格隆汇1月28日丨长阳科技(688299.SH)公布，公司拟终止建设超募资金投资项目"年产3,000万平方米高 端光学深加工薄膜项目"。本项目截至2026年01月21日，累计实际投入资金总额（含自有资金）为 31,244.02万元，其中累计实际投入超募资金23,756.44万元。本项目目前已完成了土地购买和厂房建设， 超募资金银行账户节余0.54万元。已完成的土地购买和厂房建设将作为公司未来新项目的储备用地和厂 房。 ...

Core Viewpoint - The company, LeKai Film (600135.SH), is investing in a TAC functional film coating production line to enhance its strategic development, respond to market demands, and strengthen its leadership in the optical film sector [1] Investment Details - The total estimated investment for the project is 97.6675 million yuan, funded by LeKai Optoelectronics' own capital [1] - The project aims to address the key material localization issue in the liquid crystal display industry and meet the demand for domestic substitution of polarizer functional films [1] Strategic Alignment - The investment aligns with the company's strategic direction and is expected to enrich LeKai Optoelectronics' product portfolio, driving technological advancements and product upgrades in the optoelectronic display field [1] - The project is anticipated to generate an annual sales revenue of 200 million yuan upon reaching full production [1]

Core Viewpoint - The company, LeKai Film (600135.SH), is investing in a TAC functional film coating production line to enhance its leadership in the optical film sector and strengthen the domestic polarizer production chain, ultimately reducing costs and improving competitiveness in the industry [1] Investment Details - The total estimated investment for the project is 97.6675 million yuan, funded by LeKai Optoelectronics' own capital [1] - The project aligns with the strategic development direction of both the company and LeKai Optoelectronics, addressing key material localization issues in the liquid crystal display industry [1] Market Impact - The investment aims to meet the demand for domestic replacement of polarizer functional films, enriching the product portfolio of LeKai Optoelectronics [1] - Upon reaching full production, the project is expected to generate an annual sales revenue of 200 million yuan [1]

Core Viewpoint - The optical enhancement film market is experiencing growth driven by increasing demand for display quality in electronic products such as smartphones, tablets, and laptops, with the market size in China expected to reach 6.57 billion yuan in 2024, a year-on-year increase of 10.1% [1][14]. Group 1: Industry Overview - Optical enhancement film, also known as prism film or BEF, is a crucial component in LCD backlight modules, enhancing display brightness and controlling viewing angles [3][14]. - The film is widely used in various electronic devices, including smartphones, LCD TVs, digital cameras, and automotive displays [3][6]. - The industry is supported by a growing demand in emerging applications such as automotive displays and smart home devices [1][14]. Group 2: Market Dynamics - The optical enhancement film market in China is projected to grow from 28 billion yuan in 2015 to 56.6 billion yuan in 2024, reflecting a robust demand driven by the booming downstream panel industry [12]. - The smartphone sector is a significant end-user of optical enhancement films, with China's smartphone shipments expected to reach 286 million units in 2024, a year-on-year increase of 5.54% [10]. Group 3: Competitive Landscape - The optical enhancement film industry in China is highly competitive, with key players including Ningbo Jizhi Technology Co., Ltd., Ningbo Changyang Technology Co., Ltd., and Daoming Optics Co., Ltd. [16][17]. - Companies are under pressure to improve product quality and innovate to meet consumer demands [16]. Group 4: Industry Trends - The industry is moving towards thinner products to meet the demand for lightweight and high-definition displays, with ultra-thin optical enhancement films being developed [21]. - There is a trend towards functional composite films that integrate multiple optical functions to reduce costs and improve assembly efficiency [22]. - Environmental considerations are becoming increasingly important, with a shift towards green production technologies and recycling practices in the optical enhancement film sector [24].