ZhongLun New Materials (301565.SZ) recently stated during a reception for institutional investors that China is an important producer of BOPA films and possesses strong international competitiveness in the field. Due to BOPA films being relatively high-end, they have a high technical, capital, and customer resource threshold, resulting in relatively few small and medium-sized manufacturers. Globally, the main companies that have direct competition with the company are Cangzhou Mingzhu, Yuncheng Plastics, FSPG hi-tech, UniKo, Xiaoxing Chemical, and A.J. Plast. According to data from the China Packaging Federation, an industry self-regulatory organization, the company has a global market share of 20% and a domestic market share of 36% in the BOPA film field, making it the leader in the domestic functional BOPA film market.
At present, the company has formed core competitiveness in research and development capabilities, technological levels, brand influence, and the integration of the industrial chain. The main manifestations are: (1) leading research and development capabilities, (2) production scale and technological advantages, (3) customized production, (4) integration of the industrial chain, and (5) a perfect global sales network.