智通财经APP获悉，群智咨询发文称，偏光片作为显示面板的核心光学组件，其供需关系和竞争格局受到全球显示产业格局的深度影响。 展望2026年，随着显示面板产能向中国大陆集中，偏光片行业也迎来了产业重构。重构中的全球偏光片市场竞争格局，将趋向"更集 中"、"更协同"的发展特点。头部厂商的合作已形成 "阵营化"的合作模式，核心厂商之间达成"战略合作 + 联合开发" 一体的深度协同模 式。 群智咨询预计，2026年偏光片供需动态平衡，偏光片价格有望趋于稳定。 一、中国大陆厂商主导全球产业重构，逐步形成双巨头竞争格局 随着显示面板产能向中国大陆集中，带动上游产业链聚集，中国大陆形成了围绕着显示面板为核心的产业链集群。在此背景下，偏光片 行业也迎来了产业重构，中国厂商积极参与并主导全球偏光片产业的重构，2021年杉金光电收购原LGC的偏光片产线并一举成为全球产 能最大的偏光片厂商;2025年三利谱并购住友部分产线并完成交割，带动其偏光片供应产能尤其在LCD TV领域的供应规模和份额显著增 长;恒美的资方昊盛集团收购了原SDI的产线，实现产能的跨越增长并成为全球第二大偏光片厂商。 群智咨询(Sigmaitnell)统计数据 ...

（文章来源：证券日报） 证券日报网讯 12月8日，三利谱在互动平台回答投资者提问时表示，2025年公司pancake产品出货量同 比上升。 ...

证券日报网讯三利谱11月26日在互动平台回答投资者提问时表示，公司高度重视每一位投资者的提问， 未来公司将及时回复投资者问题。 （文章来源：证券日报） ...

Core Viewpoint - Company Sanli Pu has confirmed that its OLED products have entered mass production and are being shipped, indicating a positive development in its operational capacity [1] Group 1 - The new production capacity in Hefei is currently in a critical ramp-up phase, with related capacity being steadily released as planned [1] - Investors are encouraged to monitor the company's regular reports and announcements for further updates on progress [1]

Core Viewpoint - The company anticipates significant growth in its OLED product segment, aiming to increase its market share and product delivery volume in the coming years [1] Group 1: Revenue and Product Performance - As of the first three quarters of 2025, OLED products accounted for less than 10% of the company's total revenue [1] - The total delivery volume of products has seen a substantial increase compared to the previous year [1] Group 2: Market Strategy and Product Development - The company is focused on seizing market opportunities to continuously strengthen and enhance its market share [1] - Currently, the company offers OLED products for computers and televisions, while automotive products are being shipped in bulk, and foldable products are in the development stage [1] Group 3: Production Capacity - The second phase of production capacity in Hefei is in a critical ramp-up stage, with related capacity being steadily released as planned [1] - Future updates on production capacity and progress will be provided in the company's regular reports and announcements [1]

证券日报网讯 三利谱11月26日在互动平台回答投资者提问时表示，公司积极推动原材料国产化，目前 已初见成效，公司大部分原材料都已有国产供应商，可以确保公司原材料供应安全。公司将积极关注外 汇市场变化，持续加强汇率研究分析，适时调整策略，最大限度降低汇兑损失。 （编辑 王雪儿） ...

Core Viewpoint - The company is currently in the ramp-up phase for its new production line in Hefei, with capacity being steadily released as planned. The company is also actively expanding its market presence in automotive products, which are being shipped in bulk [2]. Group 1 - The Hefei Phase II new production line is in the ramp-up stage, with capacity being released according to plan [2]. - The company encourages stakeholders to monitor its regular reports and announcements for further updates on production progress [2]. - The automotive product segment is experiencing continuous bulk shipments, indicating a positive market expansion [2].

Core Viewpoint - The company, Sanlipu (002876.SZ), has established stable partnerships with Japanese suppliers and has built friendly relationships with multiple upstream suppliers, ensuring the normal operation of its business [1] Group 1 - The company collaborates with Japanese suppliers to maintain stability in its supply chain [1] - The company has developed friendly relationships with various upstream suppliers, enhancing its supplier resource pool [1] - The accumulation of quality supplier resources is crucial for the company's business continuity [1]

Group 1: Financial Impact and Market Performance - The depreciation of the Japanese yen against the RMB has a limited positive impact on the company's profits for Q4, as prior hedging measures may delay the benefits to 2026 [2][3] - The company's total revenue for the first three quarters of 2025 increased by 41.00% year-on-year, with record high production and sales of core products [5][6] Group 2: Supply Chain and Material Sourcing - The company has successfully diversified its raw material supply, ensuring safety by increasing domestic supplier partnerships while maintaining good relations with Japanese suppliers [3][4][6] - The company is actively promoting the localization of raw materials, with significant progress reported in the domestic supply of most materials [4][8] Group 3: Market Strategy and Future Plans - The company is focused on enhancing its market share in the polarized film sector and plans to ramp up production capacity and improve yield in the coming year [5][6] - The company is closely monitoring industry trends and customer needs, optimizing supply chain layouts, and increasing R&D investments to enhance product competitiveness [4][7] Group 4: Industry Relations and Collaborations - The company has established long-term cooperative relationships with leading display panel manufacturers, leveraging its technological and service advantages [8][9] - The company is currently involved in the acquisition of Sumitomo Chemical's polarized film business, which may further enhance its market share amid Sino-Japanese trade tensions [8][9]

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：安徽吉光的引资工作推进情况如何？ 天禄科技（301045.SZ）11月18日在投资者互动平台表示，安徽吉光已完成三利谱、显智链、北京电控 产投以及毅鸣投资、毅司投资的出资事项。其他外部投资者的引进工作正常推进中。 ...