万顺新材(300057) - 2021年6月4日投资者关系活动记录表

Group 1: Business Overview - The aluminum processing business consists of aluminum foil and aluminum sheet products, with a designed annual capacity of 80,000 tons for aluminum foil and 110,000 tons for aluminum sheets [2] - Approximately 70% of aluminum foil products are supplied to the food, liquid, and sterile packaging industries, while 60% of aluminum sheet products are supplied to Jiangsu Zhongji [2] Group 2: Market Conditions - In Q1 of the current year, the demand for aluminum foil in downstream markets remained strong, but profit margins have decreased due to complex factors such as domestic and international aluminum price discrepancies [2] Group 3: Project Progress - The high-precision electronic aluminum foil production project, with an annual capacity of 72,000 tons, is progressing, with the main plant nearly completed and equipment installation ongoing [3] - The project focuses on high-precision aluminum foil products for applications in battery electrode materials and printed circuit board substrates [3] Group 4: Customer Engagement - Jiangsu Zhongji has begun utilizing a portion of its existing production capacity to supply aluminum foil for battery packaging and electrodes, establishing a customer base for future production [3] Group 5: Development Strategy - The company aims to establish a new development pattern focusing on domestic circulation, with strategic layouts in Shantou, Jiangsu, Anhui, and Henan [4] - The operational strategy emphasizes "new products, new materials, and new development," with increased R&D investment and high-end talent recruitment to enhance the product system and create new profit growth points [4]