日久光电(003015) - 003015日久光电投资者关系管理信息20250814

Group 1: Company Overview and Technology - The company specializes in smart dimming conductive films, utilizing four main technologies: PDLC, SPD, LC, and EC [1][2] - EC technology allows reversible changes in optical properties under an electric field, offering low working voltage and energy consumption, making it suitable for automotive applications [2] - The company’s products primarily use EC technology, applied in automotive sunroofs, side windows, and rearview mirrors [2][3] Group 2: Market Demand and Growth - In 2024, the penetration rate of panoramic sunroofs in new energy vehicles is projected to reach 14.4%, an increase of 7.7 percentage points year-on-year [3] - The standard installation rate of panoramic sunroofs in new energy vehicles is expected to be 28.6%, with an increase of 11.6 percentage points [3] - Smart dimming glass can reduce cabin temperature by 8-12°C, addressing heat radiation challenges [3] Group 3: Financial Performance and Challenges - The company is investing in a project with a planned annual production capacity of 6 million square meters of functional films, with funding sourced from self-owned and self-raised funds [3] - OCA optical adhesive business faces challenges due to intensified market competition and high R&D costs, resulting in a 25.23% decline in revenue to 56.0057 million yuan in the first half of 2025 [3]