总投资超100亿！国内偏光片企业开启加速度

Core Viewpoint - The article highlights the rapid development and investment in the domestic polarizer industry, particularly focusing on the advancements made by various companies in the production of OLED polarizers and related materials [1][7][8]. Group 1: Company Developments - Nitto Materials Technology (Chengdu) Co., Ltd. has entered the trial production phase of its second OLED polarizer base, with a total investment of 2 billion RMB, aiming for an annual output value exceeding 4 billion RMB upon full production [1]. - Wida Optoelectronics has initiated the equipment installation phase for its third phase of polarizer production, with a total investment of approximately 499.88 million RMB, targeting an annual capacity of 3 million square meters [5]. - Tianlu Technology has commenced a 3 billion RMB project for high-end TAC optical film production, expected to generate an annual output value of 1.3 billion RMB upon full production [5]. - Hongmao Optoelectronics has launched a project for high-end LCD and OLED polarizers with a planned investment of 2.2 billion RMB, aiming for an annual production of 24.6 million square meters and an output value exceeding 2.5 billion RMB [5]. - New Beauty Materials has completed the acquisition of LG Chem's optical functional film materials business for 4.5 billion RMB, with plans to relocate production lines to China, targeting significant production capacities by 2025 [6]. - Shanjin Optoelectronics has finalized the acquisition of LG Chem's OLED polarizer business for 1.407 billion RMB, enabling a swift entry into the automotive display and OLED polarizer markets [6]. Group 2: Industry Trends - The total investment in domestic polarizer projects is projected to exceed 10 billion RMB by 2025, indicating a flourishing development landscape in the industry [4]. - The domestic polarizer industry is experiencing a significant acceleration in localization, driven by mergers and acquisitions that allow companies to quickly acquire technology and production resources [7]. - The increasing demand from local panel manufacturers is supporting the rapid establishment of domestic supply chains, further enhancing the production capacity of polarizer manufacturers [7][8].