天眼查商业履历信息显示，中仑新材料股份有限公司，成立于2018年，位于厦门市，是一家以从事橡胶 和塑料制品业为主的企业。企业注册资本40001万人民币，实缴资本34000万人民币。公司法定代表人为 杨清金。 通过天眼查大数据分析，中仑新材料股份有限公司共对外投资了3家企业，参与招投标项目1次，知识产 权方面有商标信息2条，专利信息1条，此外企业还拥有行政许可9个。 金融界消息 截至2025年7月30日收盘，中仑新材（301565）报收于22.64元，下跌1.48%，换手率 3.29%，成交量4.21万手，成交金额9570.87万元。 资金流向方面，今日主力资金净流出1005.84万元，占比成交额10.51%。其中，超大单净流出48.60万 元、占成交额0.51%，大单净流出957.24万元、占成交额10.0%，中单净流出流出314.54万元、占成交额 3.29%，小单净流入1320.37万元、占成交额13.8%。 中仑新材最新一期业绩显示，截至2025一季报，公司营业总收入4.79亿元、同比减少15.06%，归属净利 润3024.92万元，同比减少45.14%，扣非净利润2724.16万元，同比减少48.51 ...

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].

证券代码：301565 证券简称：中仑新材 公告编号：2025-026 中仑新材料股份有限公司 关于首次公开发行前已发行股份上市流通的提示性公告 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。 特别提示： "发行人"）首次公开发行前已发行股份； 公司总股本的 16.9996%，限售期为自公司股票首次公开发行并在深圳证券交易 所上市交易之日起 12 个月； 一、公司首次公开发行前已发行股份概况 经中国证券监督管理委员会《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）同意注册，并根据深圳证券交 易所《关于中仑新材料股份有限公司人民币普通股股票在创业板上市的通知》 （深 证上〔2024〕472 号），同意公司获准向社会公开发行人民币普通股中的 首次公开发行前公司总股本为 340,000,000 股，首次公开发行股票完成后公 司 总 股 本 为 400,010,000 股 ， 其 中 无 流 通 限 制 或 限 售 安 排 的 股 票 数 量 为 票数量为 343,664,575 股，占发行后总股本的比例为 85.91% ...

证券代码：301565 证券简称：中仑新材 公告编号：2025-026 3.本次解除限售的股份的上市流通日期为 2025 年 6 月 20 日（星期五）。 一、公司首次公开发行前已发行股份概况 经中国证券监督管理委员会《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）同意注册，并根据深圳证券交 易所《关于中仑新材料股份有限公司人民币普通股股票在创业板上市的通知》（深 证上〔2024〕472 号），同意公司获准向社会公开发行人民币普通股中的 60,010,000 股，自 2024 年 6 月 20 日起在深圳证券交易所上市。 首次公开发行前公司总股本为 340,000,000 股，首次公开发行股票完成后公 司总股本为 400,010,000 股，其中无流通限制或限售安排的股票数量为 56,345,425 股，占发行后总股本的比例为 14.09%；有流通限制及限售安排的股 票数量为 343,664,575 股，占发行后总股本的比例为 85.91%。2024 年 12 月 20 日，公司首次公开发行网下配售限售股份上市流通，股份数量 3,664,575 股，具 体内容详 ...