编号：2026-004 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他 | | 参与单位名称及 | 中金公司 傅铠铭、俞芳、徐啸天 | | 人员姓名 | 象屿创投 肖翔、刘荣 | | 时间 | 2026年3月2日 | | 地点 | 福建省厦门市海沧区翁角路268-1号 | | 上市公司接待人 员姓名 | 董事会秘书 马彬惠 | | | 1、公司在BOPA行业的生产和研发积累了哪些技术优势？ | | | 经过多年深耕与发展，公司已积淀形成深厚的技术优势：工 艺技术方面，公司是全球极少数同时成熟掌握机械分步拉伸、机 | | | 械同步拉伸以及磁悬浮线性电机同步拉伸工艺的厂商，多种生产 | | | 技术组合可针对下游客户的定制化需求进行柔性切换。上述技术 | | 投资者关系活动 | 使公司在双向拉伸薄膜领域具备显著技术优势。公司凭借丰厚的 | | 主要内容介绍 | 技术储备，能够持续在新材料领域挖掘高附加值、高技术壁垒的 | | | 高功能性膜材，以技术驱动 ...

Group 1 - The core viewpoint of the article highlights that major transformer manufacturers are operating at full capacity and have production schedules extending to 2027, indicating strong demand in the industry [2] - The company, Dazhongnan (002263.SZ), responded to an investor inquiry about the production capacity, sales volume, profit margins, and production line utilization of its capacitor film, stating that its subsidiary, Ningbo Wanxiang, has limited capacity but is currently performing well in terms of sales [2] - The company advised investors to refer to its 2025 annual report for specific data regarding production and sales figures [2]

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]

Group 1: Technical Advantages in BOPA Industry - The company has developed significant technical advantages in the BOPA industry, mastering multiple production techniques including mechanical stretching and magnetic levitation linear motor stretching, allowing for flexible customization to meet downstream client needs [1] - The company has established a comprehensive system for masterbatch formulation design and performance optimization, achieving breakthroughs in material blending and co-extrusion processes, enhancing material performance and functionality [2] Group 2: Solid-State Battery BOPA Film Material - The company's solid-state battery BOPA film material is well-suited for the development needs of solid-state batteries, offering advantages such as high energy density, safety, and long cycle life [3] - The soft-pack encapsulation solution using the company's BOPA film material is highly compatible with solid-state battery technology, addressing challenges related to flexibility and internal stress management [3] - The company’s subsidiary, Xiamen Changsu, pioneered the solid-state battery BOPA film material and has collaborated with industry partners to establish standards for aluminum-plastic composite films used in solid-state batteries [4] Group 3: Expansion in Indonesia - The company is establishing a high-performance membrane material project in Indonesia to address capacity bottlenecks and meet growing downstream demand across various sectors [5] - The Indonesian production base offers strategic advantages, including proximity to key markets and favorable tariff policies, enhancing the company's global competitiveness and risk management [5] - The project includes two phases with a total planned capacity of 90,000 tons per year, with the first production line already operational, adding 25,000 tons of overseas capacity [6] Group 4: BOPP Film Production Progress - The first BOPP film production line was launched in November 2025, with a second line expected to be operational in the second half of 2026, focusing on thin and ultra-thin film products [7] - The BOPP film products are positioned for applications in thin film capacitors and battery electrode manufacturing, featuring high self-healing properties and stringent electrical performance standards [7] - The BOPP film industry has high entry barriers due to the technical complexity of production processes and material formulations, which are critical for achieving unique product characteristics [7]

（编辑 王雪儿） 证券日报网讯 1月22日，大东南在互动平台回答投资者提问时表示，公司子公司宁波万象生产的电容膜 用于特高压，将会产生积极影响。公司电容膜系国家单项冠军，在特高压电容膜领域的国内市场份额占 比约三分之一。 ...

（文章来源：证券日报） 证券日报网讯 1月14日，大东南在互动平台回答投资者提问时表示，公司子公司宁波万象生产的电容膜 产品在检测数据方面和进口薄膜相当。公司无受制于进口日本的产品。 ...

Group 1 - The core viewpoint of the article is that the company's subsidiary, Ningbo Wanxiang, produces capacitor film products that are comparable to imported films in terms of testing data, indicating no reliance on imported products from Japan [1] Group 2 - The company has confirmed that it is not constrained by the importation of Japanese products, which may suggest a competitive advantage in the domestic market [1]

Group 1 - The company, Dazhongnan (002263.SZ), has indicated the potential to supply capacitor films for the aerospace sector in the future [1]

格隆汇1月7日丨大东南(002263.SZ)在投资者互动平台表示，新能源汽车的繁荣将对整个电容膜产业都 有促进推进作用。公司的电容膜产品可用于新能源汽车。 ...

大东南（002263.SZ）12月26日在投资者互动平台表示，公司电容膜因前期设备定制、到货时间、安装 调试时间等因素考虑暂不新增生产线。目前电容膜主要发展方向是纵向延伸产业链，从原材料、基膜、 镀膜实现全产业链，提升产品毛利率。 每经AI快讯，有投资者在投资者互动平台提问：公司一直说电容膜技术处于行业领先，但产能不足， 那公司为什么不新增生产线？ （文章来源：每日经济新闻） ...