At present, mainstream electric vehicle companies are also using aluminum-plastic film packaging in large quantities, and the potential market size will reach tens of billions. Aluminum-plastic film, which is at the forefront of lithium battery speculation, is also expected to gain financial favor
1. Companies with aluminum-plastic film concepts
Huazheng New Materials: After the project is completed, it is expected to achieve an annual output of 2.5 million square meters of digital battery aluminum-plastic film and power battery aluminum-plastic film products. Production capacity, after the construction period is two years, it is expected to achieve annual sales revenue of 200 million yuan and annual after-tax net profit of 24.01 million yuan after reaching capacity. 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 for Lithium-Ion Battery Flexible Packaging Aluminum Plastic Film and its Production Process". 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%; it achieved non-net profit of 405 million yuan, a year-on-year increase of 284.44%; Enjie's gross profit was 689.6 million, 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%; it achieved non-net profit of 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 20.36%. 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%; it achieved non-net profit of 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%.
: There are many indicators required for the film. The most important indicators are also different from ordinary composite films: ① extremely high barrier properties; ② good cold stamping formability; ③ puncture resistance; ④ Resistant to electrolyte 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 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, aluminum-plated composite, aluminum-plated 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.