Core Viewpoint - The company has made significant progress in developing a specialized BOPA film for solid-state batteries, which is currently in the market promotion phase [1] Group 1: Product Development and Market Position - The company has achieved key breakthroughs in the development of solid-state battery-specific BOPA film, which serves as the outer layer of aluminum-plastic film in solid-state battery applications [1] - The company is actively engaging in technical exchanges and collaborations with upstream and downstream industry players to optimize production capacity and process adjustments in line with the industrialization of solid-state battery technology [1] Group 2: Market Demand and Revenue - The demand for high-performance battery materials is increasing due to advancements in solid-state battery technology and the growth of downstream markets such as electric vehicles and energy storage [1] - The company's new BOPA film business generated revenue of 71.704 million yuan in the first half of 2025, accounting for 7.1% of the company's total revenue [1]

301只创业板股公布截至9月20日最新股东户数，环比上期，股东户数下降的有171只，降幅超过一成的 有19只。 市场表现方面，最新一期筹码集中股9月11日以来平均下跌1.43%，涨幅居前的有杭州高新、英华特、 电连技术等，分别上涨32.22%、18.78%、17.89%。所属行业来看，筹码集中股中机械设备、基础化 工、计算机等行业最为集中，分别有27只、23只、19只个股上榜。 资金面上，部分筹码集中股获杠杆资金青睐，截至9月24日，杠杆资金加仓的有39只，筹码集中以来融 资余额增幅居前的有采纳股份、宁波色母、德固特等，分别增长63.72%、57.54%、42.33%。（数据 宝） 证券时报·数据宝统计显示，301只创业板股公布了9月20日股东户数，与上期（9月10日）比，股东户数 下降的有171只，其中股东户数降幅超一成的有19只。股东户数环比增长的有89只。 股东户数降幅最多的是开创电气，截至9月20日最新股东户数为6101户，较9月10日下降27.34%，筹码 集中以来该股累计下跌9.12%，累计换手率为83.40%，其间主力资金净流出1.16亿元。 其次是电连技术，截至9月20日最新股东户数为2262 ...

Core Viewpoint - The company, Zhonglun New Materials (301565.SZ), is not currently applying its products in the semiconductor chip sector, focusing instead on new packaging materials for various industries [1] Product Overview - The main products include: - New energy BOPA films - Functional BOPA films - Bio-based biodegradable BOPLA films These materials are primarily used for packaging lithium batteries, consumer goods (food, daily chemicals), and medical supplies [1] Upcoming Production - The company is set to launch new energy BOPP films in the fourth quarter, which will be used for film capacitor base films and composite current collector base films [1] Research and Development Focus - The company is deepening its expertise in the PA6 field and is actively exploring high-temperature nylon materials, specifically PA6T and PA10T, to meet the stringent requirements of future applications in humanoid robots, automotive engine components, and electronic devices [1]

Core Viewpoint - The company, Zhonglun New Materials (301565.SZ), is not currently applying its products in the semiconductor chip sector, focusing instead on new packaging materials for various industries [1] Product Overview - The main products include new energy BOPA films, functional BOPA films, and bio-based biodegradable BOPLA films, which are used for packaging in lithium batteries, consumer goods (food, daily chemicals), and pharmaceuticals [1] - The company is set to launch new energy BOPP films in the fourth quarter, primarily for use in film capacitor base films and composite current collector base films [1] Research and Development Focus - The company is deepening its expertise in the PA6 field and is actively exploring high-temperature nylon materials, specifically PA6T and PA10T, to meet the stringent requirements of future applications in humanoid robots, automotive engine components, and electronic devices [1]

Group 1 - The company Zhonglun New Materials (301565) reported that as of September 19, 2025, the number of shareholders is 17,362 [1]

证券代码：301565 证券简称：中仑新材 公告编号：2025-047 中仑新材料股份有限公司 关于部分募集资金专项账户完成销户的公告 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、募集资金基本情况 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 号文）同意注册，中仑新材料股份 有限公司（以下简称"公司"）首次向社会公开发行 6,001.0000 万股人民币普 通股（A 股），每股面值为 1.00 元，每股发行价格为 11.88 元，募集资金总额 为人民币 712,918,800.00 元，扣除发行费用 78,079,887.24 元（不含增值税） 后，募集资金净额为 634,838,912.76 元，容诚会计师事务所（特殊普通合伙） 对公司本次公开发行新股的资金到位情况进行了审验，并于 2024 年 6 月 17 日出 具了"容诚验字[2024]361Z0022 号"《验资报告》。 二、募集资金存放和管理情况 1. 募集资金专项账户销户证明。 公司、实施募投项目的全资子公司及全资孙公司 ...

Core Viewpoint - The company is actively expanding its research and development in high-temperature nylon materials, specifically PA6T and PA10T, to meet the stringent requirements of future applications in humanoid robots, automotive engine components, and electronic appliances [1] Group 1: Company Developments - The company has been focusing on the PA6 field and is optimizing polymer processes and innovating formulation systems to enhance its product offerings [1] - The high-temperature nylon materials are expected to be modified by downstream customers for use in critical components such as joint bearings and gearboxes in humanoid robots [1] Group 2: Market Applications - High-temperature nylon is characterized by excellent wear resistance, oil resistance, and the ability to withstand long-term loads, which are essential for the stable operation and longevity of humanoid robots [1] - The company is committed to monitoring trends in material applications within the robotics sector and exploring related research and development opportunities based on its technological advantages [1]

Core Viewpoint - The company is actively expanding its research and development in the high-temperature nylon sector, particularly focusing on PA6T and PA10T, to meet the stringent requirements of future applications in humanoid robots, automotive engine components, and electronic appliances [1] Group 1 - The company is leveraging its expertise in the PA6 field to innovate in polymer processes and formulation systems [1] - High-temperature nylon is being developed to fulfill the demanding needs for high-temperature and high-load materials in various industries [1] - In humanoid robot applications, modified high-temperature nylon can be used to manufacture critical components such as joint bearings and gearboxes, ensuring stable operation and longevity due to its excellent wear resistance, oil resistance, and ability to withstand long-term loads [1] Group 2 - The company will continue to monitor trends in material applications within the robotics sector and explore related research and development opportunities based on its technological advantages [1]

Core Insights - The pet economy is thriving, driven by young people who view pets as companions and emotional support, with the urban pet market in China expected to exceed 300 billion yuan in 2024 and reach 400 billion yuan by 2027 [3][4] Group 1: Company Performance - Companies like Guobao Pet and Zhongchong Co. have reported significant revenue and net profit growth, with Guobao Pet achieving a revenue of 3.221 billion yuan, up 32.72%, and a net profit of 378 million yuan, up 22.55% [4] - In contrast, Petty Co. experienced declines in both revenue and net profit, with a revenue of 728 million yuan, down 13.94%, and a net profit of 79 million yuan, down 19.23% [4][6] - The performance disparity among pet companies is attributed to their differing business focuses, with some shifting towards self-owned brands while others remain reliant on overseas OEM models [4][6] Group 2: Shift to Self-Owned Brands - The rise of self-owned brands is evident, with Guobao Pet's self-owned brand business reaching 3.5 billion yuan, accounting for 67% of its total revenue in 2024 [5][6] - Tianyuan Pet has also been building its brand matrix, with domestic revenue increasing from 5.32 billion yuan in 2021 to 14.31 billion yuan in 2024, indicating a shift towards self-owned brands [6] - Petty Co. continues to rely heavily on overseas OEM, with 82.63% of its revenue coming from international markets, which may hinder its brand development and competitiveness [6][7] Group 3: Brand Power as a Competitive Edge - The domestic pet food market is increasingly dominated by local brands, surpassing foreign brands in online sales, with local brands occupying six spots in the Tmall "Double 11" pet food rankings [7] - Companies are focusing on brand building and high-end strategies to capture market share, with Petty Co. reporting a nearly 50% increase in revenue from its mid-to-high-end "Jueyan" brand [7][8] - Future strategies for companies include enhancing R&D, improving product quality, and strengthening channel capabilities to adapt to the evolving pet economy [8][9]

证券代码：301565 证券简称：中仑新材 公告编号：2025-046 中仑新材料股份有限公司 关于召开 2025 年第一次临时股东大会的通知 3、会议召开的合法、合规性：董事会召集召开本次股东大会会议符合《中 华人民共和国公司法》《中华人民共和国证券法》《深圳证券交易所创业板股票 上市规则》等有关法律、法规、规范性文件和《公司章程》等有关规定。 中仑新材料股份有限公司（以下简称"公司"）于 2025 年 9 月 12 日召开第 二届董事会第十次会议，审议通过了《关于召开 2025 年第一次临时股东大会的 议案》，定于 2025 年 9 月 29 日（星期一）14:00 召开 2025 年第一次临时股东大 会，本次会议采取现场表决与网络投票相结合的方式召开，现将本次股东大会的 有关事项公告如下： 一、召开会议的基本情况 1、股东大会届次：2025 年第一次临时股东大会 2、会议召集人：公司董事会 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 9 月 29 日 9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为 2025 ...