Release film serves as a crucial consumable material for MLCCs (Multilayer Ceramic Capacitors). For a long time, China has depended on imports to meet its demand for high-end release films. However, with the advent of opportunities for import substitution, domestic industrial capital is now expediting its strategic deployment. This year, the swift advancement of downstream sectors, such as AI servers, has propelled the continuous growth of the MLCC component market. This, in turn, has sparked a sudden upsurge in demand for upstream release films. Consequently, various sectors within the industrial chain have embarked on a competitive race to expand their production capacities. Domestic MLCC release film manufacturers are capitalizing on these market opportunities to actively drive forward the process of import substitution. Simultaneously, in response to shifts in demand structure, these manufacturers are promptly adjusting their product portfolios, steering the industry towards high-end and integrated development.