Yunnan Energy New Material Co.Ltd(002812) : Jiangsu liquid package project company is established, and the output value of sterile packaging may be further improved

Yunnan Energy New Material Co.Ltd(002812) (002812. SZ) announced on January 15, 2022 that hongchuang packaging (Jiangsu) Co., Ltd. (hereinafter referred to as “hongchuang Jiangsu”) was recently established with a registered capital of 300 million yuan.

Hongchuang Jiangsu is the implementation company of Yunnan Energy New Material Co.Ltd(002812) Jiangsu sterile liquid packaging box project. On December 20, 2021, Yunnan Energy New Material Co.Ltd(002812) convened the 4th board of directors, deliberated and approved the proposal on hongchuang packaging signing the investment cooperation agreement of “Enjie liquid package project” with the Management Committee of Jiangsu Jintan Economic Development Zone, and agreed that the holding subsidiary of the company, Yunnan hongchuang Packaging Co., Ltd. (hereinafter referred to as “hongchuang packaging”) and Changzhou Jintan District People’s government The Management Committee of Jiangsu Jintan Economic Development Zone signed the investment cooperation agreement on “Enjie liquid package project” in Changzhou City, Jiangsu Province. Hongchuang packaging initiated and established the project company in Jincheng science and Technology Industrial Park, Jiangsu Jintan Economic Development Zone to invest in the construction of sterile liquid package project, with a total planned investment of 2 billion yuan, The project funds are solved through self owned funds or self raised funds, mainly engaged in the R & D, manufacturing and sales of sterile packaging coils and prefabricated boxes.

The planned industrial land of the above project is about 200 mu (subject to the actual land area), which is located in Jincheng science and technology park.

Yunnan Energy New Material Co.Ltd(002812) said that the purpose of this foreign investment is to better develop the company’s sterile liquid packaging business and layout the company’s sterile liquid packaging capacity.

The announcement said that aseptic liquid packaging box, as a container with high technical content in liquid packaging products, is widely used in liquid dairy products, non carbonated drinks and other industries. The downstream industry of aseptic liquid packaging box belongs to the field of consumer goods such as food and beverage. The prosperity of the downstream industry has a high correlation with the total retail sales of social consumer goods. With the continuous improvement of macro-economy The disposable income of residents will continue to grow steadily. In the future, the market space for liquid dairy products and non carbonated drinks will be huge, and the market demand for sterile liquid packaging will also continue to increase. This investment project is in line with the company’s development plan. If it can be successfully implemented, it will have a positive impact on the improvement of the company’s overall strength and comprehensive competitiveness, which is conducive to the company’s long-term development. The project funds will be solved through self owned funds or self raised funds. The company will gradually invest according to the project progress, which will not affect the normal development of the existing main business.

Yunnan Energy New Material Co.Ltd(002812) is a leader in the global lithium battery isolation film industry. It has two systems of packaging + new energy. It specializes in cutting-edge research such as basic material research, new material development, substitution of traditional packaging materials and application of environmentally friendly degradable materials. In terms of new materials and packaging business, its hongchuang packaging is an international first-class milk box supplier. It is also one of the few comprehensive enterprises in the world with the production capacity of three major liquid bags and paper cups, paper bowls and plastic covers. It has dozens of innovative professional technologies with independent intellectual property rights, and its customers cover mainstream dairy enterprises at home and abroad. Yunnan Energy New Material Co.Ltd(002812) the main products can be divided into three categories: membrane products, mainly including lithium ion isolation film (base film and coating film), BOPP film (smoke film and flat film); Packaging and printing products, mainly including cigarette labels and sterile packaging; Paper product packaging mainly includes special paper products (laser transfer anti-counterfeiting paper, direct plating paper and coated paper), holographic anti-counterfeiting electrochemical aluminum, transfer film and other products.

On January 14, 2022, Yunnan Energy New Material Co.Ltd(002812) closed at 257.30 yuan / share, up 2.12%.

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