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酒钢集团成功轧制0.05毫米超薄单零铝薄板
Xin Lang Cai Jing· 2025-12-19 23:11
针对高速轧制下带材张力与轧制力平衡难以保持、极易断带的痛点,技术团队优化控制逻辑,建立速度 与张力动态联动模型,在轧制速度提升至每分钟1100米的同时,实现系统对张力的自适应精准调节,保 障连续稳定生产。 在板形与厚度控制环节,技术团队将张力控制与厚度闭环控制深度融合,形成"速度—张力—厚度"三维 协同控制体系,最终使带材在全幅宽范围内的厚度差稳定控制在±0.001毫米以内,板形质量达到高端产 品控制标准。 0.05毫米超薄单零铝薄板在阻隔性、柔韧性、轻量化与成本之间取得较佳平衡,被广泛应用于高端食品 包装、电子元器件等领域。此次0.05毫米超薄单零铝薄板的成功轧制,为酒钢形成了超薄铝薄板生产工 艺方案,也为后续批量生产与市场拓展奠定了技术基础。 产品研发过程中,该公司组建专项技术团队,巩固前期生产0.07毫米、0.09毫米超薄单零铝薄板的经验 成效,以东兴嘉宇铝合金板带精深加工产品结构优化升级(一期)项目8号冷精轧机为核心平台,创新 采用"速度—张力"联动高精度控制模式开展系统性攻关。 本报嘉峪关讯(新甘肃·甘肃日报记者于晓明)日前,记者从酒钢集团获悉,东兴嘉宇新材料公司在高 精度铝加工领域实现重要技术突破 ...
全链条服务铝加工企业风险管理
Qi Huo Ri Bao· 2025-12-18 16:23
在与区域企业接触后,创元期货有色产业服务人员李玉芬发现,随着加工行业竞争逐渐白热化,再加上 近年来铝价波动加剧,下游企业的经营压力不断增加。"签单时算着盈利,交付时却因铝价上涨亏了 本。"这是一些铝加工企业经营状况的真实写照。在了解到上述情况后,她与团队决定深入产业链"对症 下药"。 作为国内三大铝加工产业集聚区之一,华东地区的铝加工产能规模在国内位居前列,其中,在江苏无 锡、浙江湖州等地已形成从铝锭贸易、熔铸挤压到终端制造的完整产业链集群。依托长三角地区发达的 水陆联运体系,以及周边新能源汽车、光伏装备等高端制造业需求的驱动,区域内铝加工产业规模持续 增长。 "对症下药"直击产业保值痛点 "我们需要的不是复杂的理论,而是能直接解决问题的办法。"这是企业最真实的诉求,也成为创元期货 服务的出发点。"尤其是下游的铝加工企业,多是中小民营企业,对金融工具往往感到陌生和担忧。"李 玉芬表示,如何将复杂的金融衍生品转化为企业能理解、易操作的风险管理工具,是服务落地的首要难 题。 针对上述痛点,公司团队为企业量身打造了服务方案。首先是开展专项培训,为企业讲解期货、期权工 具用法;其次是研究团队分享基本面分析报告,帮助企 ...
华宝期货晨报铝锭-20251216
Hua Bao Qi Huo· 2025-12-16 02:34
晨报 铝锭 从业资格号:F3059529 投资咨询号:Z0018932 电话:010-62688516 有色金属:于梦雪 从业资格号:F03127144 投资咨询号:Z0020161 电话:021-20857653 成文时间: 逻辑:云贵区域短流程建筑钢材生产企业春节期间停产检修时间大多 在 1 月中下旬,复产时间预计在正月初十一至正月十六左右,停产期间预 证监许可【2011】1452 号 逻辑:昨日沪铝区间运行。宏观上市场认为美联储主席鲍威尔的评论和 政策声明不如预期鹰派,美元走弱,市场关注近期更多的经济数据指引。 以伊冲突 计影响建筑钢材总产量 74.1 万吨。安徽省 6 家短流程钢厂,1 家钢厂已 于 1 月 5 日开始停产;其余大部分钢厂均表示将于 1 月中旬左右停产放假, 个别钢厂预计 1 月 20 日后停产放假,停产期间日度影响产量 1.62 万吨左 右。2024 年 12 月 30 日-2025 年 1 月 5 日,10 个重点城市新建商品房成 交(签约)面积总计 223.4 万平方米,环比下降 40.3%,同比增长 43.2%。 成材昨日继续震荡下行,价格再创近期新低。在供需双弱的格局下, 市 ...
华峰铝业:12月15日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-15 08:37
每经AI快讯,华峰铝业(SH 601702,收盘价:20.15元)12月15日晚间发布公告称,公司第五届第三次 董事会会议于2025年12月15日在公司1号会议室以现场结合通讯方式召开。会议审议了《关于对外投资 设立香港全资子公司的议案》等文件。 2024年1至12月份,华峰铝业的营业收入构成为:铝加工占比98.19%,其他业务占比1.81%。 截至发稿,华峰铝业市值为201亿元。 每经头条(nbdtoutiao)——"一针两千,童颜针年销3亿元"背后:多家关联方注册地"查无此人",股民 追问"钱呢"!钱氏姐弟几乎"掏空"江苏吴中,公司即将退市 (记者 王晓波) ...
“罐”军是如何炼成的
He Nan Ri Bao· 2025-12-13 22:38
Core Insights - The aluminum processing industry in Gongyi is a significant contributor to the global market, with 1 in 10 aluminum cans and 1 in 3 can lids produced there, highlighting its importance in the manufacturing sector [1][2] - The transformation towards high-quality development in Gongyi's aluminum processing aligns with national strategies to enhance the modern industrial system and boost the real economy [1][4] Industry Development - Gongyi's aluminum processing industry has evolved from resource-based beginnings in the 1990s to becoming the largest aluminum plate, strip, and foil processing base in China, with a production capacity of 7.19 million tons in 2024, accounting for 35.7% of the national output [2][6] - The advanced manufacturing development zone in Gongyi hosts hundreds of aluminum processing companies, including major players like Yulian Group and Mingtai Aluminum, with nearly 40% of the national hot-rolled production lines [2][3] Technological Advancements - Yulian Group has successfully transitioned to deep processing since 2010, achieving breakthroughs in ultra-thin can body and lid materials, with a global market share of approximately 10% for can body materials and 30% for lid materials domestically [3][5] - The introduction of innovative coating technologies by companies like Henan Airuihai New Materials has led to a domestic market share of around 40% for lid and pull-tab coating materials, with products exported to over 12 countries [3][5] Sustainability and Circular Economy - The aluminum industry in Gongyi is focusing on sustainability, with companies like Mingtai Aluminum leading in recycled aluminum production, achieving an annual capacity of 1 million tons and a utilization rate exceeding 40% [5][6] - The establishment of a "aluminum-electricity-recycling" circular system positions Gongyi as a leader in low-carbon transformation, turning green initiatives into competitive advantages [5][6] Future Outlook - The aluminum processing sector in Henan is set to continue its rapid development towards deep processing and recycling, aiming to enhance product value and create a sustainable industrial ecosystem [6] - The future competition in the industry will hinge on technology, branding, and the ability to coordinate across the supply chain, with Gongyi aiming to elevate "Gongyi Aluminum" as a hallmark of high-quality industrial development [6]
斥资1亿并购海外亏损标的,万顺新材内卷失利下豪赌出海
Tai Mei Ti A P P· 2025-12-11 11:27
Group 1 - The core strategy of Wanshun New Materials is to seek growth through overseas acquisitions despite facing financial challenges and ongoing losses [1][2] - The company announced plans to acquire 100% of Eurofoil Luxembourg for €1,238.89 million, approximately ¥102.29 million, indicating a significant investment in a loss-making entity [2][3] - The acquisition is seen as a critical step in the company's globalization strategy, aiming to enhance its brand influence and market share in the aluminum foil and aluminum plate industry [3][8] Group 2 - Wanshun New Materials is currently experiencing financial difficulties, with a high level of short-term debt (¥2.786 billion) compared to cash holdings (¥1.932 billion), reflecting a "high debt and high liquidity" situation [4] - The company's financial expenses have surged, with a 49.93% increase in financial costs to ¥76.42 million in 2024, further straining profitability [4] - The company has faced delays in key projects, such as the 100,000-ton battery foil project, which has been postponed to September 2026, contributing to idle funds and low capital efficiency [5][6] Group 3 - The domestic aluminum processing industry is under severe competitive pressure, with overcapacity and price wars leading to reduced profit margins [7][8] - Despite a 22.52% year-on-year revenue increase to ¥6.579 billion in 2024, Wanshun New Materials reported a net loss of ¥192 million, marking a historical low [8][10] - The company is focusing on high-value-added aluminum foil products and has made recent investments to enhance its strategic positioning in the new energy materials sector [10][11]
铝电池核心技术取得突破 11只概念股现估值洼地
Zheng Quan Shi Bao· 2025-12-10 18:53
在有色品种如铜、黄金、白银等大幅涨价的背景下,今年以来有色金属板块表现强势。据证券时报·数 据宝统计,截至12月10日收盘,在所有申万一级行业中,有色金属指数年内涨幅排名第二。作为第一大 有色金属产业,铝产业相关的股票二级市场走势也同样不俗。数据显示,今年以来有色铝股票平均上涨 48.13%,其中4股累计涨幅翻倍,分别为中孚实业、宏创控股、宜安科技、云铝股份。 估值水平方面,截至12月10日收盘,11只有色铝股票动态市盈率低于20倍,如明泰铝业、南山铝业、焦 作万方、新疆众和、中国铝业等。 明泰铝业动态市盈率为10倍,排在最低位置。公司是铝加工行业产品多元化和再生铝保级应用双龙头企 业,铝板带箔业务方面现有产能160余万吨。2025年,公司重点推进新能源电池材料、汽车轻量化用 铝、机器人铝材,从铝塑膜铝箔到液冷板,公司打造了完整的电池材料产品生态系统。 此项研发突破不仅成功解决了铝电池强腐蚀性难题,更开创了基于阳离子活性物种的全新反应路径,为 攻克铝电池及其他多价金属电池中普遍存在的腐蚀、动力学迟缓和传质受阻等共性瓶颈提供了全新思 路,为实现铝金属电池的实用化迈出重要一步。 铝是国家重要的基础原材料,是大宗商 ...
万顺新材(300057.SZ):孙公司拟购买欧箔卢森堡100%股权
Ge Long Hui A P P· 2025-12-10 11:29
Core Viewpoint - The company, Wanshun New Materials, is acquiring 100% equity of Eurofoil Luxembourg S.A. from Aluminium Investment Company Limited for €12,388,888, marking a strategic move to enhance its position in the aluminum processing industry [1] Group 1: Acquisition Details - The acquisition will be executed by the company's wholly-owned subsidiary, Jiangsu Zhongji Composite Materials (Hong Kong) Limited [1] - The transaction is formalized through a share purchase agreement that includes conditions for effectiveness [1] Group 2: Strategic Importance - This acquisition aligns with the company's long-term strategy to focus on aluminum foil and aluminum plate and strip businesses, which are core industries for the company [1] - Eurofoil Luxembourg has a complete production line for aluminum foil and aluminum plate and strip, with a strong reputation in the European market [1] Group 3: Expected Benefits - The acquisition is expected to help the company avoid the impacts of international trade protection policies through global expansion [1] - It aims to enhance the company's brand influence and market share in the aluminum foil and plate and strip industry [1] - The synergy from the acquisition is anticipated to leverage both parties' resource advantages, improve core competitiveness, and increase profitability through technological resource integration [1]
万顺新材:孙公司拟收购欧箔卢森堡100%股权
Core Viewpoint - The company Wan Shun New Materials (300057) announced the acquisition of 100% equity in Eurofoil Luxembourg S.A. from Aluminium Investment Company Limited for a cash consideration of €12.3889 million, enhancing its position in the aluminum processing industry [1] Company Summary - Wan Shun New Materials is a leading player in the aluminum processing industry, focusing on aluminum foil and aluminum plate and strip as core business areas [1] - The acquisition of Eurofoil Luxembourg will help the company mitigate the impact of international trade protection policies [1] - Eurofoil Luxembourg has a complete production line for aluminum foil and aluminum plate and strip, with a good reputation in the European market [1] Industry Summary - The acquisition is expected to increase the company's brand influence and market share in the aluminum foil and aluminum plate and strip sectors [1]
宁波富邦:关于出售公司铝型材业务进展暨完成工商变更的公告
Core Viewpoint - Ningbo Fubang announced the transfer of assets related to its aluminum profile business to Ningbo Fubang Aluminum Co., Ltd, which includes 100% equity of Ningbo Fubang Precision Aluminum Profile Co., Ltd [1] Group 1 - The transfer includes relevant assets and liabilities associated with the aluminum division [1] - The business license for the aluminum profile company was reissued by the Market Supervision Administration of Zhenhai District, Ningbo on December 8, 2025 [1] - The equity transfer has been completed, and Ningbo Fubang no longer holds any equity in the aluminum profile company [1]