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Zhonglun New Materials: 2024 Semi-Annual Report
Zhonglun New Materials: Summary of the 2024 Semi-Annual Report
Zhonglun New Materials (301565.SZ): The product can be applied to AI glasses.
Zhonglun New Materials (301565.SZ) stated on the investor interaction platform on August 20 that the company's products can be applied to AI glasses. The company's product PHA lithium film is mainly used in aluminum-plastic packaging film for soft-pack lithium batteries, which has been widely used in 3C consumer electronics products, including smart phones, wearable devices, and so on. As a wearable technology, AI glasses integrate a variety of intelligent functions, such as speech recognition, augmented reality (AR), health monitoring, etc., which cannot be achieved without power support. Soft-pack lithium batteries, with their advantages of high energy density, long cycle life, and so on, have become the power source for AI glasses.
Zhonglun New Materials (301565.SZ): the existing products have not yet been applied to the electrical utilities system.
Zhonglun New Materials (301565.SZ) stated on the investor platform that the company's current products have not been applied to electrical utilities. The ultra-thin new energy film material, which has been included in the company's investment plan, is one of the application directions as a base film for thin film capacitors. Thin film capacitors are widely used in many industries, such as home appliances, communications, power grids, rail transportation, industrial control, lighting, and new energy (photovoltaic, energy storage, wind power, new energy vehicles).
Zhonglun New Materials (301565.SZ): the products have not yet been applied in the commercial aerospace field.
On July 30th, Gelonhui reported that Zhonglun New Materials (301565.SZ) has not yet applied its products in the commercial aerospace field. Currently, materials used in the commercial aerospace field have extremely high requirements, focusing on characteristics such as high temperature resistance, high strength, light weight, and radiation resistance. Materials involved include high-temperature resistant materials, lightweight high-strength materials, radiation-resistant materials, and composite materials.
Zhonglun New Material (301565.SZ): the company's domestic market share of BOPA products is 36%.
Zhonglun New Material (301565.SZ) stated on the investor interaction platform on July 19 that the company ranks first in the segmented industry, with a domestic market share of 36% for its BOPA products. According to data from the China Packaging Federation, the company's BOPA (biaxially oriented polyamide) product will reach a global market share of 20% and a domestic market share of 36% from 2021 to 2023, ranking first in domestic functional BOPA film.
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