Wanshun New Material(SZ:300057)2022-11-23 06:58Group 1: Company Overview - Jiangsu Zhongji is a wholly-owned subsidiary of Wanshun New Materials, specializing in aluminum foil production with advanced equipment and technology [2] - The company produces a variety of aluminum foil types, including double-zero and single-zero foil, with applications in food packaging, pharmaceuticals, and electronics [2] Group 2: Market Outlook - The domestic lithium battery aluminum foil industry is experiencing a golden development period, leading to increased competition and innovation among companies [2][3] - The future of the aluminum foil industry is promising, with a focus on the development of new products and the potential to replace other foil materials [3] Group 3: Production Capacity - Jiangsu Zhongji's monthly production capacity for battery foil is approximately 100 tons, with soft package foil exceeding 150 tons [3] - Following the gradual production of the Anhui Meixin high-precision electronic aluminum foil project, total monthly capacity for battery foil and soft package foil is expected to exceed 2,000 tons [3] Group 4: Clientele and Supply Chain - The main clients for Jiangsu Zhongji's battery foil products include Hefei Guoxuan, Ruipu Energy, and Zhongtian Storage, with a focus on 15 μm, 13 μm, and 12 μm products [3] - The company aims to increase its supply volume and establish partnerships with leading enterprises in the domestic and international battery industry [3] Group 5: Competitive Advantages - Jiangsu Zhongji invests approximately 10% of its profits in R&D, emphasizing innovation and product quality [3] - The company is developing thinner battery foil products (8 μm and 9 μm) to enhance its market competitiveness [3]