Core Viewpoint - The global market for BOPP (Biaxially Oriented Polypropylene) films is highly concentrated in regions like Japan and Europe, where overseas manufacturers hold a technological advantage and dominate the high-end capacitor film market. Domestic manufacturers in China have developed later and primarily produce medium and thick films, leading to a significant gap in high-end ultra-thin electric-grade films, which are in high demand from downstream sectors like new energy vehicles and renewable energy [1]. Industry Summary - The global production capacity of electric-grade BOPP films is heavily concentrated in Japan and Europe, with these regions maintaining a leading position in technology and talent [1]. - Overseas manufacturers have established a strong foothold in the high-end capacitor film market, benefiting from early market entry and extensive technical reserves [1]. - The domestic BOPP film industry in China has achieved scale production but primarily focuses on medium and thick films, resulting in a long-term capacity shortfall for high-end ultra-thin films [1]. - There is a high dependency on imported products among downstream film capacitor manufacturers in China, with only a few local companies capable of mass production of high-end ultra-thin films [1].

Core Viewpoint - The company has successfully launched its first BOPP (Biaxially Oriented Polypropylene) film production line and is progressing with its expansion plans for additional production lines [1] Group 1: Production Progress - The first BOPP new energy film production line was officially put into operation in November 2025 [1] - The second production line is expected to commence operations in the second half of 2026 [1] - The first production line has achieved stable mass production of BOPP capacitor film products in various thicknesses [1] Group 2: Production Capacity and Future Plans - The focus of the BOPP production line is on thin and ultra-thin film products, with an estimated annual production capacity of approximately 2,400 tons per line, depending on product thickness [1] - The overall project plans to construct nine production lines, with the first phase involving the launch of two lines [1] - Future production line investments will be phased based on market demand changes [1]

Group 1: Company Expansion and Market Strategy - The company is expanding its production capacity in Indonesia to address the growing demand for BOPA films across various sectors, including food, pharmaceuticals, and lithium batteries, as current production is at high utilization rates [1][2] - The establishment of the Indonesian project will enhance the company's overseas production capabilities, allowing better service to Southeast Asia and further penetration into European and North American markets, thereby solidifying its industry leadership [1][2] - The complex global trade environment necessitates this expansion to mitigate supply chain risks, with Indonesia's strategic location and favorable tariff policies providing a competitive advantage [2] Group 2: BOPP Film Production and Applications - The first BOPP production line was launched in November 2025, with a second line expected to be operational by the second half of 2026, targeting an annual capacity of approximately 2,400 tons per line [3] - BOPP films are primarily used in thin film capacitors and battery electrode production, with the company focusing on high-precision thickness control and stringent electrical performance standards [4] - The BOPP films possess significant technical advantages, including self-healing properties and high insulation resistance, which are critical for meeting industry standards [4] Group 3: Solid-State Battery Technology - The company has pioneered solid-state battery-specific BOPA films, which are essential for the next generation of batteries due to their high energy density and safety features [5][6] - The soft-pack design of solid-state batteries, utilizing BOPA films, enhances adaptability to volume changes and reduces the risk of rupture under pressure [5][6] - The company is actively collaborating with industry partners to establish standards for solid-state battery packaging, aiming for scalable growth in production and sales as the technology matures [6] Group 4: Market Landscape and Competitive Position - The global market for BOPP films is dominated by manufacturers in Japan and Europe, who have established technological advantages and hold significant market shares in high-end capacitor films [7] - Domestic production of BOPP films is still developing, with a notable gap in high-end ultra-thin film capacity, leading to a high dependency on imported products for advanced applications [7]

Core Viewpoint - The company has developed a pioneering solid-state battery-specific BOPA film material, which is currently in the market promotion phase [1] Group 1: Product Development - The subsidiary, Xiamen Changsu, is the first in the industry to create a solid-state battery-specific BOPA film material, which serves as the outer layer of aluminum-plastic film used in solid-state batteries [1] - The company is collaborating with aluminum-plastic film manufacturers and battery companies to draft and implement standards for aluminum-plastic film for solid-state batteries, set to be published in September 2025 [1] Group 2: Market Strategy - The company plans to closely monitor the market penetration rate of solid-state batteries as the industrialization process accelerates [1] - The company aims to promote a stepwise and scalable growth in the production and sales volume of solid-state battery-specific film materials [1]

Core Viewpoint - Zhonglun New Materials (301565) is expanding its production capacity for polyamide 6 (PA6) and BOPA film materials, with significant investments planned for the coming years [1] Production Capacity - Current annual production capacity for PA6 slices is 145,000 tons, located in Quanzhou [1] - Total planned PA6 slice production capacity under construction is 210,000 tons per year, with 140,000 tons funded by the IPO and 70,000 tons from self-financing, expected to be operational by 2027 [1] BOPA Film Production - The company operates 14 production lines for BOPA film materials, with a total annual capacity of 145,000 tons, distributed as follows: 12 lines in Xiamen with a capacity of 105,000 tons and 2 lines in Quanzhou with a capacity of 40,000 tons [1] - The Quanzhou base plans to add 2 new production lines, totaling an additional capacity of 40,000 tons, expected to be operational in 2026 and 2027 [1] - The Indonesian project plans to construct 4 production lines with a total capacity of 90,000 tons, with the first line expected to be operational in the first half of 2026, adding 25,000 tons per year to the company's BOPA film capacity [1] - Once all domestic and international capacities are fully operational, the planned annual capacity for BOPA film will reach 275,000 tons [1]

Core Viewpoint - Zhonglun New Materials (301565) primarily produces PA6 chips for internal use, mainly for its wholly-owned subsidiaries and plans to sell some products based on market demand [1] Group 1: Product Applications - The PA6 chips are used in the production of BOPA film materials, with applications extending to textile fibers for clothing, industrial yarns for tire cords, fishing nets, and safety belts [1] - Engineering-grade PA6 is widely utilized in electronics, machinery, rail transportation, and aerospace sectors [1] Group 2: Supply Chain Advantages - The company has established a significant integrated supply chain for PA6-BOPA film materials, which enhances cost competitiveness by eliminating intermediaries and reducing transportation and packaging costs [1] - Customizable production of PA6 chips allows for quality control from the source, improving product yield and enabling quick response to orders [1] - The integrated R&D platform fosters collaborative innovation, allowing for rapid iteration of high-performance products and capturing market opportunities [1] Group 3: Sustainability and Quality - Proximity in production ensures stable product quality and reduces carbon emissions, aligning with green production trends and further strengthening industry competitiveness [1]

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 and Capacity - The first production line commenced operations in November 2025 and has achieved stable mass production of BOPP capacitor film products in various thicknesses [1] - The estimated annual production capacity of a single production line is approximately 2,400 tons, depending on the product thickness [1] - The overall project plans to construct nine production lines, with the first phase involving the launch of two lines [1] Group 2: Product Development - The thin film products have completed downstream customer validation and have entered the mass delivery phase [1] - The ultra-thin film products have been successfully produced and are currently undergoing the downstream customer validation process [1] Group 3: Future Plans - The company will advance the investment and construction of subsequent production lines in phases, based on market demand changes [1]

Core Viewpoint - The company has successfully launched its first BOPP film production line and is progressing with its second line, focusing on thin and ultra-thin film products [1] Production Progress - The first BOPP film production line commenced operations in November 2025, with the second line expected to start in the second half of 2026 [1] - The first line has achieved stable mass production of BOPP capacitor film products in various thicknesses, with thin film products having completed customer validation and entered mass delivery [1] - Ultra-thin film products have been successfully produced and are currently undergoing customer validation [1] Production Capacity - Each production line is projected to have an annual capacity of approximately 2,400 tons, depending on the product thickness [1] - The overall project plans to construct nine production lines, with the initial phase involving the launch of two lines, and subsequent lines to be developed based on market demand [1]

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]