萬順新材(300057.SZ):已形成從鋁板帶(鋁箔坯料)到鋁箔、再延伸到塗碳箔縱向一體的鋁加工產業鏈條
格隆匯3月6日丨萬順新材(300057.SZ)於2023年3月2日15:00-17:00接受媒體採訪及投資者現場參觀時,就“鋁加工業務的產業佈局情況”表示,鋁加工業務是公司目前業績貢獻最大的一個業務板塊,通過產業鏈併購及增資擴產,已形成從鋁板帶(鋁箔坯料)到鋁箔、再延伸到塗碳箔縱向一體的鋁加工產業鏈條。
1、鋁箔產能:江蘇中基以包裝鋁箔為主,現有產能8.3萬噸;安徽中基以電池鋁箔為主,在建7.2萬噸高精度電子鋁箔生產項目中一期4萬噸項目於21年底開始投產,二期3.2萬噸項目計劃今年建成投產,另外正在安徽中基籌建年產10萬噸動力及儲能電池箔項目,項目全部建成後2024年將形成25.5萬噸鋁箔總產能。
2、鋁板帶產能:江蘇華豐、安徽中基現有產能11萬噸,四川萬順中基年產13萬噸高精鋁板帶項目正在加緊建設,今年將形成24萬噸鋁板帶總產能。
3、塗碳箔產能:深圳宇鏘現有產能3700噸/年,並開始籌建年產5萬噸新能源塗碳箔項目。
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