What are the listed companies with aluminum-plastic film concept stocks?

What are the listed companies with aluminum-plastic film concept stocks?

The leading aluminum-plastic film stocks are company stocks with a leading position in the aluminum-plastic film industry. They usually have advanced production technology, high-quality products and stable profitability. Below, the editor will bring you some listed companies with aluminum-plastic film concept stocks. Let’s take a look together. I hope it can bring reference.

What are the listed companies with aluminum-plastic film concept stocks?

1. Companies with aluminum-plastic film concept stocks

Huazheng New Materials: It is expected to be realized after the project is completed The annual production capacity of digital battery aluminum plastic film and power battery aluminum plastic film products is 2.5 million square meters each. After the construction period is completed in 2 years, it is expected to achieve annual sales revenue of 200 million yuan and annual after-tax net profit of 2,401 yuan. Ten thousand yuan. Enjie Co., Ltd.: The project plans to build 16 fully automatic imported film production lines, 40 coating production lines and 5 aluminum plastic film imported production lines. The project funds will be provided through self-owned funds and self-raised funds. Selen Technology: The performance forecast for the first quarter of 2018 stated that the company’s electronic-grade functional tapes are widely used in Apple products. More than 20 tapes are included in the raw material BOM list of iPhone and other products. The upcoming HomePod speaker uses 5 of the company’s functions. Sexual tape, the value of a single machine exceeds 1 US dollars; benefiting from the increase in the use of domestic soft-pack power lithium batteries, the company's sales of aluminum plastic films for lithium batteries in the first quarter are expected to increase by more than 150% year-on-year. Daoming Optics: The company has an annual output of 15 million square meters of lithium battery flexible packaging film production lines. Lithium battery flexible packaging films are mainly used in lithium electronic battery flexible packaging and most polymer lithium battery packaging; in March 2019, it signed a " Annual Framework Agreement", 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 into new energy market areas such as battery foil and battery flexible packaging foil, and obtained the invention patent for "Aluminum Foil and Its Production Process for Lithium-ion Battery Flexible Packaging Aluminum Plastic Film". New aluminum foil products are used in lithium The flexible packaging of ion batteries on aluminum-plastic film has begun to be supplied to Japanese and European customers, enriching the product system and cultivating new profit growth points.

II. Basic information of these listed companies

Enjie Shares: The project will be constructed in phases. The first phase of the project has a total investment of 2.2 billion yuan and mainly carries out lithium battery wet-based manufacturing. Manufacturing and sales of membranes, functional coated separators and aluminum-plastic films. In the first quarter of 2021, the company achieved total operating income of 1.443 billion yuan, a year-on-year increase of 161.05 yuan; non-net profit after deducting 405 million yuan, a year-on-year increase of 284.44 yuan; Enjie's gross profit was 689.6 million yuan, with a gross profit margin of 48.51. Zijiang Enterprise: Through this spin-off, Zijiang Enterprise will further realize its business focus and focus on supporting packaging for fast moving consumer goods; it will build Zijiang New Materials into a listing platform for the company's independent core business of lithium battery new materials and be listed on the Science and Technology Innovation Board. Increase further investment in the core technology of the lithium battery new material industry, realize the expansion and strength of the lithium battery aluminum plastic film business sector, and enhance the profitability and comprehensive competitiveness of the lithium battery aluminum plastic film business. In the first quarter of 2021, the company achieved total operating income of 2.254 billion yuan, a year-on-year increase of 21.59%; non-net profit after deducting 122 million yuan, a year-on-year increase of 176.42%; Zijiang Enterprise's gross profit was 445.8 million yuan, with a gross profit margin of 2.036%. Daoming Optics: The company has an annual output of 15 million square meters of lithium battery flexible packaging film production lines. Lithium battery flexible packaging films are mainly used in lithium electronic battery flexible packaging and most polymer lithium battery packaging; in March 2019, it signed a " Annual Framework Agreement", 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 2021, the company achieved total operating income of 301 million yuan, a year-on-year increase of 18.92%; non-net profit after deducting 49.61 million yuan, a year-on-year increase of 15.57%; Daoming Optical's gross profit was 116.1 million yuan, with a gross profit margin of 39.64%.

: The film requires many indicators, the most important of which is also different from ordinary composite films: ① extremely high barrier properties; ② good cold stamping formability; ③ puncture resistance; ④ Electrolyte resistance stability; ⑤ Electrical properties (including insulation)

1. Aluminum plastic film

Can ensure that the humidity in the packaging bag is lower than 40RH; the moisture-proof effect is the same as that of ordinary polyethylene 80 times that of ethylene; composite films of various specifications, sizes and materials are available; have good protective properties: oxygen barrier, moisture-proof, puncture resistance, high strength, high toughness, one-way or two-way breathability, UV resistance, Chemical resistance, such as resistance to oil, grease and acid and alkali substances. Aluminum-plastic composite bag: material selection: aluminum-plastic composite, aluminized composite, aluminized composite PE inner bag, kraft paper aluminum foil composite; 25kg kraft paper bag; material selection: multi-layer kraft paper, kraft paper PE composite, kraft paper aluminum foil inner bag, kraft paper PE inner bag, Kraft paper aluminum foil composite; PE bag: material selection: multi-layer extruded high-strength PE film; jam, tomato juice and various liquids. Static shielding film/bag: outstanding performance, excellent industrial supporting materials, innovative electrostatic release technology and stable and long-lasting performance. Suitable for: packaging of electronic and cutting-edge national defense products.

2. Overview of the domestic and foreign development of the aluminum-plastic film industry

The industry’s development environment, market analysis (market size, market structure, market characteristics, etc.), production analysis (total production volume , supply and demand balance, etc.), competition analysis (industry concentration, competition landscape, competition groups, competition factors, etc.), product price analysis, user analysis, substitutes and complements analysis, industry leading driving factors, industry channel analysis, industry profitability Capabilities, industry growth, industry solvency, industry operating capabilities, analysis of key enterprises in the aluminum plastic film industry, sub-industry analysis, regional market analysis, industry risk analysis, industry development prospect forecasts and related business and investment suggestions, etc. This report is divided into two versions: the professional version (Chapter 16) and the senior version (Chapter 22). The research framework is comprehensive and rigorous, and the analysis content is objective, fair and systematic. It truly and accurately reflects the market development of my country's aluminum plastic film industry. The current situation and future development trends are indispensable and important reference materials for enterprises to conduct market research. They can also be used as a reference for financial institutions to conduct credit analysis, securities analysis, investment analysis and other research work.

What are the aluminum-plastic film concept stocks?

Currently there are very few aluminum-plastic film concept stocks among my country’s A-shares, including Fosu Technology, Xinlun Technology, and Purple Plastic Film Technology. Jiang Enterprises, etc.

What are the leading lithium battery stocks?

1. CATL, the leading lithium battery stock, has a total market value of 1.3 trillion yuan and a net profit of 130.4 billion yuan in 2021. The main products include battery systems, energy storage equipment, and lithium battery materials.

2. BYD, a leading lithium battery stock, has a total market value of 1 trillion yuan and a net profit of 216.1 billion yuan in 2021. BYD blade batteries are safe and reliable, and demand exceeds supply.

3. Enjie Co., Ltd., the leading aluminum-plastic film stock, has a total market value of 230 billion and a net profit of 8 billion in 2021.

4. Ganfeng Lithium Industry, a leading stock in lithium-ion battery research, has a total market value of 216 billion and a net profit of 11.2 billion in 2021. The main business of Anhui Ganfeng Lithium Industry Co., Ltd. is the research, development, production and sales of various new lithium products.

5. Tianqi Lithium Industry, the leading stock in lithium-ion battery lithium resources, with a total market value of 189.7 billion and a net profit of 7.7 billion in 2021. The main business of Tianqi Lithium Industry Co., Ltd. is Talison and lithium Production, processing and sales of chemical raw materials. The company is the third largest distributor of industrial grade lithium carbonate in the world.

What are the augmented reality concept stocks?

1. Augmented reality 002222 Fujing Technology

The latest price is 13.17, with a rise or fall of 2.01. The company's laser crystal components can be supplied Core AR micro-projector manufacturer. It is mainly engaged in the research, development, production and sales of crystal materials and their devices. Its main business belongs to the information functional materials industry in the optoelectronics industry. It is the world's leading manufacturer of nonlinear optical crystals and laser crystal components.

Quantum information 270 times

2. Augmented reality has 2000547 aerospace development

The latest price was 15.54 with an increase or decrease of 1.37. It was stated on the investor relations interactive platform that augmented reality and augmented reality have endless meanings. Similarly, the simulation company's business scope involves virtual reality (VR), and the augmented reality (AR) business company is in the process of research and demonstration. Military industry 92 times

3. Augmented reality has 3002632 Daoming Optics

Latest price 10.31, increase or decrease 1.28, invested in Nanjing Medite, entering into virtual reality (VR) and augmented reality (AR) Charging piles, materials, aluminum-plastic films, virtual reality 129 times in high-end fields such as helmets and security monitoring equipment

4. Augmented reality has 300,296 riyals

The latest price is 33.03 with an increase or decrease 1.16 Strategically cooperated with VIRTUIX and set up a subsidiary to invest in MagicLeap to strongly enter the AR field. Taking VR/AR as the key development direction LED lighting, naked-eye 3D, OLED, virtual reality 66 times

5. Augmented reality has 002273 Crystal Optoelectronics

The latest price is 18.19, the increase or decrease is 1.11AR /VR optical module; cooperated with Lumus, an Israeli smart glasses optical engine module manufacturer, to develop a penetrating hand-penetrating video glasses project; launched a new car intelligent hardware product QriosHUD in March 2016, using a head-up display to realize automotive reality augmented display , providing users with solutions that combine safe driving and mobile car life enjoyment 3D glass, 3D glasses, Internet of Vehicles, sapphire, LED lighting, driverless driving, virtual reality, smart wear 452 times

Aluminum plastic What are the leading film stocks?

The aluminum-plastic film concept sector currently involves relatively few stocks. Among them, the leading stocks include Fosu Technology, Xinlun Technology, Zijiang Enterprise, etc.

Aluminum-plastic panel is a composite panel made of multi-layer materials. It is mainly composed of two upper and lower aluminum alloy panels and a middle layer of polyethylene core panel. It is mainly used in the following aspects: 1. Building decoration: Aluminum-plastic panels can be used for building exterior walls, curtain wall panels, renovation of old buildings, indoor wall and ceiling decoration, etc.