三利谱：公司二季度生产经营正常，新产能顺利投产进入爬坡阶段

Core Viewpoint - The company reported that its production and operations in the second quarter were normal, with new capacity smoothly entering the ramp-up phase [1]. Group 1: Production and Capacity - The company indicated that in the production of 65-inch polarizers, it has achieved domestic production for most raw materials, except for compensation films, leading to effective cost reduction [1]. - The company is expected to provide more detailed information in its regular reports and announcements [1]. Group 2: Material Costs and Localization - An investor raised concerns about the company's capacity utilization rate in the second quarter and highlighted that TAC and PVA materials account for approximately 75% of total costs, suggesting the company is heavily reliant on upstream material suppliers [3]. - The investor inquired about the progress of domestic production for these two materials and the timeline for achieving scale replacement to enhance cost efficiency [3]. - The investor also questioned the company's capability to develop such materials and whether it has invested in domestic material manufacturers [3].