偏光片产能提升
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深圳公示新LCD/OLED偏光片产线项目遴选方案
WitsView睿智显示· 2025-11-28 09:54
Core Viewpoint - The announcement by Shenzhen Pingshan District Investment Promotion Service Office regarding the selection plan for a 1.49-meter wide polarizer production line project indicates a strategic move by Shengbo Optoelectronics to enhance its competitiveness in the high-end display panel market [1][3]. Group 1: Project Overview - Shengbo Optoelectronics plans to invest a total of 1.334 billion yuan in the construction of a new production line for LCD and OLED polarizers with a width of 1.49 meters, which will have a production capacity of 18 million square meters per year [3]. - The new production line will include advanced equipment such as dyeing stretching composite production lines, coating composite production lines, slitting machines, slicing machines, and edge grinding machines [3]. Group 2: Current Operations and Capacity - Shengbo Optoelectronics currently operates four production lines with a total annual capacity of 60 million square meters, covering product sizes from 3.5 inches to 105 inches [4]. - The existing production lines are running at full capacity, with a projected output of 45.198 million square meters and a revenue of 3.601 billion yuan in 2024 [3]. Group 3: Strategic Importance - The investment aims to address the capacity bottleneck faced by Shengbo Optoelectronics and support its rapid growth in the high-value-added polarizer market [4][5]. - The project is expected to enhance the company's profitability in the polarizer business and improve operational efficiency across production lines [5].