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Zhonglun New Materials (301565.SZ): The terminal consumer brands in collaboration include Shuanghui Foods, Anjoy Foods Group, etc.
On December 18, Gelonghui reported that Zhonglun New Material (301565.SZ) stated on the investor interaction platform that the company's functional film product BOPA is used in Pre-Cooked Food packaging. Due to the high requirements for the safety, freshness, and Transportation of the food contents in new consumer products, such as Pre-Cooked Food, more functional film products are generally used as external packaging materials. The main application fields of the company's functional films are in food, daily chemicals, and other CSI Consumer 360 index scenarios. Partnering end consumer brands include Shuanghui Foods, Anjoy Foods Group, and others.
Express News | Zhonglun New Materials: The new energy fund membrane material project is progressing steadily, and production capacity is expected to be released next year.
Zhonglun New Materials (301565.SZ): As of now, the total production capacity of BOPA is approximately 0.125 million tons.
Gelonghui December 6th | Zhonglun New Materials (301565.SZ) stated in recent investor relations activities that as of now, the total BOPA production capacity is approximately 0.125 million tons, mainly located in Xiamen and Quanzhou bases, with the upstream raw materials mainly located in the Quanzhou base. The distribution of incremental production capacity in the next two years is as follows: domestically, BOPA film material temporarily plans 2 production lines, expected to start production next year and the following year; in the Indonesian base, BOPA film material temporarily plans 2 production lines, expected to start production next year and the following year; new energy film material temporarily plans 2 production lines, expected to start production next year and the following year.
Zhonglun New Materials (301565.SZ): Currently, the company is in a leading position in the functional BOPA film material field, with a global market share of approximately 20%.
Gelonghui, December 6 - Zhonglun New Materials (301565.SZ) stated in a recent investor relations activity that the company currently holds a leading position in the functional BOPA film material sector, with a global market share of approximately 20%. Its products are sold to multiple countries and regions around the world, having developed into a global supply chain for functional film materials.
Currently, Zhonglun New Materials (301565.SZ) has about 30%-40% of its revenue coming from overseas business, which is primarily settled in US dollars.
Gelonghui December 6th: Zhonglun New Materials (301565.SZ) stated in the investor relations that the company values global market layout. Currently, the overseas business revenue accounts for about 30%-40% of the total, with overseas business mainly settled in US dollars. Without considering other factors, the depreciation of RMB has a certain positive impact on the company's financial indicators. However, the company's profit mainly comes from its own operation management, research and development innovation, and product competitiveness improvement. The company will continue to monitor exchange rate changes, formulate reasonable and effective measures according to actual situations, adjust operational decisions in a timely manner, focus on the main business, and continuously strengthen its industry leadership position.
Zhonglun New Materials (301565.SZ): Actively laying out the application of the company's film products in the new energy fund field, including solid state batteries.
On November 28, Gelonghui reported that Zhonglun New Materials (301565.SZ) announced that its product PHA lithium battery membrane is made from nylon layer materials for aluminum-plastic membranes in soft-pack lithium batteries, with downstream direct customers mainly being manufacturers of aluminum-plastic membranes, such as shanghai putailai new energy technology and Zijiang New Materials. Currently, the company is the main supplier of nylon layers for aluminum-plastic membranes, aside from japanese manufacturers. Aluminum-plastic membranes can be widely applied in 3C, energy storage, and power batteries, and can also be used in solid state/ semi-solid state batteries. The country is currently actively encouraging R&D of solid state batteries, and the trend toward industrialization is clear. From a technical perspective, soft packaging has good adaptability to solid structures, enhancing the energy density and achieving lightweight.
