Wanshun New Material(SZ:300057)2022-11-21 05:28Group 1: Business Overview - The company focuses on aluminum processing, primarily producing aluminum foil and aluminum strip [2] - Current aluminum foil capacity includes 83,000 tons at Jiangsu Zhongji and 72,000 tons under construction at Anhui Zhongji, with a total expected capacity of 255,000 tons upon project completion [2] - Aluminum strip capacity stands at 110,000 tons at Jiangsu Huafeng and Anhui Zhongji, with an additional 130,000 tons project in Sichuan, totaling 240,000 tons upon completion [2] Group 2: Market Strategy - The company plans to issue stocks to raise funds for a 100,000-ton battery and energy storage aluminum foil project, capitalizing on the growing market for new energy vehicles and battery technology [3] - The company has established a strong market position in battery aluminum foil, supported by existing brand influence, technology patents, and market channels [3] Group 3: Product Development - Research is ongoing for metal-coated carrier films to enhance battery performance by reducing weight and improving energy density [3] - The company has advanced capabilities in functional film production, including high barrier films and anti-reflective films, targeting various applications such as photovoltaic back panels and automotive glass [4] Group 4: Future Planning - The company aims to establish a strategic layout centered in Shantou, with key nodes in Jiangsu, Anhui, Sichuan, and Henan, promoting a dual circulation development model [4] - The focus will be on new products and materials, increasing R&D investment, and aligning with customer needs to strengthen the industry chain and diversify the product portfolio [4]