Wanshun New Material Receives 3 Institutions Including Guosheng Securities; Total Aluminum Foil Capacity Planned at 255,000 Tons; High-Value-Added Products in Small-Batch Supply
- On January 6, 2026, Wanshun New Material (bond code 123085) hosted an institutional research visit with three institutions including Guosheng Securities, Chuangfu Zhaoye and Lietou Capital, covering core businesses such as aluminum processing, functional film and paper packaging materials.
- Planned total aluminum foil capacity is 255,000 tons; the Jiangsu Zhongji base focuses on double-zero aluminum foil for packaging with 83,000 tons, while the Anhui Zhongji base focuses on battery aluminum foil with 72,000 tons of existing capacity.
- Its under-construction 100,000-ton-per-year power and energy storage battery foil project is planned for full completion before the end of September 2026, which will further strengthen its battery aluminum foil capacity advantage once in production.
- For aluminum sheet and strip, the Jiangsu and Anhui bases have combined capacity of 130,000 tons and the Sichuan base has 130,000 tons, totaling 260,000 tons of existing capacity; in the first three quarters of 2025, aluminum processing sales reached 128,000 tons, up 4% year on year.
- High-elongation battery aluminum foil and high-dyne battery aluminum foil have achieved breakthroughs and entered small-batch supply, with high-dyne battery aluminum foil suitable for applications such as sodium-ion battery cathodes and anodes.
Recently, Shantou Wanshun New Material (5.870, -0.12, -2.00%) Group Co., Ltd. (securities abbreviation: Wanshun New Material, bond code: 123085) received an institutional research visit on January 6, 2026, with 3 institutions including Guosheng Securities (17.410, -0.21, -1.19%), Chuangfu Zhaoye and Lietou Capital participating. The company held in-depth exchanges with the institutions on the capacity layout, product innovation and operating conditions of its core business segments such as aluminum processing, functional film and paper packaging materials, disclosing key information including aluminum foil capacity planning and progress on high-value-added products.
Aluminum Processing Business: Capacity Expansion, High-Value-Added Products Become a Growth Highlight
During the research, the company introduced in detail the industrial chain layout and operating data of its aluminum processing business. According to the introduction, this business has formed an integrated industrial chain of aluminum sheet and strip and aluminum foil, with total aluminum foil capacity planned to reach 255,000 tons, of which the Jiangsu Zhongji base focuses on double-zero aluminum foil (packaging field), with a capacity of 83,000 tons; the Anhui Zhongji base focuses on battery aluminum foil, with existing capacity of 72,000 tons. Notably, the company's under-construction project with an annual output of 100,000 tons of power and energy storage battery foil is planned to fully complete construction before the end of September 2026, and once in production it will further consolidate the battery aluminum foil capacity advantage.
In terms of aluminum sheet and strip, the Jiangsu and Anhui bases have a combined capacity of 130,000 tons, and the Sichuan base has a capacity of 130,000 tons, bringing the total existing capacity to 260,000 tons. In the first three quarters of 2025, the company's aluminum processing business recorded sales of 128,000 tons, up 4% year-on-year, of which the aluminum foil business performed steadily, with the Jiangsu Zhongji base selling 51,000 tons and the Anhui Zhongji base selling 28,000 tons.
In product innovation, the company's key efforts on high-elongation battery aluminum foil and high-dyne battery aluminum foil have achieved breakthroughs. High-elongation battery aluminum foil improves elongation while ensuring tensile strength, which can raise processing yield and meet customers' optimization needs for compaction density and strip breakage rate; high-dyne battery aluminum foil has a high and stable surface dyne value, which can enhance slurry adhesion and coating uniformity, reduce resistance, and improve battery charge-discharge efficiency and cycle stability, making it suitable for scenarios such as sodium-ion battery cathodes and anodes. At present, the above high-value-added battery aluminum foils have entered the small-batch supply stage, injecting development momentum into the aluminum processing business.
Functional Film Business: Optimizing Product Structure, Focusing on High-Potential Tracks
The main products of the functional film business currently include high-barrier film, dimming conductive film, car wrap film and energy-saving film. In the first three quarters of 2025, affected by market price competition, the company proactively adjusted its product structure and reduced products with severe gross margin inversion; although this led to a decline in functional film business sales, the gross margin level improved.
Regarding future development directions, the company made clear that it will focus on market segments with development potential: first, advancing the application of high-barrier film in single-material recyclable packaging; second, expanding the market for conductive film used in automotive dimming roofs; third, building its own brands for high-end car wrap film and energy-saving film, to further enhance profitability by improving capacity utilization.
Paper Packaging Materials Business: High-Value-Added Products Drive Gross Margin Improvement
The main products of the paper packaging materials business are transfer laser cardboard, laminated paper and other special cardboard, applied in high-end packaging fields such as tobacco and liquor. In the first three quarters of 2025, sales of high-value-added special-edition transfer paper products in this business segment achieved growth, driving a slight increase in the overall gross margin level of the paper packaging materials business.
Related reading
- Chongqing Exposes 28 Batches of Non-Compliant Food, Including Green Tea, Sorghum Liquor, Drinking Natural Mineral Water, etc.2026-10-12Industry NewsSource: 食品伙伴网
Foodmate Network News — Recently, the Chongqing Municipal Market Supervision Administration issued a notice on the latest round of food safety sampling inspection, organizing sampling inspections of 4,961 batches of samples across 31 categories of food, and detecting 28 batches of non-compliant food. 2 batches of food were found to have microbial contamination problems 2 batches of food were found to have microbial contamination problems, namely the cake (hot-processed pastry) produced by Chongqing Yuda Minsheng Food Co., Ltd. (registered address: Banan District), whose total bacterial count does not comply with the national food safety stand
- Overview of Food Industry Regulatory Policies in September 20262026-10-09Industry NewsSource: 食品伙伴网
Foodmate News: In September 2026, the State Administration for Market Regulation, the National Health Commission, the National Center for Food Safety Risk Assessment and other departments issued a series of food industry regulatory policies. Foodmate has compiled and summarized them as follows: 1. The National Health Commission released 50 new national food safety standards and amendments In accordance with the provisions of the Food Safety Law, the National Health Commission and the State Administration for Market Regulation jointly issued Announcement No. 6 of 2026, releasing
- Metal-Ion Coordinated Spent Coffee Grounds-Based Films Achieve Multifunctional Food Preservation2026-10-09Industry NewsSource: 食品机械设备网
Recently, the Tropical Crop Origin Processing Team of the Institute of Processing, Chinese Academy of Tropical Agricultural Sciences (CATAS) systematically elucidated the regulatory mechanism of metal ions on the structure, properties and food preservation functions of spent coffee grounds-based films, providing new ideas for the high-value utilization of spent coffee grounds and the development of degradable food packaging materials. As the main by-product of the coffee industry, spent coffee grounds are produced in huge quantities globally each year, but most are landfilled as waste, which easily causes environmental problems such as water pollution and methane emissions. It is worth noting that,
- Xinjiang detects 35 batches of non-compliant food, including water-milled rice cakes, honey, dried beef, etc.2026-09-30Industry NewsSource: 食品伙伴网
Foodmate Network News: Recently, the Market Supervision Administration of Xinjiang Uygur Autonomous Region issued the Food Safety Supervision and Sampling Inspection Information Announcement No. 50 (2026 Issue No. 9), organizing sampling inspections of 1,813 batches of samples of 21 categories of food, and detecting 35 batches of non-compliant food. 7 batches of food detected with microbial contamination problems 7 batches of food were found with microbial contamination problems, namely: the water-milled rice cake sold by the Moshama Muti Department Store in Awat County, nominally produced by Xinjiang Aksu Haoxianghaoshi Food Co., Ltd., with the total bacterial count non-compliant;
Need a packaging solution for your liquid product?
Send us the volume, material and quantity. Our engineers and designers will advise you and produce free samples.