凱盛科技(600552.SH)擬再新增投資4981萬元建設超薄柔性玻璃(UTG)一期項目
格隆匯 11 月 30日丨凱盛科技(600552.SH)公佈，超薄柔性玻璃(UTG)具備超薄、耐磨、透光性好、強度高、可彎折、回彈性好等特性，被認為是柔性摺疊材料在新型顯示應用上的重要發展方向，未來可能會在摺疊手機、摺疊筆記本、卷軸顯示及其他柔性顯示產品中得到廣泛運用。公司聯合中建材蚌埠玻璃工業設計研究院世界一流的玻璃領域科研和製造能力，近期已成功開發出國內唯一全國產化的“原片配方開發、原片生產、UTG減薄、UTG成型、柔性貼合”全套超薄柔性玻璃(UTG)生產工藝技術，並獲得相關認可，技術水平國內領先。
為緊跟近期柔性和摺疊終端發展趨勢以及市場需求，公司擬在現有中試線的基礎上，再新增投資4981萬元，建設超薄柔性玻璃(UTG)一期項目，量產6-8寸30μm—70μm超薄柔性玻璃(UTG)。項目建成後，將與中試線產能共同形成一定規模，達產後預計將實現收入超3億元(產能及售價等涉及商業機密信息，不進行披露)。公司也將根據未來市場發展需求及時佈局後續產能提升計劃。
為加快建設進度，項目擬租用中國玻璃新材料科技產業園內已有的約7000平方米廠房及淨化車間，新購置原片加工、UTG玻璃薄化、成型、邊緣處理、化學強化等全套生產線，與已建成的實驗室和中試線聯通，量產30μm—70μm超薄柔性玻璃(UTG)；項目將在中試線基礎上開展自動化升級和量產工藝提高，以滿足產能和良率提升需求。
柔性和可摺疊是顯示產業重要的發展趨勢，它可以使信息顯示終端更加便攜和功能多樣化，為用户帶來更高的科技感和更完美的使用體驗，滿足顯示產品市場的高端需求。眾多終端廠商均在向摺疊領域開發新產品，超薄柔性玻璃(UTG)作為柔性摺疊材料重要的發展方向，預計將會得到快速的發展，前景極為廣闊。
電子玻璃深加工是公司強項，在高強玻璃原片、玻璃減薄、玻璃蓋板加工、柔性觸控模組等產業鏈優勢基礎上，公司開發出的30μm—70μm超薄柔性玻璃(UTG)彎折半徑、彎折次數、耐衝擊測試等技術水平處於國內領先水平，並獲得認可。
該項目作為一期項目，將適應近期市場需求，為公司先行進入該領域打下堅實基礎，夯實“高強玻璃—極薄薄化—高精度後加工—柔性貼合”的全國產化柔性玻璃產業鏈；後續將可能帶動公司顯示蓋板、觸控模組、顯示模組等業務與更多高端客户開展深入合作，進一步增強公司的核心競爭力。
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