证券日报网2月26日讯，万顺新材在接受调研者提问时表示，功能性薄膜业务产品主要是高阻隔膜、调 光导电膜、车衣膜、节能膜等。公司今年主要聚焦有发展潜力的功能膜产品市场，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市场，打造高阶车衣膜、节能膜自主品 牌，提高产能利用率，争取提升盈利能力。 （文章来源：证券日报） ...

编号：20260226 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | | 华泰证券-邵梓洋、王嵩 | | 参与单位名称及 | 乐雪资本-陆畅宏 | | 人员姓名 | Pinpoint Asset-梁俊琪 | | | 建信基金-蒋超 | | 时 间 | 2026 年 2 月 26 日 14:00-16:00 | | 地 点 | 公司会议室 | | 上市公司接待人 | 黄薇、杨时哲 | | 员姓名 | | | | 问：铝加工业务板块情况 | | | 答：公司铝加工业务板块已形成铝板带、铝箔一体化产业链布局。 铝箔产能：公司铝箔总产能规划 25.5 万吨，其中：江苏中基主要生产双 | | | 零铝箔（应用于包装领域），产能 8.3 万吨，安徽中基主要生产电池铝箔， | | | 现有产能 7.2 万吨，在建年产 10 万吨动力及储能电池箔项目将分步投产、 | | | 陆续释放产能，9 月底前全面完成建设。 | | 投资者关系活动 | 铝板带产能：江苏、安徽基地产 ...

Group 1 - The company, Wanshun New Materials (300057.SZ), has stated that its aluminum processing business and functional film products include battery aluminum foil, double-zero aluminum foil, high barrier films, energy-saving films, car cover films, and conductive films [2] - The high barrier film has been applied in the packaging field of photovoltaic components [2] - The team will continue to focus on industry technological developments and actively expand application markets [2]

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。 ...

Group 1: Aluminum Processing Business - The company has established an integrated industrial chain for aluminum plates and foils, with a total aluminum foil production capacity planned at 255,000 tons [2] - The current aluminum foil production capacity includes 83,000 tons from Jiangsu Zhongji (mainly for packaging) and 72,000 tons from Anhui Zhongji (for battery aluminum foil), with an additional 100,000 tons project under construction [2] - In the first three quarters of 2025, aluminum processing sales reached 128,000 tons, a year-on-year increase of 4%, with Jiangsu Zhongji and Anhui Zhongji contributing 51,000 tons and 28,000 tons respectively [2] Group 2: High-Value Aluminum Foil Products - The company is focusing on innovation and process improvement in aluminum foil products, enhancing production efficiency and yield [3] - High elongation battery aluminum foil has been supplied in bulk, while high-dain battery aluminum foil is in small batch supply, both enhancing the development potential of the aluminum processing business [3] - High elongation battery aluminum foil improves yield during processing and meets customer demands for higher density and lower breakage rates [3] Group 3: Functional Film Business - The functional film business includes high barrier films, smart conductive films, car wrap films, and energy-saving films, with sales declining due to market price competition but improved gross margins [4] - The company is focusing on high-potential functional film products, particularly high barrier films for recyclable packaging and conductive films for automotive applications [5] Group 4: Paper Packaging Materials Business - The paper packaging materials segment primarily produces special paper products for packaging in industries such as tobacco and alcohol, with high-value transfer paper sales increasing in the first three quarters [6]

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]