新华财经|薄如蝉翼、坚如铠甲 一片薄膜如何守护新能源电池安全线

Group 1 - The core component of electric vehicles, lithium batteries, is protected by a nylon material known as PHA lithium film, which is only 15 microns thick but offers excellent protection during extreme conditions like collisions [1] - The PHA lithium film produced by Zhonglun New Materials Co., Ltd. has superior tensile, impact, and puncture resistance, with a puncture strength of up to 20 Newtons, more than double that of conventional materials [1] - Compared to traditional metal materials, PHA lithium film is lighter and more flexible, which can effectively enhance battery capacity and extend the range of electric vehicles or standby time of devices [1] Group 2 - According to third-party research firm EVTank, global aluminum-plastic film shipments are expected to reach 450 million square meters in 2024 and grow to approximately 1.4 billion square meters by 2030, corresponding to a market size of 16.07 billion yuan [2] - The domestic aluminum-plastic film localization rate in China is about 60.3%, indicating significant room for improvement [2] - Zhonglun New Materials has achieved a gross margin of over 50% for its new BOPA film materials as of the first half of this year, with the PHA lithium film being the main profit contributor [2] Group 3 - The company has successfully developed a solid-state battery-specific BOPA film called uPHA, which provides key domestic raw material support for the large-scale industrialization of solid-state batteries [2] - Zhonglun New Materials also offers a variety of specialty functional films, such as EHA fresh-keeping film, which has significantly improved oxygen barrier properties to extend food shelf life [2][3] - The company’s biodegradable film material BOPLA can decompose into water and carbon dioxide within three months under industrial composting conditions, demonstrating its environmental friendliness [3]