First, some companies have the concept of aluminum-plastic film.
Huazheng New Materials: After the project is completed, it is estimated that the annual output of aluminum-plastic film for digital batteries and aluminum-plastic film for power batteries will be 2.5 million square meters each. After the completion of the two-year construction period, it is estimated that the annual sales income will be 200 million yuan and the annual after-tax net profit will be 240 1 10,000 yuan. En Jie Co., Ltd.: The project plans to build 16 fully automatic imported film production line, 40 coating production lines and 5 aluminum-plastic film import production lines, and the project funds will be solved by self-owned funds and self-raised funds. Xinlun Technology: The 20 18 first-quarter performance forecast shows that the company's electronic-grade functional tapes are widely used in Apple products, and more than 20 kinds of tapes have been written into the BOM list of raw materials for iPhone and other products. The upcoming HomePod speakers use the company's five functional bands, and the stand-alone value exceeds 1 USD. Benefiting from the increase in the use of domestic soft-pack power lithium batteries, the company's sales of aluminum-plastic film for lithium batteries in the first quarter are expected to increase by more than 150% year-on-year. Ming Dow Optics: The company's annual output is 6.5438+0.5 million square meters of lithium battery flexible packaging film production line, which is mainly used for the flexible packaging of lithium electronic batteries and most lithium polymer packaging; 65438+In March 2009, we signed an annual framework agreement with Tianjin Li Shen, and the quality and performance of the company's aluminum-plastic film products have been recognized by leading domestic battery manufacturers. Wanshun New Materials: During the reporting period, the company actively expanded the new energy market fields such as battery foil and battery flexible packaging foil, and obtained the invention patent of "Aluminum foil for aluminum-plastic film for flexible packaging of lithium-ion batteries and its production process". New aluminum foil products were applied to aluminum-plastic films for soft packaging of lithium-ion batteries and began to be supplied to customers in Japan and Europe, enriching the product system and cultivating new profit growth points.
Second, the basic situation of these listed companies
En Jie Co., Ltd.: The project will be built by stages. The first phase of the project has a total investment of 2.2 billion yuan, mainly focusing on the manufacture and sales of wet-process basement membrane, functional coating separator and aluminum-plastic film for lithium batteries. In the first quarter of 20021,the company achieved a total operating income of144.3 billion yuan, a year-on-year increase of161.05%; Realized a non-net profit deduction of 405 million yuan, a year-on-year increase of 284.44%; The gross profit of En Jie shares is 689.6 million, with a gross profit margin of 48.5 1%. Zijiang Enterprise: Through this spin-off, Zijiang Enterprise will further realize its business focus and focus on supporting packaging of fast-moving consumer goods; Zijiang New Materials will become the listing platform of the company's independent lithium battery new material core business. By listing on the science and technology innovation board, it will further increase the investment in the core technology of the lithium battery new material industry, enlarge and strengthen the aluminum-plastic film business of lithium batteries, and enhance the profitability and comprehensive competitiveness of the aluminum-plastic film business of lithium batteries. In the first quarter of 20021,the company achieved a total operating income of 2.254 billion yuan, up 21.59% year-on-year; Deducting non-net profit was 65.438+0.22 billion yuan, a year-on-year increase of 654.38+0.76.42%; The gross profit of Zijiang enterprise is 445.8 million, with a gross profit margin of 20.36%. Ming Dow Optics: The company's annual output is 6.5438+0.5 million square meters of lithium battery flexible packaging film production line, which is mainly used for the flexible packaging of lithium electronic batteries and most lithium polymer packaging; 65438+In March 2009, we signed an annual framework agreement with Tianjin Li Shen, and the quality and performance of the company's aluminum-plastic film products have been recognized by leading domestic battery manufacturers. In the first quarter of 2002/kloc-0, the company achieved a total operating income of 30 1 10,000 yuan, a year-on-year increase of18.92%; Deducting non-net profit was RMB 496,654,380+0,000, a year-on-year increase of 65,438+05.57%; Ming Dow optical gross profit 1. 16 1 100 million, with a gross profit margin of 39.64%.
There are many requirements for this membrane, the most important of which is that it is different from ordinary composite membranes: ① extremely high barrier property; ② Good cold stamping formability; ③ Puncture resistance; ④ Anti-electrolyte stability; ⑤ Electrical performance (including insulation)
1, aluminum-plastic film
It can ensure that the humidity in the packaging bag is lower than 40RH, and the moisture-proof effect is 80 times that of ordinary polyethylene; There are various specifications, sizes and materials of composite films to choose from; Good protective performance: oxygen resistance, moisture resistance, puncture resistance, high strength, high toughness, one-way or two-way air permeability, ultraviolet resistance and chemical resistance, such as oil, grease, acid and alkali substances. Aluminum-plastic composite bag: materials include aluminum-plastic composite, aluminum-plated composite, aluminum-plated composite +PE inner bag, kraft paper and aluminum foil composite; 25kg kraft paper bag; The materials are multilayer kraft paper, kraft paper PE composite, kraft paper+aluminum foil inner bag, kraft paper +PE inner bag and kraft paper aluminum foil composite; PE bag: made of multi-layer extruded high-strength PE film; Jam, tomato juice and various liquids. Electrostatic shielding film/bag: excellent performance, excellent industrial supporting materials, innovative electrostatic discharge technology, stable and lasting performance. Suitable for: packaging of cutting-edge products of electronics and national defense.
2. Development of aluminum-plastic film industry at home and abroad.
Industry development environment, market analysis (market size, market structure, market characteristics, etc.). ), production analysis (total output, supply and demand balance, etc. ), competition analysis (industry concentration, competition pattern, competition groups, competition factors, etc. ), product price analysis, user analysis, alternative and complementary product analysis, industry leading drivers, industry channel analysis, industry profitability, industry growth, industry solvency, etc. This report is divided into professional edition (chapter 16) and advanced edition (chapter 22). The research framework is comprehensive and rigorous, and the analysis content is objective, fair and systematic, which truly and accurately reflects the market development status and future development trend of aluminum-plastic film industry in China. It is an indispensable reference for enterprises to conduct market research, and can also be used as a reference for financial institutions to conduct credit analysis, securities analysis and investment analysis.