Core Viewpoint - The company Zhonglun New Materials (301565) highlights the low domestic localization rate of electrical-grade polypropylene resin, which is crucial for BOPP (Biaxially Oriented Polypropylene) film production, and emphasizes the reliance on overseas suppliers for raw materials [1] Group 1: Industry Insights - The core raw material for BOPP new energy film is electrical-grade polypropylene, with the current domestic localization rate remaining low [1] - Major domestic chemical enterprises are working on technological advancements for the production of electrical-grade polypropylene resin [1] - The BOPP capacitor film industry has high entry barriers, primarily due to the quality differences in raw materials and the maturity of production technology [1] Group 2: Company Strategy - The company primarily sources electrical-grade polypropylene from overseas suppliers such as Nordic Chemicals, Korean Oil, and Singapore TPC [1] - The quality of polypropylene resin directly impacts the performance of the final product, creating a foundational barrier to entry [1] - The maturity of stretching technology and the uniqueness of masterbatch formulations are critical competitive barriers in achieving special product performance [1]

Core Viewpoint - The company Zhonglun New Materials (301565) is expanding its production capacity for polyamide 6 (PA6) slices, with a current annual capacity of 145,000 tons and plans for an additional 210,000 tons by 2027, supported by both IPO funding and self-financing [1] Company Summary - Current annual production capacity for PA6 slices is 145,000 tons, located in Quanzhou [1] - The company has a total of 210,000 tons per year of PA6 slice capacity under construction, with 140,000 tons funded by the IPO and 70,000 tons from self-financing [1] - The new capacity is expected to be operational by 2027 [1] Industry Summary - The industry has reached a consensus on "anti-involution," leading to a positive development trend [1] - The company's ability to pass on costs to downstream sectors is enhanced by the raw material "anti-involution" consensus, which is expected to improve profitability [1]

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。 ...

证券代码：301565 证券简称：中仑新材 公告编号：2025-055 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。 披露简式权益变动报告书的提示性公告 特别提示： 1.本次权益变动为 Strait Co, Ltd.（以下简称"Strait"）减持公司股份 所致，不触及要约收购。 2.本次权益变动不会导致中仑新材料股份有限公司（以下简称"公司"）控 股股东、实际控制人发生变化，不会对公司治理结构及未来持续经营产生重大影 响。 3.本次权益变动后，Strait 持有公司股份数量从 51,000,000 股下降至 40,001,000 股，持有股份比例从 12.75%下降至 10.00%，股东权益变动比例触及 公司总股本 5%的整数倍。 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 5%整数倍暨披露简式权益变动报告书的告知函》，获悉 Strait 持有公司 的股份减少至 40,001,000 股，占公司总股本的比例为 10.00%。现将具体情况公 告如下： 中仑新材料股份有限公司 关于持股 5%以上股东减持股份触及 5%整数 ...

股票上市地点：深圳证券交易所 股票简称：中仑新材 股票代码：301565 信息披露义务人：Strait Co, Ltd. 中仑新材料股份有限公司 简式权益变动报告书 上市公司名称：中仑新材料股份有限公司 注册地址：PO Box 309, Ugland House, Grand Cayman, KY1-1104,Cayman Islands 权益变动性质：持股数量减少，持股比例下降 签署日期：2025年12月5日 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》、《上市公 司收购管理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号- 权益变动报告书》及相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》及《公开 发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》的规定， 本报告书已全面披露信息披露义务人在中仑新材料股份有限公司中拥有权益的 股份变动情况。 四、截至本报告书签署之日，除本报告 ...