MACD金叉信号形成，这些股涨势不错！ 登录新浪财经APP 搜索【信披】查看更多考评等级 奥来德(688378.SH)发布公告，自公司披露本次以简易程序向特定对象发行A股股票事项以来，公司董事 会、管理层及相关方始终积极推进各项工作，依法履行了必要的决策程序与信息披露义务。公司综合考 虑再融资相关监管精神，结合公司业务发展规划等各方面因素，拟对本次融资计划进行调整。公司决定 申请撤回本次以简易程序向特定对象发行股票相关申请文件，并将适时重新申报。 ...

证券代码：688378 证券简称：奥来德 公告编号：2025-062 关于申请撤回公司以简易程序向特定对象发行股票 申请文件并重新申报的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 吉林奥来德光电材料股份有限公司（以下简称"公司"）于 2025 年 11 月 12 日召开第五届董事会第二十次会议，审议通过了《关于撤回本次以简易程序向特 定对象发行股票并重新申报的议案》，现将相关事项公告如下： 一、关于本次以简易程序向特定对象发行股票的基本情况 2025 年 4 月 16 日，公司召开第五届董事会第十一次会议、2025 年 5 月 22 日，公司召开 2024 年年度股东大会，审议通过了《关于提请公司股东大会授权 董事会办理以简易程序向特定对象发行股票相关事宜的议案》，同意授权董事会 在符合议案及相关法律法规的前提下，全权办理以简易程序向特定对象发行人民 币普通股（A 股）股票有关的全部事宜； 2025 年 6 月 13 日，公司召开第五届董事会第十三次会议，审议通过了《关 于公司 2025 年度以简易程序向特定对象 ...

Core Viewpoint - The company has established a dual-driven layout in its perovskite business, focusing on both equipment and materials development [1] Group 1: Equipment Development - The company has completed the assembly and debugging of a 650×450 specification perovskite evaporation machine, which meets shipping standards [1] - The company is simultaneously advancing the development of a 1.2m*2.4m perovskite evaporation machine [1] Group 2: Materials Development - The company is concentrating on the research and production of low-cost organic perovskite charge transport materials [1] - Related products have already secured business orders [1]

Core Viewpoint - Aolide (688378.SH) announced the withdrawal of its application for a simplified procedure to issue A-shares to specific investors, indicating a reassessment of its financing plan in light of regulatory considerations and business development plans [1] Group 1 - The company has actively advanced various tasks since disclosing the A-share issuance plan, fulfilling necessary decision-making procedures and information disclosure obligations [1] - The decision to withdraw the application is based on a comprehensive consideration of refinancing regulatory spirit and the company's business development strategy [1] - The company plans to reapply for the issuance at an appropriate time after making necessary adjustments [1]

Core Viewpoint - The company has established a dual-driven layout in its perovskite business, focusing on both equipment and materials [1] Group 1: Equipment Development - The company has completed the assembly and debugging of a perovskite evaporation machine with specifications of 650×450, which meets shipping standards [1] - The company is simultaneously advancing the development of a 1.2m*2.4m perovskite evaporation machine [1] Group 2: Material Development - The company is concentrating on the research and production of low-cost organic perovskite charge transport materials [1] - Related products have already secured business orders [1]

Core Viewpoint - The company has established a dual-driven layout in its perovskite business, focusing on both equipment and materials development [1] Group 1: Equipment Development - The company has completed the assembly and debugging of a 650×450 specification perovskite evaporation machine, which meets shipping standards [1] - The company is simultaneously advancing the development of a 1.2m*2.4m perovskite evaporation machine [1] Group 2: Materials Development - The company is concentrating on the research and production of low-cost organic perovskite charge transport materials [1] - Related products have already secured business orders [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative increase in stock price of over 20% compared to the benchmark index within the next six months [9][16]. Core Insights - The company is experiencing short-term pressure but is expected to see long-term growth, with a significant recovery in net profit in Q3, showing a 177.35% increase quarter-on-quarter despite a year-on-year decline [3][4]. - The company has successfully broken through foreign patent barriers in the OLED upstream supply chain, establishing itself as a core player with its self-developed 6th generation AMOLED linear evaporation source equipment [4][5]. - The company is actively expanding its key segments in the OLED industry chain, focusing on both materials and equipment, and has achieved mass production of key materials [5][6]. Company Overview - The latest closing price is 28.61 yuan, with a total market capitalization of 71 billion yuan and a circulating market capitalization of 69 billion yuan [2]. - The company has a total share capital of 249 million shares, with a debt-to-asset ratio of 20.2% and a price-to-earnings ratio of 66.53 [2]. Financial Forecasts - Revenue projections for 2025, 2026, and 2027 are 700 million yuan, 1.25 billion yuan, and 1.66 billion yuan respectively, with corresponding net profits of 139 million yuan, 255 million yuan, and 381 million yuan [9][11]. - The company is expected to achieve a revenue growth rate of 32.79% in 2025, followed by 77.26% in 2026 [11][14]. Strategic Partnerships - The company has established strategic cooperation with major OLED panel manufacturers, including BOE, focusing on joint innovation in key equipment technologies and materials [6][8].

Core Viewpoint - Aolide, a key supplier in the OLED upstream materials and equipment sector, has reported a decline in revenue and net profit for the first three quarters of 2025, while maintaining a strong position in the OLED industry with a focus on organic light-emitting materials and evaporation source equipment [2][6]. Group 1: Company Overview - Aolide was established on June 10, 2005, and went public on September 3, 2020, on the Shanghai Stock Exchange, with its headquarters in Changchun, Jilin Province [1]. - The company specializes in the research, development, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment, covering the entire industry chain [1]. Group 2: Financial Performance - In Q3 2025, Aolide achieved a revenue of 389 million yuan, ranking 23rd in the industry, while the industry leader, O-film, reported revenue of 15.816 billion yuan [2]. - The revenue composition includes 219 million yuan from organic light-emitting materials (78.06%), 37.703 million yuan from other functional materials (13.42%), and 23.352 million yuan from evaporation source equipment (8.31%) [2]. - The net profit for the same period was 31.356 million yuan, ranking 15th in the industry, with the industry leader, Crystal Optoelectronics, reporting a net profit of 988 million yuan [2]. Group 3: Financial Ratios - Aolide's debt-to-asset ratio as of Q3 2025 was 29.22%, an increase from 19.33% year-on-year, but still below the industry average of 36.11% [3]. - The gross profit margin for the same period was 45.11%, down from 51.22% year-on-year, yet higher than the industry average of 26.98% [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 9.07% to 8,114, while the average number of circulating A-shares held per shareholder increased by 9.97% to 29,700 [5]. - Notable shareholders include Hong Kong Central Clearing Limited and Jin Xin Shenzhen Growth Mixed A, which increased their holdings compared to the previous period [5]. Group 5: Future Outlook - Aolide is expected to report a revenue of 370 to 400 million yuan for the first three quarters of 2025, reflecting a year-on-year decline of 13.75% to 20.22%, with a projected net profit of 29 to 34 million yuan, down 66.42% to 71.36% [5][6]. - The company highlights stable growth in its materials business and anticipates improvements in its equipment business due to significant contracts, including a strategic cooperation framework agreement with BOE [6].

Group 1 - The core viewpoint of the article is that Aolide (688378.SH) reported a decline in both revenue and net profit for the third quarter of 2025 compared to the previous year [1] Group 2 - The company's operating revenue for the third quarter was 108 million yuan, representing a year-on-year decrease of 11.21% [1] - The net profit attributable to shareholders of the listed company was 4.3512 million yuan, showing a year-on-year decline of 53.90% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -10.3759 million yuan [1]

Core Insights - The company reported a revenue of 389,005,051.84 yuan for the first three quarters, representing a year-on-year decrease of 16.12% [1] - The net profit attributable to shareholders was 31,356,053.44 yuan, showing a significant year-on-year decline of 69.03% [1] Shareholder Changes - Among the top ten circulating shareholders, Yang Shaogang, Gao Yang, and Fu Chun are newly added circulating shareholders [1]