格隆汇9月26日丨明泰铝业(601677.SH)在投资者互动平台表示，公司已实现全铝立柱机器人本体（含立 柱、大臂、小臂）量产，并有机器人专用散热器铝材及软包电池铝箔的市场化供应，铝塑膜箔可用于固 态电池封装材料，与鹏辉能源签署《战略合作框架协议》，目前，公司已向鹏辉能源等电池厂商供应数 千套液冷板等新能源产品。 ...

格隆汇9月26日丨明泰铝业(601677.SH)在投资者互动平台表示，公司已实现全铝立柱机器人本体（含立 柱、大臂、小臂）量产，并有机器人专用散热器铝材及软包电池铝箔的市场化供应，铝塑膜箔可用于固 态电池封装材料，与鹏辉能源签署《战略合作框架协议》，目前，公司已向鹏辉能源等电池厂商供应数 千套液冷板等新能源产品。 ...

格隆汇9月18日丨明泰铝业(601677.SH)在投资者互动平台表示，公司在江苏昆山设有子公司昆山明泰， 主要服务重点客户和开发前沿市场。公司生产的铝塑膜箔可用于固态电池封装材料。 ...

Core Viewpoint - The strategic cooperation between Ming Tai Aluminum and Penghui Energy focuses on the development and application of solid-state batteries and sodium-ion batteries, aiming to enhance the recycling and application of recycled aluminum alloys in the new energy battery sector [1][2]. Group 1: Strategic Cooperation - Ming Tai Aluminum and Penghui Energy have signed a strategic cooperation framework agreement to collaborate on research and development, product supply, technology development, and capacity layout in the field of solid-state and sodium-ion batteries [1][2]. - Penghui Energy will prioritize using Ming Tai Aluminum's products for the development of solid-state batteries and other battery projects [2]. Group 2: Company Overview - Ming Tai Aluminum is the first private aluminum processing enterprise in China, specializing in aluminum plates, strips, foils, and comprehensive applications of recycled resources, with a 10% share of the domestic aluminum plate and strip production [3]. - The company has been optimizing its product structure, increasing the proportion of high-value-added products such as aluminum for new energy, new materials, transportation, and automotive lightweighting [3]. Group 3: Product Development and Market Position - Ming Tai Aluminum's products are well-positioned in the solid-state battery sector, with aluminum-plastic film being a key packaging material that affects battery safety and lifespan [4]. - The company has developed a complete product matrix for power batteries, including various aluminum components essential for battery construction [4]. Group 4: Recycling and Sustainability - Ming Tai Aluminum entered the recycled aluminum application field in 2017, currently holding over 1 million tons of recycled aluminum application capacity, with multiple products certified for carbon footprint by SGS [4]. - The company has established an international procurement department for recycled aluminum to expand its sourcing channels following the relaxation of import restrictions on deformed waste aluminum by Chinese customs [4]. Group 5: Financial Performance - In Q1 of this year, Ming Tai Aluminum achieved revenue of 8.1 billion yuan, a 13% year-on-year increase, and a net profit of 440 million yuan, up 21% year-on-year, with record production and sales volumes [5].