证券日报网2月26日讯，万顺新材在接受调研者提问时表示，功能性薄膜业务产品主要是高阻隔膜、调 光导电膜、车衣膜、节能膜等。公司今年主要聚焦有发展潜力的功能膜产品市场，重点推进高阻隔膜在 单一材质可回收包装市场的应用，拓展汽车调光天幕用导电膜市场，打造高阶车衣膜、节能膜自主品 牌，提高产能利用率，争取提升盈利能力。 （文章来源：证券日报） ...

编号：20260226 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | | 华泰证券-邵梓洋、王嵩 | | 参与单位名称及 | 乐雪资本-陆畅宏 | | 人员姓名 | Pinpoint Asset-梁俊琪 | | | 建信基金-蒋超 | | 时 间 | 2026 年 2 月 26 日 14:00-16:00 | | 地 点 | 公司会议室 | | 上市公司接待人 | 黄薇、杨时哲 | | 员姓名 | | | | 问：铝加工业务板块情况 | | | 答：公司铝加工业务板块已形成铝板带、铝箔一体化产业链布局。 铝箔产能：公司铝箔总产能规划 25.5 万吨，其中：江苏中基主要生产双 | | | 零铝箔（应用于包装领域），产能 8.3 万吨，安徽中基主要生产电池铝箔， | | | 现有产能 7.2 万吨，在建年产 10 万吨动力及储能电池箔项目将分步投产、 | | | 陆续释放产能，9 月底前全面完成建设。 | | 投资者关系活动 | 铝板带产能：江苏、安徽基地产 ...

证券日报网讯 2月12日，日久光电在互动平台回答投资者提问时表示，公司导电膜产品作为具有优异导 电性能及光学性能的薄膜材料，是目前制备触控屏、调光模组、调光玻璃等器件最常应用的高透光学导 电膜材料，可应用于各类触控方式的人机交互终端场景，其应用边界正随技术进步与需求升级持续拓 展，从传统消费电子、商用显示、工业控制等应用领域加速渗透至汽车电子、绿色建筑等场景。此外， 公司防反射光学膜作为目前显示领域要求较高的高端产品，在汽车显示、折叠屏幕和光学仪器等领域具 有广泛应用。公司于子公司投资建设年产600万平方米功能性膜项目正是为了解决调光导电膜、光学膜 及配套涂胶产品的产能需求。具体可以参见公司于2026年1月9日发布的《关于2026年度向特定对象发行 A股股票预案》。 （文章来源：证券日报） ...

Group 1 - The core inquiry from investors revolves around whether the color-changing sky dome shown in Xiaomi's new SU7 drifting video is a product provided by the company [1] - Daylight Optoelectronics (003015.SZ) confirmed on the investor interaction platform that its adjustable conductive film serves as the core electrode layer for adjustable films, corresponding to four major technical routes: PDLC, SPD, EC, and LC [1] - The company has established stable partnerships with leading manufacturers in the adjustable film sector, but specific terminal brands and models cannot be disclosed due to confidentiality agreements [1]

Core Viewpoint - The company, Rihou Optoelectronics, is experiencing significant growth in its performance due to strong demand for its products, particularly in the adjustable light conductive film sector, which is becoming a key driver of revenue growth [1][3]. Financial Performance - For the fiscal year 2025, Rihou Optoelectronics expects a net profit attributable to shareholders of between 93 million and 120 million yuan, representing a year-on-year increase of 37.83% to 77.85%. The net profit after deducting non-recurring items is projected to be between 88 million and 113 million yuan, with a growth of 45.66% to 86.21% [1][2]. - The company reported a revenue of 4.69 billion yuan and a net profit of 39.89 million yuan in 2022. In 2023, the revenue slightly increased to 4.78 billion yuan, but the net profit fell to -16.58 million yuan due to industry fluctuations. However, in 2024, the company rebounded with a revenue of 5.83 billion yuan, a year-on-year increase of 21.97%, and a net profit of 67.47 million yuan, returning to profitability [2][3]. Product Development and Market Position - The growth in performance is attributed to the stable growth of the adjustable light conductive film business, which has become a significant revenue driver. The company has adapted its products to various high-end applications, including automotive sunroofs and side windows [3][5]. - The company's optical film products, particularly in the automotive and consumer electronics sectors, are gaining market acceptance, with AR optical film revenue increasing by 132.22% year-on-year to 25.6 million yuan in the first half of 2025 [3]. Capital Expansion Plans - Rihou Optoelectronics plans to raise up to 800 million yuan through a private placement to expand its production capacity for functional films, specifically targeting the growing market for adjustable light films. The project aims to produce 6 million square meters of functional films annually [5][6]. - The total investment for the annual production project is estimated at 822 million yuan, with 600 million yuan of the raised funds allocated for this purpose. The project will enhance the production capacity of adjustable light conductive films and anti-reflective films [5]. Research and Development - The company has consistently increased its R&D investment, which reached a cumulative total of 143 million yuan from 2021 to the first three quarters of 2025. This investment supports the development of core technologies essential for product innovation and business expansion [4].

Core Viewpoint - The company, Rihou Optoelectronics, has reported a significant increase in its operating performance for the fiscal year 2025, with net profit expected to rise substantially compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of between 93 million to 120 million yuan for 2025, representing a growth of 37.83% to 77.85% compared to the previous year's net profit of 67.47 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be between 88 million to 113 million yuan, marking an increase of 45.66% to 86.21% from last year's figure of 60.42 million yuan [1] - Basic earnings per share are expected to reach between 0.34 yuan to 0.44 yuan, up from 0.25 yuan in the previous year, indicating a steady improvement in shareholder returns [1] Business Drivers - The strong performance is primarily driven by two main business segments, with the dimmable conductive film business serving as a key growth engine [1] - The company has completed the adaptation of the full technology route for PDLC, SPD, EC, and LC, focusing on core application scenarios such as automotive sunroofs, side windows, and rearview mirrors, which have received positive market recognition since mass production [1] - Additionally, the 2A/3A optical films targeting automotive displays and consumer electronics have established a stable sales scale, with significant increases in sales volume during the reporting period, further fueling the company's growth [1]

Core Viewpoint - Rijing Optoelectronics (003015.SZ) forecasts a net profit attributable to shareholders of 93 million to 120 million yuan for the year 2025, representing a year-on-year growth of 37.83% to 77.85% [1][2]. Financial Performance - The net profit attributable to shareholders is projected to be between 93 million and 120 million yuan, compared to 67.47 million yuan in the same period last year, indicating a growth of 37.83% to 77.85% [2]. - The net profit after deducting non-recurring gains and losses is expected to be between 88 million and 112.5 million yuan, up from 60.42 million yuan last year, reflecting a growth of 45.66% to 86.21% [2]. - Basic earnings per share are anticipated to be between 0.34 and 0.44 yuan, compared to 0.25 yuan in the previous year [2]. Business Growth Drivers - The growth in performance is primarily driven by the stable growth of the dimming conductive film business, which has become a significant revenue driver. This product is recognized for its application in automotive sunroofs, side windows, and rearview mirrors [2]. - The 2A/3A optical film has established a stable sales scale, with increased sales volume and significant revenue growth, mainly applied in automotive displays and consumer electronics [2]. Additional Information - The company recognized share-based payment expenses related to the employee stock ownership plan, which reduced the net profit attributable to shareholders by approximately 36 million yuan [3]. - Rijing Optoelectronics specializes in the research, production, and sales of touch display application materials and custom functional film development and processing services [3]. - The chairman of Rijing Optoelectronics is Chen Chao, who has a background in various leadership roles within the company and related industries [3].

Core Viewpoint - The company, Rihua Optoelectronics, forecasts a significant increase in net profit for 2025, driven by stable growth in its dimmable conductive film business, which is becoming a key performance growth engine [1] Financial Performance - The net profit attributable to shareholders is expected to be between 93 million to 120 million yuan, representing a year-on-year growth of 37.83% to 77.85% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 88 million to 112.5 million yuan, indicating a growth of 45.66% to 86.21% compared to the previous year [1] Business Growth Drivers - The dimmable conductive film business is highlighted as a stable growth area, with applications in automotive sunroofs, side windows, and rearview mirrors, showing strong market acceptance since its mass production [1] - The 2A/3A optical film has established a stable sales scale, primarily used in automotive displays and consumer electronics, with significant increases in sales volume and revenue during the reporting period [1] Company Overview - Rihua Optoelectronics specializes in the research, production, and sales of touch display application materials, and customizes the development and processing of related functional films [1]

Core Viewpoint - The company expects a significant increase in net profit for the year 2025, with projections indicating a growth of 37.83% to 77.85% compared to the previous year, driven by stable performance in key business segments [1] Group 1: Financial Performance - The projected net profit attributable to shareholders for 2025 is estimated to be between 93 million to 120 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 88 million to 113 million yuan, reflecting a growth of 45.66% to 86.21% year-on-year [1] Group 2: Business Drivers - The dimmable conductive film business has shown stable growth and is identified as a key driver of revenue, with applications in automotive sunroofs, side windows, and rearview mirrors [1] - The 2A/3A optical film has achieved a stable sales scale, primarily used in automotive displays and consumer electronics, contributing to significant revenue growth during the reporting period [1] Group 3: Financial Adjustments - The company recognized share-based payment expenses related to the employee stock ownership plan, which reduced net profit attributable to shareholders by approximately 36 million yuan [1] - A deferred tax asset was recognized for unabsorbed losses of a subsidiary, leading to a reduction in income tax expenses by around 13 million yuan [1]

Core Viewpoint - The company, Riko Optoelectronics, anticipates a net profit attributable to shareholders of 93 million to 120 million yuan for 2025, representing a year-on-year growth of 37.83% to 77.85% [1] Group 1: Financial Performance - The expected profit growth is primarily driven by the stable growth of the dimming conductive film business, which has become a significant performance growth engine [1] - The dimming conductive film serves as a core electrode material for dimming films, with applications in automotive sunroofs, side windows, and rearview mirrors [1] - The optical film, mainly used in automotive displays and consumer electronics, has shown good market acceptance, with a notable increase in sales volume and revenue during the reporting period [1]