Some investors asked Xinlun Technology (002341) a question, hello! What is the reason for the negative growth in revenue of the company’s optoelectronic materials in the first half of the year? Is there any improvement in the second half of the year? In addition, is the second aluminum-plastic film production line all powered by batteries? Is the order full?
The company replied, Dear investors, hello. The company’s optoelectronic materials business includes electronic functional materials and optoelectronic display materials. According to the company’s “2021 Semi-annual Report”, the revenue of the optoelectronic materials business has slightly decreased. The main products of optoelectronic display materials include CPI film, COP film and TAC film, which are mainly used in high-end optical display materials such as folding screens, polarizers and other display structures. After die-cutting, the products are finally widely used in smart phones, tablets, etc. In the field of consumer electronics, optoelectronic display materials have strong technical, certification and production process control barriers, and the customer certification cycle is long. At present, the introduction of new customers is in progress. The company’s aluminum-plastic film No. 2 production line has basically been debugged and is in the trial production stage. After a period of capacity ramping, it is expected to reach a full production of 3 million per month by the end of this year. At present, the company mainly produces power aluminum-plastic film. adequate.
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