同时，为适应行业技术发展趋势，提升产品市场竞争力，满足高端AMOLED面板产品对于LTPO、 Hybrid、Tandem等先进技术的需要，公司通过增添部分设备等方式对该部分产线进行技术升级。 10月30日，和辉光电、凯盛科技分别发布项目延期公告。 和辉光电 10月29日，和辉光电宣布，公司首次公开发行募集资金投资项目—— "第六代AMOLED生产线产 能扩充项目"达到预定可使用状态的时间 将 延期。 项目 募集资金净额为8,002,135,743.48元 （ 80.02亿元 ）， 截至2025年9月30日，累计投入 68.32亿元。其中，53.32亿元用于该项目，剩余15亿元用于补充流动资金。 | 序号 | 项目名称 | 募集资金承诺投资 总额（万元） | 募集资金累计投 入金额（万元） | | --- | --- | --- | --- | | | 第六代 AMOLED 生产线产能扩 充项目 | 650, 213. 57 | 533. 199. 63 | | 2 | 补充流动资金 | 150, 000. 00 | 150.000.00 | | | 合 计 | 800, 213. 57 | 683. 199. ...

值得注意的是，产线建设方面，10月， 由维信诺和合肥市投资平台出资 建设的 全球首条搭载 无FMM技术（ViP）的高世代AMOLED生产线 已完成 生产厂区全面封顶。 此外， 维信诺参股企业辰显光电在上半年完成了多个Micro LED业务成果，发布了多个最新 Micro LED产品；打造了4K LED影厅；并与海尔达成合作，共同推进TFT基Micro LED大屏 在商显市场的广泛应用。 #维信诺 #OLED #公司业绩 10月30日，维信诺公布2025年第三季度业绩。 公司 第三季度业绩保持平稳，亏损有所收窄，实现营业收入约19.30亿元，同比增长0.85%； 亏损额同比 缩小 。2025年前三季度，公司累计实现营业收入60.51亿元，同比增长3.50%； 归属于上市公司股东的净利润亏损同比 缩小 。 | | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初全报告期末 | | --- | --- | --- | --- | --- | | | | 期增減 | | 比上年同期增减 | | 营业收入(元) | 1.929.966.371.34 | 0.85% | 6.051.425,522.90 | ...

10月30日，LG Display宣布，公司2026年大尺寸W-OLED的出货量目标为700万片左右，较今 年的600万片的出货预期高出10%，产品面向电视和显示器用领域。 在当日举行的财报电话会议上，LG Display表示："相较于LCD，OLED的差异化价值正逐步被市 场认可，同时大尺寸OLED的价格也逐渐进入消费者可接受区间，推动了其市场接受度的提升。公 司预计，2026年W-OLED面板的出货量将达到约700万片，略高于2025年。" 此外，LG Display指出，近年来大尺寸OLED在游戏显示器市场的需求持续增长。公司预计，今年 大尺寸OLED产品在其整体出货量中的占比将达到10%至15%。 图片来源：LG Display 目前， LG Display W-OLED的 规格 已达到8.5代水平， 月产能为 18万片（以玻璃基板投入 计），其中约13.5万片用于实际量产 。 玻璃基板投入 产能 指实际投入生产线的原板数量，该数 值可能因生产线稼动率调整而低于设计基准生产能力 。 根据LG Display今年4月提交给美国证券交易委员会（SEC）的2024年年度报告， 去年公司大尺 寸 OLED生产 ...

10月30日，京东方、沃格光电、冠捷科技分别发布 最新人事调整公告。 京东方 10月10日，京东方收到副董事长高文宝先生提交的书面辞职报告，高文宝先生申请辞去公司董 事、副董事长及董事会专门委员会委员职务，辞职后将不再担任公司及控股子公司任何职务。 为进一步完善董事会治理结构，根据相关规定，京东方 董事会在10月30日选举王锡平先生为第十 一届董事会副董事长，任期自本次董事会选举通过之日起，至本届董事会任期届满之日止。 资料显示， 王锡平先生，大学本科。曾任南京瀚宇彩欣科技有限公司经理，历任公司生产管理中 心负责人、合肥鑫晟光电科技有限公司总经理、武汉京东方光电科技有限公司总经理 、 显示事业 Co-CEO、首席采购官、中台负责人、公司第十届董事会董事、执行委员会委员、执行副总裁等 职务。 现任公司第十一届董事会副董事长、执行委员会副主席、首席运营官（COO），兼任新材料业务 CEO，北京京东方机器人有限公司董事长，北京京东方光能科技有限公司董事，北京京东方材料 科技有限公司董事、京东方创新投资有限公司董事。 沃格光电 沃格光电第四届董事会任期即将届满，根据相关规定，公司对董事会进行换届选举工作。公司第五 届 ...

Core Viewpoint - The article discusses the third-quarter financial performance of six major companies in the display panel industry, highlighting their revenue growth, profit changes, and strategic developments. Company Summaries 京东方 (BOE Technology Group) - In Q3, BOE achieved revenue of 53.27 billion yuan, a year-on-year increase of 5.81%, and a net profit of 1.35 billion yuan, up 32.07% [2][3] - For the first three quarters, cumulative revenue reached 154.55 billion yuan, growing by 7.53%, with a net profit of 4.60 billion yuan, an increase of 39.03% [2][3] - The growth was attributed to expanded sales, increased government subsidies, and significant investment income from the disposal of long-term equity investments [2][4] TCL科技 (TCL Technology) - TCL reported Q3 revenue of 50.38 billion yuan, a 17.71% increase, and a net profit of 1.16 billion yuan, up 119.44% [5][6] - Cumulative revenue for the first three quarters was 135.94 billion yuan, a 10.50% increase, with a net profit of 3.05 billion yuan, growing by 99.75% [5][6] - The company noted improvements in the global panel market, with demand recovery and price stabilization, leading to increased production efficiency and profitability [7][8] 深天马 (Shenzhen Tianma) - In Q3, Shenzhen Tianma reported revenue of 9.19 billion yuan, a 13.19% increase, and a net profit of 107 million yuan [9][10] - Cumulative revenue for the first three quarters was 26.66 billion yuan, up 11.03%, with a net profit of 313 million yuan [9][10] - The company is investing in new equipment for its 6th generation OLED panel production line, which is expected to enhance production capacity and efficiency [11][12] 彩虹股份 (Rainbow Optoelectronics) - In Q3, Rainbow Optoelectronics achieved revenue of 2.98 billion yuan, a 1.51% increase, but reported a net loss of 72.29 million yuan [13][14] - For the first three quarters, revenue was 8.64 billion yuan, down 4.04%, with a net profit of 379 million yuan, a decrease of 62.49% [13][14] - The company is focusing on its glass substrate business and has divested 30% of its subsidiary, Rainbow Optoelectronics, to BOE to optimize its business structure [14] 友达光电 (AU Optronics) - AU Optronics reported Q3 revenue of 69.91 billion NTD (approximately 16.2 billion yuan), a 1% increase from Q2 but a 10.1% decrease from Q3 2024, with a net loss of 1.28 billion NTD (approximately 297 million yuan) [15][17] - The company noted that its overall revenue was affected by currency fluctuations and declining panel prices, but cumulative net profit for the first three quarters improved significantly compared to the previous year [17] 和辉光电 (HannStar Display) - In Q3, HannStar achieved revenue of 1.33 billion yuan, a 2.25% increase, but reported a net loss of 530 million yuan [18][20] - Cumulative revenue for the first three quarters was 4 billion yuan, up 8.25%, with a net loss of 1.37 billion yuan [18][20] - The company is focusing on improving production efficiency and has submitted an application for an H-share listing to enhance its international strategy and financing capabilities [20]

近日，龙腾光电、三星显示与LG Display相继公布了2025年第三季度财报。 龙腾光电 2025年第三季，龙腾光电实现营业收入6.14亿元，同比减少-27.72%；归属于上市公司股东的净 利润为-5,869.41万元。 前三季，公司累计实现营收19.03亿元，同比减少27.85%；归属于上市公司股东的净利润-2.25 亿元。 | | | | | 年 V : | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 本报告期 比上年同 | 年初至报告期末 | 年初全报告期 末比上年同期 | | | | 期增减变 | | 增减变动幅度 | | | | 动幅度(%) | | (%) | | 营业收入 | 614.025.838.59 | -27.72 | 1.903.498.878.88 | -27.85 | | 利润总额 | -73.578.515.15 | 不适用 | -225,596,933.46 | 不适用 | | 归属于上市公司股东的净利 | -58.694.124.12 | 不适用 | -179,844,730.49 | 不适用 | | 闻 | | | | | ...

Core Insights - Anhui Hechen New Materials Co., Ltd. has completed over 100 million RMB in B-round financing, led by Guotai Junan Innovation Investment and CRRC Guochuang Fund, with participation from other institutions [1][2] - The raised funds will primarily be used for expanding production capacity of 8.6 generation blank mask plates and advanced semiconductor polishing pads, as well as increasing collaborative R&D efforts with strategic customers [1] Company Overview - Established in 2016, Hechen New Materials focuses on the R&D and production of new display and semiconductor precision polishing materials, including blank mask plates and polishing pads [1] - The company has completed the construction of a cleanroom production line with a ten-level cleanliness standard for G6 and G8.6 generation blank mask plates, with some products already in mass production [1][2] Market Position - Blank mask plates and CMP (Chemical Mechanical Polishing) pads are core materials in semiconductor manufacturing and display panel processes, traditionally dominated by Japanese and Korean companies, resulting in a low domestic production rate [1] - Since 2021, Hechen New Materials has been focusing on the localization of semiconductor display blank masks and advanced polishing pads, with some products already in mass production and key customers including QY Optoelectronics and Luy Optoelectronics [1] Project Development - The G8.6 generation blank mask plate project, which started in January this year, completed the installation of coating equipment in August and has begun debugging, expected to enhance the company's capacity and delivery capabilities in high-generation blank mask plates [2] Financing History - Hechen New Materials has completed multiple rounds of financing since its establishment, including 70 million RMB in A-round financing in December 2020, an undisclosed A+ round in July 2021, an undisclosed Pre-B round in April 2022, and the recent B-round financing of 100 million RMB in January 2023 [2]

Core Viewpoint - The self-emissive display industry is experiencing rapid advancements, particularly in Micro LED and Mini LED technologies, which are expected to drive significant growth and innovation in various applications, including automotive displays, wearables, and cinema technology [2][4][62]. Group 1: Micro LED Developments - Micro LED technology is accelerating commercialization in wearable devices, large displays, and automotive applications, despite challenges such as high costs and power consumption [4][6]. - Major manufacturers like Samsung, LG, and BOE are prioritizing the mass production of Micro LED displays larger than 100 inches, focusing on cost reduction through chip size miniaturization [4][6]. - Micro LED is also showing potential in non-display applications, such as adaptive headlights and AI server interconnects, with major companies like Apple and Microsoft evaluating these technologies [6][8]. Group 2: MIP Technology - MIP technology is enabling the display industry to innovate by achieving "packaging as a module," which addresses cost advantages and modularity, facilitating broader market applications [8][11]. - The MIP technology is evolving faster than expected, moving from niche products to commercial viability, with applications expanding into automotive displays and home theater systems [8][11]. Group 3: Industry Challenges and Compliance - The LED display industry faces challenges such as irrational competition, lack of standards, and safety compliance issues, with a call for a shift towards high-quality development and compliance with regulations [14][16]. - The prevalence of non-compliant products poses risks to public safety, necessitating stricter enforcement of regulations and industry standards [14][16]. Group 4: Cinema Technology Innovations - The cinema industry is leveraging LED technology to enhance viewing experiences, with solutions like the HeyLED movie screen that surpass traditional DLP technology in brightness and contrast [22][25]. - The integration of immersive live streaming and AIGC technology is expected to redefine cinema experiences and expand operational capabilities [25][22]. Group 5: Market Outlook - The global LED display market is projected to grow slightly to $7.5 billion by 2025, with significant contributions from the LED integrated machine and movie screen segments [62][64]. - The competition is intensifying as major LCD manufacturers enter the LED display market, leading to a more defined industry structure and increased pressure on smaller companies [62][64]. Group 6: Emerging Technologies - Innovations in Micro LED technology, particularly in AR/MR applications, are being driven by advancements in silicon substrate GaN technology, which is expected to facilitate larger substrate sizes and lower costs [32][34]. - The introduction of new driving technologies, such as the Infinity MLED solution, is enhancing display performance through improved brightness, color accuracy, and energy efficiency [37][39]. Group 7: Smart Glasses and AI Integration - The smart glasses market is rapidly evolving, with AI applications poised to address existing challenges and enhance user experiences, particularly in the consumer market [56][58]. - The development of AI-powered glasses is seen as a stepping stone towards broader AR integration, with a focus on lightweight designs and practical applications [56][58].

10月28日 ，OLED显示材料企业UDC旗下全资子公司UVJC，宣布其全球总部及研发中心在 新加坡正式落成。 该设施占地8000平方英尺，集总部办公、研发（R&D）中心、实验室以及原型产线于一 体，旨在推动公司独有的Universal Vapor Jet Printing（UVJP）技术创新与商业化。 :00 r. 值得一提的是，为将 UVJP业务更好地整合在新加坡子公司和新泽西州的技术和创新中心，UDC此 前宣布 将关闭位于加利福尼亚州圣克拉拉的工厂。 2025年上半年，UDC实现总收入为3.381亿美元，较去年同期的3.238亿美元增长4%；净 利润为1.317亿美元，较去年同期为1.092亿美元增长20%。（来源：UDC） #UDC #OLED #显示材料 IT IK ⑤ 2025/10/30(周四) 8:30-17:00 ♀ 深圳市福田区金茂JW万豪酒店 (3楼宴会厅) 支持单位: | Abyen 艾比森 | ADSTRIS | 国星光电 | 鸡石智能 | | --- | --- | --- | --- | | 3 晶能无电 | BOE | 雷曼光电 | INMO | | NOVA STAR 后顶层 ...

10月28日，奥来德公告，其全资子公司 上海升翕光电科技有限公司 （ 下文 简称"上海升翕"） 近日成功中 标 厦门天马显示科技有限公司 （ 下文简 称"厦门天马显示" ） 第6代柔性AMOLED生产线项目，中 标设备为线蒸发源，金额为9,379万元。 企查查显示，柯狄显示为美国设备公司Kateeva子公司，后者专注于OLED用喷墨设备的 开发和制造。其设备通过专属的打印头监控技术和SmartMixing™软件，具备快速打印数十亿像素 的能力。 提及印刷OLED，TCL华星正在加速布局。今年10月，TCL华星正式启动第8.6代印刷 OLED产线建设，该产线玻璃基板尺寸为2290mm×2620mm，规划产能为2.25万片/月，主要产 品涵盖平板、笔记本电脑、显示器等应用领域。 TCL华星表示，投建8.6代产线是对武汉5.5代印刷OLED产能的补充，目的是为未来将 大规模释放的市场需求做好产能储备。其在此前曾透露，现有产能逐渐无法满足日益增长的需 求。 图片来源：深天马 奥来德表示，此次中标 将进一步夯实公司在6代线蒸发源市场的 领先竞争地位，持续巩固在技术、客户与市场份额等方面的综合优势，增加公司的经营业绩，促 ...