Sunnypol(SZ:002876)2025-11-20 10:24Group 1: Financial Impact and Market Performance - The depreciation of the Japanese yen against the RMB has a limited positive impact on the company's profits for Q4, as prior hedging measures may delay the benefits to 2026 [2][3] - The company's total revenue for the first three quarters of 2025 increased by 41.00% year-on-year, with record high production and sales of core products [5][6] Group 2: Supply Chain and Material Sourcing - The company has successfully diversified its raw material supply, ensuring safety by increasing domestic supplier partnerships while maintaining good relations with Japanese suppliers [3][4][6] - The company is actively promoting the localization of raw materials, with significant progress reported in the domestic supply of most materials [4][8] Group 3: Market Strategy and Future Plans - The company is focused on enhancing its market share in the polarized film sector and plans to ramp up production capacity and improve yield in the coming year [5][6] - The company is closely monitoring industry trends and customer needs, optimizing supply chain layouts, and increasing R&D investments to enhance product competitiveness [4][7] Group 4: Industry Relations and Collaborations - The company has established long-term cooperative relationships with leading display panel manufacturers, leveraging its technological and service advantages [8][9] - The company is currently involved in the acquisition of Sumitomo Chemical's polarized film business, which may further enhance its market share amid Sino-Japanese trade tensions [8][9]