中仑新材料股份有限公司（以下简称"公司"）近日接到公司控股股东中仑 科技集团有限公司（以下简称"中仑集团"）及实际控制人杨清金先生的通知， 获悉中仑集团及杨清金先生持有的本公司的部分股份被质押。 证券代码：301565 证券简称：中仑新材 公告编号：2026-007 中仑新材料股份有限公司 关于控股股东、实际控制人部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整、没有虚假记载、 误导性陈述或重大遗漏。 | | | | | | 本次质押 | 本次质押 | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 持股数量 | 持股比 | 前质押股 | 后质押股 | 占其所持 | 占公司当 | 已质押股份 | 占已 | 未质押股份 | 占未 | | 股东名称 | | | （万股） | 例 | 份数量（万 | 份数量 | 股份比例 | 前总股本 | 限售和冻 | 质押 | 限售和冻 | 质押 | | | | | | ...

Core Insights - The report highlights the establishment of a national-level merger fund by the National Development and Reform Commission (NDRC), which is expected to leverage over 1 trillion yuan in various funds [4] - The People's Bank of China plans to flexibly and efficiently utilize various monetary policy tools, including reserve requirement ratio cuts and interest rate reductions, throughout the year [4] - The report emphasizes the importance of expanding high-quality high school education and undergraduate capacity as part of the "14th Five-Year Plan" to address the peak of school-age population [4] Industry Dynamics - The Ministry of Industry and Information Technology will vigorously promote the "AI + manufacturing" initiative, which is expected to catalyze the industrial intelligence sector, with related stocks including Zhongkong Technology (688777) and Dingjie Smart (300378) [5] - The commercialization path for large models is expected to drive sustained demand for computing power, with related stocks such as Henghua Technology (300365) and Hailanxin (300065) [5] - Rapid advancements in AI are driving demand, with institutions predicting that the price increase cycle for MLCC (multi-layer ceramic capacitors) may continue until 2026, involving stocks like Guoci Materials (300285) and Hongda Electronics (300726) [5] Company Focus - Xinguang Optoelectronics (688011) has won a bid for a composite projection and switching optical system project worth 45.51 million yuan [6] - Huicheng Environmental Protection (300779) has developed a proprietary deep catalytic cracking technology for mixed waste plastics, converting them into high-value chemical raw materials [6] - Zhonglun New Materials (301565) has confirmed that its procurement and transportation of electrical-grade polypropylene do not involve the Middle East [6] - Hualian Holdings (000036) has completed its full technology chain layout for high-purity lithium hydroxide through participation in an industrial fund [6] Market Review and Outlook - On March 6, the Shanghai Composite Index and Shenzhen Component Index opened lower but closed higher, while the ChiNext Index experienced a pullback after a brief surge [7] - The total trading volume in the Shanghai and Shenzhen markets was 2.2 trillion yuan, a decrease of 189.9 billion yuan from the previous trading day [7] - The report anticipates a continued upward trend in A-shares through 2026, despite potential external conflicts affecting market rhythm [7] - Key investment themes include price increase sectors and technology, with a focus on service consumption opportunities, particularly in non-ferrous metals, chemicals, oil, and coal [7] - The report projects that by the end of the "14th Five-Year Plan," the core industries of the digital economy will account for 12.5% of GDP, with significant growth expected in AI applications and the new energy sector [7]

证券代码：301565 证券简称：中仑新材 公告编号：2026-006 中仑新材料股份有限公司 关于公司股东减持股份的预披露公告 公司股东 Strait Co, Ltd.保证向本公司提供的信息内容真实、准确、完整、没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 公司于近日收到公司股东 Strait 出具的《股份减持计划告知函》，现将具 体事项公告如下： 一、股东的基本情况 截至本公告日，拟减持公司股份的股东具体持股情况如下： | 股东名称 | | 持股数量（股） | 占公司总股本的比例 | | --- | --- | --- | --- | | Strait | Co, Ltd. | 30,999,500 | 7.750% | 二、本次减持计划的主要内容 1、减持原因：Strait 自身资金需要。 2、股份来源：公司首次公开发行股票前已持有的股份。 3、减持方式：采用集中竞价交易方式和大宗交易方式。 4、减持数量及占公司总股本的比例：Strait 拟通过集中竞价和大宗交易方 式减持股份不超过公司总股本的 1.375%，即不超过 5,499,500 股 ...

Group 1: Company Technology and Product Development - The company has accumulated significant technological advantages in the BOPA industry, mastering multiple production techniques such as mechanical step stretching and magnetic levitation linear motor synchronous stretching [2][3] - The company has developed a range of high-value, high-tech barrier films, driven by technology and innovation, to meet customized demands in the market [2][3] - New product developments include various specialized films like "PHA lithium battery film," "solid-state battery film," and "capacitor film," catering to diverse application scenarios [3] Group 2: Strategic Expansion in Indonesia - The company is establishing a high-performance film production project in Indonesia to address capacity bottlenecks and meet growing market demand, particularly in food, pharmaceuticals, and lithium batteries [4][5] - The project aims to enhance the company's overseas production capabilities, with a focus on Southeast Asia, while also serving European and North American markets [4] - Indonesia's strategic location and favorable tariff policies are expected to strengthen the company's global market penetration and risk management [4] Group 3: Production Capacity and Timeline - The Indonesian project includes two phases with a total planned capacity of 90,000 tons per year, with the first production line already operational since January 2026, adding 25,000 tons/year of overseas capacity [5] - The first BOPP film production line was launched in November 2025, with a second line expected to be operational in the second half of 2026, focusing on thin and ultra-thin film products [6]

证券代码：301565 证券简称：中仑新材 公告编号：2026-005 中仑新材料股份有限公司 关于控股股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整、没有虚假记载、 误导性陈述或重大遗漏。 中仑新材料股份有限公司（以下简称"公司"）近日接到公司控股股东中仑 科技集团有限公司（以下简称"中仑集团"）的通知，获悉中仑集团持有的本公 司的部分股份被质押。现将有关情况公告如下： 一、本次股东股票质押情况 | | 是否为 控股股 东或第 | | | 占公司 | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 一大股 | 本次质押数量 | 占其所持股 | 当前总 | 是否为 | 为补 | 质押起始 | 质押到 | 质权人 | 质押 | | | 东及其 | （万股） | 份比例 | 股本比 | 限售股 | 充质 | 日 | 期日 | | 用途 | | | 一致行 | | | 例 | | 押 | | | | | | | 动人 | | | | | | | | ...

证券日报网讯2月12日，中仑新材（301565）在互动平台回答投资者提问时表示，截至2026年2月10日， 公司股东人数为18173户。 ...

Summary of Tianyuan Pet's Conference Call Company Overview - **Company**: Tianyuan Pet - **Industry**: Pet Products and Food - **Key Financials**: In 2025, the company achieved nearly 2.3 billion yuan in revenue and a profit of 56 million yuan [3][4] Strategic Plans - **Market Expansion**: The company plans to deepen its global supply chain and online-offline channels by 2026, aiming to increase market share [2][3] - **Brand Development**: Introduction of the proprietary brand "Palast" to focus on the domestic market, with an emphasis on improving gross margins and net profits [2][3] - **Acquisition Strategy**: The acquisition of Taotong Technology is intended to leverage its experience in the fast-moving consumer goods sector to reduce promotional costs for the proprietary brand and enhance effectiveness [2][5] Financial Performance - **Gross Margin Improvement**: The gross margin for pet food increased due to the selection of high-quality customer orders, which improved overall efficiency. The company is expected to continue this trend by focusing on orders with favorable payment terms [2][5] - **Sustainable Growth**: The company emphasizes stable growth and is cautious about setting short-term quantitative targets for its proprietary brand, focusing instead on foundational work and team building [6] Production Capacity and Infrastructure - **New Factory Development**: The New Source Pet Food Factory is a crucial addition to the industry ecosystem, with established domestic and international benchmarks. The focus is on actual team development to drive steady performance [7] - **Vietnam and Cambodia Operations**: The Vietnam factory is undergoing expansion with government investment approval, which will significantly increase capacity. The Cambodia factory is currently operating under a leasing model and will maintain its status until the Vietnam expansion is completed [8] Collaborative Efforts - **Tap Platform Integration**: The Tap platform serves as a supply chain link to various stores and is expected to create synergies with the proprietary brand in 2026 [4][9] - **Product Development**: The company is focused on developing a range of pet products, including cat trees, mats, clothing, cat litter, and bathing products, while relying on traditional channels and partnerships for promotion [10] Future Considerations - **Acquisition Potential**: The company is open to considering acquisitions of other brands to enhance its capabilities and achieve business expansion goals if suitable targets arise [11]

格隆汇2月4日丨中仑新材(301565.SZ)近日接受特定对象调研时表示，公司布局印尼长塑高性能膜材产 业化项目，主要基于三方面核心考量：一是BOPA膜材凭借优异性能，在食品、医药、日化用品、软包 锂电池等多领域中应用广泛，下游需求持续增长，公司现有生产设备已处于高产能利用率的运转状态， 难以充分满足市场需求，该项目有助于突破产能瓶颈，进一步匹配下游市场的增长需求；二是公司在 BOPA膜材领域已具备龙头地位，同时公司境外销售收入占比呈上升趋势，而该项目的落地能够完善海 外产能配套，更好地服务东南亚市场并进一步辐射欧洲、北美洲市场，从而巩固公司的行业领先地位， 应对全球市场竞争；三是当前全球贸易环境日趋复杂，贸易保护措施频出，公司以东南亚、南亚、欧 洲、美洲等地区为主的境外销售业务面临供应链风险，印尼作为东盟核心成员，拥有区位和关税政策优 势，在此布局基地，既能深度服务当地及周边市场，也能快速辐射欧洲等区域，提升全球市场渗透率， 助力公司强化全球化业务布局，增强抗风险能力与综合竞争力。 公司目前正在投资建设的印尼长塑高性能膜材产业化项目规划两期工程共建设四条生产线，合计年产能 九万吨，其中一期工程的首条生产线已 ...

Core Viewpoint - The company is expanding its production capacity by investing in a high-performance BOPA film material project in Indonesia, driven by increasing market demand and the need to enhance its global competitiveness [1][2]. Group 1: Project Rationale - The BOPA film material has excellent performance and is widely used in various sectors such as food, pharmaceuticals, daily chemicals, and soft-pack lithium batteries, leading to sustained growth in downstream demand [1]. - The company currently operates at high capacity utilization, making it difficult to meet market demand, and the new project will help overcome this capacity bottleneck [1]. - The company holds a leading position in the BOPA film material sector, and the project will enhance overseas production capabilities to better serve the Southeast Asian market and expand into Europe and North America [1]. Group 2: Strategic Importance - The global trade environment is becoming increasingly complex, with rising trade protection measures posing supply chain risks for the company's overseas sales, which primarily target Southeast Asia, South Asia, Europe, and the Americas [1]. - Establishing a base in Indonesia, a core member of ASEAN, will leverage its geographical and tariff policy advantages, allowing the company to serve local and surrounding markets effectively while enhancing its global market penetration [1]. - This strategic move is expected to strengthen the company's global business layout and improve its resilience against risks and overall competitiveness [1]. Group 3: Project Details - The Indonesian high-performance film material project consists of two phases, with a total of four production lines planned, aiming for an annual production capacity of 90,000 tons [2]. - The first production line of the first phase is set to commence operations in January 2026, adding 25,000 tons of overseas capacity, while the second line is expected to be operational in the second half of this year [2].

Core Viewpoint - The company has successfully launched its first BOPP (Biaxially Oriented Polypropylene) new energy film production line, with plans for a second line to be operational by the second half of 2026 [1] Group 1: Production Capacity and Timeline - The first production line commenced operations in November 2025 and has achieved stable mass production of BOPP capacitor film products of varying thicknesses [1] - The annual production capacity of a single line is approximately 2,400 tons, depending on the thickness of the products [1] - The overall project is planned to include nine production lines, with the first phase consisting of two lines, and future investments will be made based on market demand [1]