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中仑新材(301565.SZ):超薄型膜产品已实现成功生产,目前正处于下游客户验证流程中
Ge Long Hui· 2025-12-12 11:15
Core Viewpoint - The company has successfully launched its first BOPP film production line and is progressing with its second line, focusing on thin and ultra-thin film products [1] Production Progress - The first BOPP film production line commenced operations in November 2025, with the second line expected to start in the second half of 2026 [1] - The first line has achieved stable mass production of BOPP capacitor film products in various thicknesses, with thin film products having completed customer validation and entered mass delivery [1] - Ultra-thin film products have been successfully produced and are currently undergoing customer validation [1] Production Capacity - Each production line is projected to have an annual capacity of approximately 2,400 tons, depending on the product thickness [1] - The overall project plans to construct nine production lines, with the initial phase involving the launch of two lines, and subsequent lines to be developed based on market demand [1]