January 19, Jinming Seiki announced that the company intends to adjust for the construction of special multi-purpose film in the field of optical film-related projects, termination of 'special multi-functional film smart factory construction project' on the original building functional flexible packaging high-end membrane smart workshop Of the construction content, change to the construction of optical substrate film production line and wisdom factory.At the same time, the total investment of the project from 226 million yuan adjusted to 460 million yuan.
Announcement shows that the company will independently build two optical-grade BOPET new production line, and the Internet, Internet of things, information technology-based, building a highly intelligent, intelligent information factory.
After the completion of the project, it is estimated that the annual output of optical substrate film will reach 482 million square meters, which is expected to reach 823 million yuan in sales and 125 million yuan in net profit.
It is understood that in the field of optical base film, optical self-developed polyester optical film production line of Jinming Seiki successfully trial production of optical substrate film and put into operation. At present, the annual production capacity of optical substrate film reached 3,300 square meters, the production of Optical substrate film main technical indicators are close to the level of imported products, has been able to meet market requirements.
At the same time, Jinming Seiki said that at present it has the ability to produce matte film, white film, reflective film, diffusion film, silicon coating film, UV printing to enhance on-line coated film and other varieties, Formula, low gloss reflective film formulations, to VTM-0 flame retardant halogen-free flame retardant film, easy-forming film and other product development and technical reserves, master the optical film substrate formula of more than 20 species, covering this Raised investment projects all product lines, formed a more perfect technical support.
Moreover, on January 9, 2018, the company reached a strategic cooperation agreement with Siemens on the construction of Jinming Seiki Multifunctional Film Smart Factory and signed a strategic cooperation agreement to work together in the digital control of automatic control and multifunctional thin film smart factory.
Market analysis
Optical film is processed on the basis of optical base film, according to Shen Wan Hongyuan forecast, only in the field of LCD, the global demand for consumer electronics optical film will reach 860 million square meters, only the backlight module with a reflective film, diffusion film, Bright film market reached 111.75 billion yuan.
According to incomplete statistics, there are enterprises in East China Science and Technology, Great Southeast, Yuxing shares, Kang Dexin, Nanyang Science and Technology, Dongtong New Materials and so on which are doing optical base film domestically, but still can not meet the domestic market demand .
Currently, the international and domestic markets for high-end optical base film products are almost monopolized by the products of Japan's Toray, 3M, Mitsubishi and South Korea's SKC, etc. 70% of the backlight module companies use these products , Domestic enterprises need to strive to achieve import substitution.
From the end of 2017 to the present, there are already a number of projects for the optical basement membrane started.
In November 2017, the tree board issued by the board of directors of the new Third Board made a total investment of 360 million yuan to invest in an optical base film project; and in January this year, East Material Technology invested 150 million to manufacture a photovoltaic polyester film for flat panel display used in Consumer electronics industry for flexible printing polyester film and precision coated polyester film.