Jiangsu Rijiu Optoelectronics Jointstock (SZ:003015)2025-10-16 08:58Group 1: Company Overview and Product Development - The company focuses on OCA optical adhesive primarily for consumer electronics, facing challenges due to intensified market price competition and high R&D costs, leading to near-saturation capacity utilization without profitability [2][3] - The company is developing foldable and curved OCA optical adhesives, with client sample certifications showing progress, aiming to provide stable quality support for optical film products [3][4] Group 2: Product Lines and Market Position - The traditional ITO conductive film maintains stable order volume and pricing, benefiting from advantages in cost control and customization for irregular shapes compared to embedded in-cell technologies [3][4] - The company offers a range of smart film technologies, including PDLC, SPD, LC, and EC, with EC being the primary product due to its low voltage and energy consumption, although it has slower color-changing speed [3][4] Group 3: Future Projects and Capacity Expansion - A new project for an annual production capacity of 6 million square meters of functional films is underway, with an investment of up to 200 million yuan in magnetron sputtering equipment as a strategic reserve for market expansion [5][6] - The overall construction period for the new project is estimated at 24 months, covering land acquisition, factory construction, and production equipment setup [6]