其中，可调光产品凭借适配市场需求的核心优势，渗透率进入快速提升通道，智能变色调光膜的市场需 求随之与日俱增。根据国信证券研究预测，我国调光天幕市场规模将由2025年的约13亿元增至2030年的 约140亿元，2025—2030年年均复合增长率达到60.86%。根据兴业证券研究预测，考虑汽车侧窗、汽车 后挡后，中国乘用车调光膜市场规模2030年约可达到214亿元。 被广泛应用于各类显示屏的防反射膜也乘势迎来新的增长态势。在智能汽车快速发展的背景下，车载显 示系统正经历从基础仪表盘向多屏化、高清化、交互化的全面转型，防反射膜凭借其特殊的光学结构可 有效抑制环境光在屏幕表面的反射，使显示内容始终保持高对比度与可读性，降低视觉疲劳，提升使用 体验及安全性能。与此同时，防反射膜在消费类智能终端产品的应用渗透率也在持续提升。 日久光电（003015）1月8日晚间公告，公司拟向特定对象发行A股股票募集资金总金额不超过8亿元， 将用于年产600万平方米功能性膜项目及补充流动资金。 年产600万平方米功能性膜项目由公司全资子公司浙江日久实施，实施地点为浙江省海盐县。项目投资 总额为8.22亿元，拟使用募集资金投入6亿元。项目将 ...

董红星，男，董事长兼总经理，出生于1972年8月，硕士研究生学历。他于1994年7月至1998年6月，任 中国建筑项目经理；1998年7月至2001年1月，任富裕（天津）注塑制模有限公司采购经理；2001年1月 至2002年6月，任PSA天津代表处首席代表；2002年6月至2003年11月，就读于中欧国际工商学院 MBA；2004年1月至2007年8月，任美国通用电气塑料中国有限公司市场经理；2007年9月至2009年12 月，任Avery Dennison（艾利）高性能膜材部中国区总经理；2010年2月至2017年7月，任无锡惠星新材 料科技有限公司总经理；2012年10月至今，任公司董事长兼总经理；2013年11月至2023年8月，任三灏 投资执行董事兼总经理；2014年2月至2015年12月，任宁波三泓新材料科技有限公司董事长兼总经理； 2014年6月至2015年6月，任杭州惠之星科技有限公司总经理；2015年6月至2019年3月，任宁波德之星投 资管理合伙企业（有限合伙）执行事务合伙人；2015年9月至今，任鸿之星执行事务合伙人；2019年1月 至2020年12月，任宁波三瀛新材料科技有限公司董事；2 ...

Group 1 - The company, Shuangxin Environmental Protection, has developed PVA optical film and PVB functional film projects, indicating a focus on advanced material production [2] - PVA optical film is a core material for polarizers, with applications in consumer electronics, automotive, and medical devices [2] - PVB functional film serves as an intermediate adhesive layer in laminated safety glass manufacturing, applicable in automotive, high-rise buildings, aerospace, and marine industries, and also functions as a key encapsulation material for photovoltaic components [2]

Core Viewpoint - C Shuangxin (001369.SZ) is currently focusing on its PVB functional film products, which are primarily used as an interlayer in laminated safety glass manufacturing, applicable in automotive, high-rise buildings, aerospace, and marine sectors [1] Group 1 - The company's PVB functional film serves as an interlayer in laminated safety glass [1] - The applications of the PVB functional film include automotive, high-rise buildings, aerospace, and marine industries [1] - Currently, the company has not established any partnerships with commercial aerospace enterprises [1]

长阳科技首次公开发行股票的发行费用合计11,178.64万元（不含增值税），其中承销、保荐费9,246.03 万元。 长阳科技于2023年向特定对象发行股票募集资金。2022年11月25日，长阳科技收到中国证监会于2022年 11月18日出具的《关于同意宁波长阳科技股份有限公司向特定对象发行股票注册的批复》（证监许可 〔2022〕2928号），同意公司向特定对象发行股票的注册申请。2023年10月23日，立信会计师事务所 （特殊普通合伙）对本次发行募集资金到达发行人账户情况进行了审验，并于2023年10月25日出具了信 会师报字[2023]第ZA15371号《验资报告》。根据该报告，截至2023年10月23日，长阳科技本次发行人 民币普通股3,663,003股，发行价格13.65元/股，实际募集资金总额为人民币49,999,990.95元，扣除各项 不含税发行费用人民币2,921,713.76元后，募集资金净额为人民币47,078,277.19元，其中新增注册资本人 民币3,663,003.00元，资本公积人民币43,415,274.19元。 经统计，长阳科技两次募集资金合计10.19亿元。 (责任编辑：马欣 ...

Core Viewpoint - The company is focused on expanding its market share globally by enhancing its reflective functional films and exploring new application scenarios [1] Group 1: Business Strategy - The company aims to strengthen its core product lines, particularly reflective functional films, while actively seeking new application areas [1] - There is a commitment to concentrate resources and R&D efforts on optical base films, solid and semi-solid electrolyte base films, and CPI films to overcome technical barriers and achieve industrialization [1] - The company plans to develop a champion product series while ensuring comprehensive import substitution [1] Group 2: Target Applications - The company will focus on four major application scenarios: new displays, semiconductors, 5G, and new energy vehicles, as well as energy storage [1] - There is an emphasis on developing key functional film products that are heavily reliant on imports and urgently need to achieve import substitution within these four application areas [1] - The company is also committed to researching and reserving new products that align with future technological frontiers [1]

Core Points - Wharton Technology (000920.SZ) announced plans to invest 300 million yuan to establish a wholly-owned subsidiary, Wharton Technology (Nanjing) Co., Ltd. [2] - The registered capital of the new subsidiary will also be 300 million yuan, and it will be located in Jiangbei New District, Nanjing, Jiangsu Province [2] - The business scope of the subsidiary includes research and development, production, sales, and technical services of reverse osmosis membranes, nanofiltration membranes, and other separation membrane materials [2] - This investment does not require shareholder approval, does not constitute a related party transaction, and is not classified as a major asset restructuring [2]

Core Viewpoint - Wharton Technology (000920.SZ) plans to invest 300 million yuan to establish a wholly-owned subsidiary, Wharton Technology (Nanjing) Co., Ltd., to enhance its membrane materials and membrane components capabilities [1] Group 1 - The investment amount for the establishment of the subsidiary is 300 million yuan [1] - The new subsidiary, Nanjing Wharton, will serve as the investment and operational entity for the company's membrane materials and components enhancement project [1] - The project is currently in the planning stage [1]

Core Viewpoint - The company Longyang Technology (SH688299) reported a research and development (R&D) expenditure of 48.21 million yuan for the first three quarters of 2025, indicating a commitment to innovation and development in various functional films [1] R&D Expenditure Details - The total R&D expenditure for the first three quarters of 2025 is 48.21 million yuan [1] - Specific R&D investments in various functional films such as reflective films, CPI films, semi-solid/solid battery skeleton films, semi-solid/solid battery ion-conducting films, and lithium battery separators were not detailed but can be found in the company's semi-annual and annual reports for 2025 [1]

Group 1: Company Performance - The main drivers of the company's revenue growth in the first three quarters are: robust revenue increase from core membrane business, dual-driven growth from domestic and international markets, and optimization of product structure leading to higher sales of high-value-added products [2]. Group 2: Overseas Market Expansion - The company ensures sustainable development of overseas business by establishing a balanced global market layout, utilizing diversified channels, and local operations to reduce reliance on a single market. Continuous technological innovation and mature solutions create differentiated advantages and core competitiveness [2]. Group 3: Capacity and Demand - The current production capacity is sufficient to meet market demand, with the ability to further enhance capacity based on equipment upgrades. The production base has reserved space for expansion, allowing dynamic adaptation to market growth without becoming a bottleneck for the company's development [3]. Group 4: New Project Development - The Nanjing new project is currently in the early planning stage and remains uncertain [2].