Enpack(SZ:002846)2025-09-19 13:09Group 1: Investment and Expansion Plans - The company plans to raise up to 1.5 billion RMB for investments in composite current collector projects, canned easy-open lid manufacturing projects, and supplementary flow [4][13] - The subsidiary Shantou Yinglian will introduce investors through a capital increase of up to 200 million RMB, primarily for its easy-open lid business [2][3] Group 2: Production Capacity and Financial Performance - The company has a project plan for composite current collectors with a total investment of 3.089 billion RMB, aiming for a production capacity of 1 billion square meters of composite aluminum foil and 500 million square meters of composite copper foil [3][4] - The revenue from canned easy-open lids increased by 29% year-on-year, contributing to the overall performance improvement [7][13] Group 3: Strategic Partnerships and Market Opportunities - The investment partner, Guangdong Provincial Yuecai Industrial Technology Equity Investment Fund, focuses on supporting quality projects in new energy, new materials, and intelligent manufacturing [6] - The implementation of the new national standard GB 38031-2025 for electric vehicle batteries is expected to accelerate the application of composite current collectors due to their safety and lightweight advantages [9] Group 4: Future Business Strategy - The company will continue to promote the synergistic development of the metal packaging products sector and the composite current collector sector, adhering to a "dual main business" strategy [11][12] - The company is actively pursuing the development of solid-state battery materials, with ongoing testing and collaboration with leading automotive and battery manufacturers [15][16]