On December 27, Gelonghui reported that Cangzhou Mingzhu (002108.SZ) stated on the investor interaction platform that the downstream customers for their BOPA film products are primarily color printing packaging companies. The "Annual Production of 38,000 Tons High Barrier Nylon Separator Project" invested in Wuhu has been put into production in the first quarter of this year. The "Annual Production of 38,000 Tons High Barrier Nylon Film Project" invested in Cangzhou is still under construction, with the expected operational state to be achieved by October 2025. Apart from the aforementioned BOPA film expansion project under construction, the company currently has no other expansion plans for BOPA film products. In the field of lithium-ion battery separators, the company is one of the few domestic enterprises mastering the key processes and equipment technologies for dry, wet, and coated separators. The company has strong capabilities in equipment custom design, modification, and commissioning. The company's PE pipe products belong to the infrastructure category and are mainly used in the construction of underground pipe networks for gas and water supply. The construction of new gas and water supply networks, the renovation of old pipelines, and the promotion of related policies will all have a positive impact on the company’s pipeline products. The company will closely monitor the implementation of relevant policies while actively exploring the market to increase product market share.
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沧州明珠(002108.SZ):公司BOPA薄膜产品下游客户主要为彩印包装企业
Cangzhou Mingzhu Plastic (002108.SZ): The company's BOPA film products are mainly supplied to color printing packaging enterprises.
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