Market Overview - The plastic sector experienced a decline of 2.28% on November 12, with Shangwei New Materials leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Notable gainers in the plastic sector included: - Zhonglun New Materials (301565) with a closing price of 29.49, up 10.91% and a trading volume of 213,200 shares, totaling 597 million yuan [1] - Ping An Electric (001359) closed at 50.17, up 6.05% with a trading volume of 44,000 shares, totaling 218 million yuan [1] - Pulit (002324) closed at 14.05, up 5.80% with a trading volume of 384,900 shares, totaling 528 million yuan [1] - Shangwei New Materials (688585) was the largest loser, closing at 115.99, down 10.91% with a trading volume of 136,700 shares, totaling 1.646 billion yuan [2] - Other significant decliners included: - Bofei Electric (001255) down 6.87% [2] - Daon Shares (002838) down 5.20% [2] Capital Flow - The plastic sector saw a net outflow of 873 million yuan from institutional investors, while retail investors contributed a net inflow of 609 million yuan [2] - The following stocks had notable capital flows: - Daon Shares (002768) had a net inflow of 41.36 million yuan from institutional investors [3] - Xiangyuan New Materials (300980) saw a net inflow of 39.01 million yuan from institutional investors [3] - Zhonglun New Materials (301565) had a net inflow of 32.63 million yuan from institutional investors [3]

Core Viewpoint - Zhonglun New Materials (301565) has launched its self-developed next-generation BOPP capacitor film, "Changsu High-Function Capacitor Film," marking a significant advancement in the field of ultra-thin capacitor films for new energy applications [1] Group 1: Product Launch and Investment - The new BOPP production line has a width of 6.4 meters, making it the widest in the field of ultra-thin capacitor films [1] - The total investment for the new energy film project is 2.5 billion yuan, covering an area of 134,400 square meters [1] - The product utilizes Zhonglun's innovative biaxial stretching process, featuring high-temperature resistance, high voltage resistance, low dielectric loss, and strong self-healing properties [1] Group 2: Market Demand and Applications - The new capacitor film is tailored to meet the demands of various sectors, including new energy vehicles, photovoltaics, wind power, home appliances, and power grids [1] - The launch has received high praise from leading downstream companies such as Farah Electronics (600563), Huichuan United Power (301656), Nantong Jianghai, and Guangdong Yinglian [1] Group 3: Company Positioning - Zhonglun New Materials is the largest global supplier of BOPA (biaxially oriented nylon film), maintaining over 20% market share for several consecutive years [1] - The company has established an integrated strategic layout for the "Polyamide 6-Functional BOPA Film" industry chain [1]

Market Overview - The plastic sector increased by 1.57% on November 6, with Zhonglun New Materials leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Zhonglun New Materials (301565) closed at 26.42, up 6.58% with a trading volume of 155,300 shares and a turnover of 406 million yuan [1] - Fospower Technology (000973) closed at 9.81, up 6.40% with a trading volume of 1,762,200 shares and a turnover of 1.675 billion yuan [1] - Xiangyuan New Materials (300980) closed at 32.35, up 6.27% with a trading volume of 163,800 shares and a turnover of 516 million yuan [1] - Other notable stocks include Zhenguang Co. (301092) up 5.97%, and Jishi Chemical (688669) up 5.89% [1] Capital Flow - The plastic sector saw a net inflow of 277 million yuan from institutional investors, while retail investors experienced a net outflow of 266 million yuan [2][3] - Major stocks with significant net inflows include Dongcai Technology (601208) with 91.99 million yuan and Fospower Technology (000973) with 55.98 million yuan [3] - Retail investors showed a notable outflow from stocks like Zhonglun New Materials (301565) and Zhejiang Zhongcheng (002522) [3]

Core Insights - Zhonglun New Materials has officially entered the high-tech and high-barrier new energy capacitor film sector with the launch of its first BOPP capacitor film product, enhancing China's self-supply capability of key raw materials for the new energy industry [1][2] Group 1: Product Launch and Technology - The company introduced the "Changsu High-Performance Capacitor Film," which features high temperature resistance, high voltage resistance, low dielectric loss, and strong self-healing properties, meeting the stringent demands of sectors such as new energy vehicles, photovoltaics, wind power, home appliances, and power grids [1] - The newly launched BOPP production line, measuring 6.4 meters in width, is the largest in the field of ultra-thin new energy capacitor films and employs an innovative biaxial stretching process, achieving international leading technology and significantly enhancing product performance and consistency while reducing energy consumption [1] Group 2: Strategic Positioning and Investment - As a national-level manufacturing champion and the world's largest BOPA supplier with over 20% global market share, Zhonglun New Materials has transitioned from a "single champion" to a "full champion" with the launch of the new energy film project [2] - The total investment for the new energy film project is 2.5 billion yuan, covering an area of 134,400 square meters, focusing on the research and mass production of ultra-thin capacitor films and composite current collector base films, which have high technical barriers and significant market potential [2]

Core Insights - Zhonglun New Materials has officially entered the high-tech and high-barrier new energy capacitor film sector with the launch of its new generation BOPP capacitor film product, marking a significant step in enhancing China's self-supply capability of key raw materials for the new energy industry [1][2] Group 1: Product Development and Market Position - Zhonglun New Materials is the world's largest BOPA supplier, holding over 20% of the global market share for several consecutive years [2] - The newly launched BOPP production line is the widest in the field of ultra-thin capacitor films at 6.4 meters, featuring advanced automation and energy efficiency, positioning the company as a leader in this niche market [2] - The total investment for the new project is 2.5 billion yuan, covering an area of 134,400 square meters, focusing on the R&D and mass production of ultra-thin capacitor films and composite collector base films [2] Group 2: Market Demand and Future Prospects - The ultra-thin capacitor film market is expected to experience explosive growth, with the market size for China's automotive film capacitors projected to increase from 5.6 billion yuan in 2024 to 12.7 billion yuan by 2029 [3] - The company has received multiple intention orders from downstream customers, indicating successful commercialization of its high-function capacitor film and addressing the supply gap in the high-end capacitor film market [3] - Zhonglun New Materials is actively pursuing further production line layouts and key technology advancements, with plans to expand into critical materials for solid-state batteries, artificial intelligence, high-end medical applications, and humanoid robots [3]

证券代码：301565 证券简称：中仑新材 公告编号：2025-051 中仑新材料股份有限公司 关于变更持续督导保荐机构及保荐代表人的公告 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。 根据中国证券监督管理委员会于出具的《关于同意中仑新材料股份有限公司 首次公开发行股票注册的批复》（证监许可〔2024〕112 号），中仑新材料股份 有限公司（以下简称"公司"）首次公开发行股票并于 2024 年 6 月 20 日在深圳 证券交易所创业板上市。公司聘请了国泰海通证券股份有限公司（以下简称"国 泰海通证券"）担任公司首次公开发行股票工作的保荐机构，国泰海通证券对公 司的持续督导期原定至 2027 年 12 月 31 日止。 公司于 2025 年 9 月 12 日召开第二届董事会第十次会议、第二届监事会第十 次会议以及于 2025 年 9 月 29 日召开 2025 年第一次临时股东大会审议通过了公 司 2025 年度向不特定对象发行可转换公司债券（以下简称"本次发行"）的相 关议案。近日，公司与中信证券股份有限公司（以下简称"中信证券"）签订了 相关的保荐协议，聘 ...

6-1-1 | 序号 | 内 容 | 页码 | | --- | --- | --- | | 1 | 审计报告 | 1-6 | | 2 | 合并资产负债表 | 7 | | 3 | 合并利润表 | 8 | | 4 | 合并现金流量表 | 9 | | 5 | 合并所有者权益变动表 | 10 | | 6 | 母公司资产负债表 | 11 | | 7 | 母公司利润表 | 12 | | 8 | 母公司现金流量表 | 13 | | 9 | 母公司所有者权益变动表 | 14 | | 10 | 财务报表附注 | 15 - 121 | 6-1-2 6-1-3 6-1-4 6-1-5 6-1-6 6-1-7 6-1-8 | 编制单位:中仓新 | 暗号 限去司 | ，亨、 | | | 单位:元币种:人民币 | | --- | --- | --- | --- | --- | --- | | | | ，哩=:J | 2023 12 31 | 2022 12 31 | 2021 12 31 | | 民主 流动资产: | | | | | | | 货币资金 | | )j. | 451 ,947,223.21 | 466,523,9 13.94 ...

北京市君合律师事务所 关于 中仑新材料股份有限公司 向不特定对象发行可转换公司债券的 法律意见 二零二五年十月 | 释 | 义 2 | | --- | --- | | 正 | 文 7 | | 一、 | 本次发行的授权和批准 7 | | 二、 | 发行人本次发行的主体资格 7 | | 三、 | 本次发行的实质条件 8 | | 四、 | 发行人的设立 11 | | 五、 | 发行人的独立性 11 | | 六、 | 发起人和控股股东 12 | | 七、 | 发行人整体变更为股份有限公司后的主要股本演变 13 | | 八、 | 发行人的业务 13 | | 九、 | 关联交易及同业竞争 14 | | 十、 | 发行人的主要财产 16 | | 十一、 | 发行人的重大债权债务 18 | | 十二、 | 发行人重大资产变化及收购兼并 19 | | 十三、 | 发行人章程的制定与修改 19 | | 十四、 | 发行人股东会、董事会议事规则及规范运作 19 | | 十五、 | 发行人董事、监事和高级管理人员及其变化 20 | | 十六、 | 发行人的税务 20 | | 十七、 | 发行人的环境保护和产品质量、技术等标准 21 ...

中信证券股份有限公司 关于 中仑新材料股份有限公司 2025 年度向不特定对象发行可转换公司债券 之 发行保荐书 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 二〇二五年十月 中仑新材料股份有限公司 发行保荐书 声 明 中信证券股份有限公司接受中仑新材料股份有限公司的委托，担任中仑新材 料股份有限公司 2025 年度向不特定对象发行可转换公司债券的保荐人，为本次 发行出具发行保荐书。 保荐人及指定的保荐代表人根据《中华人民共和国公司法》《中华人民共和 国证券法》《上市公司证券发行注册管理办法》《证券发行上市保荐业务管理办法》 等有关法律、法规和中国证券监督管理委员会、深圳证券交易所的有关规定，诚 实守信，勤勉尽责，严格按照依法制订的业务规则、行业执业规范和道德准则出 具发行保荐书，并保证所出具文件的真实性、准确性和完整性。若因保荐人为发 行人本次发行制作、出具的文件有虚假记载、误导性陈述或者重大遗漏，给投资 者造成损失的，保荐人将依法赔偿投资者损失。 第一节 本次证券发行基本情况 一、保荐人名称 本文件中所有简称和释义，如无特别说明，均与《中仑新材料股份有限公司 2025 年度向不特定对象发行可 ...

证券代码：301565 证券简称：中仑新材 公告编号：2025-052 中仑新材料股份有限公司 关于向不特定对象发行可转换公司债券申请 公司本次向不特定对象发行可转换公司债券事项尚需深交所审核，并获得中 国证券监督管理委员会（以下简称"证监会"）作出同意注册的决定后方可实施。 公司本次向不特定对象发行可转换公司债券的事项最终能否通过深交所审核并 获得证监会作出同意注册的批复及其时间尚存在不确定性。公司将根据该事项的 进展情况，按照相关法律法规规定和要求及时履行信息披露义务，敬请广大投资 者注意投资风险。 特此公告。 中仑新材料股份有限公司 董事会 2025 年 10 月 30 日 获得深圳证券交易所受理的公告 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"）于 2025 年 10 月 29 日收到 深圳证券交易所（以下简称"深交所"）出具的《关于受理中仑新材料股份有限 公司向不特定对象发行可转换公司债券申请文件的通知》（深证上审〔2025〕219 号）。深交所对公司报送的向不特定对象发行可转换公司债券的申请文件进行了 ...