Group 1 - The core viewpoint of the article highlights that the base film industry has faced poor profitability in recent years, leading to a lack of motivation and funding for capacity expansion. However, there is a rapid growth in downstream demand, resulting in a tight overall supply situation [1] - The company is accelerating the expansion of its base film production capacity due to the current supply-demand imbalance, as its base film products are in a state of shortage [1] - The next generation of high-end base film products requires thinner specifications (such as 5μm), higher strength, and better consistency, which necessitates systematic improvements in technology, mass production stability, and quality control [1] Group 2 - Despite the large scale of base film production capacity in the industry, there are limited suppliers capable of stably producing next-generation base film products (such as 5μm). The company is one of the few that can meet the downstream customers' demands for these high-end products [1] - The company is also developing ultra-thin base film products below 5µm, which will further strengthen its core competitiveness in the base film sector [1]
璞泰来:公司正在研发5µm以下超薄基膜产品