证券代码：002387 证券简称：维信诺 公告编号：2025-150 维信诺科技股份有限公司 一、担保情况概述 公司分别于 2025 年 3 月 20 日和 2025 年 4 月 10 日召开第七届董事会第十七 次会议和 2024 年度股东大会，审议通过了《关于 2025 年度为公司及子公司提供 担保额度预计的议案》，同意 2025 年度为公司及控股子公司提供总额度不超过 等值人民币 226.2 亿元的担保，包括公司为子公司担保、子公司之间互相担保、 子公司为公司担保及前述复合担保等。担保额度有效期为公司 2024 年度股东大 会审议通过之日起的 12 个月内，担保额度在有效期限内可循环使用。具体内容 详见公司于 2025 年 3 月 21 日和 2025 年 4 月 11 日在《证券时报》《证券日报》 《中国证券报》《上海证券报》和巨潮资讯网（www.cninfo.com.cn）披露的《关 于 2025 年度为公司及子公司提供担保额度预计的公告》和其他相关公告。 二、担保进展情况 公司控股子公司云谷（固安）科技有限公司（以下简称"固安云谷"）于 2025 年 12 月 25 日与中国建设银行股份有限公司昆山 ...

维信诺公告称，公司2025年度获批为公司及子公司提供总额度不超226.2亿元的担保。12月25日，控股 子公司固安云谷与建行昆山分行签合同，为其提供不超4.25亿元连带责任保证担保。本次担保前控股子 公司对公司担保余额29.71亿元，担保后为33.96亿元，2025年度可用担保额度剩余18.04亿元。本次担保 后，公司及控股子公司对外担保总余额166.96亿元，占2024年经审计净资产的300.86%。 ...

维信诺（002387.SZ）准备与合肥建翔、合肥鑫城签署《投资合作协议二》，为合肥第8.6代 AMOLED生产线项目追加94.43亿元二 期资本金。作为全球首条采用ViP技术的高世代AMOLED产线，该项目总投资高达550亿元，承载着维信诺抢占中尺寸显示赛道的 野心。 但在维信诺连续三年亏损近百亿、负债压力持续攀升之下，这场巨额投资更像是一场孤注一掷的豪赌。此外，项目是否纳入合并 报表、技术路线能否跑通、资金链能否支撑、市场竞争能否突围等一系列疑问，都是市场关注的焦点。 37.73%持股无控制权，不纳入合并报表 根据披露，合肥第8.6代AMOLED生产线由项目公司 "合肥国显" 负责投资、建设及运营。项目总投资550亿元，分两期注入资本 金，该项目早在2024年即已启动，首期注册资本金20亿元已于前期到位，其中维信诺出资4亿元，持股20%，两家合肥国资平台合 计出资16亿元，持股80%。此次二期出资，三方计划共同向项目公司合肥国显增资94.43亿元。增资完成后，合肥国显注册资本将 增至114.43亿元，股权结构变更为：维信诺出资39.18亿元，持股比例升至37.73%，成为单一大股东。合肥建翔与合肥鑫城各出资 ...

Core Viewpoint - The competition in the OLED 8.6 generation line is intensifying, with Chinese manufacturers aiming to challenge Samsung's dominance in the display industry, particularly in the mid-size OLED market, which is projected to see significant investment and growth by 2025 [2][3][24]. Group 1: Industry Dynamics - The OLED 8.6 generation line competition is set to involve nearly 150 billion yuan in investments from Chinese manufacturers, including BOE, TCL, and Visionox, as they seek to capture market share from Samsung [3][5][6]. - Samsung's revenue from OLED displays is projected to be 44% of the global market, while BOE's share is only 12%, indicating a significant gap that Chinese companies aim to close [10][24]. - The shift from LCD to OLED technology is driven by the increasing demand for mid-size screens in devices such as laptops and tablets, with OLED penetration rates expected to rise significantly by 2026 [7][24]. Group 2: Key Players and Investments - TCL is investing 29.5 billion yuan in the world's first G8.6 generation printed OLED production line, with plans for mass production by 2027 [5][6]. - BOE has announced that its B16 production line will begin mass production in the second half of 2026, ahead of Samsung's A6 line, marking a significant shift in the competitive landscape [8][10]. - Visionox and Hefei Guoxian are also entering the G8.6 generation OLED market, with substantial investments aimed at establishing a foothold in this emerging sector [6][24]. Group 3: Historical Context and Future Outlook - The historical rivalry between Chinese manufacturers and Samsung has evolved, with Chinese companies now positioned to directly compete in the OLED market, a shift from their previous focus on LCD technology [13][24]. - The upcoming competition in the OLED 8.6 generation line is expected to be fierce, with industry experts predicting that the first major battle for market dominance will occur between 2027 and 2028 [16][24]. - The capital-intensive nature of the OLED industry requires significant investment and strategic planning, as companies navigate the cyclical nature of the display market [17][20].

（文章来源：证券日报） 证券日报网讯 12月19日，维信诺在互动平台回答投资者提问时表示，重大事项请关注公司公告。 ...

证券日报网讯12月19日，维信诺（002387）在互动平台回答投资者提问时表示，产品不同毛利率不同， 公司持续拓展海外市场。 ...

Core Viewpoint - Company is actively promoting the localization of its supply chain, achieving a leading position in upstream localization rates within the industry [1] Group 1 - Company has established friendly cooperative relationships with multiple upstream suppliers [1]

证券日报网讯12月19日，维信诺（002387）在互动平台回答投资者提问时表示，公司持续夯实绿色环保 的发展理念，各厂区已安装光伏等绿色清洁能源，且持续提升使用占比。 ...

证券日报网讯12月19日，维信诺（002387）在互动平台回答投资者提问时表示，公司依据客户需求推进 产品量产发布。 ...

Group 1 - The company held its 29th meeting of the 7th Board of Directors on December 18, 2025, to discuss various investment and operational matters [2][3] - The board approved the investment cooperation agreement for the second phase of the 8.6 generation AMOLED production line project, with a total capital of 9.443 billion yuan, where the company will contribute 3.918 billion yuan, increasing its shareholding to 37.73% [3][14] - The board also approved a unanimous action agreement with Hefei New Station Technology Industry Development Group, allowing the company to gain control over Hefei Visiono Electronics [4][39] Group 2 - The company plans to provide a guarantee for a syndicate loan of up to 2 billion yuan for its subsidiary, Suzhou Guoxian Innovation Technology Co., Ltd., with a loan term of 120 months [6][52] - The loan will be used for the development of new display technologies, and the company will sign a guarantee contract with the banks involved [59][60] - The total external guarantees provided by the company and its subsidiaries will exceed 339.36% of the company's latest audited net assets [65]