达因电池铝箔等高附加值产品，其中，高延伸电池铝箔已批量供货，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， 公司后续将全力推进高附加值铝箔产品市场。 高延伸电池铝箔在保证抗拉强度的基础上、提高延伸率，内部可提升加工 过程中铝箔的成品率，也可满足客户提高压实密度、降低断带率等需求。 高达因电池铝箔表面达因值极高且稳定，可提升后期加工浆料与铝箔的附 着力，涂布均匀性更佳，降低电阻，进而提升电池的充放电效率和循环稳 定性，也适用于钠离子电池正负极等需求。 问：功能膜业务板块情况 答：功能性薄膜业务产品目前主要是高阻隔膜、调光导电膜、车衣膜、节 能膜等产品。前三季度受市场价格竞争影响，公司调整功能膜产品结构， 减少毛利倒挂严重的产品，功能性薄膜业务销售虽有所下降但毛利有所改 善。 问：功能膜业务的发展方向 证券代码：300057 证券简称：万顺新材 债券代码：123085 证券简称：万顺转 2 汕头万顺新材集团股份有限公司投资者关系活动记录表 编号：20260106 | | √特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系 | □媒体采访 □业绩说明 ...

Group 1 - The company, Wanshun New Materials (300057.SZ), has indicated that its high barrier film products can be applied in display device packaging [1] - The company's conductive film products are applicable in touch panels and dimming glass [1]

Core Insights - The article discusses the issue of rice weevils, their origins, and prevention methods, emphasizing the importance of proper storage and packaging to avoid infestation [1][2][3] Group 1: Rice Weevils and Their Origins - Common rice weevils, such as the rice weevil and the maize weevil, are difficult to distinguish and can hide within rice piles [1] - Weevils can lay eggs inside rice grains, which hatch under suitable temperature and humidity conditions [1] - Sources of infestation include the growing stage in the field, contamination during harvesting and transportation, and unclean storage containers at home [1] Group 2: Prevention Methods - Recommendations for home storage include keeping rice in a light-proof, ventilated, cool, and dry environment [2] - Methods such as using vacuum-sealed bags or clean bottles to exclude oxygen, and incorporating natural repellents like Sichuan pepper, star anise, and garlic can effectively prevent weevil infestation [2] Group 3: Consumption of Infested Rice - Infested rice can still be consumed if it has not gone moldy; removing the weevils and washing the rice makes it safe to eat [2] Group 4: Supermarket Practices - Supermarkets experience fewer weevil issues due to rapid turnover of stock, with bulk rice often sold within one to three days [3] - Regular restocking and inspections in supermarkets significantly reduce the risk of rice weevil infestation [3]

Group 1: Aluminum Processing Business - The company has an aluminum foil production capacity of 25.5 million tons after the completion of ongoing projects [2] - The total production capacity for aluminum plate and strip is 26 million tons, with 13 million tons each from Jiangsu and Anhui bases, and an additional 13 million tons from Sichuan [2] - In the first half of 2025, the aluminum processing business achieved revenue of 2.398 billion yuan, a year-on-year increase of 12%, with aluminum foil sales slightly down by 4.7% and aluminum plate and strip sales up by 25% [2] Group 2: Functional Film Business - The functional film business focuses on high barrier films, smart conductive films, car wrap films, and energy-saving films [4] - Despite a decline in sales due to market price competition, the company improved the gross margin by adjusting the product structure [4] - Future development will target high-potential markets for functional films, including automotive smart roofs and high-end packaging [5] Group 3: Paper Packaging Materials Business - The paper packaging materials segment, primarily involving special paper products for tobacco and alcohol packaging, generated revenue of 223 million yuan in the first half of 2025, a year-on-year increase of 17% [6] - Sales volume reached 17,000 tons, reflecting a 12% year-on-year growth, with high-value specialty transfer paper products driving margin improvements [6]

Group 1 - The company, Zhejiang Zhongcheng, confirmed that its main product, POF shrink film, can be used for the outer packaging of food and pharmaceutical products [2] - The company is currently developing high barrier films and modified atmosphere packaging films, which are also suitable for the packaging of fresh food [2] - As of now, the company does not produce packaging containers specifically for food or pharmaceutical use [2]

Financial Performance - In 2024, the company achieved total operating revenue of 6.579 billion CNY, a year-on-year increase of 22.52% [1] - The net profit attributable to shareholders was -192 million CNY due to various factors including decreased gross profit margins and increased financial expenses [1] Aluminum Processing Business - The aluminum processing segment generated operating revenue of 4.732 billion CNY, a 40% increase year-on-year [2] - Aluminum foil sales reached 107,600 tons, up 22% year-on-year, while aluminum plate and strip sales totaled 189,300 tons, a 69% increase [2] - The company is focusing on high-value-added products to enhance profitability in the aluminum processing segment [2] Production Capacity - The total aluminum foil production capacity is projected to reach 255,000 tons after the completion of ongoing projects [3] - The combined production capacity for aluminum plate and strip is 260,000 tons [3] Paper Packaging Materials Business - The paper packaging materials segment achieved operating revenue of 490 million CNY, with a sales volume of 38,000 tons, both reflecting a 13% year-on-year growth [4] Functional Film Business - The functional film segment reported operating revenue of 52.48 million CNY with a sales volume of 5.59 million square meters [5] - The company plans to expand its market presence for high-value products such as high barrier films and smart films [6] Export and Tariff Impact - In 2024, overseas sales revenue amounted to 1.18 billion CNY, primarily from aluminum foil exports [6] - The company has adjusted processing fees in response to the cancellation of aluminum foil export tax rebates and U.S. tariffs, maintaining stable export volumes [6]