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50.8 亿!佛塑科技收购河北金力
起点锂电· 2025-07-25 10:34
Group 1 - The core viewpoint of the article is that Foshan Fospower Technology Co., Ltd. plans to acquire 100% of Jinli Co., Ltd. through a combination of issuing shares and cash payment, with a total transaction value of 5.08 billion yuan, of which 4.68 billion yuan will be paid in shares and 400 million yuan in cash [2][3] - Following the completion of this transaction, Jinli Co., Ltd. will become a subsidiary of Foshan Fospower Technology [3] - Foshan Fospower Technology, as a key listed platform under Guangxin Group, focuses on strategic emerging industries such as new energy and electrical engineering, and has established itself as a leader in the new materials industry in Foshan [3] Group 2 - Jinli Co., Ltd. specializes in the research, production, and sales of lithium battery wet separators, with a strong competitive advantage in the wet separator field due to its comprehensive product layout, quality customer resources, and robust R&D capabilities [3]
佛塑科技拟收购金力股份拓展新能源布局,把握锂电池隔膜行业增长机遇
Xin Lang Cai Jing· 2025-07-25 03:51
Group 1 - Foshan Fospower Technology Co., Ltd. plans to acquire 100% of Jinyi Co., Ltd. for a total consideration of 5.08 billion yuan, with 400 million yuan paid in cash and 4.68 billion yuan through share issuance [1] - Jinyi Co., Ltd. holds a competitive advantage in the lithium battery wet separator market, with an estimated market share of approximately 18% in China for 2024, ranking second in the industry [1] - The acquisition will allow Foshan Fospower to share R&D results with Jinyi, enhance separator performance and quality, and develop more competitive high-end separator products [2] Group 2 - The transaction will enable Foshan Fospower to enter the lithium battery separator sector, enriching its product portfolio in the new energy field and positioning it as a leading enterprise in high polymer functional film materials [2] - Jinyi Co., Ltd. has shown significant performance improvement, with a sales volume of over 1.6 billion square meters in the first five months of 2025, representing an 88% year-on-year increase [3] - The acquisition is expected to enhance Foshan Fospower's operational capabilities and financial performance by optimizing Jinyi's cost structure and leveraging the advantages of being a listed company [3]
宁德时代、比亚迪供应商被“卖”!
鑫椤锂电· 2025-07-24 01:15
Core Viewpoint - The article discusses the acquisition of 100% shares of Hebei Jinli New Energy Technology Co., Ltd. by Foshan Plastics Technology Co., Ltd. for a total consideration of 5.08 billion RMB, which will make Jinli a subsidiary of Foshan Plastics [1][2]. Group 1: Acquisition Details - Foshan Plastics is acquiring shares from 102 parties, including Yuan Haichao and Huahao Century [1]. - The transaction involves issuing shares to Guangdong Guangxin Holdings Group Co., Ltd. to raise matching funds [1]. Group 2: Company Profile of Jinli - Jinli focuses on the research, production, and sales of lithium battery wet separators, with a comprehensive product layout and strong technical research capabilities [3]. - In 2024, Jinli is expected to hold approximately 18% market share in China's wet separator market, ranking second in the industry [3]. Group 3: Customer Base and Revenue Concentration - Major customers of Jinli include leading companies in the lithium-ion battery sector such as CATL, BYD, Guoxuan High-Tech, EVE Energy, and Ruipu Lanjun [3]. - The revenue from the top five customers accounted for 84.01% and 76.73% of Jinli's main business income during the reporting period, indicating a high concentration of customers [3]. Group 4: Performance Commitments and Financial Outlook - According to the performance compensation agreement, Jinli's committed net profits for 2025, 2026, and 2027 are not less than 230 million, 360 million, and 610 million RMB, respectively [4]. - Jinli reported a net loss of 91.44 million RMB in 2024 due to industry supply-demand imbalances, but has turned profitable in the first five months of 2025 with a net profit of 88.87 million RMB [4].
佛塑科技拟收购金力股份 协同互补拓展新能源领域布局
Group 1 - The core point of the article is that Foshan Fospower Technology Group Co., Ltd. plans to acquire 100% of Jinyi Co., Ltd. for a total consideration of 5.08 billion yuan, which includes 4 billion yuan in cash and 4.68 billion yuan through issuing shares [1][2] - Jinyi Co., Ltd. specializes in the research, production, and sales of lithium battery wet separators, holding an 18% market share in China's wet separator market, ranking second in the industry [1][2] - The acquisition aims to enhance Foshan Fospower's influence in the new energy battery sector and leverage synergies in the polymer film materials field [2][3] Group 2 - After the transaction, Foshan Fospower will integrate business resources and supply chains with Jinyi, focusing on lithium battery separators to expand opportunities in the new energy sector [2][3] - Jinyi's performance has been improving, with a revenue of 1.486 billion yuan and a net profit of approximately 88.88 million yuan for the first five months of 2025 [2] - The acquisition is expected to enhance Foshan Fospower's operational capabilities and financial structure, allowing Jinyi to benefit from the advantages of being a listed company [2][3]
佛塑科技积极推进收购金力股份,标的公司今年前5个月盈利8,887.57万元
Xin Lang Cai Jing· 2025-07-22 12:29
Core Viewpoint - Foshan Fospower Technology Group Co., Ltd. plans to acquire 100% of Jinyi Co., Ltd. for a total consideration of 5.08 billion yuan, enhancing its position in the polymer film materials sector, particularly in lithium battery wet separator production [1][3]. Group 1: Company Overview - Foshan Fospower Technology is positioned as an important listed platform under Guangxin Group in the new materials sector, focusing on optical films, biaxially oriented films, dialysis protective materials, and plastic barrier materials [1]. - Jinyi Co., Ltd. specializes in the research, production, and sales of lithium battery wet separators, having established strong competitive advantages in the market [2]. Group 2: Market Position and Performance - Jinyi Co., Ltd. holds approximately 18% market share in China's wet separator market, ranking second, and has established stable partnerships with major domestic battery manufacturers [2]. - The company has planned 46 production lines, with over 60% set to be operational from 2023 onwards, utilizing advanced wide-width equipment [2]. Group 3: Financial Performance and Future Outlook - Jinyi Co., Ltd. reported a significant increase in sales volume, achieving over 1.6 billion square meters in the first five months of 2025, an 88% year-on-year growth, with revenues of approximately 148.59 million yuan and a net profit of about 8.89 million yuan [3]. - The wet separator market is experiencing positive growth, driven by increasing demand for high-performance separators in traditional applications, which will benefit Jinyi Co., Ltd.'s product and capacity layout [4]. Group 4: Strategic Implications of the Acquisition - The acquisition will allow Foshan Fospower Technology to enter the lithium battery separator market, enhancing its product portfolio in the new energy sector and positioning it as a leader in polymer functional film materials [4]. - This transaction is expected to improve the company's operational capabilities, expand its business scale, and enhance market competitiveness, aligning with the long-term interests of all shareholders [4].
佛塑科技并购重组申请获受理 收购金力股份拓展新能源领域布局
Zheng Quan Ri Bao Wang· 2025-06-14 01:50
Core Viewpoint - 佛塑科技 is set to acquire 100% of Jinli Co., Ltd. for a total transaction price of 5.08 billion yuan, while also raising up to 1 billion yuan in supporting funds, with the transaction being a key step in expanding its business scale and market competitiveness [1][3]. Group 1: Transaction Details - 佛塑科技's application for the acquisition has been accepted by the Shenzhen Stock Exchange, confirming that the application documents are complete [1]. - The acquisition involves issuing shares and cash payments, with the transaction and fundraising being interdependent [1]. - After the transaction, 广新集团 will remain the controlling shareholder of 佛塑科技, ensuring no change in control of the listed company [1]. Group 2: Jinli Co., Ltd. Overview - Jinli Co., Ltd. specializes in the research, production, and sales of lithium battery wet separators, holding a strong technical position in the industry [1][2]. - In 2024, Jinli is projected to hold approximately 18% market share in China's wet separator market, ranking second in the industry [1]. - Jinli's product range includes high-performance wet separators, with a leading market share in 5-micron ultra-high molecular weight wet separators [2]. Group 3: Financial Performance and Future Outlook - Jinli's sales have significantly improved, with over 900 million square meters sold in Q1 2025, compared to approximately 400 million square meters in the same period last year [2]. - The company achieved a revenue of 871 million yuan and a net profit of 40.88 million yuan in Q1 2025 [2]. - Post-acquisition, Jinli is expected to enhance its profitability through improved production efficiency, cost optimization, and expanded financing channels via 佛塑科技 [2][3].
佛塑科技:内生增长结合外延并购显成效
Zhong Zheng Wang· 2025-05-17 07:12
Core Viewpoint - 佛塑科技 is focusing on expanding its business in the high-performance polymer film and composite materials sector, with a strategic acquisition of a leading lithium battery separator company, Jinli Co., to enhance its growth and market position [1][3]. Financial Performance - In 2024, 佛塑科技 achieved an operating income of 2.228 billion yuan, a year-on-year increase of 0.61% - The company reported a net profit of 96.575 million yuan, reflecting a significant year-on-year growth of 153.48% - For Q1 2025, 佛塑科技's operating income was 512 million yuan, up 2.26%, with a net profit attributable to shareholders of 19.912 million yuan, marking a 9.98% increase [1]. Strategic Development - 佛塑科技 aims to enhance its operational efficiency and investment value through a combination of organic growth and external acquisitions, focusing on its leading position in niche markets [1]. - The company is actively pursuing the acquisition of Jinli Co., which specializes in lithium battery separators, to create a second profit growth point and has recently released a transaction draft for this acquisition [1][3]. Industry Position of Jinli Co. - Jinli Co. is a high-tech enterprise specializing in the R&D, production, and sales of lithium battery wet separators, with a market share of approximately 18% in China's wet separator market, ranking second in the industry [2]. - The company has established stable business relationships with major domestic battery manufacturers and is expanding its supply to overseas firms [2]. - Jinli Co. has a total production capacity of about 5 billion square meters as of the end of 2024, with steady sales growth in early 2025 [2]. Benefits of the Acquisition - The acquisition of Jinli Co. will allow 佛塑科技 to enter the lithium battery separator market, enriching its product portfolio in the new energy sector [3]. - This strategic move is expected to enhance 佛塑科技's operational capabilities, expand its business scale, and improve its market competitiveness, contributing to long-term sustainable development [3].
佛塑科技: 佛塑科技关于2024年年度业绩说明会召开情况的公告
Zheng Quan Zhi Xing· 2025-05-16 14:02
Core Viewpoint - The company held its 2024 annual performance briefing on May 15, 2025, to provide investors with insights into its operational performance, strategic development plans, and project progress [1] Group 1: Company Performance - In Q1 2025, the company achieved a revenue of 512 million yuan, a year-on-year increase of 2.26%, and a net profit attributable to shareholders of 19.91 million yuan, up 9.98% year-on-year [2] - The company focuses on the "high polymer functional films and composite materials" industry, aiming to enhance operational efficiency and investment value through a combination of organic growth and mergers and acquisitions [2][3] Group 2: Strategic Investments - Recent key investments include the third phase of the Weida Optoelectronics polarizer project, the ultra-thin capacitor film production line at the Dongfang Electric Film subsidiary, and the upgrade and expansion of high-tech composite barrier materials at the Jingwei subsidiary [2] - The acquisition of Jinli Co. is expected to significantly increase the company's asset scale and revenue, enhancing its risk resistance and operational capabilities [2][3] Group 3: Industry Outlook - The demand for battery separators is steadily growing, supported by national policies and global energy transitions, with Q1 2025 lithium battery separator shipments in China reaching 6.45 billion square meters, showing stable year-on-year growth [2] - Jinli Co. ranks second in the Chinese wet-process separator market, with a strong competitive advantage and a focus on high-performance products [3][4] Group 4: Technological and Market Position - Jinli Co. has advanced production equipment and high production efficiency, capable of producing ultra-thin high-strength separators [4] - The company has established stable business relationships with major domestic battery manufacturers and has gained recognition in both domestic and international markets [4] Group 5: Sustainability Efforts - The company has made significant progress in low-carbon development practices, with several products receiving carbon footprint certification [4]
佛塑科技(000973) - 佛塑科技2024年年度业绩说明会
2025-05-16 12:55
Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 512 million CNY, a year-on-year increase of 2.26% [2] - The net profit attributable to shareholders was 19.91 million CNY, reflecting a year-on-year growth of 9.98% [2] Group 2: Industry Outlook - The high polymer functional film and composite materials industry is a key support for new industrialization and a strategic emerging industry promoted by the state [3] - In Q1 2025, China's lithium battery separator shipment reached 6.45 billion square meters, a year-on-year increase of 64%, with wet-process separators accounting for 5.3 billion square meters, up 75% [3] Group 3: Strategic Goals - The company aims to enhance operational efficiency and investment value through a combination of organic growth and external acquisitions [4] - The acquisition of Jinli Co. is expected to significantly increase asset scale and revenue, enhancing risk resistance [4] Group 4: Competitive Advantages of Jinli Co. - Jinli Co. ranks second in China's wet-process separator market as of 2024 [5] - The company has established stable partnerships with major battery manufacturers, enhancing market recognition and customer resources [6] - Jinli Co. has a strong R&D team and has achieved multiple scientific research results, maintaining a leading technological advantage [6] Group 5: Environmental Initiatives - The company has made significant progress in low-carbon development, with several products receiving carbon footprint certification [7] - Future market expansion will focus on both domestic and international markets, aligning with the development of the high polymer functional film and composite materials industry [7] Group 6: Shareholder Returns - The profit distribution plan for 2024 will be implemented within two months following the approval at the annual shareholders' meeting held on April 22, 2025 [7]