Core Viewpoint - The company, Dazhongnan (002263.SZ), has not yet produced solid-state battery materials, including separators and aluminum-plastic films, and currently focuses on four main product categories: CPP films, BOPET films, BOPP capacitor films, and optical films [1] Group 1 - The company has not started production of solid-state battery materials [1] - Current main products include CPP films, BOPET films, BOPP capacitor films, and optical films [1]

格隆汇12月23日丨大东南(002263.SZ)在互动平台表示，公司目前尚未生产固态电池材料（隔膜及铝塑 膜）等产品，公司目前主要产品包括CPP薄膜、BOPET薄膜、BOPP电容膜及光学膜四大类产品。 ...

证券日报网讯 12月16日，大东南在互动平台回答投资者提问时表示，公司大股东公开征集转让事宜尚 未进入公开征集阶段。公司子公司宁波万象新投资的镀膜生产线预计于春节前后投产。 （文章来源：证券日报） ...

证券日报网讯12月16日，大东南（002263）在互动平台回答投资者提问时表示，公司子公司宁波万象新 投资的镀膜生产线预计于春节前后投产，订单较为稳定。根据中国证券登记结算有限责任公司提供的数 据，截至2025年12月10日公司股东人数为114687户。大股东公开征集转让事宜如有进展，公司将及时披 露进展公告。 ...

证券日报网讯 12月16日，大东南在互动平台回答投资者提问时表示，根据中国证券登记结算有限责任 公司提供的数据，截至2025年12月10日公司股东人数为114687户。 （文章来源：证券日报） ...

Core Viewpoint - The capacitor base film market is experiencing growth driven by increasing demand from the electric vehicle and renewable energy sectors, with significant market size projections for 2024 and 2025 in both global and Chinese contexts [1][5][7]. Market Size and Projections - The global capacitor base film market is projected to reach 7 billion yuan in 2024, with specific contributions from the electric vehicle sector (2 billion yuan), renewable energy systems (1.6 billion yuan), and industrial equipment and home appliances (3.4 billion yuan) [1][5]. - By 2025, the global market size is expected to grow to approximately 8.1 billion yuan, with the electric vehicle sector contributing around 2.5 billion yuan, renewable energy systems about 2.1 billion yuan, and industrial equipment and home appliances around 3.5 billion yuan [1][5]. - In China, the capacitor base film market is anticipated to reach 4 billion yuan in 2024, with the electric vehicle and renewable energy sectors each contributing 1.4 billion yuan, and industrial equipment and home appliances contributing 1.2 billion yuan [7]. - The Chinese market is projected to grow to approximately 4.6 billion yuan by 2025, with similar contributions from the electric vehicle and renewable energy sectors [7]. Industry Definition and Role - Capacitor base film is a high-stability electronic material made from biaxially oriented polypropylene, characterized by high insulation, uniform thickness, and low dielectric loss [2][5]. - It serves as the core dielectric material in film capacitors, playing a crucial role in energy storage and maintaining stable insulation under high voltage conditions [2][5]. Industry Development Environment - The capacitor base film industry is supported by various government policies aimed at promoting the development of electronic components, renewable energy, and information industries [11]. Competitive Landscape - The international market for film capacitor base film is dominated by manufacturers from Japan and Europe, with companies like Toray, Wacker Chemie, and Mitsubishi leading in technology and market share [14]. - In China, the market has developed a stable competitive landscape with key players including Tongfeng Electronics, Dazhong Southeast, Longchen Technology, and Haiwei Electronics, among others [14][15]. Industry Trends - The capacitor base film industry is facing opportunities from rapid growth in sectors like renewable energy and AI, but also challenges such as high technical barriers and intensified competition in medium-thick films [4]. - The demand for thinner, higher voltage, and higher temperature-resistant capacitor base films is increasing due to the evolving requirements of downstream applications, particularly in electric vehicles and renewable energy systems [17][19].

（文章来源：证券日报） 证券日报网讯大东南11月19日在互动平台回答投资者提问时表示，公司子公司宁波万象与镇海炼化等合 作研发的替代进口的高端电容膜原材料项目产品尚未投产，需进一步提升原材料品质。 ...

证券日报网讯大东南11月19日在互动平台回答投资者提问时表示，公司子公司宁波万象新生产线安装顺 利，投产时间目前暂未变化。 （文章来源：证券日报） ...

证券日报网讯大东南11月19日在互动平台回答投资者提问时表示，公司电容膜与其他薄膜应用领域及市 场情况不同，其他产品将根据市场及客户情况而定，公司将努力研发特种膜产品，进一步提升市场占有 率。 （文章来源：证券日报） ...

Company Overview - Zhejiang Dazhongnan Co., Ltd. is located in Zhuji City, Zhejiang Province, established on June 8, 2000, and listed on July 28, 2008. The company specializes in the research, production, and sales of plastic films and new materials [1][2]. Financial Performance - For the period from January to September 2025, Dazhongnan achieved operating revenue of 939 million yuan, a year-on-year decrease of 3.83%. However, the net profit attributable to shareholders increased by 158.98% to 12.06 million yuan [2]. - The company has cumulatively distributed 172 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Performance - As of November 19, Dazhongnan's stock price decreased by 2.15% to 3.64 yuan per share, with a total market capitalization of 6.837 billion yuan. The stock has increased by 46.77% year-to-date but has seen a decline of 5.70% over the last five trading days [1]. - The company has appeared on the "龙虎榜" (a stock trading list) eight times this year, with the most recent appearance on July 11, where it recorded a net buy of -13.87 million yuan [1]. Shareholder Information - As of November 10, the number of Dazhongnan's shareholders was 121,200, a decrease of 2.76% from the previous period. The average circulating shares per person increased by 2.84% to 15,495 shares [2]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 14.65 million shares as a new shareholder [3]. Industry Classification - Dazhongnan belongs to the Shenwan industry classification of basic chemicals, specifically in the plastic film materials sector. The company is associated with concepts such as aluminum-plastic film, small-cap stocks, low-priced stocks, lithium batteries, and solar energy [2].