Recently, Rijiu Optoelectronics announced plans to invest up to RMB 800 million in a new functional film materials project. The initiative aims to expand the company’s presence in the high-end optical film sector, enhance its self-sufficiency in core materials, and strengthen its competitive position within the touch and display supply chain.Functional films are critical components in touch and display modules, widely used in smartphones, tablets, automotive displays, and wearable devices. With sustained growth in downstream markets—particularly consumer electronics and new energy vehicles—demand for high-performance, reliable functional films continues to rise. The investment will primarily fund new production lines, advanced equipment procurement, and supporting R&D activities, significantly boosting capacity and product value upon full-scale operation.According to the company, this project aligns with national policies encouraging the development of new materials, helping to break foreign technological monopolies in high-end functional films and accelerate domestic substitution. Additionally, through vertical integration, Rijiu Optoelectronics expects to reduce raw material costs and improve overall profitability and resilience.Overall, this strategic move marks a significant step in Rijiu’s transition toward high-value-added advanced materials, positioning the company for sustained long-term growth.
近日，日久光电（Rijiu Optoelectronics）发布公告称，公司拟投资不超过8亿元人民币，用于建设功能性膜材料项目。该项目旨在拓展公司在高端光学膜领域的布局，提升核心材料的自主供应能力，并进一步巩固其在触控显示产业链中的竞争优势。功能性膜材料广泛应用于智能手机、平板电脑、车载显示、可穿戴设备等终端产品中，是触控模组和显示模组的关键组成部分。随着下游消费电子及新能源汽车市场的持续增长，对高性能、高可靠性功能性膜的需求不断上升。日久光电此次投资将主要用于新建生产线、引进先进设备及配套技术研发，预计达产后将显著提升公司产能与产品附加值。公司表示，该项目符合国家鼓励新材料产业发展的政策导向，有助于打破国外企业在高端功能膜领域的技术垄断，推动国产替代进程。同时，通过垂直整合产业链，日久光电有望降低原材料成本，增强整体盈利能力与抗风险能力。总体来看，此次投资是日久光电向高附加值新材料领域战略转型的重要一步，有望为公司带来长期增长动力。
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