Core Viewpoint - Tianlu Technology (301045.SZ) is addressing the reliance on imported TAC film for TFT polarizers, with a focus on breaking the monopoly held by Japanese and Korean companies in this sector [1] Group 1: Company Developments - The company has established a subsidiary, Anhui Jiguang, in 2023 to collaborate with various stakeholders in the TAC film industry chain, including Sanlipu, Xianzhi Chain, Beijing Electric Control Investment, and others [1] - The TAC film project has completed the procurement of major production equipment and is currently advancing the construction of the factory and monitoring equipment delivery schedules [1] Group 2: Industry Context - The supply of TAC film for TFT polarizers is predominantly controlled by Japanese manufacturers, who hold approximately 80% of the market share, indicating a significant dependency on imports for China's TFT-grade TAC film [1]
天禄科技(301045.SZ)：目前TAC膜项目已完成主要生产设备的订购工作