【财经面对面】技术革新支撑“深蹲起跳” 解码“尼龙膜王”破局之道——访中仑新材董事长杨清金

Core Viewpoint - Zhonglun New Materials has emerged as a global "invisible champion" in the new membrane materials sector, focusing on innovation and R&D to enhance profitability and support domestic substitution processes [1]. Group 1: Company Growth and Market Position - Zhonglun New Materials' subsidiary, Xiamen Changsu, has maintained a global market share of over 20% in polyamide biaxially oriented films for several consecutive years [2]. - The company transitioned from a regular materials trading firm to a leader in new materials, driven by three core competencies: independent innovation, integrated supply chain operations, and global strategic layout [2]. - The company has developed a comprehensive innovation engine, launching various new special membrane materials and mastering technologies from the second to the fifth generation of membrane materials [2]. Group 2: Operational Efficiency - Zhonglun New Materials has established an integrated supply chain from upstream raw materials (PA6) to downstream functional membrane materials (BOPA), effectively reducing production costs and enhancing innovation efficiency [2]. - The proximity of BOPA production lines to PA6 production bases has created significant operational synergies, referred to as the "wall effect" [2]. Group 3: Global Expansion - The company has established production bases in Xiamen, Quanzhou, and Indonesia, with a global sales network covering over 40 countries and regions [3]. - Approximately 53.4% of the company's revenue in the first half of the year came from overseas operations, an increase of 9.2 percentage points compared to the previous year [3]. Group 4: Focus on New Energy Sector - Zhonglun New Materials is actively exploring the new energy membrane materials sector, achieving a gross margin of 51.29% for its new BOPA membrane materials, an increase of 6.35 percentage points year-on-year [4]. - The PHA lithium battery film, a key product, has significant domestic substitution potential, with the global aluminum-plastic film market expected to reach 16.07 billion yuan by 2030 [4]. Group 5: Capacity Expansion and Technological Development - The company has invested 2.5 billion yuan in a new energy membrane project, which includes several BOPP production lines that have recently commenced operations [5]. - Zhonglun New Materials has spent over 200 million yuan on R&D in the past three years, resulting in 224 patent authorizations, including 99 invention patents [6]. Group 6: Future Strategy - The company is constructing its first overseas production base in Indonesia, which is expected to become a leading BOPA production facility in Southeast Asia [7]. - Future plans include establishing production bases in Germany and other Western countries, along with a global advanced materials R&D platform to meet overseas market demands [7].