发力高端竞逐电池铝箔新赛道

Core Insights - The company is shifting its focus from traditional aluminum products for home and construction to new energy aluminum materials [3] - The company has implemented a cost-saving strategy by utilizing nearby aluminum water supply, reducing production costs significantly [3] - A major investment plan is in place to expand production capacity and enhance product offerings targeting the new energy sector [3][4] Group 1 - The company plans to invest 730 million yuan to build a new production line for high-precision aluminum alloy and green recycled aluminum materials by 2025 [3] - The first production line for high-precision aluminum alloy is expected to be operational by September 2025, with a total capacity of 120,000 tons [3] - The company anticipates annual revenue of 6.5 billion yuan once all production lines are fully operational [4] Group 2 - The company is enhancing its production capabilities with the installation of six production lines, expected to reach a total capacity of 60,000 tons [4] - The project includes the integration of digital smart factory technologies, utilizing industrial IoT and artificial intelligence for optimized production control [4] - The financing policies for specialized and innovative enterprises have alleviated the financial pressure for technological upgrades, enabling more robust investment in innovation [4]