Lucky Film Co.,Ltd.(SH:600135) Ge Long Hui·2026-01-13 09:21Core Viewpoint - The company, LeKai Film (600135.SH), is investing in a TAC functional film coating production line to enhance its leadership in the optical film sector and strengthen the domestic polarizer production chain, ultimately reducing costs and improving competitiveness in the industry [1] Investment Details - The total estimated investment for the project is 97.6675 million yuan, funded by LeKai Optoelectronics' own capital [1] - The project aligns with the strategic development direction of both the company and LeKai Optoelectronics, addressing key material localization issues in the liquid crystal display industry [1] Market Impact - The investment aims to meet the demand for domestic replacement of polarizer functional films, enriching the product portfolio of LeKai Optoelectronics [1] - Upon reaching full production, the project is expected to generate an annual sales revenue of 200 million yuan [1]