每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在薄膜反内卷过程中的进展如何？另外， 据传贵公司碳纤维已试产出产品，具体性能如何？订单情况如何？ 和顺科技（301237.SZ）12月9日在投资者互动平台表示：第一，面对行业竞争格局，公司聚焦高附加值 产品战略，已逐步缩减低毛利普通透明膜产能，自12月起重点推进高亮膜、光学涂布膜、锂电绝缘膜等 差异化功能膜生产。第二，公司碳纤维产线碳化环节正处于试车过程中，相关设备调试、参数优化及工 艺磨合工作有序开展，相关性能标准及项目进展将在达到信息披露条件后及时向市场公布。 （记者 王晓波） ...

Company Overview - Established in 2003, the company specializes in the R&D, production, and sales of differentiated, functional biaxially oriented polyester films [2] - Main products include color optical base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [2] - Future focus on expanding product series and application fields, particularly in high-performance carbon fiber projects for sustainable development [2] Carbon Fiber Business - The core production team for the carbon fiber project has extensive industry experience, ensuring advanced technology through iterative upgrades and customized imported equipment [3] - Key performance indicators (KPIs) such as product specifications, yield rates, revenue, and performance are used to assess the core team, ensuring technological implementation and competitiveness [3] Industry Strategy and Pricing - The company plans to reduce capacity for standard films and focus on high-value-added products, with a structural adjustment starting in December [4] - Ordinary transparent film prices have been slightly adjusted, but the company is currently facing a cost inversion where processing fees do not cover depreciation [4] - Commitment to avoid loss-making competition by leveraging core technology patents and certifications to build competitive barriers [4] High Brightness and Optical Base Film Progress - High brightness film has completed R&D and production line debugging, achieving significant yield improvements [5] - Imported coating equipment is ready, enabling the production of optical films, establishing a complete product chain from high brightness films to optical coated films [5] - The series is set for mass production starting in December, with confirmed orders following positive customer feedback on product performance and quality [5]