Industry Overview - The display glass substrate industry is characterized by high purity special glass as the core material, providing essential support for display devices like LCD, OLED, and Mini/Micro LED [1][5] - The market size of China's display glass substrate industry is projected to reach approximately 35 billion yuan in 2024, with a year-on-year growth of 5.11% [5][10] - The TFT-LCD segment dominates the market, accounting for about 80% of glass substrate applications, with a market size of 31.59 billion yuan in 2024, reflecting a growth of 6.79% [5][6] Classification of Display Glass Substrates - Display glass substrates can be classified based on manufacturing processes (float, overflow melting, etc.), application scenarios (LCD/OLED, Mini/Micro LED), and technical characteristics (rigid, flexible) [2][3] - The performance requirements vary significantly across different display technologies, with LCD substrates needing high flatness and thermal stability, while OLED substrates focus on high-temperature resistance [4][5] Industry Development Status - The Chinese display glass substrate industry has shown steady growth, driven by technological advancements and increasing downstream application demands [5][10] - The market is expected to grow to 36.8 billion yuan by 2025, indicating a robust growth trend [5][10] Industry Value Chain - The industry value chain includes upstream raw materials (silica sand, soda ash), midstream production processes (research, melting, forming), and downstream applications (smartphones, TVs) [6][8] - The demand structure is diversifying, with traditional applications expanding into high-growth areas like Mini/Micro LED and advanced packaging [6][8] Competitive Landscape - The global display glass substrate market is highly concentrated, with Corning, AGC, and NEG holding about 80% market share [8][9] - Domestic companies like Rainbow Co. and Eastsun have achieved significant breakthroughs in G8.5+ glass substrate production, contributing to the domestic substitution efforts [8][9] Future Development Trends - The industry is expected to see accelerated technological breakthroughs and application expansions, particularly in high-generation lines and advanced technologies like UTG and TGV [10][11] - The integration of display technology with 5G, AI, and IoT is creating new application scenarios, driving demand for high-performance glass substrates [11][12] - Companies are focusing on green manufacturing and operational intelligence to enhance competitiveness and sustainability [12]

Core Viewpoint - The company, Visionox (002387), emphasizes its commitment to innovative research and development in cutting-edge display technologies, particularly in the AMOLED and Micro-LED sectors [1] Group 1: AMOLED Product Applications - The company's AMOLED product application capabilities span various fields, including smart wearables, smartphones, tablets, laptops, automotive displays, and smart home devices [1] - In the automotive display sector, the company has launched several innovative technologies and products, such as flexible AMOLED central control screens, AMOLED under-screen directional sound technology, transparent automotive display solutions, visual "A" pillar flexible screens, and flexible AMOLED smart skins [1] - Some of these innovative results have already been mass-produced based on terminal demand [1] Group 2: Micro-LED Developments - In the Micro-LED field, the company's subsidiary, Chengdu Chenxian, is actively engaged in the commercial display sector, continuously innovating and iterating products [1] - The company has released the world's first 108-inch P0.7 TFT-based Micro-LED display screen, along with several domestic and international first Micro-LED splicing screens [1]

（文章来源：证券日报） 证券日报网讯维信诺11月14日在互动平台回答投资者提问时表示，截至2025年11月10日，公司总户数为 62552户。 ...

证券日报网讯维信诺11月14日在互动平台回答投资者提问时表示，公司搭建集团级的维数智慧平台，支 撑工厂、研发、供应链、质量、运营、财务、人才、营销、通用办公等业务领域数智化应用全面赋能业 务，实现提质、增效、降本和增收的企业目标。 （文章来源：证券日报） ...

Core Viewpoint - The company has completed the development and certification of the world's first AMOLED display driver chip utilizing embedded RRAM storage technology, marking a significant technological advancement in the industry [1] Group 1: Product Development - The new AMOLED display driver chip was developed in collaboration with the chip design company Shengxian Microelectronics and supported by Ruike Microelectronics for storage technology [1] - This driver chip offers advantages over traditional chips, including lower costs, smaller size, and higher efficiency [1] - The chip has met the requirements for mass production following its development and certification [1]

Core Viewpoint - The company Visonox (002387.SZ) is focusing on the Micro-LED technology through its subsidiary Chengdu Chenxian, aiming to deepen its presence in the commercial display sector [1] Group 1 - Chengdu Chenxian has released the world's first 108-inch P0.7 TFT-based Micro-LED display [1] - The company has also launched several domestic and international first Micro-LED splicing screens [1] - Visonox plans to actively promote the mass production of innovative results based on production line and customer demand [1]

Core Viewpoint - The company Visionox (维信诺) has announced that its ViP technology has been selected as one of the top 10 innovative achievements for the 2025 World Manufacturing Conference [1] Group 1: Technology and Innovation - The ViP technology includes a wood grain vehicle-mounted flexible AMOLED intelligent transparent skin solution [1] - This technology features advantages such as flexible modules, 4K resolution, and ten-point touch capabilities [1] - The product integrates technology and aesthetics, making it suitable for applications in smart cockpits and smart homes [1]

格隆汇11月14日丨维信诺(002387.SZ)在投资者互动平台表示，"红旗·维信诺联合创新实验室"首个合作 成果已落地，全球首款14.2英寸车载滑移卷曲AMOLED屏幕量产应用于"红旗·国雅"高端行政轿车的中 控屏。 ...

Core Viewpoint - The company, Visionox (维信诺), is actively advancing its Micro-LED technology through its subsidiary Chengdu Chenxian, focusing on commercial display applications and product innovation [1] Group 1: Product Development - The company has launched the world's first 108-inch P0.7 TFT-based Micro-LED display [1] - Multiple domestic and international first Micro-LED splicing screens have also been introduced [1] Group 2: Market Strategy - The company plans to promote the mass production of innovative results based on production line capabilities and customer demand [1]

Group 1 - The core viewpoint of the article is that Visionox (002387.SZ) has announced that its ViP technology has been selected as one of the top 10 innovative achievements for the 2025 World Manufacturing Conference [1] - The wood grain vehicle-mounted solution is a flexible AMOLED intelligent transparent skin solution, featuring advantages such as flexible modules, 4K resolution, and ten-point touch capabilities [1] - This technology integrates aesthetics with technology and can be applied in various scenarios, including smart cockpits and smart homes [1]