On September 9, Gelonghui reported that Zhonglun New Materials (301565.SZ) stated on the investor interaction platform that the company is a provider of base materials and does not have direct business dealings with BYD and CATL. The company's PHA lithium film products are mainly sold to aluminum-plastic film manufacturers, such as Putailai and Zijiang Group, and the aluminum-plastic film manufactured by these manufacturers is further sold to battery manufacturers. Currently, the company is the main supplier of aluminum-plastic film with a nylon layer for all manufacturers except those in Japan. The company closely monitors the latest developments in the solid-state battery industry. According to industry consensus, the route of adopting soft pack technology has been largely determined for semi-solid-state batteries and solid-state batteries with a high trend of security development. From a technical perspective, aluminum-plastic film can be better suited for solid-state batteries and semi-solid-state battery components. In the future, with the rapid development of China's new energy vehicles and electrochemical energy storage industry, the shipment volume of soft pack lithium batteries in China is expected to continue to grow, and the market demand for aluminum-plastic film as a key packaging material is expected to grow synchronously, thereby driving market demand growth for BOPA films in this field.