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乐凯胶片:TAC膜 3#生产线项目建设完成,有利于完善公司产品结构

Core Viewpoint - The company has completed the construction of the TAC Film Production Line 3 and has entered the trial production phase, which is expected to enhance its product structure and market competitiveness [1][3]. Group 1: Acquisition and Investment - The company announced a change in the use of part of the raised funds to acquire 100% of the shares of LeKai Optoelectronic Materials Co., Ltd. and to increase its capital for the construction of the TAC Film Production Line 3 project [1][2]. - The total investment for the TAC Film Production Line 3 project is 250 million yuan, with 212 million yuan already invested, leaving a surplus of 38 million yuan [3]. Group 2: Market Demand and Production Capacity - The TAC Film Production Line 3 is designed to produce mid-range TFT-type TAC films, primarily used in small to medium-sized display products such as laptops and monitors [2]. - The projected market demand for TAC films is expected to increase from 101 million square meters in 2022 to 121 million square meters by 2025, with the production line's capacity set at 24 million square meters [2]. Group 3: Future Outlook - The project aims to reduce reliance on imported TAC films and expand the company's business scope, contributing to high-quality development [2]. - The company plans to optimize production processes and improve product quality during the trial production phase, although full production may take time [3].