Summary of the Conference Call Industry or Company Involved - The conference call pertains to the **Jilin Province listed companies** and their efforts to enhance investor confidence and communication through an online collective reception day event in 2025 [1][10]. Core Points and Arguments - The event is organized by the **Jilin Securities Industry Association** in collaboration with **Shenzhen Panorama Network Co., Ltd.**, aimed at improving the intellectual level of listed companies in the Jilin region and establishing a good communication mechanism between companies and investors [1][10]. - High-level executives from various listed companies, including chairpersons, general managers, financial directors, and board secretaries, participated in the online interaction with investors, addressing concerns regarding the **2024 annual reports**, risk prevention, investor protection, and sustainable development [1][10]. - The event utilized internet virtual space for face-to-face communication, allowing investors to gain a comprehensive understanding of the participating companies [3][10]. - A total of **872 questions** were answered by company representatives during the event, indicating a strong interaction between listed companies and investors [10]. Other Important but Possibly Overlooked Content - The event emphasized the importance of maintaining open channels for communication between listed companies and investors, encouraging ongoing dialogue beyond the event [10]. - The initiative reflects a broader trend in the industry towards enhancing transparency and responsiveness to investor inquiries, which is crucial for building trust and confidence in the market [1][10].

Summary of the Conference Call Industry or Company Involved - The conference call pertains to the **Jilin Province listed companies** and their efforts to enhance investor confidence and communication through an online collective reception day event in 2025 [1][10]. Core Points and Arguments - The event is organized by the **Jilin Securities Industry Association** in collaboration with **Shenzhen Panorama Network Co., Ltd.**, aimed at improving the intellectual level of listed companies in the Jilin region and establishing a good communication mechanism between companies and investors [1][10]. - High-level executives from various listed companies, including chairpersons, general managers, financial directors, and board secretaries, participated in the online interaction with investors, addressing concerns regarding the **2024 annual reports**, risk prevention, investor protection, and sustainable development [1][10]. - The event facilitated a total of **872 questions** answered by company representatives, showcasing effective interaction between listed companies and investors [10]. Other Important but Possibly Overlooked Content - The event utilized multiple channels for real-time reporting, including video live streaming, text reporting, and on-site images, to ensure comprehensive coverage and engagement [1]. - The ongoing communication channels will remain open for investors to continue raising their concerns through the **Panorama Network** platform, indicating a commitment from Jilin listed companies to address investor information needs promptly [10].

Summary of the Conference Call Industry or Company Involved - The conference call pertains to the **Jilin Province listed companies** and their efforts to enhance investor confidence through an online collective reception day event in 2025 [1][10]. Core Points and Arguments - The event is organized by the **Jilin Securities Industry Association** in collaboration with **Shenzhen Panorama Network Co., Ltd.**, aimed at improving the intellectual level of listed companies in Jilin and establishing a good communication mechanism between companies and investors [1][10]. - High-level executives from various listed companies, including chairpersons, general managers, financial directors, and board secretaries, participated in the online interaction with investors, addressing concerns regarding the **2024 annual reports**, risk prevention, investor protection, and sustainable development [1][10]. - The event utilized internet virtual space for face-to-face communication, allowing investors to gain a comprehensive understanding of the participating companies [3][10]. - A total of **872 questions** were answered by company representatives during the event, indicating a strong interaction between listed companies and investors [10]. Other Important but Possibly Overlooked Content - The event emphasizes the importance of maintaining open channels for communication between listed companies and investors, suggesting that the interaction will continue beyond the event through platforms like **Panorama Network** [10]. - The initiative reflects a broader trend in the industry towards enhancing transparency and responsiveness to investor inquiries, which is crucial for building trust and confidence in the market [1][10].

Summary of the Conference Call Industry or Company Involved - The conference call pertains to the **Jilin Province listed companies** and their efforts to enhance investor confidence through an online collective reception day event in 2025 [1][10]. Core Points and Arguments - The event is organized by the **Jilin Securities Industry Association** in collaboration with **Shenzhen Panorama Network Co., Ltd.**, aimed at improving the intellectual level of listed companies in Jilin and establishing a good communication mechanism between companies and investors [1][10]. - High-level executives from various listed companies, including chairpersons, general managers, financial directors, and board secretaries, participated in the online interaction with investors, addressing concerns regarding the **2024 annual reports**, risk prevention, investor protection, and sustainable development [1][10]. - The event utilized internet virtual space for face-to-face communication, allowing investors to gain a comprehensive understanding of the participating companies [3][10]. - A total of **872 questions** were answered by company representatives during the event, indicating a strong interaction between listed companies and investors [10]. Other Important but Possibly Overlooked Content - The event emphasized the importance of maintaining open channels for communication between listed companies and investors, encouraging ongoing dialogue beyond the event [10]. - The initiative reflects a broader trend in the industry towards enhancing transparency and responsiveness to investor inquiries, which is crucial for building trust and confidence in the market [1][10].

各位嘉宾各位投资者各位网友大家下午好 推动高质量发展提振投资者信心2025年吉林辖区上市公司投资者网上集体接待日活动热情欢迎您的参与本次活动是由吉林省证券业协会主办深圳市全景网络有限公司协办感谢您的关注全景网全景路演将对本次活动进行全程关注利用视频直播文字报道现场图片等多渠道对活动进行现场实时报道 为切实提高吉林辖区上市公司智力水平建立公司和投资者良好沟通机制便于投资者全面深入了解辖区上市公司发展情况和经营成果由吉林省证券业协会联合深圳市全景网络有限公司共同举办的推动高质量发展提振投资者信心2025年吉林辖区上市公司投资者网上集体接待日活动 活动组织辖区各上市公司董事长总经理财务总监董事会秘书等高管人员利用投资者关系互动平台与广大投资者进行集中在线交流在本次活动中吉林辖区上市公司高管人员将通过网络在线交流形式就2024年年报防控风险投资者保护可持续发展等各位所关心的问题 通过互动平台和投资者进行一对多形式的沟通和交流下面请允许我向大家介绍出席今日活动的吉林辖区的49家上市公司他们是奥莱德奥普光电百克生物长白山长春高新长春燃气长春伊东迪瑞医疗东北证券富澳股份浩辰医疗华为电子 吉大通信 吉大证源 吉电股份吉林敖东 ...

证券代码：688378 证券简称：奥来德 公告编号：2024-035 一、说明会类型 本次业绩说明会以网络文字互动形式召开，公司将针对 2024 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内 就投资者普遍关注的问题进行回答。 1 吉林奥来德光电材料股份有限公司 关于参加 2024 年半年度新材料专场 集体业绩说明会的公告 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。 重要内容提示： 吉林奥来德光电材料股份有限公司（以下简称"公司"）已于 2024 年 8 月 23 日 披露公司《2024 年半年度报告》。为便于广大投资者更全面深入地了解公司 2024 年 半年度经营成果、财务状况及发展理念，公司将参加由上海证券交易所主办的 2024 年半年度新材料专场集体业绩说明会，此次活动采用网络文字互动方式举行，投资者 届时可登录上证路演中心（http://roadshow.sseinfo.com）参与线上互动交流。 （一）投资者可于 2024 年 9 月 19 日（星期四）16:00 ...

Investment Rating - The report assigns a "Buy" rating to the company with a target price of 24.94 CNY per share, based on a 30x valuation for 2024 [4]. Core Views - The company is a leading manufacturer of OLED organic materials and equipment, experiencing rapid growth in performance. The OLED industry is expected to see upward trends, with significant potential in organic light-emitting materials [2][3]. - The company has established strong partnerships with major domestic OLED panel manufacturers and is one of the few that can independently produce organic light-emitting materials [2]. - The company's organic light-emitting materials revenue reached 318 million CNY in 2023, a year-on-year increase of 49.42% [2]. - The company is also advancing its evaporation source equipment business, which is expected to benefit from the construction of high-generation AMOLED production lines [3]. Summary by Sections Company Overview - The company has been engaged in the research and development of organic light-emitting materials since 2005 and began developing evaporation source equipment in 2012, forming a complete integrated innovation mechanism [17]. Financial Performance - In the first half of 2024, the company achieved revenue of 342 million CNY, a year-on-year increase of 4.39%, while net profit attributable to shareholders was 92 million CNY, a decrease of 5.81% [21]. - The company forecasts net profits of 173 million CNY, 261 million CNY, and 336 million CNY for 2024, 2025, and 2026, respectively, representing year-on-year growth rates of 41.51%, 50.60%, and 28.81% [4][6]. Market Position and Growth Potential - The company is positioned as a domestic leader in OLED materials, with a significant market share in the organic light-emitting materials segment, which is expected to continue growing due to increasing demand and domestic production capabilities [2][26]. - The report highlights the increasing penetration of AMOLED technology in various applications, including smartphones, laptops, and automotive displays, indicating a broad market potential [31][38]. Product Development and Innovation - The company is actively investing in R&D, with a focus on developing new materials and equipment for OLED applications, including high-generation evaporation sources and perovskite solar cell technologies [23][24]. - The company has seen a significant increase in its R&D output, with 93 new invention patents granted in 2023, bringing the total to 325 [23].

证券代码：688378 证券简称：奥来德 公告编号：2024-034 吉林奥来德光电材料股份有限公司 关于注销完成部分首次公开发行股票募集资金专户及 续督导工作由广发证券承接。鉴于公司保荐机构已发生更换，为进一步规范公司 募集资金管理，保护投资者权益，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》等法律法规及规范性文件的规定，公司及公司子公 司、广发证券分别与中国工商银行股份有限公司长春分行、中信银行股份有限公 司长春分行、中国建设银行股份有限公司上海金山石化支行、中国银行股份有限 公司上海市金山支行签署了《募集资金专户存储三方监管协议》《募集资金专户 存储四方监管协议》。上述监管协议与上海证券交易所监管协议范本不存在重大 差异，公司对募集资金的使用已经严格遵照管理制度及监管协议的约定执行。 | 开户银行 | 账号 | 账户类别 | 状态 | | --- | --- | --- | --- | | 中信银行股份有限公司长春分行 | 8113601012800235570 | 募集资金专户 | 存续 | | 中国工商银行股份有限公司长春 | 4200201319000027963 | ...

证券代码：688378 证券简称：奥来德 公告编号：2024-033 公司及全资子公司上海升翕光电科技有限公司已于 2024 年 8 月向招商银行 股份有限公司上海金山支行申请授信额度 5,000 万元；于 2024 年 2 月向中国工 商银行长春南部都市经济开发区支行申请授信额度 4,000 万元；于 2024 年 1 月 向中国银行股份有限公司上海金山支行申请授信额度 5,000 万元；于 2023 年 9 月向中国进出口银行吉林省分行申请授信额度 6,000 万元，合计 2 亿元。根据 《公司章程》等相关规定，融资（贷款或授信）业务涉及的资产总额占公司最近 一期经审计总资产的 10%以上，需遵循连续十二个月内累计计算的原则，经董事 会审议通过。以上融资（贷款或授信）额度不等于公司的实际融资（贷款或授信） 金额，实际融资（贷款或授信）金额应在融资（贷款或授信）额度内，具体金额 将视公司营运资金的实际需求决定，相关融资（贷款或授信）业务不会对公司产 生不利影响。 二、审议情况 公司于 2024 年 9 月 3 日召开第五届董事会第五次会议，审议通过了相关议 案，本事项在董事会决策范围内，无需提交股东大会审议 ...

Investment Rating - The report maintains a "Buy" rating for the company [6][15]. Core Views - The company reported a revenue of 342 million yuan for the first half of 2024, a year-on-year increase of 4.39%, while the net profit attributable to shareholders decreased by 5.81% to 92 million yuan [6][7]. - The gross profit margin for sales was 51.50%, down by 9.03 percentage points year-on-year, and the net profit margin was 26.84%, down by 2.90 percentage points year-on-year [6]. - The decline in profitability is attributed to changes in product structure and a decrease in the gross margin of organic light-emitting materials [7]. - The organic light-emitting materials business accounted for 62.65% of total revenue, up by 18.46 percentage points year-on-year, while the higher-margin evaporation source business accounted for 38.38%, down by 18.38 percentage points year-on-year [7]. - The company has made significant progress in its organic light-emitting materials business, with revenue reaching 214 million yuan, a year-on-year increase of 48.01% [7]. - The company has ongoing orders for upgrading 6th generation equipment and is preparing for 8th generation equipment, indicating a strong potential for future orders [7]. Financial Summary - For 2023, the company expects revenue of 517 million yuan, with a projected growth rate of 12.7% [5]. - The net profit attributable to shareholders is forecasted to be 122 million yuan, with a growth rate of 8.2% [5]. - The earnings per share (EPS) for 2024 is projected to be 0.90 yuan, with a price-to-earnings (P/E) ratio of 16.01 [5][11]. - The company’s net profit forecasts for 2024, 2025, and 2026 are adjusted to 188 million yuan, 263 million yuan, and 401 million yuan, respectively, with corresponding growth rates of 53.94%, 39.72%, and 52.32% [7].