日久光电拟定增募资不超过8亿元 用于年产600万平方米功能性膜等项目

Core Viewpoint - Rihua Optoelectronics plans to raise up to 800 million yuan through a private placement of A-shares to fund a new project for producing 6 million square meters of functional films and to supplement working capital [1] Group 1: Project Details - The functional film project will be implemented by Rihua's wholly-owned subsidiary in Haiyan County, Zhejiang Province, with a total investment of 822 million yuan, of which 600 million yuan will come from the raised funds [1] - The project will focus on the production of adjustable conductive films and anti-reflective films, responding to the growing demand for new film materials in the automotive sector, particularly in electric vehicles [1] Group 2: Market Trends - The market for adjustable films is expected to grow significantly, with the market size for adjustable canopies projected to increase from approximately 1.3 billion yuan in 2025 to about 14 billion yuan by 2030, representing a compound annual growth rate (CAGR) of 60.86% from 2025 to 2030 [1] - The anti-reflective film market is also experiencing growth, with the market size expected to reach approximately 8.63 billion yuan in 2024, a 9.9% increase from 7.85 billion yuan in 2023 [2] Group 3: Strategic Partnerships - Rihua Optoelectronics has established stable partnerships with leading companies in the industry, including partnerships for adjustable conductive films with companies like Guangyi, Jingyi Technology, BOE, and Haiyou New Materials, as well as for anti-reflective films with BOE and major domestic slitting manufacturers [2][3] - The company's existing market position and brand influence are expected to help quickly capture market share and ensure the absorption of project capacity through its stable customer resources [3]