SXXC(SZ:002585)2026-01-16 11:35Group 1: Company Overview - The company focuses on high polymer new materials, integrating R&D, production, sales, and import-export trade, recognized as a national high-tech enterprise [3] - It has established six production bases, offering a diverse range of products across five major fields, including optical materials and energy-saving films, serving markets like AI terminals and new energy vehicles [3] Group 2: Industry Context - The BOPET industry is currently facing challenges due to supply-demand imbalances, leading to widespread losses among companies [5] - Industry leaders are shifting from price competition to strategies combining production cuts and high-end product upgrades to restore balance and promote sustainable development [5] Group 3: MLCC Release Film Project - The MLCC release film is crucial for various electronic devices, with increasing demand driven by domestic manufacturers expanding production [6] - The company successfully developed MLCC release film substrates in 2020 and entered the market in 2022, aiming to fill the domestic supply gap and reduce reliance on imports [6][7] Group 4: Future Development Plans - The company aims to focus on "high-end, differentiated, and global" strategies, emphasizing technological breakthroughs and product upgrades [7] - Plans include upgrading product structure to enhance value, increasing R&D investment to build a "patent moat," optimizing capacity, and expanding market presence both domestically and globally [7] - The company targets a 10% growth in demand by 2026, while industry production is expected to grow by only 1% [7]