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 ...

证券代码：301565 证券简称：中仑新材 公告编号：2026-004 中仑新材料股份有限公司 关于股东减持计划实施完成的公告 公司股东 Strait Co, Ltd.保证向本公司提供的信息内容真实、准确、完整、没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 中仑新材料股份有限公司（以下简称"公司"）于 2025 年 12 月 17 日披露 了《关于公司股东减持股份的预披露公告》（公告编号：2025-057）。持有公司 股份 38,999,700 股（占公司总股本比例 9.750%）的股东 Strait Co, Ltd.（以 下简称"Strait"）计划在该公告披露之日起 15 个交易日后的 90 个自然日内以 集中竞价交易和大宗交易的方式减持公司股份合计不超过公司总股本的 2.000%， 即不超过 8,000,200 股，且任意连续 90 个自然日内通过集中竞价交易减持股份 总数量不超过公司总股本的 1.000%，即不超过 4,000,100 股。 近日公司收到股东 Strait 出具的《关于股份减持计划实施情况的告知函》， 本次减持计划实施完成， ...

证券代码：301565 证券简称：中仑新材 公告编号：2026-003 中仑新材料股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1.本次权益变动为 Strait Co, Ltd.（以下简称"Strait"）按照之前已披 露的股份减持计划进行减持，不触及要约收购。 2.本次权益变动不会导致中仑新材料股份有限公司（以下简称"公司"）控 股股东、实际控制人发生变化，不会对公司治理结构及未来持续经营产生重大影 响。 3.本次权益变动后，Strait 持有公司股份数量从 35,974,700 股下降至 31,939,600 股，持有股份比例从 8.99%下降至 7.98%，股东持股比例触及公司总 股本 1%的整数倍。 一、本次权益变动基本情况 公司于 2025 年 12 月 17 日在巨潮资讯网（www.cninfo.com.cn）上披露了《关 于公司股东减持股份的预披露公告》（公告编号：2025-057），持有公司股份 38,999,700 股（占公司总股本比例 9.75%）的股东 ...

Group 1: Solid-State Battery BOPA Film Material - The company has made significant progress in its solid-state battery specialized BOPA film material, which is seen as a key development direction for next-generation power battery technology due to its high energy density, safety, and long cycle life [1][2] - The BOPA film material offers several technical advantages, including better adaptability for soft-pack packaging, which is essential for solid-state batteries that cannot be wound due to the rigidity of the inorganic solid electrolyte [1][2] - The aluminum-plastic film's high ductility can accommodate the expansion and contraction of lithium ions, reducing the risk of electrolyte layer rupture or interface separation, which is a challenge for hard-shell packaging [1][2] Group 2: PHA Lithium Battery Film Product Advantages - The PHA lithium battery film serves as the outer layer of aluminum-plastic film, providing essential protection against external impacts, pressure, and friction, thus ensuring the safety of internal components [3] - The company is a major supplier of nylon layers for aluminum-plastic films, excluding Japanese manufacturers, highlighting its competitive position in the market [3] Group 3: Core Competitive Advantages - The company possesses deep R&D reserves and cutting-edge technological innovations, with a strong focus on product leadership, scale, integration, global layout, and brand influence [4][5] - It is one of the few manufacturers globally that has mastered multiple stretching processes, which enhances its competitive edge in material technology [4][5] - The company has established a vertically integrated supply chain, ensuring stable core raw material supply and optimizing product performance through direct R&D collaboration [5] Group 4: International Market Expansion - The company has strategically established a professional overseas marketing team, focusing on Southeast Asia, India, and Europe, to enhance its global market presence [6] - The company has gained significant market share internationally, with its products well-received by overseas customers, supported by the establishment of a strategic customer network [6] Group 5: Investment in Indonesia - The company is investing in a high-performance film material project in Indonesia to address production capacity bottlenecks and meet growing downstream demand across various sectors [7] - 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/year of overseas capacity [7] - The investment in Indonesia is also aimed at mitigating supply chain risks and enhancing global competitiveness through favorable trade policies [7] Group 6: BOPP Film Production Progress - The first BOPP new energy film production line was officially launched in November 2025, with the second line expected to be operational in the second half of 2026 [7] - The first line has successfully achieved stable mass production of BOPP capacitor film products of varying thicknesses, with a single line annual capacity of approximately 2,400 tons [7]

证券日报网讯1月20日，中仑新材（301565）在互动平台回答投资者提问时表示，截至2026年1月10日， 公司股东人数为17470户。 ...

Summary of Key Points Core Viewpoint - On January 16, Zhonglun New Materials conducted a block trade of 960,000 shares, amounting to 20.56 million yuan, which represented 12.14% of the total trading volume for the day. The transaction price was 21.42 yuan, reflecting a discount of 16.23% compared to the market closing price of 25.57 yuan [1]. Group 1: Transaction Details - The block trade involved a total of 960,000 shares at a price of 21.42 yuan per share [1]. - The total transaction value was 20.56 million yuan [1]. - The transaction accounted for 12.14% of the total trading volume on that day [1]. Group 2: Trading Participants - The buyer was identified as an institutional entity, with multiple transactions recorded from various brokerage firms [2]. - Notable brokerage firms involved in the selling side included Guotai Junan Securities and CITIC Securities, among others [2]. - The trading volume was distributed across several transactions, with varying amounts and values from different brokerage firms [2].

证券代码：301565 证券简称：中仑新材 公告编号：2026-002 中仑新材料股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的提示性公告 公司股东 Strait Co, Ltd.保证向本公司提供的信息内容真实、准确、完整、没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1.本次权益变动为 Strait Co, Ltd.（以下简称"Strait"）按照之前已披 露的股份减持计划进行减持，不触及要约收购。 2.本次权益变动不会导致中仑新材料股份有限公司（以下简称"公司"）控 股股东、实际控制人发生变化，不会对公司治理结构及未来持续经营产生重大影 响。 3.本次权益变动后，Strait 持有公司股份数量从 38,999,700 股下降至 35,974,700 股，持有股份比例从 9.75%下降至 8.99%，股东持股比例触及公司总 股本 1%的整数倍。 一、本次权益变动基本情况 公司于 2025 年 12 月 17 日在巨潮资讯网（www.cninfo.com.cn）上披露了《关 于公司股东减持股 ...

Core Insights - The pet industry in China is projected to exceed 500 billion yuan by 2025, marking a significant transformation from a purely economic sector to a social ecosystem [2] - The main consumer group is shifting from the "90s generation" to the "00s generation," which is growing at a rate 21 percentage points higher, while the "silver-haired" demographic will also play a crucial role in the next decade [2] - The emotional connection between pets and owners is becoming a driving force in the industry, moving from pets as mere property to being considered family members [2] - Government policies are increasingly integrating the pet economy into urban development plans, indicating a shift from spontaneous market growth to a more structured and policy-driven approach [2] Section 1: Sharp Insights into the Pet Industry - The illusion of a market ceiling at 811.4 billion yuan creates a false sense of prosperity, as the real challenge lies in transitioning from "new pet ownership" to "refined care" [6] - The "Z generation" is seen as the fastest-growing consumer group, but their actual purchasing power is limited, making them more of future influencers than current spenders [6] - The "silver-haired gold mine" is expected to be the most significant source of growth in the pet industry over the next 5-10 years, as this demographic has both the financial means and emotional needs for pet companionship [6] - The concept of "emotional tax" is emerging, where spending on pets is viewed as fulfilling emotional needs rather than mere expenses [7] - The shift from impulsive pet ownership to responsible consumption is driven by rising abandonment rates, leading to a more thoughtful approach to pet care [9] - The "it economy" is showing resilience during economic downturns, but non-essential pet products may face cuts first [9] - "Pet-friendly" policies are becoming essential for businesses, with a focus on creating harmonious environments for pets and their owners [9] - The trend of "personalization" in pet products is evolving, moving towards unique offerings based on individual pet characteristics [9] Section 2: Product Innovation and Supply Chain Dynamics - The competition in functional pet food is intensifying, with many players in the market, making it crucial to base claims on verifiable clinical data [11] - The "fresh meat" segment is entering a critical phase where supply chain efficiency will determine market success [11] - The rise of "baked food" is creating a competitive landscape focused on ingredient quality and scientific formulation [11] - Freeze-dried snacks are transitioning from luxury items to staple foods, reshaping consumer perceptions of pet food value [13] - The "clean label" movement is facing trust issues due to the lack of standardized definitions for terms like "natural" and "no additives" [12] - Pet snacks are becoming a significant part of the diet, with specific functional benefits [15] - The demand for smart pet products is growing, but they must address real pain points to move beyond novelty [16] - Design is becoming a critical factor in pet product success, with aesthetically pleasing items gaining popularity [17] Section 3: Market Trends and Consumer Behavior - The trend of celebrating pets' birthdays and purchasing themed products is becoming a new norm, with significant growth in related consumer behavior [21] - Multi-pet households are becoming the norm, driving demand for specialized products [42] - Pet health management is shifting towards proactive prevention, with a growing number of pet owners regularly providing supplements [43] - The "humanization" of pets is deepening, with owners increasingly investing in their pets' fashion and social presence [44] - Exotic pet ownership is rising among younger generations, reflecting a desire for unique social expressions [45] Section 4: Best Innovative Brands in the Pet Industry - The report will highlight 50 brands excelling in product breakthroughs, innovative business models, technological applications, design aesthetics, and social responsibility [23][24] - Each brand will be evaluated based on its core innovations, representative products, and industry impact [24]

中仑新材料股份有限公司 关于公司及子公司为全资三级子公司提供担保的进展公告 证券代码：301565 证券简称：中仑新材 公告编号：2026-001 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、担保情况概述 （一）担保的基本情况 （1）中仑新材料股份有限公司（以下简称"中仑新材"、"公司"）与厦 门银行股份有限公司（以下简称"厦门银行"）签署了《最高额保证合同》。公 司以连带责任保证方式为公司全资三级子公司 PT Changsu Industrial Indonesia （中文名称：印尼长塑实业有限公司，以下简称"印尼长塑"、"债务人"）于 2026 年 1 月 7 日与厦门银行签订的《授信额度协议（2025 年 11 月）》（编号： DGSX2025120901）提供最高额为 7,500 万元的连带责任保证。 （2）公司全资子公司厦门长塑实业有限公司（以下简称"厦门长塑"）与 中国工商银行股份有限公司厦门东区支行（以下简称"工行厦门东区支行"）签 署了《最高额保证合同》（编号：0410000238-2026 年东区(保)字 0001 号）。 厦门长塑以 ...

Group 1 - The core point of the article is that Zhonglun New Materials (301565) announced its external guarantee amounts, which total RMB 950 million, accounting for 40.48% of the company's latest audited net assets [1] - The total balance of external guarantees provided by the company and its subsidiaries is RMB 400 million, representing 17.04% of the latest audited net assets [1] - The company and its subsidiaries have no overdue external guarantees, no guarantees involved in litigation, and no guarantees that could result in losses due to adverse judgments [1]