(4)斯迪克：公司拥有OCA离型膜、MLCC离型膜、偏光片离型膜等，已建成并投产3条进口PET光学膜 拉膜线及10条进口离型膜生产线，离型膜几乎全部自制，具备较高光学性能要求的PET基膜部分外购， 部分自制。 (二)光学级PVA膜、TAC膜：主要由日本可乐丽、日本合成化学、日本富士胶片等供应。国产厂商方 面，(1)皖维高新：公司是中国内地唯一一家批量生产销售PVA光学薄膜的生产商，目前拥有两条PVA光 学薄膜生产线(500+700万平方米)，投资新建2000万平方米/年TFT偏光片用宽幅PVA光学薄膜项目。 (2)乐凯胶片：公司拥有年产能800万平方米的TN/STN型TAC膜产线，当前处于满产状态。该产线2024 年实现营收7,818.84万元，处于盈利状态。公司TAC膜3#生产线于2025年7月建成(年产能2400万平方 米)，有望逐步实现中高端光学TAC膜批量化生产。 (2)洁美科技：公司加速中高端MLCC离型膜、多种用途离型膜等市场开拓，已在国巨、华新科、风华高 科、三环集团等采用自制基膜稳定批量供货，并在宇阳科技、微容电子等完成了导入工作，顺利完成韩 日系大客户(三星、村田)的验证和批量供货。 (3) ...

Core Viewpoint - The company, Jiemai Technology (002859.SZ), has indicated that its release film products primarily include release films for ceramic capacitors (MLCC), optical material polarizers, and OCA release films, with major competitors being Japanese and Korean firms [1] Group 1 - The company's release film products are essential for various applications, including ceramic capacitors and optical materials [1] - Major competitors in the release film market are predominantly from Japan and South Korea [1]

Core Viewpoint - Jiemai Technology (002859.SZ) primarily produces release films for various applications, facing competition mainly from Japanese and South Korean companies [1] Group 1: Product Overview - The company's release film products include those used for ceramic capacitors (MLCC), optical material polarizers, and OCA release films [1] Group 2: Competitive Landscape - Major competitors in the release film market are primarily Japanese and South Korean enterprises [1]

Core Viewpoint - The company, Jiemai Technology, highlighted its competitive advantages in the mid-to-high-end MLCC release films compared to domestic competitors, specifically focusing on its product offerings and the primary competition from Japanese and Korean firms [1]. Company Summary - Jiemai Technology's release film products include those used for ceramic capacitors (MLCC), optical material polarizers, and OCA release films [1]. - The main competitors in the market are primarily Japanese and Korean companies, indicating a strong international competitive landscape [1].

Core Insights - The company, Jie Mei Technology, has responded to investor inquiries regarding its release film products, which include release films for ceramic capacitors (MLCC), optical material polarizers, and OCA release films [1] Group 1 - The main products of Jie Mei Technology include release films for MLCC, optical materials, and OCA [1] - The primary competitors in the release film market are mainly Japanese and South Korean companies [1]

Group 1 - The core viewpoint of the article is that Jie Mei Technology (002859.SZ) has clarified its product offerings and competitive landscape in response to investor inquiries [2][3] - Jie Mei Technology's release film products include those used for ceramic capacitors (MLCC), optical materials polarizer release film, and OCA release film [2] - The main competitors in the market for Jie Mei Technology's products are primarily Japanese and South Korean companies [2]