证券代码：301565 证券简称：中仑新材 公告编号：2025-056 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 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。 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 9 月 1 日披露了《关于公司股东减持股份的预披露公告》（公告编号：2025-037）。 持有公司股份42,999,800股（占公司总股本比例10.750%）的股东Strait Co, Ltd. （以下简称"Strait"）计划在该公告披露之日起 15 个交易日后的 90 个自然日 内以大宗交易的方式减持公司股份合计不超过公司总股本的 1.000%，即不超过 4,000,100 股。 近日公司收到股东 Strait 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： 一、股东减持股份情况 （一）股东减持股份情况 | 股东 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减 ...

Production Capacity and Progress - The first BOPP production line was officially launched in November 2025, with a second line expected to be operational in the second half of 2026. The first line has achieved stable mass production of various thicknesses of BOPP capacitor film products, with thin films entering mass delivery after customer validation [1] - The BOPP production line focuses on thin and ultra-thin film products, with an estimated annual capacity of approximately 2,400 tons per line, depending on product thickness. A total of nine production lines are planned, with two in the first phase and subsequent lines to be added based on market demand [1] Product Applications and Differentiation - The BOPP film is positioned as ultra-thin electrical-grade film, including capacitor film and electrode film, used in the production of thin-film capacitors and battery electrode collectors. It features strong self-healing, high insulation resistance, low dielectric loss, high dielectric strength, and long service life [2] - In contrast, ordinary BOPP packaging materials are typically around 20 microns thick, focusing on basic packaging protection and appearance, with core characteristics including moderate mechanical strength and good transparency [2] Solid-State Battery Developments - The subsidiary, Xiamen Changsu, has pioneered solid-state battery-specific BOPA film, currently in the market promotion phase. The company is also involved in drafting and implementing standards for aluminum-plastic films used in solid-state batteries [3] - As the solid-state battery industry accelerates, the company plans to closely monitor market penetration rates and promote the production and sales of solid-state battery-specific films [3] Existing and Future Capacity for BOPA and PA6 - The current annual production capacity for PA6 (Nylon 6) chips is 145,000 tons, with 210,000 tons of additional capacity under construction, expected to be operational by 2027 [4][5] - The company currently operates 14 BOPA production lines with a total capacity of 145,000 tons, with plans for additional lines in both domestic and international locations, aiming for a total capacity of 275,000 tons upon completion of all projects [5] Utilization of PA6 Chips - The PA6 chips are primarily used internally for the production of BOPA films, with some sales based on market demand. Besides BOPA films, PA6 chips have various applications in textiles, industrial fibers, and engineering plastics [5] - The integrated supply chain for PA6 and BOPA films enhances cost competitiveness, quality control, and innovation capabilities, aligning with green production trends [5]

证券日报网12月11日讯 中仑新材（301565）在回答调研者提问时表示，BOPP新能源膜材核心原材料为 电工级聚丙烯，当前国内电工级聚丙烯树脂国产化率仍处于较低水平，国内大型化工企业仍在推进电工 级聚丙烯树脂生产制备的技术攻坚工作。基于当前市场供给格局，公司主要向北欧化工、大韩油化、新 加坡TPC等海外供应商采购电工级聚丙烯原料。BOPP电容膜行业存在较高准入壁垒，主要体现在两方 面：一是原材料层面，聚丙烯树脂的品质差异直接决定产成品性能，优质原料的获取难度形成基础壁 垒；二是生产技术层面，厂商的拉伸工艺成熟度、母料配方的独特性直接影响产品特殊性能的实现，核 心技术储备构成关键竞争壁垒。 ...

证券日报网12月11日讯中仑新材（301565）在回答调研者提问时表示，公司聚酰胺6(PA6)切片当前年产 能为14.5万吨，生产基地坐落于泉州。产能规划方面，目前在建PA6切片产能合计21万吨/年，其中14万 吨/年为公司首次公开发行股票(IPO)募投项目，7万吨/年为自有资金投入建设项目，上述在建产能合计 21万吨预计于2027年实现投产。近期己内酰胺行业达成"反内卷"共识后，行业生态呈现良性发展态势， 同时，公司具备向下游传导的能力，原料"反内卷"共识，有利于提升盈利水平。 ...

Core Viewpoint - Zhonglun New Materials (301565) highlights the core advantages of BOPA film materials, including excellent barrier properties, high strength, and tensile resistance, making it an optimal choice for products requiring freshness and aroma preservation [1] Group 1: Product Advantages - BOPA film materials effectively block oxygen, reducing the need for additives and significantly extending the shelf life of food while ensuring freshness [1] - The high strength, tensile resistance, and lightweight characteristics of BOPA film materials allow for widespread application in heavier food and daily chemical products [1]

Core Viewpoint - The company, Zhonglun New Materials (301565), is expanding its BOPA film production capacity significantly, with plans for both domestic and international projects to increase annual production capacity to 275,000 tons in the long term [1] Production Capacity - The company currently operates 14 production lines for BOPA film, with a total annual capacity of 145,000 tons. This includes 12 lines at the Xiamen base with a capacity of 105,000 tons and 2 lines at the Quanzhou base with a capacity of 40,000 tons [1] - There are plans to add 2 new production lines at the Quanzhou base, which will increase capacity by an additional 40,000 tons, expected to be operational in 2026 and 2027 [1] - The Indonesian project includes two phases with a total of 4 production lines, aiming for a combined capacity of 90,000 tons. The first line of phase one is expected to start production in the first half of 2026, contributing an additional 25,000 tons per year to the company's capacity [1] - Once all domestic and international capacities are fully operational, the company's long-term annual production capacity for BOPA film is projected to reach 275,000 tons [1]

证券日报网12月11日讯中仑新材（301565）在回答调研者提问时表示，近年来，公司海外市场销售额呈 现显著增长态势，2025年上半年，公司海外营收占比超50%。印尼长塑项目首条产线新增的2.5万吨/年 产能，将重点覆盖印尼及东南亚区域客户。从客户结构来看，海外客户产品需求集中于通用型BOPA膜 材。 ...

12月11日，中仑新材大宗交易成交100.13万股，成交额2346.05万元，占当日总成交额的11.6%，成交价23.43元，较市场收盘 价26.88元折价12.83%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-12-11 | 301565 | 中仑新材 | 23.43 | 12.00 | 281.16 招商证券股份有限 | 国泰海通证券股份 | | | | | | | 公司西安北大街证 | 有限公司上海长宁 | | | | | | | 券营业部 | 区江苏路证券营业 | | | | | | | | म्में र | | 2025-12-11 | 301565 | 中仑新材 | 23.43 | 12.00 | 281.16 招商证券股份有限 | 国泰海通证券股份 | | | | | | | 公司西安北大街证 | 有限公司上海长宁 | | | | | | | 券营业部 | ...

Production Capacity and Planning - The current annual production capacity of PA6 chips is 145,000 tons, with a planned additional capacity of 210,000 tons by 2027, including 140,000 tons from IPO funding and 70,000 tons from self-financing [1] - The company has 14 BOPA film production lines with a total capacity of 145,000 tons, with plans to add 40,000 tons in the Quanzhou base and 90,000 tons in Indonesia by 2027 [2] Market and Customer Insights - In the first half of 2025, overseas revenue accounted for over 50% of total sales, indicating significant growth in international markets [3] - The company has established a strong overseas marketing team, covering key regions such as Europe and Southeast Asia, which supports market expansion after the establishment of production capacity in Indonesia [7] Product Development and Technology - The first BOPP film production line was launched in November 2025, with a second line expected in late 2026, focusing on thin and ultra-thin film products [4] - BOPP film production lines are expected to have an annual capacity of approximately 24,000 tons, depending on product thickness, with a total of nine lines planned [4] Raw Material Supply and Industry Barriers - The supply of electrical-grade polypropylene remains low in domestic production, with the company sourcing materials from overseas suppliers [5] - The BOPP capacitor film industry has high entry barriers due to the quality of raw materials and the maturity of production technology, which are critical for product performance [5] Customer Base and Sales Growth - Recent sales growth has been driven by both existing and new customers, with a focus on increasing coverage of small and medium-sized clients [6] - The company benefits from stable demand from large enterprises, which helps optimize production scheduling and capacity utilization [6] Environmental Initiatives - BOPLA, a biodegradable film material made from polylactic acid, offers strong biodegradability and physical strength, making it suitable for various applications while supporting sustainability goals [8][9] - BOPA film materials provide excellent barrier properties, extending the shelf life of products and reducing the need for additives, making them ideal for food and consumer goods [9]

证券日报网讯12月5日晚间，中仑新材（301565）发布公告称，股东Strait Co，Ltd.于2025年7月28日至 12月5日通过大宗交易及集中竞价合计减持10，999，000股，持股由51，000，000股降至40，001，000 股，占总股本比例自12.75%降至10.00%，触及5%整数倍。 ...