Core Viewpoint - Jilin OLED Material Technology Co., Ltd. reported a significant decline in revenue and profit for the first half of 2025, primarily due to a sharp drop in evaporative source equipment sales, while the materials business showed resilience with growth in revenue. Company Overview and Financial Indicators - The company reported a total revenue of approximately 280.95 million yuan, a decrease of 17.87% compared to the same period last year [3] - Total profit decreased by 77.40% to approximately 22.28 million yuan [3] - Net profit attributable to shareholders was approximately 27.00 million yuan, down 70.59% year-on-year [3] - The company's net assets decreased by 4.39% to approximately 1.66 billion yuan [3] - Total assets increased by 8.38% to approximately 2.36 billion yuan [3] Industry and Business Analysis - The consumer electronics market in China is expected to grow from 1.66 trillion yuan in 2018 to over 2.2 trillion yuan by 2025, driven by advancements in 5G, AI, and IoT [4] - OLED technology is projected to become a major growth trend in the display industry, with global OLED revenue expected to reach approximately 41.7 billion USD by 2024 and 50 billion USD by 2027 [4] - The company has positioned itself as a key player in the OLED upstream supply chain, focusing on both materials and equipment [4][5] Business Performance - The materials business achieved revenue of approximately 257 million yuan, a year-on-year increase of 21.99%, demonstrating strong market demand [12] - The evaporative source equipment revenue fell sharply by 82.20% to approximately 23.35 million yuan due to market conditions [12] - The company has successfully developed a full range of OLED terminal luminescent materials, supporting the application of OLED display technology [12] Technological Advancements - The company has broken through foreign patents in the field of 6th generation AMOLED linear evaporative source equipment, filling a significant technological gap in the domestic market [12] - The company has also achieved a technological breakthrough in 8.6 generation evaporative source equipment, securing contracts with major clients like BOE [12] Research and Development - The company has invested heavily in R&D, with R&D expenses accounting for 25.36% of revenue, an increase of 5.15 percentage points year-on-year [3] - The company completed nearly 280 material structure designs and synthesized over 180 samples, with more than 70 new materials entering customer verification stages [12] Market Strategy - The company employs a direct sales model for both materials and equipment, ensuring close communication with clients to meet their needs [5][6] - The company has established long-term strategic partnerships with major domestic panel manufacturers, enhancing customer loyalty and market penetration [18]

Core Viewpoint - Jilin OLED Material Co., Ltd. reported a significant decline in revenue and net profit for the first half of 2025, indicating potential challenges in its operational performance [1]. Financial Summary - Total assets increased to CNY 2,361.31 million, up 8.38% from the previous year [2]. - Operating revenue decreased to CNY 280.95 million, down 17.87% year-on-year [2]. - Total profit fell to CNY 22.28 million, a decrease of 77.40% compared to the same period last year [2]. - Net profit attributable to shareholders dropped to CNY 4.26 million, down 93.31% year-on-year [2]. - The net cash flow from operating activities was not specified but is a critical metric for assessing liquidity [2]. Shareholder Information - The total number of shareholders as of the report date was 8,923 [3]. - The largest shareholder, Xuan Jingquan, holds 21.84% of the shares, amounting to 54,449,365 shares [3]. - Other significant shareholders include Xuan Lingyi with 9.61% and Gansu Guofang Industrial Group with 1.21% [3]. Important Events - The report indicates that there were no significant changes in the company's operational situation or any major events that would impact future performance [5].

Core Viewpoint - The company reported a significant decline in both revenue and net profit for the first half of 2025 compared to the previous year [2] Financial Performance - The operating revenue for the first half of 2025 was approximately 281 million yuan, representing a year-on-year decrease of 17.87% [2] - The net profit attributable to shareholders of the listed company was around 27 million yuan, which is a year-on-year decrease of 70.59% [2] - The basic earnings per share were 0.11 yuan, reflecting a year-on-year decrease of 75% [2]

证券代码：688378 证券简称：奥来德 公告编号：2025-045 吉林奥来德光电材料股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项 报告 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。 根据《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》 等相关规定，吉林奥来德光电材料股份有限公司（以下简称"公司"）就 2025 年 半年度募集资金存放与使用情况作如下专项报告： 一、募集资金基本情况 （一）扣除发行费用后的实际募集资金金额、资金到账时间 1.2020 年首次公开发行股票募集资金 根据中国证券监督管理委员会《关于同意吉林奥来德光电材料股份有限公司 首次公开发行股票注册的批复》（证监许可【2020】1658 号），公司于 2020 年 首次向社会公开发行人民币普通股（A 股）18,284,200 股，每股发行价格 62.57 元， 新股发行共募集资金人民币 1,144,042,394.00 元，扣除不含税发行费用人民币 83,803,993.63 元，实际募集资金净额人民币 1,060, ...

吉林奥来德光电材料股份有限公司 2025年度"提质增效重回报"行动方案的半年度 评估报告 为落实"以投资者为中心"的上市公司发展理念，保障公司全体股东的合法 权益，积极践行社会责任，吉林奥来德光电材料股份有限公司（以下简称"公司"） 于2025年4月17日披露《2025年度"提质增效重回报"行动方案》。自行动方案发 布后，公司积极推进落实相关工作，取得阶段性成效。现将行动方案半年度实施 情况报告如下： 一、聚焦 OLED 上游产业链，提升核心竞争力 公司精准锚定 OLED 上游材料市场机遇，通过与核心客户深度联动，形成 稳定的订单转化机制，材料性能与响应速度获客户认可，行业认可度持续提升。 报告期内，材料业务收入 2.57 亿元，同比增长 21.99%。其中，有机发光材料业 务面对激烈的市场竞争，实现份额逆势扩张，构建起"客户需求—技术迭代 — 订单转化"的正向循环，巩固了细分市场地位；其他功能材料作为公司的研发成 果，实现营业收入新突破，公司在保持稳定供应的基础上，成功攻克重要客户认 证壁垒，印证了公司产品性能已达到高端市场标准，具备与海外巨头同台竞争的 实力，推动公司在细分材料领域的国产替代进程加速，以市 ...

Core Viewpoint - Aolide (688378.SH) reported a decline in revenue and profit due to a decrease in equipment business income, reflecting a phase of "revenue decline and profit contraction" [1] Revenue Summary - The company achieved a total operating income of 281 million yuan, a year-on-year decrease of 17.87% [1] - Material business revenue was 257 million yuan, showing a year-on-year increase of 21.99% [1] - Revenue from evaporator equipment was 23.35 million yuan, a significant year-on-year decline of 82.20% [1] Profit Summary - The net profit attributable to shareholders was 27.00 million yuan, representing a year-on-year decrease of 70.59% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 4.26 million yuan, down 93.31% year-on-year [1]

吉林奥来德光电材料股份有限公司2025 年半年度报告 公司代码：688378 公司简称：奥来德 吉林奥来德光电材料股份有限公司 2025 年半年度报告 1 / 191 吉林奥来德光电材料股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细阐述在生产经营过程中可能面临的相关风险，敬请查阅本报告第三节、 四"风险因素"部分的内容。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人轩景泉、主管会计工作负责人轩菱忆及会计机构负责人（会计主管人员）轩菱 忆声明：保证半年度报告中财务报告的真实、准确、完整。 十、 是否存在违反规定决策程序对外提供担保的情况 否 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告中存在基于对行业发展的预判和经济走势的主观假设而做出的预见性陈述，受 ...

Group 1 - The company's revenue for the first half of 2025 is 281 million yuan, representing a year-on-year decrease of 17.87% [1] - The net profit for the same period is 27.05 million yuan, showing a year-on-year decline of 70.59% [1]

Core Viewpoint - The company, Aolide (688378.SH), primarily supplies products to domestic display panel manufacturers, which are then applied to various downstream terminal products [1] Group 1 - Investors inquired about potential collaborations with Huawei for high-end smartphones like the Mate 80 and foldable models [1] - Aolide confirmed its focus on supplying to domestic display panel manufacturers rather than direct partnerships with smartphone manufacturers [1]

Core Viewpoint - Aolide's 2025 semi-annual performance forecast indicates a significant decline in both revenue and profit, primarily due to a sharp drop in equipment sales, despite stable growth in the materials segment [1][2]. Group 1: Financial Performance - Aolide expects revenue for the first half of 2025 to be between 270 million to 290 million yuan, representing a year-on-year decrease of 15.23% to 21.07% [1]. - The projected net profit attributable to shareholders is estimated to be between 25 million to 29 million yuan, reflecting a substantial decline of 68.41% to 72.77% year-on-year [1]. - The materials segment is expected to generate revenue of 250 million to 260 million yuan, showing a year-on-year growth of 18.67% to 23.41% [1]. Group 2: Segment Performance - The equipment segment is projected to see a drastic revenue drop, with expected earnings of 23 million to 24 million yuan, a decline of 81.70% to 82.46% year-on-year [1]. - The decline in equipment revenue is attributed to a significant reduction in demand for evaporation source equipment, which has decreased by over 80% in the first half of 2025 [2]. Group 3: Market Trends and Opportunities - Aolide has signed a contract worth 655 million yuan with Chengdu BOE for an 8.6-generation OLED production line, with the first batch of equipment delivered on August 10 [2]. - This contract is expected to contribute to revenue starting in the second half of 2025, potentially alleviating performance pressures in the coming years [2]. - Research firm Omdia predicts that global shipments of small and medium-sized OLEDs will exceed 1 billion units in 2025, with automotive display panel revenue reaching 13.6 billion USD, indicating a growing market for Aolide's products [2].