交易方 华诺星空的经营范围涵盖建筑智能化系统设计；民用航空器零部件设计和生产；软件开 发；计算机软硬件及辅助设备零售；信息系统集成服务；信息技术咨询服务；信息系统运行维护 服务；光电子器件制造；雷达及配套设备制造；通信设备制造；卫星导航多模增强应用服务系统 集成；智能无人飞行器制造；人工智能基础软件开发；智能机器人的研发等多项内容。 交易完成后， 经纬辉开 将不再持有长沙宇顺的股权，其将不再纳入公司合并报表范围。 公告显示，长沙宇顺设立于2007年，经营范围包括液晶显示器（不含国家限制项目）、电子产品 （不含电子出版物）的研发、生产、销售；电子仪器仪表、电子元器件、电脑、通信产品（不含 卫星电视、广播地面接收设施）的销售；自有房屋和电子元器件制造设备的租赁。 6月16日，经纬辉开发布公告称，其拟出售全资子公司 长沙市宇顺显示技术有限公司（以下简 称"长沙宇顺" ） 100%股权， 本次交易的受让方为华诺星空技术股份有限公司(以下简称"华诺星 空")。 华诺星空以支付现金方式向 经纬辉开 承债式收购长沙宇顺100%的股权。截至 该 公告披露日， 长沙宇顺应付 经纬辉开 全资子公司新辉开科技（深圳）有限公司（以下 ...

Core Viewpoint - The article discusses the strategic shift of major IT brands, such as Dell and HP, requiring panel manufacturers to produce modules outside of mainland China to mitigate supply chain risks. This has led to increased module production planning in Vietnam by various panel manufacturers [1][2]. Group 1: Production Planning in Vietnam - Major panel manufacturers like AUO, LG Display, BOE, and TCL are planning module production capacity in Vietnam, with AUO and LGD already reaching mass production status [3][7]. - BOE and TCL are expected to achieve mass production status in the second half of this year [3]. - The proximity of Vietnam to mainland China reduces raw material transportation costs, making it an attractive location for production [2]. Group 2: Expansion Methods - AUO, BOE, and TCL are expanding their module capacity through self-built facilities, while LGD is collaborating with third parties for capacity acquisition [4][8]. - IVO is actively constructing production lines in Vietnam to secure orders from US IT brands and has obtained COO certification for its module lines [8]. Group 3: Cost Considerations - Despite the higher production costs in Vietnam compared to mainland China due to depreciation and travel expenses, panel manufacturers are still opting to establish production capacity in Vietnam to remain flexible in response to changing external conditions [10].

Core Viewpoint - The article highlights the successful completion of a Pre-A round financing of approximately 600 million yuan by Chip Vision Semiconductor Technology Co., Ltd. (芯视佳), indicating strong investor interest in the Micro OLED technology sector, particularly in the context of the growing AR glasses market [1][2][3]. Financing Overview - On June 17, 2025, Chip Vision completed a Pre-A round financing of about 600 million yuan, led by Chuangdong Investment and Yanshu Capital, with participation from other institutions including Zhenjiang Guokong Group and Qiancheng Capital [2]. - This financing follows previous rounds, including an over 100 million yuan Angel+ round in October 2022 and a 500 million yuan Angel round in October 2021, demonstrating a consistent trend of significant capital influx into the company [2][3]. - The company also secured several billion yuan in comprehensive credit from banks such as SPD Bank and Hangzhou Bank [2]. Company Profile - Founded in September 2020 and headquartered in Shenzhen, Chip Vision focuses on silicon-based OLED (Micro OLED) micro-display technology, providing high-resolution, lightweight, low-power, and reliable display solutions for various applications including VR/AR, electronic viewfinders, and automotive displays [4][5]. Production Capacity - The company has invested 100 million yuan in its K1 factory in Huainan, which began production in April 2023, with an expected annual output value of 200 million yuan [5]. - A second factory, K2, with a total investment of 1.5 billion yuan, is under construction and is expected to produce 4,000 pieces of 12-inch wafers monthly, primarily for AR/VR/MR applications [5]. Market Trends - The article notes a resurgence in the AR glasses market, attracting significant capital investment, particularly in the micro-display technology segment, which is crucial for the performance and design of AR glasses [7]. - Micro OLED and Micro LED are identified as the leading technologies in the micro-display field, with Micro OLED expected to capture 54% of the AR device market by 2024, while Micro LED's market share is projected to increase from 37% to 67% in the same timeframe [7]. Investment Landscape - The Micro OLED sector has seen substantial investments, with other companies like Hongxi Technology completing nearly 500 million yuan in A round financing, and Shiya Technology preparing for an IPO to secure additional funding [8]. - In the Micro LED sector, companies like VueReal have also completed significant financing rounds, indicating a robust investment environment for micro-display technologies [9][10]. Conclusion - The ongoing interest and investment in Micro OLED and Micro LED technologies are expected to drive advancements in micro-display technology, particularly in light of the growing demand from the AR glasses market [11].

Core Viewpoint - The MED project by Zhejiang Laibo Display Technology Co., Ltd. is progressing with the installation of the first exposure machine and the completion of the main structure of the new module workshop, with a total investment of approximately 9 billion yuan [1][2]. Investment and Project Overview - The MED project involves a total investment of about 9 billion yuan, co-funded by Shenzhen Laibo High-Tech Co., Ltd., Huzhou Nanxun Guangxin Equity Investment Partnership, and Huzhou Nanxun Guangping Equity Investment Co., Ltd. [2] - The project focuses on the production and sales of micro-cavity display panels and modules, targeting the mid-to-large size color electronic paper market, with applications in various fields such as electronic labels, color e-book bags, and electronic whiteboards [2]. Production Capacity - Upon reaching full production capacity, the project is expected to achieve a monthly output of 3.2 million micro-cavity display screens (based on a representative size of 12.3 inches) or 500,000 screens (based on a representative size of 31.2 inches) [3]. Strategic Development - Laibo High-Tech plans to leverage existing resources and customer relationships to gradually establish business connections for various MED products before the project is fully operational. The company has already developed multiple samples of black-and-white and color MED products for client validation and promotion [4]. - The company aims to start small-scale production and sales of certain specifications of mid-size products in the second half of 2025, while acknowledging that the actual progress of the MED project may have uncertainties [4]. Financial Performance - In 2024, Laibo High-Tech reported a revenue of 5.896 billion yuan, a year-on-year increase of 5.54%, with a net profit attributable to shareholders of 374 million yuan, a slight decrease of 0.43% [5]. - In the first quarter of 2025, the company achieved a revenue of 1.473 billion yuan, a year-on-year increase of 0.31%, but the net profit attributable to shareholders dropped by 36.10% to approximately 75 million yuan [5].

Core Viewpoint - BOE Technology Group plans to acquire a 30% stake in Xi'an Rainbow Optoelectronics Technology Co., Ltd. from Rainbow Display Devices Co., Ltd. for a base price of 4.849 billion yuan, aiming to enhance its competitive edge and industry influence [1][2]. Group 1 - The acquisition aligns with BOE's development strategy and is expected to strengthen its overall competitiveness in the industry [2]. - Rainbow Optoelectronics focuses on the research, design, and manufacturing of high-generation TFT-LCD panels, operating a G8.6 production line with an investment of 28 billion yuan [2]. - The production line is capable of manufacturing advanced LCD TV panels ranging from 32 inches to 100 inches with high resolutions (8K, 4K) and features like curved and narrow bezels [2][5]. Group 2 - Rainbow Optoelectronics' products serve a wide range of clients, including major brands like Hisense, TCL, Xiaomi, and Samsung [5]. - Rainbow Display Devices holds 99.79% of Rainbow Optoelectronics' shares and will retain a 69.79% stake post-acquisition, maintaining control over the company [6]. - In 2024, Rainbow Display Devices reported a revenue of 11.664 billion yuan, a year-on-year increase of 1.73%, and a net profit of 1.24 billion yuan, up 87.55% [6].

Group 1 - The core viewpoint of the article highlights the recent advancements in the LCD display projects of Qianyuan Optoelectronics and Yitian Co., indicating significant growth in the display industry [1][4]. Group 2 - Qianyuan Optoelectronics has signed a contract for a project in Jiaxing, Zhejiang, with a total investment of 200 million yuan, aiming to produce 800,000 LCD display modules annually [2][3]. - The project will cover an area of approximately 20,000 square meters and is expected to generate an annual output value exceeding 500 million yuan upon reaching full production [3]. - Yitian Co. has completed the acceptance and production of a fully automated line for 130-inch LCD back-end modules, marking a significant milestone in their manufacturing capabilities [4][5]. - The successful launch of the 130-inch equipment line demonstrates Yitian's comprehensive assembly capabilities for LCD displays below 130 inches, achieving full coverage in the back-end module segment [5][6]. - In Q1 2025, Yitian Co. reported revenue of 140 million yuan, reflecting a year-on-year growth of 89.23%, and a net profit of 20.09 million yuan, indicating a turnaround from previous losses [7].

6月17日， LG Display（LGD）官方宣布， 已 获 公司董事会 批准投资 1.26万亿韩元 （ 约合 人民币66.56亿元 ） 在韩国 坡州园区 建设OLED面板工厂，该项目投资期预计为两年，即 2025 年6月17日至2027年6月30日 。 图片来源：LGD ▶ 关于集邦 此图片来自微信公众平台 十八届十二十六十十 据悉，本次 投资是 LGD 中长期资本支出计划的一部分，公司计划将 与OLED技术相关的 项目 投 资重点布局在 韩国 坡州 市。 LGD表示，这 是公司自出售中国广州LCD工厂 以来，首次在韩国本土进行的大规模投资 。 通过 此次投资， 公司 将专注于下一代高端OLED面板及模组基础设施的建设。 LG D 认为，随着技术发展，高性能、高端OLED产品的市场需求正稳步增长，因此， 公司战略聚 焦于高端产品开发，持续提供差异化客户价值，并不断扩大OLED市场 份额 。 LGD 总裁 Jeong Cheol-dong 表示，2025年将是LGD快速发展的一年，公司 将积极开发LGD 独有的 差异化技术与产品，引领 显示 市场 发展趋势 。 文：集邦Display整理 #OLED #LG ...

Core Viewpoint - BOE is diversifying its business by investing in MLED display technology and the energy sector, forming partnerships to enhance its market position and drive industry transformation [1][3]. Group 1: MLED Business Development - On June 16, BOE and Shanghai Film Group announced the establishment of a joint venture named "Shanghai Oriental," focusing on MLED technology [1]. - The newly launched SFC Shanghai BOE Suprα Super Cinema features BOE's MLED digital cinema screen technology, offering superior black levels, high contrast, and wide color gamut [1][3]. - The MLED business model integrates R&D, manufacturing, and sales of LED display solutions, targeting various applications including TVs, monitors, and outdoor displays [5]. Group 2: Energy Sector Initiatives - On June 13, BOE established Yajiang BOE Energy Development Co., Ltd. with a registered capital of 5 million RMB, focusing on power generation, transmission, and emerging energy technologies [3]. - The new company is jointly owned by BOE Energy Technology Co., Ltd. (80% stake) and Ganzi Energy Development Group Co., Ltd. (20% stake) [3]. - BOE Energy operates with a focus on zero-carbon comprehensive energy services, utilizing its proprietary smart energy management system (BSEOS) to provide integrated energy solutions [5]. Group 3: Financial Performance - In 2024, BOE's MLED business generated revenue of 8.483 billion RMB, reflecting a year-on-year growth of 49.76% [5]. - The energy sector achieved revenue of 1.012 billion RMB, with a year-on-year increase of 34.26% [5].

6月16日，特朗普集团宣布将在8月推出"T1 Phone"手机。 T1 Phone将在美国制造，售价499美元（约合3582元人民币），预购需支付100美元首付，将于 9月上市。 外观设计上，T1 Phone采用土豪金配色，机身背部印有T1标识，摄像头采用圆角矩形三圆布局， 设计类似iPhone后摄。 图片来源：Trump Mobile 士以為ケア司司 #OLED #手机面板 ▶ 关于集邦 此图片来自微信公众平台 T1 Phone采用12GB+256GB存储组合， 配备6.78英寸120Hz打孔AMOLED屏幕。后摄由5000 万像素主摄+200万像素景深+200万像素微距镜头组成，前摄为1600万像素。 其他方面，该机支持屏下指纹和AI人脸识别解锁，内置5000mAh电池，支持20W快充，配备USB Type-C（USB 2.0）接口和3.5mm耳机接口，运行Android 15操作系统。 来源：快科技 ...

Core Viewpoint - Despite overall economic pressures, the OLED display panel market is experiencing strong growth momentum, with a projected 132% year-on-year growth in 2024 and an upward revision of the 2023 shipment forecast from 2.8 million to 3.4 million units, representing a year-on-year increase from 40% to 69% [1][4]. Group 1: Market Dynamics - The overall panel market is facing some impact from tariff policies, but the OLED display panel segment is less affected, primarily due to high acceptance among gaming players, which encourages brands to expand their product lines [4]. - Samsung Display (SDC) and LG Display (LGD) continue to dominate the OLED display panel supply, with SDC shifting focus to OLED displays as OLED TV panel growth encounters bottlenecks [4]. Group 2: Company Strategies - LGD, initially constrained by losses in the LCD business, has revised its OLED display shipment target for 2023 from below 700,000 units to 800,000 units, with potential further upward adjustments to 1 million units due to strong customer demand [5]. - ASUS and MSI are actively promoting OLED display products, with ASUS's demand expected to exceed 500,000 units, driven by the introduction of QDOLED and WOLED displays [5]. Group 3: Demand Drivers - The demand for OLED panels is being bolstered by local second-tier brands in China, which are expanding their OLED display product lines due to a trade-in policy that stimulates domestic demand [5].