日久光电(003015) - 003015日久光电投资者关系管理信息20250627

Group 1: Company Overview and Strategic Development - The company plans to invest in a functional film project with an annual production capacity of 6 million square meters to meet the demand for light-adjustable conductive films and optical films [2] - The investment for the functional film project is approximately 822 million yuan, which will be allocated in phases [2] - As of March 31, 2025, the company's debt-to-asset ratio is below 20%, indicating a strong cash flow position [2] Group 2: Product Performance and Market Position - In the previous year, the revenue from light-adjustable conductive films was approximately 70 million yuan, while optical films generated around 30 million yuan [2] - The company anticipates growth in both product lines during the 2024 reporting period, with these products being key areas of expansion [2] - The market penetration rate for panoramic sunroofs in new energy vehicles reached 14.4% in 2024, an increase of 7.7 percentage points year-on-year [3] Group 3: Future Market Demand and Applications - The adoption rate of smart adjustable glass in panoramic sunroof models is expected to exceed 25% by 2024, according to S&P Global Mobility [3] - The company is actively supporting clients in various applications, including AI glasses and smart wearables, although there have been no sales results for AI glasses yet [2] - The company has not disclosed specific future market demand for light-adjustable conductive films due to confidentiality agreements [3]