Polarizer upstream breakthrough: Wanwei High-tech realizes mass production of optical PVA film to end Japan’s monopoly; China’s polarizer global capacity exceeds 58% with ultra-wide-width lines of Hengmei & Shenzhen Textile continuously ramping up.
Display optical film: Shuangxing New Materials launches multilayer composite PET/PEN base film for MiniLED backlight and automotive display; overall import dependency of panel optical films drops to 47%.
Precision coating transformation: Jingding、WFOE slash smartphone IRCF output to focus on automotive narrow-band filter & ranging coating; automotive coating revenue up over 35% YoY; metasurface & single-crystal coating under trial production.