Group 1 - The company, Cangzhou Mingzhu (002108), announced on September 16 that it has not obtained any patents for semi-solid batteries as of now [1]

Core Viewpoint - Cangzhou Mingzhu (002108) announced a delay in the operational status of its fundraising project, the Cangzhou Film Project, now expected to be operational by October 2025, while the project is currently under construction [1] Group 1: Project Updates - The company is closely monitoring and actively promoting the progress of various expansion projects, aiming for early production of these projects [1] - The Cangzhou Film Project is a key fundraising initiative for the company [1] Group 2: Product Information - The company's diaphragm products are applicable in semi-solid batteries, with small batch supplies currently available [1] - The company produces lithium-ion battery diaphragm products but is not a manufacturer of lithium-ion batteries and has not obtained patents for semi-solid batteries [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 市场与竞争：应对策略与产品价格 针对尼龙膜市场竞争加剧但毛利率好于同期的情况，公司称其产品质量和服务口碑良好，拥有丰富客户 资源，后续将通过加大市场开发力度，推动异步拉伸产品产能销售。关于隔膜价格，尽管9月市场上隔 膜价格有波动，但公司干法、湿法隔膜产品截至目前较上半年并未涨价。8月干法锂电池隔膜厂家召开 防内卷会议，倡议防止干法膜低价恶意竞争。 9月15日下午15:00 - 17:00，沧州明珠塑料股份有限公司通过全景网"投资者关系互动平 台"（https://ir.p5w.net）举办业绩说明会，董事长、总经理于增胜，副总经理、董事会秘书李繁联，财 务总监胡庆亮等接待人员与投资者进行了线上交流，就公司业务布局、项目进展、市场竞争等多个方面 的问题进行了解答。 项目进展：薄膜产能建设延期 投资者关注到公司募投项目沧州薄膜项目及38000吨BOPA薄膜（沧州）项目建设进度。公司回应称， 沧州薄膜项目预计可使用状态延期至2025年10月，38000吨BOPA薄膜（沧州）项目同样延期至今年10 月，目前两个项目均按计划建设中。公司表示会密切关注并积极推进各扩产项目 ...

Group 1: Company Operations and Projects - The demolition of the Cangzhou Landmark Pearl Textile City on August 19 does not involve the listed company's business, and the funds belong to the parent company [2] - The Cangzhou BOPA film project is expected to be operational by October 2025, with ongoing construction [2] - The company is actively monitoring and promoting the progress of its expansion projects to ensure timely production [2][3] Group 2: Market and Product Demand - The new energy storage action plan aims for a national installed capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [3] - The company's lithium-ion battery separator products are used in various applications, including new energy vehicles and household appliances, which are expected to see increased demand [3][6] - The company has not raised prices for dry and wet membrane products compared to the first half of the year [6] Group 3: Shareholder and Market Concerns - The company is committed to timely share cancellation procedures as required [3] - Concerns were raised about the second largest shareholder's frequent selling of shares, which may impact the company's stock price [4][5] - The company emphasizes its independence from the controlling shareholder and maintains a robust corporate governance structure [5][6] Group 4: Financial Performance and Strategy - The company is focused on enhancing its market presence and expanding its revenue through domestic and international market development [5][6] - The management is exploring effective ways to maintain company value, including stable dividend policies and stock buybacks [4] - The company has not considered mergers or acquisitions to strengthen its competitive position at this time [4][5] Group 5: Future Outlook and Challenges - The company acknowledges the competitive challenges in the nylon membrane market and is working on strategies to improve its market position [6][7] - There are no current plans to extend product lines into solid-state batteries or to produce skeleton membranes [4][6] - The company is committed to improving its operational efficiency and management capabilities to enhance overall performance [6][7]

Core Viewpoint - The report highlights the growth and current status of China's plastic products industry, projecting a production increase in the coming years based on statistical data from the National Bureau of Statistics [1]. Industry Summary - In July 2025, China's plastic products production reached 6.69 million tons, marking a year-on-year growth of 1.7% [1]. - From January to July 2025, the cumulative production of plastic products in China was 45.452 million tons, reflecting a cumulative growth of 4.3% [1]. - The report is part of a comprehensive analysis provided by Zhiyan Consulting, which specializes in industry research and consulting services [1].

真诚沟通 传递价值——2025年河北辖区上市公司投资者网上集体接待日暨2025年半年报集体业绩说明 会9月15日下午在全景网举行。沧州明珠（股票代码：002108）董事长、总经理于增胜介绍，公司生产 的RTP管（热塑性增强塑料管）是在PE管道基础上自主研发的一类产品，可应用于油田地面集输、注水 采油、高压注醇、矿浆输送、中深层地热能开采、化工介质及卤水输送等多个领域。该产品具有耐腐 蚀、耐高压、耐温保温、水力性好、可盘卷、综合成本低及使用寿命长等优势，技术竞争力显著。 更多活动详情，请点击：https://rs.p5w.net/html/175764409254430.shtml ...

真诚沟通 传递价值——2025年河北辖区上市公司投资者网上集体接待日暨2025年半年报集体业绩说明 会9月15日下午在全景网举行。沧州明珠（002108）透露，公司新建的BOPA薄膜异步拉伸生产线具有 幅宽、速度快、产能高、成本低等特点，满产后将进一步增强产品竞争力。此外，公司锂电隔膜销量上 半年实现增长，主要得益于新增产能的有效释放。公司表示，将持续推进在建项目，加快产能建设，夯 实主业发展基础。 ...

Group 1 - The event "2025 Hebei Listed Companies Investor Online Collective Reception Day" was held on September 15, focusing on the collective performance explanation of the 2025 semi-annual reports [1] - Cangzhou Mingzhu (002108) announced during the investor interaction that its lithium-ion battery separator products are now applied in semi-solid batteries, with small batch orders already being supplied [1] - The company's products cover multiple fields including new energy vehicle lithium batteries, 3C batteries, electric two-wheeler batteries, energy storage, and household appliances [1] Group 2 - The company is expected to benefit continuously from the separator business due to the promotion of new energy storage policies and the growth in downstream demand [1]

Core Viewpoint - The company, Cangzhou Mingzhu, produces BOPA film primarily used in food packaging, indicating a strong position in the packaging industry with diverse applications [1] Product Applications - The BOPA film produced by the company is mainly utilized in food packaging, particularly for steamable food, oily food, frozen food, and liquid condiments [1] - Additionally, the BOPA film is widely used in general industrial packaging, pharmaceutical packaging, cosmetics and cleaning products packaging, as well as packaging for mechanical electronics, household products, balloon decorations, and certain grain products [1]

每经AI快讯，有投资者在投资者互动平台提问：公司说公司生产的BOPA薄膜产品作为铝塑膜的材料， 不能用在电池上吗？ （文章来源：每日经济新闻） 沧州明珠（002108.SZ）9月12日在投资者互动平台表示，公司目前生产的产品有BOPA薄膜，该产品可 以应用在铝塑膜上。公司生产的BOPA薄膜产品主要用于食品包装，特别是耐蒸煮食品包装、油性食品 包装、冷冻食品包装、液体调味品包装等，此外还广泛用于一般工业包装、医药包装、化妆洗涤用品包 装和机械电子、家居产品、气球装饰及部分粮食产品的包装等领域。 ...