase will also involve an investment of about 5.5 billion RMB and will depend on the operational success of the first phase [5][6]. - The project is strategically located in a region rich in bamboo resources, aligning with the company's long-term development goals and the interests of all shareholders [6]. Group 3: Market Positioning and Feasibility - The demand for high-performance paper base materials is expected to grow due to economic development and consumer upgrades, with a shift towards sustainable materials [5][6]. - The project aims to utilize local renewable resources, enhancing the company's competitive edge and contributing to regional green development [6]. - The company has nearly 30 years of experience in the high-performance paper base new materials sector, positioning it as a leader in the industry [5][6].