Engao Optics' RMB 700 Million PC Automotive Window Long-Term Order: Process Barriers and Delivery Uncertainty
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In October 2026, Engao Optics officially began production. Supply of its transparent PC parts is locked in through 2032 under a long-term order worth about RMB 700 million, which is closely tied to Ceer. The company uses a process that hardens the material first and then hot-presses and bends it into shape, cutting processing costs by about 40% compared with injection molding, and has obtained European E-mark and US DOT certification. However, Ceer's mass production schedule has slipped, creating uncertainty over order fulfillment and capacity utilization.
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- OFweek Optics Network · NewsBehind Engo Optics' 700 Million Yuan Long-term Order: What Are the Barriers in PC Window Process and Delivery Capability?
Engo Optics recently began formal production, with supply of PC transparent parts locked in through 2032 and a total value of about 700 million yuan; the long-term order is closely tied to Ceer. Its process of hardening first and then hot-press bending reduces processing costs by about 40% compared with injection molding, and the products have passed European E-mark and US DOT certification. The delay in Ceer's mass production schedule creates uncertainty for order fulfillment and capacity utilization.
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