Core Viewpoint - The company Zhonglun New Materials (301565) is expanding its production capacity for polyamide 6 (PA6) slices, with a current annual capacity of 145,000 tons and plans for an additional 210,000 tons by 2027, supported by both IPO funding and self-financing [1] Company Summary - Current annual production capacity for PA6 slices is 145,000 tons, located in Quanzhou [1] - The company has a total of 210,000 tons per year of PA6 slice capacity under construction, with 140,000 tons funded by the IPO and 70,000 tons from self-financing [1] - The new capacity is expected to be operational by 2027 [1] Industry Summary - The industry has reached a consensus on "anti-involution," leading to a positive development trend [1] - The company's ability to pass on costs to downstream sectors is enhanced by the raw material "anti-involution" consensus, which is expected to improve profitability [1]
中仑新材：聚酰胺6（PA6）切片当前年产能为14.5万吨