康辉新材作为高品质聚酯薄膜、锂电池隔膜及工程塑料的主要生产商，其生产的锂离子电池隔膜、复合 集流体基膜、改性塑料粒子等产品，均通过国际汽车质量管理体系认证，主要用于新能源汽车动力系 统。高透低雾窗膜，窗膜用在线离型膜、车衣用哑光基膜、MLCC离型基膜、偏光片基膜、OCA离型基 膜等，以及多种PBT改性塑料，锂电池隔膜生产中的干法基膜/湿法基膜、多种涂覆膜产品，均具备服 务汽车产业的资质与能力。 近日，恒力集团旗下江苏恒力化纤股份有限公司、江苏康辉新材料科技有限公司相继取得IATF 16949:2016汽车质量管理体系认证，标志着其车用纤维与新材料产品正式获得进入全球汽车供应链 的"入场券"。 IATF16949:2016是全球通用的汽车行业质量管理标准，对企业在产品设计、生产制造、供应链管理等各 个环节提出严苛要求，被视为汽车原材料供应商的核心资质。恒力集团长期以来高度重视质量管理体系 建设，持续推进产品高端化与产业升级，旗下化纤、聚酯新材料的核心子公司均已获得该项认证。 在车用纤维方面，恒力化纤围绕"民用丝多功能化，工业丝高性能化"的战略方向，加速推进纤维产品的 高端化升级，已构建起覆盖汽车安全、汽车内饰、 ...

Core Viewpoint - The launch of Zhonglun New Material's new high-performance capacitor film marks its entry into the high-tech field of new energy capacitor films, indicating a significant strategic expansion from BOPA to BOPP, which is crucial for the company's growth trajectory [2][3]. Group 1: New Market Opportunity - Zhonglun New Material's core product, the Long Plastic High-Function Capacitor Film, targets the critical material for the new energy industry: high-end ultra-thin capacitor films, essential for high-end film capacitors [3]. - The global film capacitor market is projected to grow at a CAGR of 14.9% from 2024 to 2029, reaching over 48.5 billion yuan by 2029, while the supply side shows a dichotomy with traditional capacitor films facing oversupply and high-end ultra-thin films experiencing a supply shortage [3][5]. - The rapid growth in demand for film capacitors, particularly in the electric vehicle sector, is expected to drive the market for film capacitors in China to 12.7 billion yuan by 2029, with a CAGR of 17.78% from 2024 to 2029 [5]. Group 2: Technological Barriers - The ultra-thin capacitor film market has high technical barriers, with few domestic companies capable of large-scale production, primarily due to the complexity of the biaxial stretching technology required for mass production [6][8]. - Zhonglun New Material's production line, with a width of 6.4 meters, is the largest in the new energy ultra-thin capacitor film sector, indicating significant technical challenges and capabilities [6][8]. - The company possesses over 200 core patents and has developed advanced technologies, including the fifth-generation low-carbon biaxial stretching technology, which enhances product performance and energy efficiency [8][9]. Group 3: Strategic Partnerships - Zhonglun New Material has established strong relationships with leading downstream companies in the film capacitor sector, facilitating a robust supply chain for its new products [9][10]. - The successful launch of the Long Plastic High-Function Capacitor Film has already resulted in multiple orders from downstream clients, indicating a strong market demand and the ability to fill the supply gap for high-end capacitor films [9][10]. Group 4: Future Growth Potential - The production of the Long Plastic High-Function Capacitor Film is just the beginning, as Zhonglun New Material plans to establish several world-class production lines for advanced membrane products [11]. - The composite current collector base film market is expected to grow significantly, with a projected CAGR of 45.2% from 2025 to 2029, indicating vast opportunities in the energy storage and battery sectors [12]. - The company aims to capture market opportunities in the emerging new energy sector, which is expected to triple in size from 2025 to 2035, positioning itself as a leader in high-end new energy materials [12][13].

Core Viewpoint - The speech by Zhang Guoping, Chairman of Shenda Group, emphasizes the importance of innovation and ecological synergy in constructing new growth poles for the new energy materials industry, particularly in the context of China's "dual carbon" strategy [3]. Group 1: Industry Insights - Under the "dual carbon" strategy, composite current collectors and base films are identified as key materials for new energy batteries, currently at a critical juncture for technological breakthroughs and market explosion [3]. - Composite current collectors utilize a metal-polymer composite structure to effectively address issues such as puncture susceptibility and high energy consumption associated with traditional copper and aluminum foils [3]. - Innovations in composite current collector technology focus on dual breakthroughs in materials and processes, enhancing battery energy density and extending cycle life [3]. Group 2: Company Developments - Shenda Group has invested in two major projects in the composite current collector field, namely Yangzhou Nali and Yangzhou Boheng, each with investments exceeding 10 billion yuan [3]. - Yangzhou Nali, established in January 2022, has over 1,300 patents and produces new composite current collector products that fill domestic and international technological gaps [4]. - Yangzhou Boheng, founded in September 2022 with a total investment of 10.6 billion yuan, focuses on new energy composite current collector base films and high-end optical films, having formed strategic partnerships with leading domestic and international enterprises [4].

在全球新能源产业竞逐固态电池这一"黄金赛道"的关键时刻，中国新材料企业再次实现关键突破。近日，中仑 新材（301565.SZ）对外宣布，旗下长塑实业成功研发出固态电池专用BOPA（双向拉伸聚酰胺薄膜），这在行 业尚属首例。 尼龙膜王，破解固态电池"材料密码" 作为功能性薄膜材料领域的领军企业，中仑新材凭借"PA6-BOPA"一体化产业链布局，已在全球BOPA市场占据 超20%份额。此次固态电池专用BOPA的突破，不仅延续了其"尼龙膜王"的技术统治力，更在新能源核心材料 领域实现重要跨越。 与传统动力电池相比，固态电池采用固态电解质，不易自燃，热稳定性极高，极大降低了电池起火、爆炸风 险，其能量密度跃升至400-1000Wh/kg，续航能力提升1.5-3倍。这些优势使其成为突破新能源动力电池续航与 安全瓶颈的"终极方案"，吸引全球主流车企加速布局：包括比亚迪、广汽等国内厂商，以及大众、宝马等国际 巨头均公布了全固态电池装车时间表，多家车企计划于2027年前后推出搭载全固态电池的车型。 然而产业化进程仍面临材料技术、生产工艺与成本控制三重挑战。其中封装材料作为电池"铠甲"，负责抵御外 力的冲击、挤压和摩擦，保护电 ...