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]

Core Viewpoint - The company, Zhonglun New Materials (301565.SZ), emphasizes the critical role of aluminum-plastic film as a key packaging material for soft-pack lithium batteries, with its PHA lithium film serving as the outer layer, providing essential protection against external impacts and stresses [1] Group 1: Product and Technology - The PHA lithium film is described as the "armor" of soft-pack lithium batteries, designed to protect core components such as electrodes and electrolytes from external forces [1] - The company is currently the main supplier of nylon layers for aluminum-plastic films, excluding Japanese manufacturers [1] - The company has successfully developed a specialized BOPA film for solid-state batteries and is actively involved in drafting the industry standard for aluminum-plastic composite films for solid-state batteries, set to be implemented by September 2025 [1] Group 2: Industry Collaboration and Standards - The company is collaborating with various industry partners, including aluminum-plastic film manufacturers, power battery companies, and vehicle manufacturers, to establish the industry standard for solid-state battery packaging [1] - The standard, titled T/SHPTA 137-2025, has been published and is now in effect, indicating the company's proactive approach in the solid-state battery sector [1] - The company is closely monitoring the industrialization process of solid-state batteries while simultaneously advancing its specialized film business [1]

Group 1: Company Strategy and Market Position - The company is establishing a BOPA film material project in Indonesia to address high demand across various sectors, including food, pharmaceuticals, and lithium batteries, as current production capacity is insufficient to meet market needs [1] - Indonesia's strategic location and tariff policies enhance the company's ability to serve local and regional markets while expanding its reach to Europe, thereby strengthening its global business presence and competitive edge [2] - The company aims to solidify its leading position in the BOPA film sector, with overseas sales increasing, and the project will support capacity expansion to meet growing market demands [1][2] Group 2: Production Capacity and Investment - The Indonesian project consists of 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 of overseas capacity [2] - The company plans to raise funds through convertible bonds to finance the Indonesian project, which is expected to enhance production capabilities and operational efficiency [3] - The first BOPP new energy film production line was launched in November 2025, with a second line expected to start production in the second half of 2026, focusing on thin and ultra-thin film products with an annual capacity of approximately 2,400 tons [4] Group 3: Product Development and Competitive Advantages - The company's PHA lithium battery film serves as a protective layer for soft-pack lithium batteries, requiring high flexibility, puncture resistance, and impact resistance [5] - The company has successfully developed a solid-state battery-specific BOPA film and contributed to the drafting of industry standards for aluminum-plastic composite films used in solid-state batteries, which were published in September 2025 [5]

中仑新材董事长杨清金表示："印尼基地是公司全球化布局的关键一步。未来，公司还考虑在欧美等地 进一步深化产能布局，通过产品、品牌、产能、研发等方面全面出海，深度参与全球产业竞争与合 作。" 基地位于印尼西爪哇省苏尔雅齐达工业园区，总投资超10亿元，规划年产能9万吨，达产后将成为东南 亚最大的BOPA(双向拉伸尼龙薄膜)功能性膜材生产基地。此次投产的印尼基地，是该公司继厦门两大 生产基地、泉州一体化产业链基地后的第四个核心基地。 中化新网讯1月15日，福建中仑新材（301565）料股份有限公司旗下首个海外生产基地——印尼长塑高 性能膜材生产基地正式投入运营。该基地是我国高性能膜材行业首个海外生产基地。 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 王晓波） 每经AI快讯，环球富盛理财1月30日发布中仑新材（301565.SZ）研报：1）在建项目为公司发展奠定基 础；2）公司为BOPA膜材龙头企业；3）布局BOPP新能源膜材打造第二成长曲线；4）经过数年的耕耘 和发展，公司已积淀形成深厚的技术优势；5）公司将紧密跟踪固态电池产业化进程。风险提示：原材 料价格波动风险、汇率波动的风险、业务规模扩张带来的管理风险。 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 ...