万顺新材(300057) - 2015年3月3日投资者关系活动记录表

Group 1: Aluminum Foil Business - The aluminum foil business is experiencing stable growth due to reduced price differences domestically and internationally, benefiting export opportunities [2][3] - Jiangsu Zhongji has established long-term partnerships with well-known brands, enhancing product quality and supply stability [3] - In December 2014, Jiangsu Zhongji acquired a 60% stake in Jiangsu Huafeng Aluminum Co., which will help reduce production costs and improve profitability [3] Group 2: Paper Packaging Materials - The growth rate of the cigarette market is slowing due to anti-smoking policies and high consumption control, impacting the paper packaging materials sector [3] - The company is actively expanding into other markets such as daily goods and food packaging to maintain stable development in paper products [3] Group 3: Conductive Film Business - The conductive film business has seen significant growth, with increased brand recognition after certifications from Lenovo and Coolpad [3][4] - The company is enhancing product competitiveness through ongoing collaborations with downstream brand manufacturers [3][4] Group 4: Non-Public Stock Issuance - The non-public stock issuance is progressing normally, following the relevant procedures of the China Securities Regulatory Commission [4] - The funds raised will be invested in energy-saving film projects, which are multi-layer functional polyester composite films used in various glass applications [4][5] Group 5: Market Potential for Energy-Saving Films - The annual market demand for energy-saving films in the automotive sector is projected to exceed 100 million square meters, with high-end films demand at over 30 million square meters [5] - In the construction sector, the global demand for energy-saving films is estimated at 21 million square meters, with significant market potential for retrofitting existing high-energy-consuming buildings [5]