Optics radical film produces home of technology of can fast outspread & to precede, the entrance replaces foreground capacious: The demand that consumes electronic product anabiosises, overlay MLCC and OCA contribute new increment, the whole world leaves model base velar demand increases continuously, we predict the whole world can amount to 16.7 billion square metre 2025, market dimensions exceeds 20 billion yuan. And at present domestic optics base film presents unbalance of structural sex supply and demand, namely low end superfluous, high end is insufficient, bring about still put in taller entrance to depend on degree. The company is domestic minority can offer high grade optics base one of velar enterprises, already realized batch to supply in partial domain now, build as future produce can the progress of be born and technology, hopeful guides MLCC leaves quickly model base film, polarizing piece from protect base the high-end application such as film, city occupies rate implementation to promote further. In the meantime, the company still builds the functional sex film of 100 million square metre oneself, after building but get through “ is optical base film - optical thin coating (functional sex is filmy) ” passageway, be in ability of shipment of aggrandizement radical film while layout of catenary of progressively and perfect industry, consolidate oneself industry precedes position. Gap of supply of high-end colophony fill, proton exchange film shifts to an earlier date layout: Data of electron of company deepness layout, automobile is relevant product, planned “5200 early or late on original basis ton PCB of high frequency high speed uses ” of special type colophony, “6 epoxy resin of 10 thousand tons of special type and intermediate body ” , “16 ” of colophony of 10 thousand tons of PVB and “ produce per year 10 thousand tons of high-powered colophony and formaldehyde ” , “1 8000 tons of sandwich glass use PVB diaphragm ” , high-end colophony all belongs to product of domestic supply deficiency, after company project be born but effective fill breach, implementation is homebred replace. In the meantime, to comply with prospective hydrogen can develop a tendency, the company shifts to an earlier date film of layout proton exchange is produced can. In home enterprise of only and few number masters the circumstance of relevant technology to fall, the film of exchange of 500 thousand square metre that the company builds can be used at electroanalysising water makes the field such as hydrogen and fuel cell, ahead of schedule layout is produced can hopeful takes the lead in market of race to control. Industry development & is produced can extend, increment of material of new energy resources is considerable: The company is a foundation with new-style insulating material, generate electricity with “ of new energy resources - transmit electricity - catenary of industry of the ” that use phone expands for the foundation the product applies ceaselessly, the smooth hot season that the product basically is a solar battery is the special type colophony in lamina of report of backboard radical film, wind, special high-pressured transmit electricity uses film of polypropylene of power electric capacity and large measurement insulation system, of car of new energy resources ultrathin model electronic polypropylene film, composite material. Classification became independent material of new energy resources first in annals 2022, highlight a company to be in the key layout of relevant domain. Grow as the high speed of report of smooth hot season, wind and industry of automobile of new energy resources, special the Gao Jing with high-pressured current construction is angry, predict 2023, the hopeful of whole of downstream and main application of material of company new energy resources appears rise posture. In the meantime, the company is in of main product pledge and measure two respects to all increase investment, 3000 tons when predict to build / year ultrathin model polypropylene film product line (qualitative) , 40 thousand tons / backboard of time bend over base film is produced can (quantity) began progressively be born 2023, increment is considerable. Investment proposal: The company is home stuff of banner optical thin coating produces a business, at the same time the colophony of much money high end of layout but gap of fill country supply, and material of new energy resources board piece carry qualitative increment, growing sex is stronger. Accordingly we predict company 2023-2025 year 57.16/76.09/88.09 of implementation business income 100 million yuan, 5.52/8.14/10.70 of profit of net putting in a mother 's charge 100 million yuan, corresponding PE is 21.31/14.44/10.99 respectively times, enclothe first, give “ to add hold ” grade.
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