万顺新材(300057) - 2021年11月5日投资者关系活动记录表

Group 1: Aluminum Processing Business - The aluminum processing business includes two main segments: aluminum foil and aluminum plate/strip, with a total planned capacity of 15.5 million tons for aluminum foil and 24 million tons for aluminum plate/strip after completion of ongoing projects [2] - The high-precision electronic aluminum foil production project has a planned capacity of 7.2 million tons, while the high-precision aluminum plate/strip project has a planned capacity of 13 million tons, focusing on battery-related applications [2] - In the first three quarters of this year, the sales volume of battery aluminum foil reached 1,199 tons, a year-on-year increase of 742%, while the sales volume of aluminum foil raw materials reached 19,799 tons, a year-on-year increase of 316% [3] Group 2: Paper Packaging Materials Business - The paper packaging materials business primarily consists of transfer paper and composite paper, with approximately 90% of products used for cigarette packaging [3] - The company serves a stable base of high-quality end customers, including well-known brands such as Double Happiness and Wuliangye [3] Group 3: Functional Films Business - The company has developed advanced functional films, including high barrier films, energy-saving films, and AR anti-reflective films, targeting various applications such as photovoltaic back sheets and automotive glass [4] - The high barrier film production base is expected to be completed by the end of 2021, with products developed for multiple sectors [4] Group 4: Copper Coating Film Technology - The company is researching a dual-sided copper foil coating process on organic carrier films, aimed at applications in batteries and electronic components, with samples already sent for verification [4]