Group 1 - The core viewpoint of the article highlights that despite facing significant challenges, the company is demonstrating strategic resilience and a commitment to innovation in the BOPET industry, as evidenced by its reduced net loss forecast for the first half of 2025 [1][2][4] - The company anticipates a net loss of 140 to 155 million yuan for the first half of 2025, which represents a year-on-year reduction in losses by 6.64% to 15.67% [1] - The BOPET industry is experiencing collective difficulties, with a significant increase in production capacity leading to supply-demand imbalances and price fluctuations [2][4] Group 2 - In the first half of 2025, the BOPET industry added 246,000 tons of new capacity, bringing total capacity to 7.1956 million tons, a 3.54% increase from the end of 2024 [2] - The company reported a revenue of 5.908 billion yuan in 2024, marking an 11.70% year-on-year increase, with new materials business volume growing by 16.58% [3] - The company is focusing on technological innovation and product development, aiming to enhance quality, diversify products, and optimize structure to improve operational efficiency [4]

4月22日晚间，全球聚酯薄膜龙头企业双星新材（002585.SZ）发布财报，报告显示，2024年，公司实现 营业收入59.08亿元，同比增长11.70%，增速显著高于行业平均水平；单四季度营业收入15.75亿元，同 比增长14.54%，表现出较好的增长态势。 2025年第一季度，公司实现营业收入13.82亿元，毛利率开始转正，净利润实现较大幅度减亏，业绩迎 来较大改善，在行业深度调整中彰显龙头韧性。 面对2024年全年新增80.5万吨产能冲击、普通膜价格跌破近五年低点的严峻形势，双星新材依托光学材 料、新能源材料等五大板块协同发力，以技术破局、以多元化布局有效抚平市场波动，为转型升级注入 强心剂。 产业链协同与技术创新是双星新材穿越周期的重要抓手。作为国内少数构建"原料-基材-膜片"全产业链 一体化布局的企业，公司自主研发的高性能纳米母粒、光学基材等核心技术打破海外垄断，并为MLCC 离型膜、偏光片保护膜等高端材料国产化以及新技术产品创新开发奠定基石。 目前，双星新材MLCC离型膜已成功导入三环集团供应链，并加速拓展国内外头部客户；复合集流体项 目在首单交付后快速推进产能建设，目前已具备量产条件，有望抢占新能 ...