<p>（第一財經）5 月 11 日——在中國塑料材料和鋰電池隔膜供應商明珠塑料宣佈計劃投資近 34 億元人民幣（4.974 億美元）建設南方生產基地後，其股價漲停。該基地將大幅提升其鋰電池隔膜的產能。</p>
<p>明珠塑料 [深交所：002108] 今日收盤上漲 10%，報 6.44 元人民幣（約合 0.95 美元），在整個交易時段內保持漲停。該項目預計將把這家比亞迪供應商的年設計鋰電池隔膜產能提升至 42 億平方米，幫助其躋身全球供應商的頂尖行列。</p>
<p>該公司在前一個交易日晚間表示，計劃在廣州增城區經濟技術開發區建設生產基地。該項目將包括八條濕法鋰離子電池隔膜生產線和七條聚乙烯（PE）管生產線。</p>
<p>項目完成並投入運營後，預計該設施每年將生產 24 億平方米的濕法鋰離子電池隔膜和 3 萬噸 PE 管。擴建還將使公司的年設計 PE 管產能提升至 229,500 噸。</p>
<p>明珠塑料計劃與增城區政府擁有的投資公司成立合資項目公司，負責該項目的投資、建設和運營。根據公司公告，合資企業的註冊資本為 12 億元人民幣，明珠塑料根據其投資貢獻持有 75% 的股份。</p>
<p>南方生產基地將幫助公司抓住粵港澳大灣區發展帶來的增長機會，提高相關業務的規模經濟，並擴大在南方市場的份額，公告中提到。</p>
<p>明珠塑料的主要業務是塑料加工，去年其鋰電池隔膜年產能為 7.4 億平方米，該業務貢獻了總收入的四分之一以上。電池巨頭寧德時代和比亞迪是其核心客户。</p>
<p>南方基地投入運營後，明珠塑料的年鋰電池隔膜產能預計將躋身全球領先供應商之列，成為僅次於中國的 SEMCORP 先進材料集團和深圳市新材料科技的頂尖企業之一。</p>
<p>編輯：Emmi Laine</p>

滄州明珠

<p>明珠塑料的股價在宣佈投資 34 億元人民幣在華南建立生產基地後上漲了 10%，這將顯著提高其鋰電池隔膜的產能至 42 億平方米。該設施將包括八條濕法隔膜生產線和七條聚乙烯管生產線，旨在提升在粵港澳大灣區的市場份額。與一家當地投資公司的合資企業將負責該項目，明珠持有 75% 的股份。這一擴張使明珠在電池隔膜市場中躋身全球頂級供應商之列</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>（第一財經）5 月 11 日——在中國塑料材料和鋰電池隔膜供應商明珠塑料宣佈計劃投資近 34 億元人民幣（4.974 億美元）建設南方生產基地後，其股價漲停。該基地將大幅提升其鋰電池隔膜的產能。</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] 今日收盤上漲 10%，報 6.44 元人民幣（約合 0.95 美元），在整個交易時段內保持漲停。該項目預計將把這家比亞迪供應商的年設計鋰電池隔膜產能提升至 42 億平方米，幫助其躋身全球供應商的頂尖行列。</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>該公司在前一個交易日晚間表示，計劃在廣州增城區經濟技術開發區建設生產基地。該項目將包括八條濕法鋰離子電池隔膜生產線和七條聚乙烯（PE）管生產線。</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>項目完成並投入運營後，預計該設施每年將生產 24 億平方米的濕法鋰離子電池隔膜和 3 萬噸 PE 管。擴建還將使公司的年設計 PE 管產能提升至 229,500 噸。</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>明珠塑料計劃與增城區政府擁有的投資公司成立合資項目公司，負責該項目的投資、建設和運營。根據公司公告，合資企業的註冊資本為 12 億元人民幣，明珠塑料根據其投資貢獻持有 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>南方生產基地將幫助公司抓住粵港澳大灣區發展帶來的增長機會，提高相關業務的規模經濟，並擴大在南方市場的份額，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>明珠塑料的主要業務是塑料加工，去年其鋰電池隔膜年產能為 7.4 億平方米，該業務貢獻了總收入的四分之一以上。電池巨頭寧德時代和比亞迪是其核心客户。</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>南方基地投入運營後，明珠塑料的年鋰電池隔膜產能預計將躋身全球領先供應商之列，成為僅次於中國的 SEMCORP 先進材料集團和深圳市新材料科技的頂尖企業之一。</p>
</div><p>Editor: Emmi Laine</p>
<div class="lb-trans"><p>編輯：Emmi Laine</p>
</div>

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

Yicai

比亞迪

比亞迪股份

寧德時代

恩捷股份

星源材質

BYD HK SDR 10to1

比亞迪(ADR)

比亞迪股份-R

CATL HK SDR 30to1

滄州明珠在宣佈擴張計劃以躋身頂級電池隔膜製造商行列後，股價大幅上漲