中仑新材：公司投资的BOPP膜材定位为薄型膜材，产品包括电容膜和电芯膜

Core Viewpoint - Zhonglun New Materials focuses on BOPP film materials, which are positioned as thin films with applications in film capacitors and battery electrode composite collectors [2] Group 1: Product Characteristics - The company's BOPP new energy film materials possess strong self-healing properties, high insulation resistance, low dielectric loss, high dielectric strength, high voltage resistance, high-temperature resistance, and long service life [2] - Technical requirements include high precision thickness control and strict electrical performance indicators [2] Group 2: Industry Barriers - The BOPP new energy film material industry has high entry barriers, primarily in the areas of process and material formulation technology [2] - The maturity of manufacturers' stretching processes and the uniqueness of material formulations directly impact the realization of special product properties, making core technology reserves a key competitive barrier [2]