（文章来源：证券日报） 证券日报网讯 2月2日，新广益在互动平台回答投资者提问时表示，公司始终坚持自主创新驱动企业发 展的技术战略，致力于实现高分子特种薄膜的进口替代及国产化。一是在高端特种薄膜领域，公司具备 突破海外技术垄断并实现国产替代的能力；二是在产品趋于逐步成熟的阶段，公司具备技术自主迭代、 推动产品创新发展的能力；三是得益于多年技术研发的历史积淀，公司具备向高分子薄膜行业的其他先 进领域横向快速扩展的能力。 ...

Core Viewpoint - The project initiated in 2022 with a total investment of approximately 470 million yuan is a key strategic transformation for Huasheng Technology, aimed at enhancing product layout and competitiveness while exploring a "second growth curve" [1] Group 1: Project Overview - The capacitor film business currently represents a small portion of the company's overall revenue, but its advancement is expected to foster new profit growth points [1] - The project is seen as a critical support for the company's long-term strategy, focusing on technology and management innovation to penetrate the mid-to-high-end market [1] Group 2: Market Demand and Trends - Capacitor films are essential materials for capacitor manufacturing, widely used in sectors such as new energy vehicles, energy storage systems, rail transit, and photovoltaic inverters [1] - According to the China Electronic Components Industry Association, global demand for capacitor films is projected to reach 172,000 tons in 2024, a year-on-year increase of 13%, with further growth expected to 186,000 tons in 2025 and 235,000 tons by 2029 [1] Group 3: Industry Insights - The high-end capacitor film market is experiencing structural expansion driven by the new energy vehicle, energy storage, and rail transit sectors [2] - The push for "dual carbon" goals is accelerating the development of power electronics towards lightweight, miniaturized, and high-voltage solutions, placing capacitor films in a dual cycle of increased technical intensity and accelerated domestic production [2] Group 4: Company Developments - Huasheng Technology is also planning to invest 360 million yuan in a project in Haining, Zhejiang, to produce 15,000 tons of functional electronic film materials, primarily targeting the electronics and new energy sectors [2] - The company has successfully introduced two advanced production lines for the ultra-thin special capacitor film project, with the first line already in normal production and receiving customer recognition [4]