Core Insights - Zhonglun New Materials has officially entered the high-tech and high-barrier new energy capacitor film sector with the launch of its new generation BOPP capacitor film product, marking a significant step in enhancing China's self-supply capability of key raw materials for the new energy industry [1][2] Group 1: Product Development and Market Position - Zhonglun New Materials is the world's largest BOPA supplier, holding over 20% of the global market share for several consecutive years [2] - The newly launched BOPP production line is the widest in the field of ultra-thin capacitor films at 6.4 meters, featuring advanced automation and energy efficiency, positioning the company as a leader in this niche market [2] - The total investment for the new project is 2.5 billion yuan, covering an area of 134,400 square meters, focusing on the R&D and mass production of ultra-thin capacitor films and composite collector base films [2] Group 2: Market Demand and Future Prospects - The ultra-thin capacitor film market is expected to experience explosive growth, with the market size for China's automotive film capacitors projected to increase from 5.6 billion yuan in 2024 to 12.7 billion yuan by 2029 [3] - The company has received multiple intention orders from downstream customers, indicating successful commercialization of its high-function capacitor film and addressing the supply gap in the high-end capacitor film market [3] - Zhonglun New Materials is actively pursuing further production line layouts and key technology advancements, with plans to expand into critical materials for solid-state batteries, artificial intelligence, high-end medical applications, and humanoid robots [3]
中仑新材新能源膜材项目投产 “高精尖”新赛道跑出加速度