Core Viewpoint - The acquisition of Pioneer Corporation by CarUX, a subsidiary of Innolux Corporation, enhances CarUX's position in the global smart cockpit market by integrating Pioneer’s expertise in automotive audio, multimedia systems, and human-machine interface (HMI) software development [1][3]. Group 1: Acquisition Details - On December 1, CarUX announced the completion of the acquisition of Pioneer Corporation, making Pioneer a subsidiary of CarUX [1]. - The acquisition was part of a deal where EQT private equity fund sold 100% of Pioneer’s shares to CarUX for 163.6 billion yen (approximately 7.72 billion RMB) [3]. Group 2: Pioneer Corporation Overview - Pioneer, established in 1938, is a well-known supplier of automotive audio and navigation systems, providing solutions to major automotive manufacturers including Toyota [3]. - Under EQT's five-year restructuring plan, Pioneer focused on core automotive audio technologies and launched a new generation of automotive amplifier platforms, while also expanding into mobility services and AI-connected products [3]. Group 3: CarUX Overview - CarUX specializes in smart cockpit display solutions and has over 20 years of experience in automotive display and touch technology, offering a range of display technologies from LCD to Micro LED [4]. - For 2024, CarUX is projected to achieve revenues of approximately 50 billion New Taiwan Dollars (around 11.28 billion RMB) [4]. Group 4: Strategic Implications - The acquisition allows CarUX to integrate Pioneer’s strengths in audio, HMI, and software platforms, aiming to create a comprehensive smart cockpit system that enhances visual, auditory, and interactive experiences [4]. - This strategic move is expected to facilitate CarUX's entry into the supply chains of Japanese automotive manufacturers and expand its market penetration in the Asia-Pacific region [4].

11月28日，证监会官网显示，中信证券已提交《关于北京夏禾科技股份有限公司首次公开发行股 票并上市辅导备案报告》，落款日期为11月21日。 目前，夏禾科技的辅导状态为"辅导备案"。辅导机构为中信证券股份有限公司，律师事务所为北 京市中伦律师事务所，会计师事务所为致同会计师事务所（特殊普通合伙）。 | 辅导对象 | 北京夏禾科技股份有限公司 | | | | --- | --- | --- | --- | | 成立日期 | 2017年5月23日 | | | | 注册资本 | 36,000.0000 万元人民币 | 法定代表人 | 夏传军 | | 注册地址 | 北京市门头沟区谭园路 1 号院 3 号楼 6 层 601 室 | | | | 控 股 股 东 及持股比 | 控股股东为 SHAH-HERR CORPORATION,持股比例为 27.80% | | | | 例 | | | | | 行业分类 | C39 计算机、通信和其他 | 在其他交易 场所(申请) | 元 | | | 电子设备制造业 | 挂牌或上市 | | | | | 的情况 | | | 各 注 | 公司最近３年内不存在提交首次公开发行股票/存托凭证并上市 ...

Core Viewpoint - Huike Co., Ltd. has resumed its IPO review process after updating its financial documents, with an expected fundraising amount of 8.2 billion yuan for various projects in the semiconductor display sector [1][3]. Group 1: IPO Details - Huike's IPO was accepted by the Shenzhen Stock Exchange on June 30, 2025, and was inquired on July 11, 2025 [2]. - The company aims to raise 8.5 billion yuan for projects including the "Changsha New OLED R&D Upgrade Project" (total investment of 3 billion yuan), "Changsha Oxide R&D and Industrialization Project" (total investment of 3 billion yuan), and "Mianyang Mini-LED Intelligent Manufacturing Project" (total investment of 2.5 billion yuan) [2]. - The IPO was previously halted in September 2025 due to the expiration of the financial data in the application documents, which required resubmission [3][4]. Group 2: Company Overview - Huike specializes in the semiconductor display field, focusing on the R&D and manufacturing of semiconductor display panels and smart display terminals [4]. - The company operates four G8.6 generation production lines and multiple smart display terminal production bases, with significant investments in projects located in Chongqing, Chuzhou, Mianyang, and Changsha [4]. - The total investment for the G8.6 generation LCD panel production lines in Chongqing, Chuzhou, and Mianyang is 24 billion yuan each, while the Changsha project has an investment of 28 billion yuan [4]. Group 3: Financial Performance - Huike's revenue for the years 2022, 2023, and 2024 is projected to be 26.965 billion yuan, 35.824 billion yuan, and 40.282 billion yuan, respectively, with net profits of -1.421 billion yuan, 2.582 billion yuan, and 3.320 billion yuan [4]. - In the first half of 2025, the company achieved a revenue of 18.997 billion yuan and a net profit of 2.162 billion yuan [5].

11月26日，企查查APP显示，浙江东柔新材料有限公司（下文简称"东柔新材"）获得新一轮融 资，投资机构为优尼科。 资料显示，东柔新材成立于2021年5月，主营高端膜材料的研发与生产，产品主要有柔性OLED专 用膜、半导体制程关键膜、汽车领域的高性能防爆与光学膜，以及健康领域的抗菌膜。 客户方面，公司不仅与京东方、三星、天马、维信诺、和辉光电等面板企业合作，同时也是华 为、VIVO等手机品牌的膜材供应商。 产能方面，东柔新材"年产5000万片柔性OLED光学膜项目"在2024年实现满产；同年，为顺应市 场需求及提高市场竞争力，企业计划投资11454.2万元，在现有生产车间空置场地新购置设备， 实施新增年产5000万片柔性OLED光学膜和200万片先端功能膜项目。项目实施后全厂将具备年 产10000万片柔性OLED光学膜和和 200万片先端功能膜的生产能力。 11月20日，由德力西集团投资、晶智铱锘运营的光学膜材项目在江门市正式开工。项目将率先投 产新一代高透光防窥膜、高清投影幕布、高性能增亮膜等产品，一期工程预计于2026年一季度建 图片来源：海宁经济开发区（海昌街道）商会 成投产，达产后可生产30万平方米膜 ...

11月28日，晶洲装备宣布，公司作为首家实现G6涂胶显影整线设备国产化的企业，所自主研发的 设备已完成在国内头部显示企业的产线导入与工艺验证。 ▶ 关于集邦 上下滑动查看 此外，据必联网消息，晶洲装备旗下多款设备已成功中标TCL华星、维信诺、京东方等头部面板 企业的项目，规格涵盖第6代、第8.6代等LCD/OLED面板生产线。（集邦Display整理） 【集邦Display显示产业交流群】 图片来源：晶洲装备 = TrendForce 显示器研究中心 AMOLED产业链报告 ● 面板出货追踪 ● 整机出货量及预测 ● 技术及市场现状 据悉，涂胶显影设备是显示面板制造的核心工艺环节，其精度直接影响产品良率，该市场长期由 海外企业主导。今年5月，晶洲装备自主研发的国产首条G6涂胶显影设备正式搬入国内某显示面 板头部企业产线，填补了国产自研高端涂胶显影装备的空白。 晶洲装备介绍，公司自主研发的涂胶显影线，集成了清洗、涂胶、烘烤及显影等核心制程。整线 采用自主优化的布局与结构设计，改善了传统方案的固有短板，在生产效率、工艺稳定性、智能 控制及操作易用性展现出显著优势。 资料显示，晶洲装备专注于为平板显示、光伏、半导体 ...

11月22日，深圳市坪山区投资推广服务署发布《关于1.49米幅宽偏光片产线项目遴选方案的公 示》的公告。项目用地意向区位位于深圳市坪山区坑梓街道沙田社区深汕高速公路与丹梓北路交 汇处西北侧，意向用地单位为深圳市盛波光电科技有限公司（下文简称"盛波光电"）。 根据公告，盛波光电于2009年在坪山区取得1宗工业用地，用地面积约7.8万平方米，建筑面积约 13万平方米，其中，工业约10.59万平方米，办公约1.4万平方米，宿舍约9000平方米。 ▶ 关于集邦 上下滑动查看 深纺织此前表示，本次投资目的为解决盛波光电面临的产能瓶颈问题，支持其持续快速发展。本 次项目投资建设，有助于公司快速提升偏光片产能规模，增强高附加值产品的供应能力，扩大市 场占有率；同时，有助于增强产线协同效率，提升公司偏光片业务盈利能力。项目投产后，预计 对公司未来财务状况和经营成果将产生积极影响。（集邦Display整理） 【集邦Display显示产业交流群】 该地块建有4条量产偏光片生产线（4、5、6、7号线），总体产线基本实现满产，2024年产能为 4519.80万平方米，实现产值36.01亿元、工业增加值6.24亿元。其中4、5、6号线 ...

Core Viewpoint - LG Display is significantly expanding its OLED production capacity at the AP4 production line in Paju, South Korea, aiming to increase monthly output to 60,000 sheets by the second half of next year [1][2]. Group 1: Production Expansion - LG Display has begun ordering equipment for the AP4 production line, which primarily uses 1500mm x 1850mm glass substrates [1]. - The monthly production capacity of the AP4 factory has been increased from 30,000 sheets to 45,000 sheets, with plans to add an additional 15,000 sheets through new equipment procurement [1][2]. - The total investment plan approved by LG Display's board in June amounts to 1.26 trillion KRW to support this capacity expansion [2]. Group 2: Equipment Suppliers - Companies such as DMS, ICD, and TopRun AP Solution have received orders for equipment related to OLED production [2][3]. - DMS is set to provide wet process equipment for OLED manufacturing, while ICD will supply dry etching equipment [2][3]. - Other potential suppliers include Juseong Engineering, Avaco, and Narae Nanotech, with Juseong expected to collaborate on packaging equipment and Avaco focusing on automation for substrate handling [3].

Core Insights - The article highlights the launch of a new LED project by BOE Huacan Optoelectronics in Zhangjiagang, with a total investment of 2 billion yuan, focusing on high-value sectors such as automotive and plant lighting [1][4]. Group 1: Project Overview - The newly launched project aims to enhance product structure towards high-end upgrades, achieving a monthly production capacity of nearly 500,000 pieces, which is an increase of over 70% compared to pre-expansion levels [4]. - The expected output value is projected to increase by over 50%, with overall production efficiency improving by 20% and the creation of more than 300 new jobs [4]. Group 2: Technological Advancements - The project is designed to establish a leading domestic manufacturing facility for full-color, all-product, and self-supplied LED epitaxy and chip production [4]. - In 2023, BOE Huacan has been advancing its Micro LED layout, having completed the world's first 6-inch Micro LED mass production line in Zhuhai in March, delivering products such as Chip on Wafer (COW) and Micro Pixel Display (MPD) [4]. - In September, BOE Huacan showcased several Micro LED technology achievements, including a 0.13-inch AR display module with a peak brightness of 400W nit, a Micro LED pixel light source component for automotive lighting, and a 6.2-inch full-color HUD solution [4].

Group 1 - The core project of Chengdu Woge Optoelectronics has commenced with the arrival of the first equipment, marking the start of the equipment debugging phase for the first domestic 8.6-generation AMOLED glass-based lithography and precision processing production line, with a total investment of 628 million yuan [1][3] - The project covers an area of approximately 56 acres, including a main production building with a total construction area of 59,000 square meters, which is three stories high [3] - Upon completion, Chengdu Woge will become the world's first intelligent production line capable of mass production of 8.6-generation AMOLED thinning, providing core support for leading companies like BOE in the mass production of 8.6-generation AMOLED [3] Group 2 - The company focuses on glass thinning, coating, cutting, touch display, and precision integrated circuit processing, covering four major modules: traditional display, new display, automotive display, and semiconductors [3] - In the first three quarters of 2025, the company achieved a cumulative operating income of 1.9 billion yuan, a year-on-year increase of 15.66%, with the third quarter revenue reaching 710 million yuan, up 18.21%, while net profit losses have narrowed [3]

近期，我国光学材料领域出现新进展。11月下旬，畅拓新材料科技在浙江台州临海的生产基地举 行奠基仪式，建设高性能纳米材料生产设施；同期，合肥乐凯在光学聚酯薄膜生产线上完成4.5米 幅宽产品下线。 畅拓新材料科技台州临海生产基地奠基，总投资5.3亿元 2025年11月21日，畅拓新材料科技（浙江）有限公司台州市临海生产基地举行奠基仪式。 该项目位于台州湾经济技术开发区，总投资约5.3亿元人民币，占地49亩，总建筑面积约3.7万平 方米，计划分两期建设，分别为一期工厂面积约2.14万平方米，二期约1.57万平方米。基地将配 备42套纳米材料生产装置、20多套纳米金属浆料与粉体生产装置，以及8套高分子产品生产装 置，形成完整的高性能纳米材料制造能力。 图片来源：畅拓新材料 项目达产后，预计年产高性能纳米材料6000吨，实现年销售收入超过10亿元，年税收贡献超过 3000万元，同时创造100个以上就业岗位。基地建成后，将成为长三角地区高性能纳米材料制造 核心基地，为新能源汽车、高端电子元器件等产业提供材料支撑。 畅拓新材料科技（上海）有限公司专注于纳米光电材料及光学薄膜的研发和制造，在纳米材料制 备与光学结构设计方面建 ...