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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.
On September 9th, Gelunhui reported that Zhonglun New Materials (301565.SZ) stated on the investor interaction platform that the company is a provider of basic materials and does not have direct business dealings with BYD and Contemporary Amperex Technology. The company's direct downstream customers for PHA lithium film products are mainly aluminum-plastic film manufacturers, such as Shanghai Putailai New Energy Technology, Zijiang Group, etc., and the aluminum-plastic films manufactured by aluminum-plastic film manufacturers are resold to battery manufacturers. Currently, the company is the main supplier of nylon layers for aluminum-plastic films used in battery manufacturing, except for Japanese manufacturers. The company closely monitors the latest developments in the solid-state battery industry. According to industry consensus, semi-solid-state batteries and solid-state batteries with high security development trends will adopt flexible packaging.
Zhonglun New Materials (301565.SZ): has developed a new type of BOPA film product with ultra-high barrier, tearable, dimming and other functional characteristics, which is applied in the field of soft pack lithium batteries.
On September 6, Gelonghui reported that Chinalon New Materials (301565.SZ) stated on the investor interaction platform that since its establishment, the company has attached great importance to the research and development of new technologies and products, and has regarded its R&D capabilities as the embodiment of its core competitiveness. In response to the constantly upgrading product demand in the downstream market, the company has developed new BOPA film products with characteristics such as ultra-high barrier, instant tearing, and anti-glare, which are applied in the field of flexible packaging lithium batteries. The company also practices the sustainable development strategy through the production of bio-based biodegradable BOPLA film products, as well as new energy film products represented by ultra-thin capacitor film and composite current collecting film.
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).
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