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]

11月20日，由德力西集团投资、晶智铱锘运营的光学膜材项目在江门市正式开工。 图片来源： 德力西集团 据介绍，本次在江门落地的光学膜材产线，将率先投产新一代高透光防窥膜、高清投影幕布、高 性能增亮膜等产品。这些产品不仅在透过率、视角控制、光损耗等关键指标上达到业内领先水 平，更在材料配方、表面微结构设计、涂布与复合工艺上实现全流程自主可控。 项目一期工程预计于2026年一季度建成投产，达产后可生产30万平方米膜材/年。在完成初期产 能布局后，该项目还将进一步向车载光控（前装）产品延展。 德力西集团表示，此前旗下另一家上市公司已切入锂电池裁切精密模具、切刀等业务，选择车载 光学膜材作为新的产业落脚点，将为集团新能源相关业务开辟新的细分赛道。未来，德力西将根 据产业发展和市场需要，积极推进江门项目二期建设。 11月24日，合肥新站高端光学膜生产基地项目完成竣工验收工作。 该 项目位占地面积约70亩， 总建筑面积约7.6万平方米，主要建设内容为7栋多层厂房及1栋综合配套楼。 项目以战略性新兴 产业"高端光学膜"生产制造为主导，积极延伸光学膜上下游产业，实现膜材料企业加快集聚，增 强产业链供应链韧性。（集邦Displ ...

行业领先的高透光防窥膜、高清投影幕布、高性能增亮膜产线落地江门——11月20日上午，由浙江知名企业德力西集团投资的光学膜材项目在江门市江海区 德力光电产业园正式开工，江门市江海区副区长邓群标等当地领导，德力西集团总裁胡煜鐄、CFO胡庆生等高管出席开工仪式。 在完成初期产能布局后，该项目还将进一步向车载光控（前装）产品延展。相比消费电子领域的防窥、防刮功能，车载光学膜材更强调行车安全与复杂环境 下的稳定表现，如抑制副驾屏幕对驾驶员视线的干扰，降低外部强光对电子后视镜的反射干扰，提升车载大屏在极端温度、湿度条件下的光学稳定性等。在 新能源汽车普遍朝着"大屏化、智能化、电子后视镜化"加速演进的趋势下，高可靠光学膜材已成为各大车厂争抢的核心供应链技术。 目前，公司相关技术已在全球主要市场（中、美、欧、日）完成专利布局，在国内该领域具有唯一的技术独立性，产品在性能上优于国际同类企业，价格上 更具备明显优势。此次动工的一期工程预计于2026年一季度建成投产，达产后可生产30万平方米膜材/年。 1974 邓群标代表区委区政府对项目开工致以祝贺，他表示，江海区委区政府将以高效的行政服务、一流的营商环境，助力企业建设和运营，也 ...