Anchor the 'golden track' of new energy and create the second growth curve! Zhonglun New Materials has put its new generation of high-end capacitance film into production
Posted Time: 2025 November 5 22:00
AuthorIndustrial Frontiers
Zhonglun New Materials has completed another key strategic deployment in the field of high-precision and advanced materials.
In early November, the Zhonglun New Materials New Energy Membrane Project, with a total investment of 2.5 billion yuan, officially commenced production. At the launch ceremony, the company released the industry's new generation of BOPP capacitance me
The launch of the high-functioning capacitor film with long-lasting performance marks the official entry of Zhonglun New Materials into the highly tech-barrier new energy capacitor film race, initiating the strategic expansion of its industrial chain
This leap is not only an extension of the product line, but also a critical part of the core strategy of multi-matrix, high-end and global for Zhonglun New Materials. Based on the steady growth of traditional business, the layout of new energy materi
Breakthrough in the Track: Enter the New Ultra-Thin Capacitor Film Track, Build Barriers with Technology
Zhonglun New Materials' new energy membrane project has a total investment of 2.5 billion yuan, covering an area of 134,400 square meters, and focuses on the research and mass production of ultra-thin capacitance membranes and composite collector sub
The production of ultra-thin capacitive film requires extreme thickness uniformity, excellent dielectric performance, and high-temperature resistant characteristics on a micrometer-scale thin film, which involves precise control of the bidirectional
Currently, traditional capacitance films with a thickness of 4-8 microns have excess capacity, while high-end ultra-thin capacitance films with a thickness of 2-4 microns face industry bottlenecks with high technical barriers, difficulties in mass pr
A senior industry insider revealed that the bi-oriented stretching technology is the core barrier to the large-scale production of ultra-thin capacitance membranes. Currently, there are only a few enterprises capable of stably producing ultra-thin ca
Zhonglun New Materials is able to quickly enter this high-barrier field, benefiting from its deep accumulation in material technology.
In the field of BOPA film materials, Zhonglun New Materials is in the leading position in the global niche market. According to the China Packaging Federation, a self-regulatory organization in the industry, its subsidiary, Xiamen Changsu, has been p
Zhonglun New Materials is one of the few companies in the world that have simultaneously mastered three processes including step-stretching, mechanical synchronous stretching and maglev linear motor synchronous stretching, and has initiated the fifth
It is particularly noteworthy that the high-end BOPP production line launched by Zhonglun New Materials has a width of 6.4 meters, which is currently the widest BOPP production line in the field of new energy ultra-thin capacitance film. A larger pro
The successful mass production of Changsu's high-function capacitor film is expected to fill the supply gap in the high-end capacitor film market and accelerate the localization process of new energy key supply chains, according to industry insiders.
Moreover, the threshold for entering the ultra-thin capacitance film industry not only lies in technology, but also in the investment of funds and time. A single production line requires billions of yuan in investment, and must be deeply adapted to t
For Zhonglun New Materials, these seemingly high barriers have become the source of its competitive advantage. With the production of Changsu High-functional Capacitive Film, Zhonglun New Materials is opening a new chapter in the field of new energy
Market Validation: Surge in Demand Drives Growth, Downstream Orders are Being Placed
Currently, the technical iteration direction of thin-film capacitors has been clearly pointed towards high voltage resistance, high temperature resistance, and ultra-thin design. Their performance directly relates to the operational efficiency of new
New energy vehicles are the largest application market for thin-film capacitors, and their rapid increase in penetration has driven a surge in demand for thin-film capacitors. According to the predictions of Insight Consulting, the market size of thi
Specifically, according to the China Automobile Dealers Association, from January to July of 2025, the production and sales volume of new energy vehicles in China has exceeded 8.2 million, and the market penetration rate has climbed to 45%. Wang Xiao
The rapid development of new energy sources, represented by photovoltaic power, has opened up new application scenarios and market demand spaces for thin-film capacitors. In the first half of 2025, the newly installed photovoltaic power generation ca
The downstream application boom has boosted the market demand for high-end capacitance film products. According to the forecast of Insight Consulting, the global thin-film capacitor market will have a CAGR (Compound Annual Growth Rate) of 14.9% from
It is noteworthy that Zhonglun New Materials has received multiple intent orders from downstream customers, indicating that the long-plastic high-function capacitor film has successfully completed the key link from technological research and developm
The product launch of Zhonglun New Materials has received great attention from the industry. Leading domestic thin-film capacitor company Faratronic, power system leader HCSC Union Power, electronic component leader Nantong Jianghai, and composite cl
More importantly, Zhonglun New Materials has accumulated strong friendship circle resources in the new energy field. Its previously launched PHA lithium battery film products have entered the supply chain system of mainstream battery companies such a
Future Layout: Anchor the 'Golden Decade' and Build a Diversified Product Matrix
The launch of high-function plastic film capacitors is just one piece of the puzzle in Zhonglun New Materials' new material industry layout.
As the world's largest production base for functional and new energy films, its Xiamen base covers a total land area of about 270,000 square meters and is equipped with world-advanced production facilities. Currently, the base's production capacity e
At this project site, Zhonglun New Materials has planned several world-class production lines for the manufacture of cutting-edge membrane products, including composite current collector base films.
The composite collector base film and ultra-thin capacitance film belong to the most promising new energy films, with broad prospects in the fields of power batteries, energy storage batteries, and consumer batteries. According to Zhuoce Consulting's
Zhonglun New Materials' layout in the new energy field is not a single-point breakthrough, but a systematic construction of a diversified product matrix. In the field of soft-packed lithium batteries, PHA lithium battery film promotes the localizatio
Behind this series of layouts is a profound change in China's energy structure, with new energy sources, especially photovoltaic and wind power, increasing their share in the energy mix.,
As of July this year, China's installed renewable energy capacity has reached 2.17 billion kilowatts, firmly ranking first in the world, with 570 million kilowatts of wind power installed capacity and more than 1.1 billion kilowatts of photovoltaic i
Ouyang Minggao, academician of the Chinese Academy of Sciences, predicts that the new energy basic industry represented by photovoltaic, wind power, and lithium batteries is expected to have a growth space of about triple during the period from 2025
Policy makers continue to send positive signals. In September 2025, the National Development and Reform Committee and the National Energy Administration jointly issued the Special Action Plan for the Large-scale Construction of New Energy Storage (20
The recently released 15th Five-Year Plan suggestion further emphasizes accelerating the construction of a new energy system and explicitly lists new energy, new materials, and low-altitude economy as strategic emerging industries to promote their cl
This policy orientation is highly compatible with the strategy of Zhonglun New Materials. Focusing on high-precision and cutting-edge membrane materials, Zhonglun New Materials aims at the new blue ocean market, and continues to expand its matrix of
Zhonglun New Materials Chairman Yang Qingjin revealed that a new production line will be launched next year, and more production lines are already in the pipeline. At the same time, we are continuing to tackle more key technologies, including composi
This comprehensive and multi-layered industrial layout not only reflects Zhonglun New Materials' deep insight into the development trends of new energy and other industries, but also highlights its profound accumulation in the field of materials tech
In the future, with the gradual implementation of policies and the sustained release of market demand, Zhonglun New Materials, with its forward-looking industrial layout and technological advantages, is expected to achieve greater success in the vast