Ningbo Solartron Technology (SH:688299) DT新材料·2025-05-20 14:07Core Viewpoint - Changyang Technology plans to invest RMB 29.9 million to acquire 1.83% of Ningbo Huizhixing New Materials, aligning with its strategic layout in the CPI field and promoting the development of functional film materials for electronic products [1][2]. Group 1: Company Overview - Ningbo Huizhixing New Materials, established in 2016, specializes in high-end optical film materials and is the only domestic company capable of mass production of CPI and foldable PET functional film materials [2][3]. - Changyang Technology, founded in 2010, focuses on polymer functional films, including reflective films and optical base films, and is actively developing CPI base film projects for flexible displays [2][3]. Group 2: Investment and Strategic Alignment - The investment in Ningbo Huizhixing is expected to leverage both companies' technological and resource advantages, enhancing the R&D and application of CPI and PET functional film materials [1][2]. - The collaboration aims to promote the domestic production of key optical films used in smartphones, computers, and televisions, addressing the long-standing foreign monopoly in the CPI film market [3]. Group 3: Product Development and Market Application - Changyang Technology is constructing a project with an annual production capacity of 1 million square meters of colorless transparent polyimide film, which is anticipated to break the foreign monopoly on CPI films [3]. - Optical hard films, including CPI, TAC, and PET functional films, are crucial components in various electronic products, enhancing their display capabilities [3].