Core Viewpoint - Tianlu Technology indicates that the main raw material for TAC film, triacetate cellulose, has three major global suppliers, suggesting the potential for domestic sourcing in the supply chain [1] Group 1: Supply Chain and Sourcing - The three major suppliers of triacetate cellulose are Sichuan Pushi, Japan's Daicel, and the US's Eastman, with Sichuan Pushi being a domestic company [1] - The TAC film supply chain is more likely to achieve full domestic production compared to other optical film products, which is a significant reason for the company's collaboration with BOE Technology Group to develop TAC film [1] - The company has established business relationships with the three suppliers and has conducted multiple tests on incoming materials [1]
天禄科技：TAC膜原材料具备国产化基础，已与三大供应商建立合作