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世華科技(688093.SH):OCA光學膠膜目前已完成中試並已對部分客戶實現小規模銷售

格隆匯7月4日丨世華科技(688093.SH)在互動平臺表示,近年來,隨着顯示面板在消費電子、智慧交通、醫療健康、智能家居、電影電視等領域的快速普及,疊加摺疊屏、車載顯示、AR/VR顯示、AI眼鏡等新領域的蓬勃發展,OCA光學膠膜應用的新賽道正在不斷拓展,促使對OCA光學膠膜的需求持續上揚,市場規模持續提升。根據公開數據,2021年全球OCA光學膠膜市場規模爲20.7億美元,2029年將增至47.4億美元,3M、三菱化學、LG化學、三星SDI、Nitto等國際材料龍頭企業佔據主導地位。公司OCA光學膠膜目前已完成中試並已對部分客戶實現小規模銷售,且持續進行更多客戶開拓及產品認證。公司通過本次募投項目將新增400萬平方米OCA光學膠膜產能,在OCA市場規模持續增長、光學材料國產化趨勢日益明確的大背景下,該產能消化風險較小。

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