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中仑新材(301565.SZ)：公司是基材的提供商，并不与比亚迪、宁德时代产生直接的业务往来

Zhonglun New Material (301565.SZ): The company is a provider of materials and does not have direct business dealings with BYD company limited or contemporary amperex technology.

Gelonghui Finance ·  Sep 9 03:43

Gelonghui September 9 | Zhonglun New Materials (301565.SZ) said on the investor interactive platform that the company is a supplier of base materials and does not have direct business dealings with the BYD and Ningde era. The company's direct downstream customers of PHA lithium film products are mainly aluminum-plastic film manufacturers, such as Putailai and Zijiang Group. The aluminum-plastic film manufactured by aluminum-plastic film manufacturers is then sold to battery manufacturers. Currently, the company is a major supplier of nylon layers for aluminum-plastic films other than Japanese manufacturers. The company is closely following the latest developments in the solid-state battery industry. According to industry consensus, the high-safety development trend of semi-solid-state batteries and all-solid-state batteries has been determined quite a bit. From a technical point of view, aluminum-plastic film is better suited for solid state batteries and semi-solid state battery modules. In the future, with the rapid development of China's new energy vehicles and electrochemical energy storage industries, China's soft-pack lithium battery shipments are expected to continue to grow. As a key packaging material, market demand for aluminum-plastic film is also expected to grow at the same time, thus driving the growth in market demand for BOPA films in this field.

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