证券日报网12月11日讯 中仑新材（301565）在回答调研者提问时表示，BOPP新能源膜材核心原材料为 电工级聚丙烯，当前国内电工级聚丙烯树脂国产化率仍处于较低水平，国内大型化工企业仍在推进电工 级聚丙烯树脂生产制备的技术攻坚工作。基于当前市场供给格局，公司主要向北欧化工、大韩油化、新 加坡TPC等海外供应商采购电工级聚丙烯原料。BOPP电容膜行业存在较高准入壁垒，主要体现在两方 面：一是原材料层面，聚丙烯树脂的品质差异直接决定产成品性能，优质原料的获取难度形成基础壁 垒；二是生产技术层面，厂商的拉伸工艺成熟度、母料配方的独特性直接影响产品特殊性能的实现，核 心技术储备构成关键竞争壁垒。 ...

Group 1 - The petrochemical industry is referred to as the "mother of industries," significantly impacting various sectors from daily life to national defense and aerospace [1] - China's petrochemical enterprises are actively responding to the national innovation-driven development strategy, focusing on "oil transformation," "oil to specialty," and "reducing oil while increasing chemicals" [1] - Breakthroughs in key materials have been achieved, including high-performance synthetic resins, specialty rubbers, high-end fiber materials, and electronic chemicals, leading to domestic substitution of previously imported products [1] Group 2 - In 2024, China's chemical new materials industry is projected to reach a scale of $165.6 billion, having grown 3.4 times over the past decade, accounting for 36.4% of global output [1] - Despite significant achievements in high-end new materials, challenges remain, particularly in the olefin industry chain, where China still relies on imports for polyethylene (PE), ethylene glycol, and styrene [2] - In 2024, China's net import volume of polyethylene is expected to reach 13.03 million tons, with a dependency rate of 33% [2]