Core Viewpoint - The company, Zhonglun New Materials (301565.SZ), emphasizes the critical role of aluminum-plastic film as a key packaging material for soft-pack lithium batteries, with its PHA lithium film serving as the outer layer, providing essential protection against external impacts and stresses [1] Group 1: Product and Technology - The PHA lithium film is described as the "armor" of soft-pack lithium batteries, designed to protect core components such as electrodes and electrolytes from external forces [1] - The company is currently the main supplier of nylon layers for aluminum-plastic films, excluding Japanese manufacturers [1] - The company has successfully developed a specialized BOPA film for solid-state batteries and is actively involved in drafting the industry standard for aluminum-plastic composite films for solid-state batteries, set to be implemented by September 2025 [1] Group 2: Industry Collaboration and Standards - The company is collaborating with various industry partners, including aluminum-plastic film manufacturers, power battery companies, and vehicle manufacturers, to establish the industry standard for solid-state battery packaging [1] - The standard, titled T/SHPTA 137-2025, has been published and is now in effect, indicating the company's proactive approach in the solid-state battery sector [1] - The company is closely monitoring the industrialization process of solid-state batteries while simultaneously advancing its specialized film business [1]
中仑新材(301565.SZ)：目前公司正紧密跟踪固态电池产业化进程，同步推进固态电池专用膜材的业务拓展