Research Report Nuggets | Huaan Securities: Wanshun New Materials Receives First Order for Composite Copper Foil, Starting a New Era of Growth and Maintaining a “Buy” Rating
Wanshun New Materials (300057): Received the first order for composite copper foil and continued verification of industry trends
Wanshun New Materials (300057): Focusing on high value-added value, battery foil is about to enter a rapid release period
Wanshun New Materials (300057): The 22-year results are in line with expectations and continue to develop the battery aluminum foil sector
Wanshun New Materials (300057): 2022 performance is in line with expectations, battery foil production expansion and new materials drive growth
Wanshun New Materials (300057): Establishing Anhui Meixin to further improve the aluminum processing layout
Wanshun New Materials (300057): Relying on the main business to cultivate new materials, signed a 320,000 ton framework agreement with Ningde
Wanshun New Materials (300057): In-depth cooperation with high-quality customers to continue to advance the field of battery aluminum foil
Wanshun new material (300057): to supply Ningde era with a minimum of 320000 tons of battery aluminum foil is expected to continue to release
Wanshun New Materials (300057): signed an aluminum foil supply framework agreement with Ningde to strengthen the certainty of growth
Wanshun new material (300057): 2022Q3 performance is disturbed by aluminum price, continuous power battery aluminum foil field
Wanshun New material (300057): battery aluminum foil is in short supply and continues to be disturbed by aluminum price for three quarters.
Wanshun new material (300057): the performance in the first three quarters increased by 63.2% compared with the same period last year, and the capacity of aluminum foil and blank of battery was continuously distributed.
Wanshun new material (300057): aluminum foil accelerates the expansion of high resistance diaphragm to supply photovoltaic panel manufacturers
Wanshun New Materials (300057): 22Q3 performance continues to increase battery aluminum foil production capacity gradually released
Wanshun New Materials (300057): strong demand superimposed capacity cycle Q3 performance increased significantly
Wanshun New Materials (300057) event comment report: aluminum foil production capacity continues to generate power, electric vehicle energy storage boom track helps development
Wanshun new material (300057): the scale effect of battery aluminum foil can be expected to be multi-business layout.
Wanshun New Materials (300057): aluminum foil business volume, double rise, new production cycle + continuous R & D promotion
Wanshun new material (300057): Q2 performance increased battery aluminum foil volume, PET copper foil research and development orderly