9766万，乐凯胶片拟在江苏投建偏光片相关材料项目

Core Viewpoint - The company plans to invest approximately 97.67 million yuan in the construction of a TAC functional film coating production line to enhance its capabilities in the optical film sector and address the domestic supply chain issues in the LCD display industry [1][5]. Group 1: Project Details - The project will be located in the Xiqiao Economic Development Zone of Suqian City, Jiangsu Province, and will include the construction of one precision coating production line along with 17 new processing equipment, comprising 3 imported and 14 domestic units [4]. - The main product of the project is the TAC functional film, which is a protective layer for LCD polarizers, designed to have a maximum width of 1,540 mm and a production speed of 30 m/min, with an annual production capacity of 18 million square meters upon reaching full capacity [4]. Group 2: Strategic Importance - This investment aligns with the company's strategic direction to address the "bottleneck" issues in the domestic supply of key raw materials for the liquid crystal display industry, fulfilling the demand for domestic alternatives to polarizer functional films [5]. - The project is expected to generate an annual sales revenue of 200 million yuan once it reaches full production capacity, thereby enhancing the company's competitive position in the optical film market [5]. Group 3: Company Overview and Financials - The company primarily focuses on image information materials and new energy materials, with its subsidiary, LeKai Optoelectronics, specializing in TAC films and their deep-processing products, which are applicable in polarizers and polarized glasses [6]. - The company has two modern casting production lines with an annual production capacity of approximately 25 million square meters [6]. - Financial projections indicate that the company expects a net loss attributable to shareholders of between 108.2 million yuan and 90.2 million yuan for the year 2025, influenced by fluctuations in raw material prices and changes in industry supply and demand [6].