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中仑新材:公司投资的BOPP膜材定位为薄型膜材,产品包括电容膜和电芯膜
Zheng Quan Ri Bao· 2026-01-28 12:43
(文章来源:证券日报) 证券日报网1月28日讯 ,中仑新材在接受调研者提问时表示,公司投资的BOPP膜材定位为薄型膜材, 产品包括电容膜和电芯膜,下游应用领域为超薄型基膜用于薄膜电容器和电池电极复合集流体的生产制 造。公司的BOPP新能源膜材具有自愈性强、绝缘阻抗高、介质损耗小、介电强度高、耐压耐高温耐击 穿、使用寿命长等优点;技术上需满足高精度厚度控制与严格的电气性能指标。BOPP新能源膜材料行 业存在较高准入壁垒,主要体现在工艺及材料配方技术层面,厂商的拉伸工艺成熟度、材料配方的独特 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。 ...
中仑新材(301565) - 301565中仑新材投资者关系管理信息20260128
2026-01-28 09:18
证券代码: 301565 证券简称:中仑新材 中仑新材料股份有限公司 母料配方设计、性能优化形成了系统而成熟的掌握体系,还在多 种材料共混改性、精密共挤工艺方面取得重大突破,实现了材料 性能的定向提升与功能复合。 公司依托自身领先的工艺技术水平和对材料特性的充分理 解,以终端消费市场需求和发展趋势为导向,通过不同材料功能 配方调配及工艺技术的优化,在实现高质量产品交付的基础上, 进一步开发出一系列能适应多种应用场景的新型膜材,如"PHA 锂电膜""固态电池专用膜材""电容膜""电芯膜""EHA锁鲜型薄 膜""TSA秒撕型薄膜""MATT消光型薄膜"等,以满足定制化、差 异化、高端化的终端市场需求。 2、公司的固态电池BOPA专用膜材能否适应固态电池的发 展需求?公司的产品有哪些技术优势?目前业务发展状况如 何? 随着电池技术的发展,固态电池因其高能量密度、高安全性、 长循环寿命等诸多优势,被视为下一代动力电池技术的重要发展 方向。不同于传统液态电池,预计固态电池将采用软包的封装形 式。其中搭载固态电池专用BOPA膜材的软包封装方案具备更显 著的技术适配性:(1)相较于圆柱或方形电池采用的卷绕工艺, 由于无机固 ...
中仑新材:公司投资的BOPP膜材定位为超薄型的电工级膜材
Zheng Quan Ri Bao· 2025-12-12 13:40
Core Viewpoint - Zhonglun New Materials focuses on ultra-thin BOPP films for electrical applications, highlighting the significant differences between their products and general packaging films [2] Product Characteristics - The company's BOPP films are categorized as electrical-grade materials, including capacitor films and electrode films for batteries, with applications in thin film capacitors and battery electrode composite current collectors [2] - Key advantages of the BOPP new energy films include 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 - The production of BOPP films requires high precision in thickness control and adherence to strict electrical performance standards [2] - In contrast, ordinary BOPP packaging films are general-purpose materials with a typical thickness of around 20 micrometers, focusing on basic packaging protection and aesthetic display [2] Application Differences - The core characteristics of ordinary BOPP films include moderate mechanical strength, good transparency, and strong print adaptability, primarily used in food, daily necessities, and printed materials for everyday packaging scenarios [2] - There are significant differences in product positioning, core characteristics, downstream applications, and technical requirements between the company's BOPP films and general packaging films [2]