Financial Performance - The company's operating revenue for the third quarter was ¥108,054,763.57, a decrease of 11.21% compared to the same period last year[3] - The total profit for the quarter was -¥1,464,994.92, reflecting a decline of 126.64% year-on-year[3] - The net profit attributable to shareholders was ¥4,351,201.56, down 53.90% from the previous year[3] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥10,375,936.43, a decrease of 512.09% compared to the same period last year[3] - The basic earnings per share for the quarter was ¥0.02, a decline of 60.00% year-on-year[4] - The net profit attributable to shareholders for the year-to-date period was ¥31,356,053.44, down 69.03% year-on-year[3] - Total operating revenue for the first three quarters of 2025 was CNY 389,005,051.84, a decrease of 16.1% compared to CNY 463,790,658.79 in the same period of 2024[24] - Net profit for the first three quarters of 2025 was CNY 31,356,053.44, a decline of 69.0% from CNY 101,251,083.26 in the same period of 2024[25] - The total comprehensive income attributable to the parent company for the first three quarters of 2025 is CNY 30,178,881.56, compared to CNY 98,811,723.01 in the same period of 2024, representing a significant decrease[26] - Basic and diluted earnings per share for the first three quarters of 2025 are both CNY 0.13, down from CNY 0.49 in 2024[26] Research and Development - Research and development expenses totaled ¥36,273,753.17, accounting for 33.57% of operating revenue, a decrease of 0.50 percentage points from the previous year[4] - Research and development expenses for the first three quarters of 2025 were CNY 91,657,560.97, slightly up from CNY 90,362,260.30 in 2024[24] - The PSPI materials are in the stage of large-scale production, demonstrating the company's technological maturity and product competitiveness[17] - The new generation GP materials have made progress in market expansion, achieving multiple small-batch stable supplies to leading domestic panel manufacturers since 2025[17] Assets and Liabilities - Total assets increased to ¥2,352,834,881.26, representing a growth of 7.99% compared to the end of the previous year[4] - The company's total liabilities increased to CNY 687,419,360.61 from CNY 441,010,028.90, reflecting a growth of 55.8%[22] - Total equity attributable to shareholders decreased to CNY 1,665,415,520.65 from CNY 1,737,652,258.31, a decline of 4.1%[22] - The deferred income tax liabilities decreased to CNY 29,662.98 from CNY 122,412.75, indicating a reduction of 75.8%[22] Cash Flow - The company's cash and cash equivalents decreased from RMB 320.5 million at the end of 2024 to RMB 227.4 million as of September 30, 2025[19] - Net cash flow from operating activities for the first three quarters of 2025 is CNY 84,930,622.81, a recovery from a negative CNY 27,120,171.10 in the same period of 2024[27] - Cash inflow from operating activities totaled CNY 475,903,784.60 in 2025, compared to CNY 445,369,870.15 in 2024, indicating a year-over-year increase of approximately 6.0%[27] - Cash outflow from operating activities decreased to CNY 390,973,161.79 in 2025 from CNY 472,490,041.25 in 2024, reflecting a reduction of about 17.3%[27] - Net cash flow from investing activities for the first three quarters of 2025 is negative CNY 136,285,692.78, an improvement from negative CNY 185,451,768.81 in 2024[27] - Cash inflow from investing activities increased to CNY 594,001,436.04 in 2025, compared to CNY 268,213,979.96 in 2024, marking a substantial increase of approximately 121.5%[27] - Cash outflow from investing activities rose to CNY 730,287,128.82 in 2025 from CNY 453,665,748.77 in 2024, indicating an increase of about 60.9%[27] - Net cash flow from financing activities for the first three quarters of 2025 is negative CNY 49,047,807.86, an improvement from negative CNY 130,161,591.03 in 2024[27] - The ending cash and cash equivalents balance for the first three quarters of 2025 is CNY 203,081,624.07, compared to CNY 107,967,239.38 in 2024, showing an increase of approximately 88.2%[27] Shareholder Information - The company has a total of 8,114 common stock shareholders at the end of the reporting period[14] - The top 10 shareholders hold a combined 48.84% of the company's shares, with the largest shareholder owning 21.84%[14] Future Outlook - The company is transitioning its OLED panel production line from 6th generation to 8.6 generation, which has led to a temporary decline in equipment business demand[17] - The company’s cash flow from operating activities showed a significant change, with a focus on improving operational efficiency moving forward[25] - Future outlook includes potential market expansion and new product development strategies to enhance revenue streams[25]

Group 1 - The core viewpoint of the article highlights the financial performance of Aolide, indicating a significant decline in revenue and net profit for the third quarter of 2023 compared to the previous year [1] Group 2 - Aolide reported a revenue of approximately 389 million yuan for the first three quarters of 2023, representing a year-on-year decrease of 16.12% [1] - The net profit attributable to shareholders was approximately 31.36 million yuan, reflecting a year-on-year decrease of 69.03% [1] - The basic earnings per share were reported at 0.13 yuan, which is a decrease of 73.47% year-on-year [1] - As of the report date, Aolide's market capitalization stood at 7.4 billion yuan [2]

吉林奥来德光电材料股份有限公司 关于以简易程序向特定对象发行股票申请 证券代码：688378 证券简称：奥来德 公告编号：2025-061 吉林奥来德光电材料股份有限公司（以下简称"公司"）于2025年10月30日 收到上海证券交易所（以下简称"上交所"）出具的"上证科审（再融资）〔2025〕 149号"《关于受理吉林奥来德光电材料股份有限公司科创板上市公司发行证券申 请的通知》，上交所对公司报送的以简易程序向特定对象发行股票的申请文件进 行了核对，认为申请文件齐备，决定予以受理并依法进行审核。 公司本次以简易程序向特定对象发行股票事项尚需通过上交所审核，并获得 中国证券监督管理委员会（以下简称"中国证监会"）同意注册的批复后方可实 施。最终能否通过上交所审核，并获得中国证监会同意注册的批复及其时间尚存 在不确定性。公司将根据该事项的进展情况及时履行信息披露义务，敬请广大投 资者注意投资风险。 特此公告。 吉林奥来德光电材料股份有限公司董事会 2025年10月31日 获得上海证券交易所受理的公告 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 ...

Core Viewpoint - Aolaide's subsidiary, Shanghai Shengxi Optoelectronics Technology Co., Ltd., has successfully won a bid for a 6th generation flexible AMOLED production line project from Xiamen Tianma Display Technology Co., Ltd., with a contract value of 93.79 million yuan [2][4]. Group 1: Company Developments - The successful bid will strengthen Aolaide's leading position in the 6th generation evaporation source market, enhancing its technological, customer, and market share advantages, which is expected to positively impact the company's performance in 2026 and 2027 [4]. - Xiamen Tianma Display is responsible for operating a 6th generation flexible AMOLED production line (TM18), with a total investment of approximately 48 billion yuan, targeting products for smartphones, smart wearables, and automotive displays [4]. Group 2: Industry Trends - Xiamen Tianma Display has been continuously procuring new equipment for its production line this year, including point/line evaporation sources and optical inspection equipment, indicating a focus on enhancing existing production capacity rather than establishing new lines [5]. - TCL Huaxing has initiated the construction of an 8.6 generation printed OLED production line, with a planned capacity of 22,500 sheets per month, to meet the growing market demand [5]. - TCL Technology's newly established printing equipment company, Guochuangke, has made progress with its G6 full-size display inkjet printing equipment, which is compatible with various substrate sizes and meets high-generation production needs [7].

Market Overview - The A-share market showed mixed performance in October, with the Shanghai Composite Index rising by 2.7% while the Sci-Tech Innovation 50 Index fell by 1.6% [1][8] - The Hong Kong stock market experienced a pullback, with major indices such as the Hang Seng Index and Hang Seng Technology Index declining by 1.9% and 5.8% respectively [1][11] A-share Insights - The market is expected to maintain a strong performance due to multiple favorable factors, including the approval of the 15th Five-Year Plan by the Communist Party and anticipated interest rate cuts by the Federal Reserve [2][15] - The focus for mid-term investments should be on the TMT (Technology, Media, and Telecommunications) and advanced manufacturing sectors, while high-dividend and consumer sectors may be considered if market volatility increases [2][20] Hong Kong Insights - The Hong Kong market is likely to continue its upward trend amidst the Federal Reserve's interest rate cuts, with a focus on a "barbell" strategy that includes technology growth and high-dividend stocks [3][22] - Key sectors to watch include self-sufficient technology, chips, and high-end manufacturing, as well as stable dividend-paying sectors like telecommunications and utilities [3][22] Stock Recommendations - The A-share stock selection for November includes: Sunlord Electronics, Aolai Technology, Zhongji Xuchuang, Hangcha Group, Sany Heavy Industry, Zhengguang Co., Haier Smart Home, China Petroleum, Zijin Mining, and Shanghai Lingang [3][24] - The Hong Kong stock selection for November includes: New China Life Insurance, China Life Insurance, Tencent Holdings, SMIC, and Hua Hong Semiconductor [3][28]

Core Viewpoint - The stock price of OLED has increased significantly this year, reflecting strong market interest and performance in the OLED industry [2]. Company Overview - Jilin OLED Materials Co., Ltd. was established on June 10, 2005, and went public on September 3, 2020. The company specializes in the research, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment within the OLED industry chain [2]. - The main revenue composition includes organic light-emitting materials (78.06%), other functional materials (13.42%), evaporation source equipment (8.31%), and others (0.21%) [2]. Stock Performance - As of October 29, the stock price rose by 2.01% to 29.89 CNY per share, with a total market capitalization of 7.451 billion CNY [1]. - Year-to-date, the stock price has increased by 58.65%, with a 12.71% rise in the last five trading days, 16.94% in the last 20 days, and 63.60% in the last 60 days [2]. Financial Performance - For the first half of 2025, the company reported a revenue of 281 million CNY, a year-on-year decrease of 17.87%, and a net profit attributable to shareholders of 27.005 million CNY, down 70.59% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 456 million CNY in dividends, with 273 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 15.85% to 8,923, with an average of 27,004 circulating shares per person, up 3.37% [2]. - Notable shareholders include Jin Xin Shenzhen Growth Mixed A and Hong Kong Central Clearing Limited, with the latter increasing its holdings by 119,500 shares [3].

Core Viewpoint - Aolide (688378.SH) announced that its wholly-owned subsidiary, Shanghai Shengxi Optoelectronics Technology Co., Ltd., has received a bid notification for the 6th generation flexible AMOLED production line project from Xiamen Tianma Display Technology Co., Ltd., with a bid amount of 937.9 million yuan [1] Group 1 - The project involves the production of flexible AMOLED technology, which is a significant advancement in display technology [1] - The bid amount of 937.9 million yuan indicates a substantial investment in the production line, reflecting the growing demand for flexible display solutions in the market [1]

证券代码：688378 证券简称：奥来德 公告编号：2025-060 吉林奥来德光电材料股份有限公司 关于全资子公司收到中标通知书的自愿性披露公告 本公司董事会、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。 重要内容提示： 中标项目：厦门天马显示科技有限公司第 6 代柔性 AMOLED 生产线项 目 中标金额（含一切税费和费用，下同）：93,790,000.00 元 吉林奥来德光电材料股份有限公司（以下简称"公司"）全资子公司上海升 翕光电科技有限公司（以下简称"上海升翕"）近日收到中标通知书，现将具体 情况公告如下。 一、中标项目的具体情况 中标金额：93,790,000.00 元 二、中标对公司的影响 以上项目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，促进 公司的发展。根据产品交付、验收情况，预计对 2026 年度、2027 年度的业绩产 生积极影响，但不排除确认收入时间有延后的可能。 本次交易订单对公司业务独立性不会产生影响，不会因履行合同而产 ...

Core Viewpoint - The company announced that its wholly-owned subsidiary, Shanghai Shengxi Optoelectronics Technology Co., Ltd., has received a bid notification for the 6th generation flexible AMOLED production line project from Xiamen Tianma Display Technology Co., Ltd., with a bid amount of 93.79 million yuan [1] Company Summary - The subsidiary involved in the project is Shanghai Shengxi Optoelectronics Technology Co., Ltd. [1] - The project pertains to the production of flexible AMOLED displays, which is a significant segment in the display technology industry [1] Financial Summary - The bid amount for the project is 93.79 million yuan, indicating a substantial contract value for the company [1]

Group 1 - The company, Aolide (688378), announced that its wholly-owned subsidiary, Shanghai Shengxi Optoelectronics Technology Co., Ltd., has received a bid notification for the 6th generation flexible AMOLED production line project from Xiamen Tianma Display Technology Co., Ltd. [1] - The equipment involved in the project is named line evaporation source, with a bid amount of 93.79 million yuan. [1]