格隆汇8月5日丨中仑新材(301565.SZ)公布，公司于近日收到股东Strait出具的《关于减持中仑新材料股 份有限公司股份触及1%整数倍的告知函》，获悉Strait于2025年7月28日至2025年8月4日通过集中竞价交 易、大宗交易方式合计减持公司股份4,416,500股，占公司总股本的比例为1.10%。本次权益变动后， Strait持有公司股份46,583,500股，占公司总股本的比例为11.65%。 （原标题：中仑新材(301565.SZ)：股东Strait合计减持1.10%股份） ...

证券代码：301565 证券简称：中仑新材 公告编号：2025-030 中仑新材料股份有限公司的全资二级子公司"福建长塑实业有限公司"（以 下简称"福建长塑"），已取得福建省科学技术厅、福建省财政厅、国家税务总 局福建省税务局联合颁发的《高新技术企业证书》，证书编号为：GR202435000931， 有效期：三年。 根据相关规定，福建长塑通过高新技术企业认定后连续三年将享受高新技术 企业的相关优惠政策，即按 15%的税率缴纳企业所得税。 二、备查文件 1、《高新技术企业证书》。 特此公告。 中仑新材料股份有限公司 关于全资二级子公司获得高新技术企业认定的公告 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。 一、基本情况 2025 年 8 月 5 日 中仑新材料股份有限公司 董事会 ...

证券代码：301565 证券简称：中仑新材 公告编号：2025-029 中仑新材料股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的提示性公告 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。 特别提示： | 1. 基本情况 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | | Strait Co, Ltd. | | | | | | | | | | PO 住所 Islands | | | | | Box 309, Ugland House, Grand Cayman, KY1-1104,Cayman | | | | | | | 权益变动时间 | 7 | | 2025 年 | 月 28 | 日至 | 2025 | 年 8 4 | 月 | 日 | | | 股票简称 | | | 中仑 ...

证券代码：301565 证券简称：中仑新材 公告编号：2025-028 中仑新材料股份有限公司 关于股东减持计划实施完成的公告 公司股东北京厚生投资管理中心（有限合伙）—珠海厚中股权投资中心（有限合 伙）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。 中仑新材料股份有限公司（以下简称"中仑新材"或"公司"）于 2025 年 7 月 4 日披露了《关于公司股东减持股份的预披露公告》（公告编号：2025-027）。 持有公司股份 17,000,000 股（占公司总股本比例 4.250%）的股东北京厚生投资 管理中心（有限合伙）—珠海厚中股权投资中心（有限合伙）（以下简称"珠海 厚中"）计划在该公告披露之日起 3 个交易日后的 90 个自然日内以集中竞价交 易和大宗交易的方式减持公司股份合计不超过 8,500,000 股（占公司总股本比例 2.125%）。 近日公司收到股东珠海厚中出具的《关于股份减持计划实施情况的告知函》， 本次减持计划实施完成，现将有关情况公告如下： 二、其他相关事项说明 1、本次减持公司股份 ...

Market Overview - The Shanghai Composite Index increased by 0.36% as of the morning close, with a trading volume of 783.11 million shares and a transaction amount of 934.47 billion yuan, a decrease of 3.50% compared to the previous trading day [1] Industry Performance - Real estate, banking, and oil & petrochemicals sectors showed the highest gains, with increases of 1.53%, 1.42%, and 1.23% respectively [1] - The automotive, defense, and electronics sectors experienced the largest declines, with decreases of 0.93%, 0.92%, and 0.76% respectively [2] Leading Stocks - In the real estate sector, Yuhua Development led with a gain of 9.94% [1] - In the banking sector, Minsheng Bank rose by 5.12% [1] - In the oil & petrochemicals sector, *ST Xinchao increased by 5.08% [1] - In the steel sector, Jinling Mining surged by 10.02% [1] - In the non-bank financial sector, Nanhua Futures also rose by 10.02% [1] - In the pharmaceutical sector, Qianyuan Pharmaceutical saw a significant increase of 19.98% [1] Sector Summary - The real estate sector had a transaction amount of 117.03 billion yuan, up 26.74% from the previous day [1] - The banking sector recorded a transaction amount of 266.82 billion yuan, up 36.61% [1] - The oil & petrochemicals sector had a transaction amount of 80.95 billion yuan, up 36.47% [1] - The automotive sector had a transaction amount of 389.36 billion yuan, down 16.50% [2] - The defense sector recorded a transaction amount of 316.85 billion yuan, down 23.79% [2] - The electronics sector had a transaction amount of 1,036.63 billion yuan, down 10.88% [2]

Core Insights - The domestic pet economy has seen significant growth, with 4.474 million related enterprises existing as of April this year, a threefold increase from 2021, and over 77% of these companies established within the last three years [1] - The overseas market is becoming increasingly competitive, particularly in high-value markets like Europe and the US, leading to a downward trend in product prices [1] - Companies are focusing on building brand awareness and user reputation as a long-term strategy to remain competitive in the market [1] Industry Trends - The pet products sector includes various categories such as leashes, cleaning supplies, bedding, feeding utensils, clothing, and toys [2] - Companies are categorized into two main types for overseas expansion: supply chain enterprises that manufacture products for major retailers and new consumer brands that focus on brand building [2][3] - Supply chain companies like Tianyuan Pet have adopted a strategy of participating in international exhibitions and acquiring foreign brands to enhance their market presence [2] Market Dynamics - New consumer brands are targeting Southeast Asia for initial expansion due to its rapid growth and lack of dominant players, allowing them to gain a first-mover advantage [3] - Intense competition has led to price compression in the pet products market, prompting companies to innovate with "AI+" smart pet products to differentiate themselves [3][4] - The global smart pet products market reached $4.2 billion in sales by 2023, with significant price competition emerging as many similar products enter the market [4] Consumer Behavior - The acceptance of smart pet products in overseas markets is currently limited due to product maturity, necessitating ongoing investment and product iteration [5] - Establishing brand awareness in the pet products sector is challenging, as consumer purchasing decisions are often influenced by product effectiveness and perceived value [6] - Companies are encouraged to create standout products to build a positive reputation and gradually establish brand identity, similar to strategies used in the baby products sector [7]

Summary of Key Points - Shareholder Strait plans to reduce its holdings by up to 2% of the total share capital, which amounts to a maximum of 8,000,200 shares [1] - Zhuhai Houzhong intends to reduce its holdings by up to 2.125% of the total share capital, equating to a maximum of 8,500,000 shares [1]

Group 1 - Shareholder Strait Co., Ltd. plans to reduce its holdings by up to 8 million shares, accounting for 2% of the company's total share capital [1] - Shareholder Beijing Housheng Investment Management Center (Limited Partnership) - Zhuhai Houzhong Equity Investment Center (Limited Partnership) plans to reduce its holdings by 8.5 million shares, representing 2.125% of the company's total share capital [1]

证券代码：301565 证券简称：中仑新材 公告编号：2025-027 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.及北京厚生投资管理中心（有限合伙）—珠海厚中股权投 资中心（有限合伙）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。 特别提示： 持有中仑新材料股份有限公司（以下简称"公司"）股份 51,000,000 股（占 公司总股本比例 12.750%）的股东 Strait Co, Ltd.（以下简称"Strait"）计划自 本公告发布之日起 15 个交易日后的 90 个自然日内拟通过集中竞价、大宗交易方 式减持本公司股份合计不超过公司总股本的 2.000%，即不超过 8,000,200 股， 且任意连续 90 个自然日内通过集中竞价交易减持股份总数量不超过公司总股本 的 1.000%，即不超过 4,000,100 股；持有公司股份 17,000,000 股（占公司总股 本比例 4.250%）的股东北京厚生投资管理中心（ ...

Investment Rating - The report gives a "Buy" rating for the company with a target price of 34.6 CNY per share, based on a reasonable PE valuation of 35 times for 2026 [4]. Core Viewpoints - The company is positioned as a leading player in the BOPA film market, with plans to rapidly expand into other fields, leveraging its deep expertise in film products [3][12]. - The BOPA film market has shown rapid growth, with global demand increasing from 271,300 tons in 2016 to 494,000 tons in 2023, representing a CAGR of 8.91%. The Chinese market is even more dynamic, with a CAGR of 13.01% [2][24]. - The company aims to develop multiple champion products in the next five years that can compete with BOPA films, while also expanding into high-end emerging markets such as solid-state battery packaging materials and electronic components [1][12]. Summary by Sections Strategic Layout - The company focuses on becoming a high-end materials innovation enterprise, utilizing a multi-matrix, high-precision, and global strategy. It aims to create a sustainable development system covering the entire product lifecycle [12][14]. - The company has established an integrated industrial chain strategy for PA6 and functional BOPA films, positioning itself as a global leader with over 20% market share [13][32]. BOPA Film Market - The BOPA film market is experiencing significant growth, with the company holding a 20% global market share and a 36% share in China. The market potential remains large, as BOPA films only account for 1.9% of the total plastic film market [2][32]. - The company is expanding its production capacity, with plans for new production lines to meet increasing demand, particularly in the food and healthcare sectors [23][28]. Financial Data and Projections - The company expects to achieve net profits of 1.4 billion CNY, 3.96 billion CNY, and 6 billion CNY for the years 2025, 2026, and 2027, respectively. Revenue is projected to grow from 2.35 billion CNY in 2023 to 4.86 billion CNY in 2027 [3][4]. - The EBITDA is forecasted to increase significantly, with a notable jump in 2026, reflecting the anticipated production capacity expansion [3][4]. Technological Advantages - The company possesses advanced production technologies, including magnetic suspension linear motor synchronous stretching technology, which enhances production efficiency and product quality [8][49]. - The company has a strong R&D pipeline, with increasing investment in new projects aimed at high-temperature nylon and composite materials, indicating a commitment to innovation [21][22]. Market Demand and Applications - BOPA films are widely used in food preservation and packaging due to their excellent mechanical properties and barrier performance. The demand for BOPA films is expected to grow, particularly in the lithium battery sector [23][36]. - The company is also focusing on new applications for BOPA films in the lithium battery market, which is projected to see significant growth in the coming years [38][39].