吉林奥来德光电材料股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 12 月 04 日 （星期四） 13:00-14:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 27 日 （星期四） 至 12 月 03 日 （星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 zhengyu@jl-oled.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 证券代码：688378 证券简称：奥来德 公告编号：2025-064 三、 参加人员 董事长、总经理：轩景泉 董事、副总经理、财务负责人：轩菱忆 吉林奥来德光电材料股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布公司 20 ...

Core Points - Aolide (688378) has terminated the review status of its simplified procedure for non-public stock issuance [2] - The company planned to issue up to 15.6897 million shares, aiming to raise approximately 270 million yuan [2] - The sponsor for this issuance was Dongfang Securities Co., Ltd. [2] Summary by Sections - **Issuance Plan** - Aolide intended to issue shares to specific investors, with a maximum issuance of 15.6897 million shares [2] - The expected fundraising amount was 270 million yuan [2] - **Regulatory Considerations** - The company announced the decision to adjust its financing plan based on regulatory considerations and its business development strategy [2] - Aolide decided to withdraw the application documents related to the simplified procedure for stock issuance and plans to reapply at an appropriate time [2]

吉林奥来德光电材料股份有限公司 关于收到上海证券交易所《关于终止对吉林奥来德光 电材料股份有限公司以简易程序向特定对象发行股 票审核的决定》的公告 证券代码：688378 证券简称：奥来德 公告编号：2025-063 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》，会议同意公司撤回本次以简易程序向 特定对象发行股票并重新申报事项，具体内容详见 2025 年 11 月 13 日披露于上 海证券交易所（以下简称"上交所"）网站的《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》。 吉林奥来德光电材料股份有限公司董事会 2025 年 11 月 19 日 2025 年 11 月 17 日，公司和保荐人东方证券股份有限公司向上交所提交了 《关于撤回以简易程序向特定对象发行股票申请文件的申请》和《东方证券股份 有限公司关于撤 ...

奥来德11月18日公告，公司于2025年11月12日撤回以简易程序向特定对象发行股票并重新申报事项。 2025年11月17日，公司和保荐人东方证券向上交所提交了撤回申请。2025年11月18日，公司收到上交所 出具的《关于终止对吉林奥来德光电材料股份有限公司以简易程序向特定对象发行股票审核的决定》， 决定终止对公司以简易程序向特定对象发行股票的审核。 ...

Group 1 - The report highlights a significant recovery in the private placement market in 2025, driven by favorable policies and increased market activity, leading to a pronounced profit effect [4][5][6] - The "Merger Six Guidelines" initiated a new round of relaxed policies for mergers and acquisitions, enhancing market activity and increasing the number of related private placement projects [16][18] - The implementation of the "Long-term Capital Market Entry Plan" allows various institutional investors to participate in private placements, potentially increasing investment in pricing-based private placements [17][21] Group 2 - The number and scale of new private placement proposals have significantly increased, with a 92.3% year-on-year rise in competitive private placement proposals and a 105.3% increase in financing scale from January to October 2025 [5][19] - The average fundraising amount per project has notably increased, with competitive private placements averaging 15.22 million yuan, a 69.63% year-on-year growth [6][34] - The average yield of competitive private placements reached 38.69% by October 31, 2025, marking a new high since 2020, with a substantial increase from the previous year [6][37] Group 3 - The report emphasizes the focus on high-end manufacturing and innovative sectors, with the top five industries for new private placement financing being electronics, computers, machinery, power equipment, and automobiles [28] - The report identifies key investment themes, including smart vehicles, high-end manufacturing, and outdoor products, with specific companies recommended for investment [8][52] - The report notes that the private placement market is increasingly supporting the dual innovation sector, with nearly 50% of new financing proposals coming from the Sci-Tech Innovation Board and the Growth Enterprise Market [28][32]

Market Overview - The optical and optoelectronic sector experienced a decline of 0.96% on November 14, with Aolaide leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - Huaying Technology (Code: 000536) with a closing price of 5.31, up 9.94% and a trading volume of 1.2575 million shares, totaling 661 million yuan [1] - Heli Tai (Code: 002217) closed at 3.33, up 3.10% with a trading volume of 3.1467 million shares, totaling 105.5 million yuan [1] - Major decliners included: - Aolaide (Code: 688378) closed at 25.48, down 10.66% with a trading volume of 135.6 thousand shares, totaling 360 million yuan [2] - Wanrun Technology (Code: 002654) closed at 15.51, down 9.67% with a trading volume of 1.3589 million shares, totaling 2.159 billion yuan [2] Capital Flow - The optical and optoelectronic sector saw a net outflow of 645 million yuan from institutional investors, while retail investors contributed a net inflow of 625 million yuan [2] - The detailed capital flow for selected stocks showed: - Huaying Technology had a net inflow of 433 million yuan from institutional investors, while retail investors had a net outflow of 229 million yuan [3] - Heli Tai experienced a net inflow of 103 million yuan from institutional investors, with retail investors seeing a net outflow of 72.73 million yuan [3]

Core Insights - The optical and optoelectronic sector saw a slight increase of 0.34% on November 13, with Tianshan Electronics leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Stock Performance - Tianshan Electronics (301379) closed at 29.65, with an increase of 8.01% and a trading volume of 193,400 shares, amounting to 568 million yuan [1] - Other notable gainers included: - Gobi Jia (920438) at 41.20, up 4.99% [1] - Mulinsen (002745) at 9.33, up 4.71% [1] - Changyang Technology (6628899) at 19.38, up 4.42% [1] - Conversely, the following stocks experienced declines: - Visionox (002387) at 9.66, down 4.36% [2] - Qianzhao Optoelectronics (300102) at 14.22, down 4.05% [2] - ST Yushun (002289) at 35.80, down 2.27% [2] Capital Flow - The optical and optoelectronic sector experienced a net outflow of 343 million yuan from institutional investors, while retail investors saw a net inflow of 324 million yuan [2] - Notable capital flows included: - Tianshan Electronics had a net outflow of 58.29 million yuan from institutional investors [3] - Mulinsen saw a net inflow of 37.24 million yuan from institutional investors [3] - Aolaide (688378) had a net inflow of 35.93 million yuan from institutional investors [3]

Core Viewpoint - The company has initiated research and development in silicon-based OLED technology and is collaborating with GoerTek on device structure and material compatibility [1] Group 1 - The company has started its silicon-based OLED related business development [1] - Collaboration with GoerTek focuses on the development of silicon-based OLED device structures and material compatibility [1]

Core Viewpoint - The company has initiated research and development for silicon-based OLED technology and is collaborating with GoerTek on device structure and material adaptation [1] Group 1 - The company has started the layout for silicon-based OLED related business [1] - Collaboration with GoerTek focuses on the development of silicon-based OLED device structures and material compatibility [1]

Core Viewpoint - Aolide (688378.SH) announced the withdrawal of its application for a simplified procedure to issue shares to specific targets and plans to resubmit the application after adjusting its financing plan based on regulatory considerations and business development [1]. Financing Plan - The company initially planned to raise a total of up to 269.86 million yuan (approximately 26.99 million) through the issuance of shares, with a maximum of 300 million yuan and not exceeding 20% of the net assets at the end of the last fiscal year [1]. - The net proceeds from the fundraising were intended for the OLED display core material PSPI production base project and to supplement working capital [1]. - The proposed issue price was set at 17.20 yuan per share [1]. Shareholders and Ownership - The issuance was targeted at several investors, including individuals and fund management companies, all subscribing in cash at the same price [2]. - The major shareholders, Xuan Jingquan and Xuan Lingyi, control 33.39% of the company's shares, significantly influencing management decisions [4][5]. - The company has undergone share transfers, with a recent transfer involving 6,244,447 shares at a price of 21.00 yuan per share, totaling approximately 131 million yuan [4]. Financial Performance - In 2024, Aolide reported revenues of 533 million yuan, a 3% increase year-on-year, but net profit attributable to shareholders decreased by 26.04% to approximately 90.43 million yuan [11]. - For the first three quarters of 2025, the company experienced a 16.12% decline in revenue, totaling 389 million yuan, and a significant 69.03% drop in net profit to approximately 31.36 million yuan [12].