格隆汇8月5日丨永杰新材(603271.SH)在投资者互动平台表示，公司产品具有较强竞争力，生产的"锂离 子动力电池结构件用铝合金板带"被认定为国家制造业单项冠军产品，生产的"锂离子动力电池用铝 箔"和"软包装电池铝塑膜用铝箔"均被认定为浙江制造品字标，处于先进水平，产品得到了宁德时代、 比亚迪等头部电池厂商的广泛认可，阳极氧化料基材已进入了包括苹果、华为等供应体系。 ...

Core Viewpoint - Yongjie New Materials Co., Ltd. is set to go public with an issue price of 20.6 yuan per share, focusing on aluminum foil and strip products, particularly in the lithium battery sector, where it has established a competitive advantage [1][2][3]. Group 1: Company Overview - Founded in 2003, Yongjie New Materials specializes in aluminum foil and strip, initially serving the laptop and LCD TV markets before pivoting to the lithium battery sector [1]. - The company has become a key supplier to major lithium battery manufacturers, including CATL, and has achieved significant market share in the lithium aluminum material segment [2][7]. Group 2: Financial Performance - For 2024, Yongjie New Materials projects revenues of 8.111 billion yuan and a net profit of 319 million yuan, reflecting year-on-year growth of 24.71% and 34.28%, respectively [2][14]. - The company’s revenue from lithium battery applications was 2.612 billion yuan in 2023 and is expected to be 1.556 billion yuan in the first half of 2024, accounting for over 40% of total revenue [5]. Group 3: Market Position and Competitive Advantage - Yongjie New Materials holds the top market share in the lithium-ion battery structural aluminum alloy segment from 2021 to 2023, recognized as a "hidden champion" in the industry [2][8]. - The company has established a strong technical moat, with products meeting or exceeding national standards, and has received recognition for its high-performance aluminum materials [8][11]. Group 4: Industry Trends - The lithium battery market is expected to grow significantly, with a projected shipment volume of 1,175 GWh in 2024, marking a 32.6% year-on-year increase [13]. - Analysts predict a positive outlook for the lithium battery industry in 2025, with expectations of improved supply-demand dynamics and increased utilization of quality production capacity [16][17]. Group 5: Future Plans - Yongjie New Materials plans to expand production capacity significantly, with projects aimed at increasing output by 55,000 tons, enhancing its position in the lithium battery materials market [17][18]. - The company is also diversifying its product offerings, including advancements in anodizing materials for consumer electronics, entering supply chains for major brands like Apple and Huawei [19].