<p>（第一财经）5 月 11 日——在中国塑料材料和锂电池隔膜供应商明珠塑料宣布计划投资近 34 亿元人民币（4.974 亿美元）建设南方生产基地后，其股价涨停。该基地将大幅提升其锂电池隔膜的产能。</p>
<p>明珠塑料 [深交所：002108] 今日收盘上涨 10%，报 6.44 元人民币（约合 0.95 美元），在整个交易时段内保持涨停。该项目预计将把这家比亚迪供应商的年设计锂电池隔膜产能提升至 42 亿平方米，帮助其跻身全球供应商的顶尖行列。</p>
<p>该公司在前一个交易日晚间表示，计划在广州增城区经济技术开发区建设生产基地。该项目将包括八条湿法锂离子电池隔膜生产线和七条聚乙烯（PE）管生产线。</p>
<p>项目完成并投入运营后，预计该设施每年将生产 24 亿平方米的湿法锂离子电池隔膜和 3 万吨 PE 管。扩建还将使公司的年设计 PE 管产能提升至 229,500 吨。</p>
<p>明珠塑料计划与增城区政府拥有的投资公司成立合资项目公司，负责该项目的投资、建设和运营。根据公司公告，合资企业的注册资本为 12 亿元人民币，明珠塑料根据其投资贡献持有 75% 的股份。</p>
<p>南方生产基地将帮助公司抓住粤港澳大湾区发展带来的增长机会，提高相关业务的规模经济，并扩大在南方市场的份额，公告中提到。</p>
<p>明珠塑料的主要业务是塑料加工，去年其锂电池隔膜年产能为 7.4 亿平方米，该业务贡献了总收入的四分之一以上。电池巨头宁德时代和比亚迪是其核心客户。</p>
<p>南方基地投入运营后，明珠塑料的年锂电池隔膜产能预计将跻身全球领先供应商之列，成为仅次于中国的 SEMCORP 先进材料集团和深圳市新材料科技的顶尖企业之一。</p>
<p>编辑：Emmi Laine</p>

沧州明珠

<p>明珠塑料的股价在宣布投资 34 亿元人民币在华南建立生产基地后上涨了 10%，这将显著提高其锂电池隔膜的产能至 42 亿平方米。该设施将包括八条湿法隔膜生产线和七条聚乙烯管生产线，旨在提升在粤港澳大湾区的市场份额。与一家当地投资公司的合资企业将负责该项目，明珠持有 75% 的股份。这一扩张使明珠在电池隔膜市场中跻身全球顶级供应商之列</p>

<p>(Yicai) May 11 -- Shares of Mingzhu Plastic surged by the daily trading limit after the Chinese plastic materials and lithium battery separator supplier announced plans to invest almost CNY3.4 billion (USD497.4 million) to build a South China production base that will sharply expand its lithium battery separator capacity.</p>
<div class="lb-trans"><p>（第一财经）5 月 11 日——在中国塑料材料和锂电池隔膜供应商明珠塑料宣布计划投资近 34 亿元人民币（4.974 亿美元）建设南方生产基地后，其股价涨停。该基地将大幅提升其锂电池隔膜的产能。</p>
</div><p>Mingzhu Plastic [SHE: 002108] closed up 10 percent higher at CNY6.44 (US 95 cents) today after remaining limit up throughout the trading session. The project is expected to lift the BYD supplier's designed annual lithium battery separator capacity to 4.2 billion square meters from current levels, helping it move into the top tier of global suppliers.</p>
<div class="lb-trans"><p>明珠塑料 [深交所：002108] 今日收盘上涨 10%，报 6.44 元人民币（约合 0.95 美元），在整个交易时段内保持涨停。该项目预计将把这家比亚迪供应商的年设计锂电池隔膜产能提升至 42 亿平方米，帮助其跻身全球供应商的顶尖行列。</p>
</div><p>The company said late during the previous trading day that it plans to build the production base in the Zengcheng Economic and Technological Development Zone in Guangzhou. The project will include eight wet-process lithium-ion battery separator production lines and seven polyethylene (PE) pipe production lines.</p>
<div class="lb-trans"><p>该公司在前一个交易日晚间表示，计划在广州增城区经济技术开发区建设生产基地。该项目将包括八条湿法锂离子电池隔膜生产线和七条聚乙烯（PE）管生产线。</p>
</div><p>After the project is completed and put into operation, the facility is expected to produce 2.4 billion square meters of wet-process lithium-ion battery separators and 30,000 tons of PE pipes annually. The expansion will also raise the company’s designed annual PE pipe capacity to 229,500 tons.</p>
<div class="lb-trans"><p>项目完成并投入运营后，预计该设施每年将生产 24 亿平方米的湿法锂离子电池隔膜和 3 万吨 PE 管。扩建还将使公司的年设计 PE 管产能提升至 229,500 吨。</p>
</div><p>Mingzhu Plastic plans to establish a joint venture project company with an investment firm owned by the Zengcheng district government to oversee the investment, construction, and operation of the project. The joint venture will have registered capital of CNY1.2 billion, with Mingzhu Plastic holding a 75 percent stake based on its investment contribution, according to the company announcement.</p>
<div class="lb-trans"><p>明珠塑料计划与增城区政府拥有的投资公司成立合资项目公司，负责该项目的投资、建设和运营。根据公司公告，合资企业的注册资本为 12 亿元人民币，明珠塑料根据其投资贡献持有 75% 的股份。</p>
</div><p>The South China production base will help the company capture growth opportunities arising from the development of the Guangdong-Hong Kong-Macao Greater Bay Area, improve economies of scale in its related businesses, and expand its market share in South China, the announcement said.</p>
<div class="lb-trans"><p>南方生产基地将帮助公司抓住粤港澳大湾区发展带来的增长机会，提高相关业务的规模经济，并扩大在南方市场的份额，公告中提到。</p>
</div><p>Mingzhu Plastic, whose main business is plastic processing, had an annual lithium battery separator production capacity of 740 million square meters last year, with the segment contributing more than a quarter of total revenue. Battery giants Contemporary Amperex Technology and BYD are among its core customers.</p>
<div class="lb-trans"><p>明珠塑料的主要业务是塑料加工，去年其锂电池隔膜年产能为 7.4 亿平方米，该业务贡献了总收入的四分之一以上。电池巨头宁德时代和比亚迪是其核心客户。</p>
</div><p>After the South China base begins operations, Mingzhu Plastic's annual lithium battery separator capacity is expected to rank among the world’s leading suppliers, making it one of the top players after China's SEMCORP Advanced Materials Group and Shenzhen Senior Technology Material.</p>
<div class="lb-trans"><p>南方基地投入运营后，明珠塑料的年锂电池隔膜产能预计将跻身全球领先供应商之列，成为仅次于中国的 SEMCORP 先进材料集团和深圳市新材料科技的顶尖企业之一。</p>
</div><p>Editor: Emmi Laine</p>
<div class="lb-trans"><p>编辑：Emmi Laine</p>
</div>

Mingzhu Plastic Jumps After Unveiling Expansion Plan to Join Top Battery Separator Makers

Yicai

比亚迪

比亚迪股份

宁德时代

恩捷股份

星源材质

BYD HK SDR 10to1

比亚迪(ADR)

比亚迪股份-R

CATL HK SDR 30to1

沧州明珠在宣布扩张计划以跻身顶级电池隔膜制造商行列后，股价大幅上涨