合作方镁伽科技则是一家专注于机器人技术应用和智能制造解决方案的企业。该公司在多智能体系 统、智慧实验室解决方案、高精度自动化产线建设及智能制造系统开发方面拥有深厚的技术积累， 致力于为制造企业提供全流程的数字化和智能化升级支持。 10月23日，江苏和熠光显科技有限公司（以下简称"和熠光显"）与苏州镁伽科技有限公司（以下 简称"镁伽科技"）签署战略合作协议。 根据协议，双方将围绕OLED模组生产线的自动化与智能化升级展开深度合作，整合各自在显示技 术和智能制造领域的优势，共同推动显示制造业向高效、智能方向发展。 图片来源：和熠光显 在合作中，和熠光显将主要提供生产工艺、材料及环境等方面的技术支持；镁伽科技则负责建设高 精度自动化产线，并部署产线级与工厂级的多智能体解决方案，以实现制造过程的实时感知、智能 决策和动态优化。 双方将采用"技术支撑—设备匹配—AI数字化赋能"的合作模式，旨在全面提升生产流程的智能化、 柔性化水平，并实现全流程可追溯性。 而和熠光显是国内首家专注AMOLED专业模组研发与生产的高科技企业，总部位于江苏扬州。公 司具备柔性及硬屏（1–17英寸）的全制程能力，产品广泛应用于手机、笔记本、平 ...

10月23日，REDMI K90/Pro Max手机发布。 显示方面，REDMI K90标准版采用6.59英寸OLED屏幕，分辨率2510 × 1156、拥有419PPI； Pro Max版屏幕大小则为6.9英寸，分辨率2608 × 1200、支持1nit低亮显示、峰值激发亮度 3500nit。 REDMI K90全系列均采用M10发光材料、小米17 Pro Max同款超级像素全RGB排列、最高 120Hz刷新率。 REDMI K90 12GB+256GB版本2599元 16GB+256GB版本2899元 12GB+512GB版本3199元 图片来源：小米 性能方面，REDMI K90标准版搭载骁龙8至尊版处理器；Pro Max版搭载第五代骁龙8至尊处理 器、D2独显芯片，存储组合为LPDDR5X+UFS 4.1。 影像方面，REDMI K90标准版搭载50MP高动态主摄+50MP黄金长焦（K标准版首次搭载2.5X长 焦镜头）+8MP超广角，支持无损五焦段； Pro Max版搭载50Mp 1/1.31"超大底主摄（光影猎人950，小米17同款）+50Mp超广角+50Mp 5X潜望长焦，是REDMI首款支持5X ...

图片来源：深交集团 据《柔性智能显示研发中心及生产基地重点产业项目遴选方案》显示，科莱智能拟在该地块建设柔 性OLED及Mini LED显示模组领域的智能制造研发基地。项目建成后，预计年均产值可达60亿 元。 该项目总用地面积约1.5公顷，计容建筑面积约7.5万平方米，将建设柔性智能显示生产研发中心及 总部基地及综合配套设施等。其中，厂房建筑面积约6.5万平方米，配套功能建筑约1万平方米。 10月23日，深圳公共资源交易中心披露信息，深圳龙华区福城街道A904-0285地块已完成出让， 竞得人为深圳科莱智能显示有限公司（下文简称"科莱智能"），成交价为2850万元。 根据规划，项目需在竞得用地后1.5年内开工建设，3.5年内全部建成投产。投资强度不低于 42400万元/公顷，投产当年用地产出不低于89000万元/公顷。 资料显示，科莱智能专注于移动智能终端消费类显示市场和专业类显示市场，产品广泛应用于门禁 考勤、通讯、医疗、家用电器、穿戴式智能设备等领域。 企查查显示，科莱智能法定代表人为深圳市科莱电子股份有限公司（下文简称"科莱电子"）股 东。科莱电子同样专注于液晶显示模组及智能显示终端的研发、制造与销售， ...

今年下半年以来，Micro LED产业链在技术研发、产品推进、产能规划及生态合作等方面持续推 进。围绕AR眼镜、智能手表、车载显示和光通信等方向，国内外企业与科研团队陆续取得新进 展，产业发展节奏稳步向前。 资本热捧AR赛道，AR微显示及终端成最大吸金点 火热的产业动态背后，离不开资本的强力助推。下半年，Micro LED领域，特别是AR赛道，成为 了投资的焦点，多笔上亿乃至十亿级的融资接连不断。 | 融资金额 | 时间 企业 | 涉及领域 | 融资轮次 | (人民币) | | --- | --- | --- | --- | --- | | 数亿元 | 9月 壹倍科技 | Micro LED设备 | A+轮 | | | 市5.35亿元) | ਰੇ 自 美国Mojo Vision | Micro LED微显示器 | B轮 | 7500万美元（约合人民 | | | 8月 雷鸟创新 | Micro LED AR眼镜 | C++轮 | | | | 8月 JBD | Micro LED微显示器 | 新一轮 | | | 千万级 | 8月 芯屏半导体 | Micro LED技术 | Pre-A轮 | | | 近亿元 | 7 ...

莱特光电 莱特光电是一家专注于OLED终端材料研发和销售的高新技术企业。2025年第三季度报告显示， 莱特光电业绩增长稳健。在2025年第三季度，公司实现营业收入1.31亿元，同比增长18.61%。 归属于上市公司股东的净利润为0.53亿元，同比增长43.27%。 | | | | ギリ: 儿 | HIT: ANIF | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 本报告期比上 | 年同期增减变 年初至报告期末 | 年初至报告期 末比上年同期 | | | | 动幅度(%) | | 增减变动幅度 | | | | | | (%) | | 营业收入 | 131,258,874.47 | 18.61 | 423.036.664.64 | 18.77 | | 利润总额 | 60,867,725.31 | 44.98 | 205,055,934.17 | 39.08 | | 归属于上市公司股东的净利润 | 53.393.981.97 | 43.27 | 179,859,585.96 | 38.62 | | 归属于上市公司股东的扣除非 经常性损益的净利润 | 49,893,52 ...

Core Insights - Recent developments in display equipment companies, including TCL Technology and XianDao Technology, highlight advancements in manufacturing capabilities and product offerings [2][8]. Group 1: National Innovation Technology (GuoChuangKe) - GuoChuangKe has completed the assembly of its G6 full-size new display inkjet printing equipment, designed for high-efficiency mass production of key functional layers in new displays [3][6]. - The G6 equipment can accommodate substrate sizes of 1850mm × 1500mm and is capable of printing precise patterns with droplet spacing of only a few microns, meeting the demands of high-generation production lines [6][7]. - GuoChuangKe plans to invest 500 million yuan over the next five years to expand its existing G4.5 and G6H equipment capacity, focusing on developing G6 and 8.X generation inkjet equipment [7]. Group 2: Jiangsu XianDao Microelectronics - Jiangsu XianDao Microelectronics has achieved bulk shipments of its self-developed ion source-assisted precision optical coating equipment [8][11]. - This optical coating equipment is crucial for the production of key optical components in 3C products, enhancing the density, stability, and optical performance of thin films through precise control of ion beam energy [11]. - The company has previously delivered large-size roll-to-roll magnetron sputtering equipment, which significantly improves coating efficiency and maintenance in the flexible display sector [11].

10月22日，信利国际宣布，公司决定通过旗下子公司信利光电，以公开投标方式收购仁寿产投所 持信利仁寿的共计约11.43 %股权，总代价不超过人民币10.5亿元。 本次收购信利国际将分为两轮公开投标进行，仁寿产投每轮出售5.714%股权。首轮投标预计于 2026年上半年启动，第二轮则安排在下半年。若两轮投标均成功中标，信利光电将拥有信利仁寿 41.13%股权；若仅中标一轮，信利光电将拥有信利仁寿35.41%股权。 信利国际表示，设立信利仁寿的初衷是为提升公司TFT-LCD显示器产品的产能，满足客户需求。 近年来，TFT-LCD显示器生产表现持续优化，公司对其未来前景持乐观态度。此次收购旨在进一 步增加公司所持信利仁寿的股权，提升公司在液晶显示器领域的生产能力。 企查查显示，信利仁寿由信利光电持约29.69%股份、由仁寿产投持约64.29 % 股份、仁寿集安 一号投资中心（有限合伙人）持约6.02 %股份。 资料显示，信利仁寿主要从事液晶显示器产品的制造与销售。 信利集团副总裁宋贝贝此前表示，信利仁寿的27条LCD屏生产线和25条手机显示模组生产线已满 负荷生产，未来将继续加深与仁寿合作。据悉，仁寿信利项目202 ...

Core Viewpoint - TCL Huaxing has officially commenced the construction of its G8.6 printed OLED production line (T8 project) with a total investment of 29.5 billion yuan, aiming for a monthly capacity of 22,500 glass substrates by the end of 2027 [2][19]. Summary by Sections Project Launch and Capacity - The T8 project represents a significant investment in printed OLED technology, with a planned capacity of 22,500 pieces per month [2]. - The project is expected to achieve mass production by the end of 2027, following a structured approach to construction and production [2]. Technological Breakthroughs - TCL Huaxing has made three major breakthroughs in printed OLED technology: resolution, material performance, and yield [4][11]. - The latest products showcased at the launch event demonstrate advancements in resolution, including the world's first 2.8K R-angle printed OLED display with a resolution of 2880*1920 [7][9]. Product Innovations - The company introduced the world's first 4K foldable portable display, which features a 28-inch screen and a brightness of 400 nits [8][11]. - The printed OLED products are expected to offer a cost advantage of approximately 15% compared to existing OLED technologies, making them more accessible to consumers [14][21]. Market Trends and Future Outlook - The mid-size OLED market is projected to enter a rapid growth phase starting in 2026, with TCL Huaxing well-positioned to meet this demand through its T12 and T8 production lines [17]. - The overall OLED display market is expected to see a significant increase in shipments, with a forecasted 86% year-on-year growth by 2025 [17]. Competitive Landscape - TCL Huaxing aims to leverage its cost-performance advantage to promote the widespread adoption of OLED technology, collaborating with other industry players to expand the market [21]. - Competitors such as Samsung, BOE, and Visionox are also accelerating their G8.6 OLED production line developments, indicating a competitive environment [18][19]. Environmental and Quality Considerations - The printed OLED technology emphasizes low energy consumption and high material utilization rates, achieving a material utilization rate of 90% compared to 30% for traditional methods [16]. - The technology also focuses on reducing blue light exposure, enhancing visual comfort for users [15]. Future Developments - TCL Huaxing is not only focused on printed OLED technology but also aims to advance quantum dot electroluminescence (QD-EL) technology, which could significantly enhance display performance [23].

此外，在智能化领域，惠科股份在今年9月与智平方签署了三年的合作协议，计划在其全球生产基 地累计部署超过1000台具身智能机器人，覆盖仓储物流、上下物料、零部件装配到质检测试等全 流程。 企查查显示，近日，惠科智算（四川）终端技术有限公司成立，注册资本500万人民币，地址为四 川省南充市顺庆区高新技术产业园区科创中心。 该公司的经营范围包括：计算机软硬件及外围设备制造；电子产品销售；通讯设备销售；物联网设 备销售；物联网设备制造；移动通信设备制造；移动终端设备制造；可穿戴智能设备制造；智能车 载设备制造；智能控制系统集成；软件开发；人工智能行业应用系统集成服务；人工智能应用软件 开发等业务。 企业图谱显示，惠科智算（四川）终端技术有限公司由惠科股份全资子公司——惠科智行技术有限 公司持股100%，这意味着惠科股份对其拥有实际控制权。 值得一提的是，同在四川南充市，惠科全色系M-LED新型显示芯片基地项目在10月上旬正式开工 建设。 该项目于2025年5月正式签约，总投资规模为100亿元人民币，规划用地约500亩。项目整体规划 分三期建设，设计总月产能达100万片，重点布局全色系M-LED新型显示芯片的研发与生产 ...

Core Viewpoint - The article highlights the rapid development and investment in Mini LED technology by Huike, with multiple projects underway aimed at enhancing production capacity and market presence in the Mini/Micro LED sector [2][3]. Group 1: Project Developments - The first batch of display modules for the Mianyang Huike Mini LED project has entered trial production as of October 20, 2023, with the project signed on October 18, 2024, focusing on high-end Mini LED direct display and backlight modules [2]. - In 2024, Huike accelerated its investment in Mini/Micro LED technology, with plans to continue project implementation into 2025 [3]. - The first phase of the Mianyang Mini LED project commenced in February 2024, planning to build 12 backlight module production lines and 8 direct display module production lines, with an expected annual output value of 7 billion yuan [3]. Group 2: Investment and Capacity Expansion - In February 2024, Huike's project in Liuyang, with a total investment of 9 billion yuan, focuses on Mini-LED backlight/direct display modules and complete machines [3]. - A 10 billion yuan project for a full-color M-LED chip base was signed in May 2024 in Nanchong, with a planned monthly capacity of 1 million pieces, aiming to fill the gap in the western MLED chip sector [3]. - The new Huike Mianyang LED direct display factory, which started operations on October 9, 2024, will provide Micro LED products and direct display solutions, targeting commercial all-in-one machines and high-end home theater applications [3].