证券日报网讯 2月4日，万顺新材在互动平台回答投资者提问时表示，在铝加工业务领域，基于市场供 需及行业反内卷的推进，公司部分电池铝箔产品加工费今年有所提升，同时，公司持续推动铝箔产品创 新、工艺升级，自主开发的高延伸电池铝箔已稳定批量供货，高达因电池铝箔已进入小批量供应阶段， 增强了公司铝加工业务的发展后劲；在功能性薄膜业务领域，公司重点推进高阻隔膜在单一材质可回收 包装市场的应用、拓展汽车调光天幕用导电膜等市场，培育了功能性薄膜业务增长动能，为公司业务长 期稳定发展奠定基础。公司将进一步优化业务结构，拓展高附加值产品市场，深入推进提质、降本、增 效，争取提升经营业绩。 （文章来源：证券日报） ...

格隆汇2月4日丨万顺新材(300057.SZ)在互动平台表示，在铝加工业务领域，基于市场供需及行业反内 卷的推进，公司部分电池铝箔产品加工费今年有所提升，同时，公司持续推动铝箔产品创新、工艺升 级，自主开发的高延伸电池铝箔已稳定批量供货，高达因电池铝箔已进入小批量供应阶段，增强了公司 铝加工业务的发展后劲；在功能性薄膜业务领域，公司重点推进高阻隔膜在单一材质可回收包装市场的 应用、拓展汽车调光天幕用导电膜等市场，培育了功能性薄膜业务增长动能，为公司业务长期稳定发展 奠定基础。公司将进一步优化业务结构，拓展高附加值产品市场，深入推进提质、降本、增效，争取提 升经营业绩。 ...

格隆汇2月4日丨万顺新材(300057.SZ)在投资者互动平台表示，在铝加工业务领域，基于市场供需及行 业反内卷的推进，公司部分电池铝箔产品加工费今年有所提升，同时，公司持续推动铝箔产品创新、工 艺升级，自主开发的高延伸电池铝箔已稳定批量供货，高达因电池铝箔已进入小批量供应阶段，增强了 公司铝加工业务的发展后劲；在功能性薄膜业务领域，公司重点推进高阻隔膜在单一材质可回收包装市 场的应用、拓展汽车调光天幕用导电膜等市场，培育了功能性薄膜业务增长动能，为公司业务长期稳定 发展奠定基础。公司将进一步优化业务结构，拓展高附加值产品市场，深入推进提质、降本、增效，争 取提升经营业绩。 ...

Core Viewpoint - The company is advancing its 100,000-ton power and energy storage battery foil project, with main equipment entering the debugging phase, which will enhance its aluminum foil production capacity to 255,000 tons, further solidifying its integrated aluminum processing industry chain [1] Group 1: Project Development - The main equipment for the 100,000-ton power and energy storage battery foil project has begun debugging, with remaining supporting equipment to be installed and debugged subsequently [1] - Upon completion, the company will achieve a total aluminum foil capacity of 255,000 tons, in addition to the existing 260,000 tons of aluminum plate and strip capacity [1] Group 2: Product Innovation - The company is focusing on the new materials sector, enhancing research and development to drive product innovation and process improvements [1] - New products developed include high elongation battery aluminum foil and high-dielectric battery aluminum foil, with the former already validated by customers and in mass supply, while the latter is entering small batch supply [1] Group 3: Market Expansion - The company is actively expanding into high-end packaging, photovoltaic high barrier films, and conductive films for automotive dimming skylights, fostering growth in its functional film business [1]

Company Overview - The company did not distribute cash dividends or issue bonus shares during the reporting period [2] - There were no changes in the controlling shareholder or actual controller during the reporting period [3] Financial Performance - In the first half of 2025, the company achieved total operating revenue of 2.692 billion yuan, a year-on-year decrease of 10.11% [3] - The net profit attributable to shareholders of the listed company was -53.06 million yuan, a year-on-year decline of 469% [3] Business Segments Aluminum Processing Business - The aluminum processing business generated operating revenue of 2.398 billion yuan, a year-on-year increase of 12% [4] - Aluminum foil sales were 51,000 tons, a slight decrease of 4.7%, while aluminum plate and strip sales reached 85,000 tons, a year-on-year increase of 25% [4] - The company is developing new products to meet the needs of downstream battery customers, enhancing the growth potential of the aluminum processing business [4] Paper Packaging Materials Business - The paper packaging materials business achieved operating revenue of 223 million yuan, a year-on-year increase of 17% [5] - Sales volume reached 17,000 tons, a year-on-year increase of 12% [5] Functional Film Business - The functional film business reported operating revenue of 12.2257 million yuan, a year-on-year decrease of 62% [6] - Sales volume was 1.399 million square meters, a year-on-year decline of 46% [6] - The company is adjusting its product structure to focus on high-potential markets and maintain a technological advantage in the functional film sector [6]