佛塑科技：拟收购金力股份100%股权 双方将在多领域协同互补

Group 1 - The core point of the news is that Foshan Plastics Technology (佛塑科技) plans to acquire 100% of Jinyi Co., Ltd. (金力股份) for a total consideration of 5.08 billion yuan, enhancing its position in the lithium battery separator market and improving supply chain stability [2] - The acquisition will allow Foshan Plastics to leverage Jinyi's advanced lithium battery separator production technology and expand its product offerings in the new energy sector [3][4] - Jinyi has shown significant growth, with sales reaching 2.011 billion square meters in the first half of 2025, a year-on-year increase of over 90%, and achieving revenue of 175.35 million yuan and a net profit of 10.58 million yuan [3] Group 2 - The production capacity utilization rate for Jinyi is projected to be 82.35% in 2024, indicating strong demand and operational efficiency [4] - The top enterprises in the lithium battery separator industry have a capacity utilization rate above 80%, with the market share of the top 8 companies expected to increase from 65% in 2017 to 86% by 2024 [4] - The strategic integration of Foshan Plastics and Jinyi is expected to enhance production efficiency, reduce costs, and strengthen their competitive position in the global separator industry [4]