Group 1: Fundraising and Project Adjustments - The company announced a change in fundraising strategy, terminating the "Expansion of Large-Sized Light Guide Plate Project" to improve fund utilization efficiency. Remaining funds will be allocated to the TAC film project and the reflective polarizing film project [1] - The TAC film and reflective polarizing film projects are aimed at addressing domestic supply chain issues, with TAC film currently monopolized by Japanese suppliers and reflective polarizing film primarily supplied by American and Japanese companies [2] Group 2: TAC Film Project Progress - As of June 2025, Anhui Jiguang has obtained the construction permit for the factory, and construction is progressing steadily [3] - Major equipment for the TAC film project is expected to arrive and undergo testing in the first half of 2026 [3] - Laboratory test samples have been sent to downstream polarizer and panel manufacturers for evaluation, with results aligning closely with Anhui Jiguang's internal assessments [3] Group 3: Financing and Stakeholder Support - Anhui Jiguang has received support from various stakeholders, including Sanlipu (representing the polarizer segment) and Beijing Electric Control Investment (representing panel manufacturers), ensuring comprehensive industry participation [4] - The company has secured multiple rounds of financing and government subsidies, resulting in sufficient funding for project advancement [4] Group 4: Production Capacity Planning - The first phase of the TAC optical film production line is designed to produce approximately 60 million square meters annually [4] - Future expansion plans will depend on the progress of the initial project phase [4]
天禄科技(301045) - 2026年1月21日投资者关系活动记录表