Group 1: Fundraising and Project Adjustments - The company announced the termination of the original fundraising project "Expansion of Large-size Light Guide Plate Project" to improve fundraising efficiency, reallocating the remaining funds to the TAC film project and reflective polarizing film project [1] - The TAC film and reflective polarizing film projects are aimed at addressing domestic supply chain issues, with both being critical for the company's second growth curve [1] Group 2: Market Overview and Competition - The TAC film market is primarily dominated by Japanese suppliers, with major players including Fujifilm, Konica Minolta, and others, accounting for approximately 80% of the global market [2] - The company plans to establish a production line for TAC optical film with an annual capacity of 1 million square meters, with potential for further expansion based on the progress of the initial project [2] Group 3: Investment and Shareholding Structure - Following recent financing, the company's shareholding in Anhui Jiguang is expected to be 56.4603%, maintaining a stake above 50% to ensure consolidation in financial reporting [2]
天禄科技(301045) - 2026年1月22日投资者关系活动记录表