Everdisplay Optronics (Shanghai) (688538)

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和辉光电(688538) - 上海和辉光电股份有限公司关于限制性股票回购注销实施的公告
2025-06-18 11:02
证券代码:688538 证券简称:和辉光电 公告编号:2025-032 上海和辉光电股份有限公司 关于限制性股票回购注销实施的公告 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: 回购注销原因:根据上海和辉光电股份有限公司(以下简称"公司")《2021 年限制性股票激励计划》《2021年限制性股票激励计划实施考核管理办法》的相 关规定,公司决定对464名激励对象已获授但尚未解除限售的22,566,258股限制 性股票予以回购注销。 2025 年 3 月 27 日,公司召开第二届董事会第十二次会议、第二届监事会第 十次会议,分别审议通过了《关于回购注销限制性股票的议案》,公司独立董事 专门会议发表了同意的意见,监事会对相关事项进行核实并出具了同意的监事会 意见,北京市中伦(上海)律师事务所出具了法律意见书。具体内容详见公司于 2025 年 3 月 29 日在上海证券交易所网站(www.sse.com.cn)披露的《上海和辉 光电股份有限公司关于回购注销限制性股票的公告》(公告编号:2025-016)。 202 ...
和辉光电(688538) - 北京市中伦(上海)律师事务所关于上海和辉光电股份有限公司2021年限制性股票激励计划回购注销限制性股票实施情况的法律意见书
2025-06-18 11:01
ZHONG LUN 中倫律師事務所 殊的普通合伙 Limited Liability Partnership 北京市中伦(上海)律师事务所 关于 上海和辉光电股份有限公司 2021 年限制性股票激励计划回购注销限制性股票 实施情况的法律意见书 二〇二五年六月 深圳 · 广州 · 武汉 · 成都 · 重庆 · 青岛 · 杭州 · 南京 · 海口 · 东京 · 香港 · 伦敦 · 洛杉矶, 北京市中伦(上海)律师事务所 关于 上海和辉光电股份有限公司 2021 年限制性股票激励计划回购注销限制性股票 实施情况的法律意见书 致:上海和辉光电股份有限公司 根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民共和国证 券法》(以下简称"《证券法》")、《上市公司股权激励管理办法》(以下简称"《管理 办法》")、《上海证券交易所科创板股票上市规则》《科创板上市公司自律监管指南 第 4 号 -- 股权激励信息披露》《国有控股上市公司(境内)实施股权激励试行办 法》(国资发分配〔2006〕175 号)、《关于规范国有控股上市公司实施股权激励制 度有关问题的通知》(国资发分配(2008)171 号)、《关于本市国 ...
半导体公司,排队赴港“二次上市”
Sou Hu Cai Jing· 2025-05-23 01:48
Group 1 - The core viewpoint of the articles highlights the increasing trend of A-share companies, particularly in the semiconductor sector, pursuing dual listings in Hong Kong, driven by favorable regulatory policies and the need for global expansion [1][6][8] - The "A+H model" allows companies to access both domestic and international capital markets, enhancing their financial strength and market recognition [6][8] - Several semiconductor companies, including Zhaoyi Innovation, Unisoc, and others, have announced plans for Hong Kong listings, indicating a significant shift towards internationalization [2][4][5] Group 2 - The semiconductor companies aim to strengthen their global presence, with many explicitly stating that their Hong Kong listings are part of a strategy to enhance their international business operations and competitiveness [6][7] - The funds raised from these listings are primarily targeted at improving core technology capabilities, expanding product lines, and enhancing overseas sales networks [6][7] - Recent regulatory changes, such as the "Five Measures to Benefit Hong Kong" policy and adjustments to listing requirements, have made it easier for A-share companies to pursue dual listings in Hong Kong [7][8]
新股消息 | 和辉光电(688538.SH)等拟香港IPO已获中国证监会接收材料
智通财经网· 2025-05-16 12:33
Group 1 - The China Securities Regulatory Commission (CSRC) has accepted the listing applications for three companies intending to conduct initial public offerings (IPOs) in Hong Kong: Hehui Optoelectronics, Zhongwei Co., and Guanghetong [1] - Hehui Optoelectronics is a leading manufacturer of AMOLED semiconductor display panels, ranked second globally in large-size AMOLED panel shipments from 2022 to 2024, and first in China [2] - Zhongwei Co. has been the global leader in the shipment of nickel and cobalt lithium-ion battery precursor materials (pCAM) for five consecutive years since 2020, and is the top supplier of phosphate pCAM in the global export market as of Q1 2025 [3] - Guanghetong is a leading provider of wireless communication modules, offering products such as data transmission modules, smart modules, and AI modules, along with customized solutions for various applications [3]
我国显示产业加速向高端要增长
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-12 23:23
Core Insights - The display industry in China is experiencing a recovery, with major panel manufacturers like BOE, TCL Huaxing, and Tianma showing improved profitability in 2024 and achieving record revenues in Q1 2025 [1][2] - The new display industry is transitioning from scale competition to value competition, with a projected annual output value exceeding 740 billion yuan in 2024, reflecting a nearly 16% year-on-year growth [1] Group 1: LCD TV Panel Performance - The LCD TV panel market has benefited from factors such as large sporting events, a trend towards larger sizes, and "old-for-new" policies, leading to improved performance for manufacturers like BOE, TCL Huaxing, and Rainbow [2] - BOE's financial report indicates strong profitability from its 10.5-generation lines in Hefei and Wuhan, with significant year-on-year growth in LCD business for Q1 2025 [2] - TCL Huaxing has expanded its production capacity for large-size panels, with 58% of its shipments being 65 inches or larger, and has strengthened its competitiveness through the acquisition of LGD's Guangzhou factory [2] Group 2: Global Market Trends - Global TV panel shipments and area are expected to grow in 2024, with a stable average utilization rate above 80% in Q1 2025, despite a potential cooling in demand due to changing international trade conditions [3] - The LCD panel supply is expected to stabilize in 2025, with China accounting for 88% of global 8th generation and above LCD capacity, indicating a higher industry concentration [3] Group 3: AMOLED Market Growth - The AMOLED market is expanding rapidly, with BOE achieving a shipment of nearly 140 million flexible OLED products in 2024, and TCL Huaxing also reporting significant growth in flexible OLED shipments [4] - Despite revenue growth in AMOLED business, profitability remains a challenge for several manufacturers, including BOE and Tianma, who are focusing on cost reduction and efficiency improvements [5] Group 4: Automotive Display Market - The automotive display panel market is experiencing strong growth, with global shipments reaching 200 million units in 2024, driven by the rise of smart vehicles and the electric vehicle market [6] - Tianma's automotive display revenue grew over 40% in 2024, while BOE's automotive business revenue surpassed 10 billion yuan [6] Group 5: Upstream Material Companies - The new display industry is shifting towards value competition, with upstream material companies like Sijinjing and Shenfang Textile achieving solid growth in 2024 [8] - Sijinjing maintained a 33% share of the global large-size polarizer market, while Rainbow's glass substrate revenue grew by 21.87% [9] - The overall supply chain is improving, with local production rates increasing and a focus on collaborative innovation across the industry [10]
和辉光电港股上市路:三年累计亏损73.6亿,上海联和控股情况如何?
Sou Hu Cai Jing· 2025-05-02 15:00
Core Viewpoint - Hehui Optoelectronics has submitted a listing application to the Hong Kong Stock Exchange, attracting significant industry attention. The company was previously listed on the Sci-Tech Innovation Board in May 2021, with a market capitalization of 30.2 billion yuan as of April 30, 2025 [1]. Group 1: Company Overview - Hehui Optoelectronics is an AMOLED semiconductor display panel manufacturer focused on developing low-power AMOLED panels for various applications. The main revenue source is from the sales of AMOLED semiconductor display products [3]. Group 2: Financial Performance - The company's revenue for the years 2022 to 2024 was 4.191 billion yuan, 3.039 billion yuan, and 4.958 billion yuan, respectively. Despite revenue fluctuations, the gross profit margin remained negative, with losses of 1.018 billion yuan, 2.384 billion yuan, and 1.532 billion yuan [5][6]. - Hehui Optoelectronics reported total losses of 1.6 billion yuan, 3.244 billion yuan, and 2.518 billion yuan from 2022 to 2024, totaling 7.362 billion yuan. Major contributors to these losses included high depreciation and amortization expenses, as well as financial costs [6]. - In Q1 2025, the company achieved revenue of 1.2 billion yuan, a year-on-year increase of 7.45%, with a net loss of 508 million yuan, down from 642 million yuan in the same period last year [7]. Group 3: Shareholding Structure - The largest shareholder of Hehui Optoelectronics is Shanghai Lianhe, holding a 58.25% stake. Other significant shareholders include the Integrated Circuit Fund Company with 11.09% and Shanghai Jinlian with 2.98%. Institutional investors such as China Merchants Bank and Industrial and Commercial Bank of China hold smaller stakes [10].
研判2025!中国大屏幕拼接系统行业产业链、发展现状、竞争格局及发展趋势分析:在智慧城市建设背景下,行业需求量仍将保持上升趋势[图]
Chan Ye Xin Xi Wang· 2025-05-02 02:32
大屏幕拼接系统是由单套投影显示单元组合拼接而成的高亮度、高分辨率、色彩还原准确的电视墙。其 核心器件包括P光学引擎、图像处理器等,并通过图像控制软件对显示画面实施控制。其功能强大,能 显示各种计算机(工作站)、网络信号及各种视频信号,画面能任意漫游、开窗、放大缩小和迭加。大屏 幕拼接系统主要由三部分组成:大屏幕投影墙、投影机阵列、控制系统。其中控制系统是核心,世界上 流行的拼接控制系统主要有四种类型:硬件拼接系统、软件拼接系统、软件与硬件相结合的拼接系统、 嵌入式硬件拼接系统。这些不同类型的控制系统,各自有着独特的应用特点和优势,为各种复杂的应用 场景提供了灵活多样的解决方案。 关键词:大屏幕拼接系统、显示面板、智慧交通、市场规模 内容概要:大屏幕拼接系统行业近年来发展迅猛,已经成为信息可视化不可或缺的核心基础系统。社会 对信息化需求的不断增长,特别是在一些监控中心、指挥中心、调度中心等重要场所,单台显示设备所 能显示的信息已经远远不能满足市场需求。因此,大屏幕拼接系统应运而生,并广泛应用于安防监控、 指挥调度、会议室、展示中心等多个领域。得益于国内大型活动、体育赛事、商业展示等对高清晰度、 超大显示的需求不 ...
和辉光电(688538) - 上海和辉光电股份有限公司关于使用部分闲置募集资金暂时补充流动资金的公告
2025-04-29 14:14
证券代码:688538 证券简称:和辉光电 公告编号:2025-031 上海和辉光电股份有限公司 关于使用部分闲置募集资金暂时补充流动资金 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: 上海和辉光电股份有限公司(以下简称"公司")本次拟使用不超过人民 币150,000.00万元的部分闲置募集资金暂时补充流动资金,使用期限为自公司董 事会审议通过之日起12个月内。 一、募集资金基本情况 根据中国证券监督管理委员会于 2021 年 4 月 6 日出具的《关于同意上海和 辉光电股份有限公司首次公开发行股票注册的批复》(证监许可〔2021〕1124 号), 公司获准向社会公开发行人民币普通股(A 股)股票。公司首次公开发行的最终 发行股数为 3,083,660,725 股(含超额配售选择权),发行价格为 2.65 元/股, 扣除发行费用后,募集资金净额为 8,002,135,743.48 元。上述款项已分别于 2021 年 5 月 24 日及 2021 年 6 月 28 日全部到账。立信会计师事务所(特殊 ...
和辉光电(688538) - 上海和辉光电股份有限公司第二届监事会第十一次会议决议公告
2025-04-29 14:09
证券代码:688538 证券简称:和辉光电 公告编号:2025-030 上海和辉光电股份有限公司 第二届监事会第十一次会议决议公告 本公司监事会及全体监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。 表决结果:7 票同意,占有表决权监事人数的 100%;0 票反对;0 票弃权。 公司《2025 年第一季度报告》的编制和审核程序符合相关法律法规、《公司 章程》和公司管理制度的各项规定,能够公允地反映公司报告期内的财务状况和 经营成果,报告的内容真实、准确、完整,不存在任何虚假记载、误导性陈述或 重大遗漏。 表决结果:7 票同意,占有表决权监事人数的 100%;0 票反对;0 票弃权。 具体内容详见公司同日在上海证券交易所网站(www.sse.com.cn)披露的《上 海和辉光电股份有限公司 2025 年第一季度报告》。 2、审议通过《关于使用自有资金购买结构性存款的议案》 在不影响公司正常经营和主营业务发展的前提下,公司使用暂时闲置自有资 金购买结构性存款或同类产品,整体风险可控,有助于提高资金的使用效率,增 加现金资产的收益,不存在损害公司及 ...
和辉光电(688538) - 上海和辉光电股份有限公司第二届董事会第十四次会议决议公告
2025-04-29 14:07
一、董事会会议召开情况 证券代码:688538 证券简称:和辉光电 公告编号:2025-029 上海和辉光电股份有限公司 第二届董事会第十四次会议决议公告 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。 上海和辉光电股份有限公司(以下简称"公司")第二届董事会第十四次会 议(以下简称"本次会议")于 2025 年 4 月 28 日在公司会议室以现场加通讯表 决方式召开,会议通知已于 2025 年 4 月 23 日通过书面方式送达全体董事。本次 会议由董事长傅文彪先生主持,会议应出席董事 9 人,实际出席董事 9 人。本次 会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律法规和《上 海和辉光电股份有限公司章程》(以下简称"《公司章程》")的规定,会议决 议合法、有效。 具体内容详见公司同日在上海证券交易所网站(www.sse.com.cn)披露的《上 海和辉光电股份有限公司 2025 年第一季度报告》。 2、审议通过《关于使用自有资金购买结构性存款的议案》 在不影响公司正常经营和主营业务发展的前提下,公司使用暂时 ...