Core Viewpoint - Zhonglun New Materials (301565) is expanding its production capacity for polyamide 6 (PA6) and BOPA film materials, with significant investments planned for the coming years [1] Production Capacity - Current annual production capacity for PA6 slices is 145,000 tons, located in Quanzhou [1] - Total planned PA6 slice production capacity under construction is 210,000 tons per year, with 140,000 tons funded by the IPO and 70,000 tons from self-financing, expected to be operational by 2027 [1] BOPA Film Production - The company operates 14 production lines for BOPA film materials, with a total annual capacity of 145,000 tons, distributed as follows: 12 lines in Xiamen with a capacity of 105,000 tons and 2 lines in Quanzhou with a capacity of 40,000 tons [1] - The Quanzhou base plans to add 2 new production lines, totaling an additional capacity of 40,000 tons, expected to be operational in 2026 and 2027 [1] - The Indonesian project plans to construct 4 production lines with a total capacity of 90,000 tons, with the first line expected to be operational in the first half of 2026, adding 25,000 tons per year to the company's BOPA film capacity [1] - Once all domestic and international capacities are fully operational, the planned annual capacity for BOPA film will reach 275,000 tons [1]
中仑新材：公司聚酰胺6（PA6）切片当前年产能为14.5万吨