由厚到薄！ 三利谱从“一无所有”到“自主可控”

Core Viewpoint - The article highlights the significant progress made by Sanli Pu in the polarized film industry, showcasing its transformation from a market reliant on imports to a leading domestic player with a substantial global market share. Group 1: Company Development - Sanli Pu has achieved a breakthrough in polarized film production, moving from a state of having no technology or resources to establishing itself as a key player in the industry [3][4]. - The company was founded in 2007 and faced initial challenges, including a lack of technology, equipment, and talent, but successfully built its first full-process production line in Fujian after three years [4][5]. - By 2010, Sanli Pu constructed the first wide-format TFT polarized film production line in China at a cost of approximately 100 million yuan, significantly lower than the 700-800 million yuan required for imported equipment [5]. Group 2: Market Position and Innovation - Sanli Pu, along with two other domestic companies, now holds an 80% share of the global polarized film market, a significant shift from the previous reliance on Japanese and Korean imports [3][6]. - The company has increased its domestic raw material sourcing, achieving over 50% localization of key materials, with plans to reach 80% by next year, which could reduce costs by 15% to 20% [6][8]. - Sanli Pu has developed ultra-thin polarized films, reducing thickness from 200 microns to 35 microns, enabling applications in emerging fields such as foldable screens and VR devices [7][9]. Group 3: Technological Advancements - The company has made strides in the automotive display sector, developing high-durability polarized films that have passed multiple automotive-grade certifications, breaking the long-standing dominance of Japanese firms [9][10]. - Sanli Pu's Pancake optical film technology addresses critical challenges in folded optical path design for next-generation near-eye display devices, marking a significant technological advancement [10]. - In the first half of 2025, Sanli Pu reported a revenue of 1.68 billion yuan, a year-on-year increase of 41.97%, indicating strong growth momentum [10].