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]
中仑新材：主要向北欧化工、大韩油化、新加坡TPC等海外供应商采购电工级聚丙烯原料