半导体制程关键膜
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供货京东方,浙江光学膜材料企业获新融资
WitsView睿智显示· 2025-11-28 09:54
Core Viewpoint - Dongrou New Materials Co., Ltd. has secured a new round of financing from Unico, indicating strong investor interest in the high-end film materials sector [1] Group 1: Company Overview - Dongrou New Materials was established in May 2021, focusing on the research and production of high-end film materials, including flexible OLED specialized films, key films for semiconductor processes, high-performance explosion-proof and optical films for the automotive sector, and antibacterial films for health applications [1] - The company collaborates with major panel manufacturers such as BOE, Samsung, Tianma, Visionox, and Huagui Optoelectronics, and supplies film materials to smartphone brands like Huawei and VIVO [2] Group 2: Production Capacity and Investment - Dongrou New Materials plans to achieve full production capacity of 50 million flexible OLED optical films per year by 2024 [2] - To meet market demand and enhance competitiveness, the company intends to invest 114.542 million yuan to purchase new equipment in existing vacant production areas, aiming to add an annual production capacity of 50 million flexible OLED optical films and 2 million advanced functional films [2] - After the implementation of these projects, the total production capacity will reach 100 million flexible OLED optical films and 2 million advanced functional films annually [2] Group 3: Industry Trends - The optical film materials industry is experiencing accelerated development in various regions, with recent projects such as the completion of the Hefei New Station high-end optical film production base and the commencement of a project in Jiangmen City by Delixi Group and Jingzhi Yinuo [3][4] - The Hefei project focuses on high-end optical film production and aims to enhance the resilience of the supply chain by clustering membrane material enterprises [3] - The Jiangmen project will produce next-generation high-transmittance anti-peep films, high-definition projection screens, and high-performance brightness-enhancing films, with an expected production capacity of 300,000 square meters of film materials per year upon completion [4]