Investment Rating - The report maintains a "Recommended" rating for the OLED industry chain related equipment stocks [5]. Core Insights - The construction of the 8.6 generation OLED production lines is accelerating, with TCL Technology announcing a joint investment of 29.5 billion RMB to build a new production line, expected to start in November 2025 and take 24 months to complete [1][8]. - The demand for OLED panels in automotive and IT applications is expected to drive significant growth, with AMOLED panel shipments projected to exceed 1.33 billion units by 2030, capturing 35% of the market share [3][21]. - The report highlights the competitive landscape, noting that major players like Samsung Display, BOE, and Visionox are also investing heavily in 8.6 generation OLED production lines, with total investments nearing 170 billion RMB [1][11]. Summary by Sections Section 1: Industry Developments - TCL, Samsung Display, BOE, and Visionox are all actively investing in 8.6 generation OLED production lines, with TCL's new line set to produce approximately 22,500 glass substrates per month [1][11]. - The report discusses the three main OLED technologies: FMM OLED, ViP OLED, and printed OLED, each with its advantages and disadvantages [2][20]. Section 2: Market Trends - The report anticipates a compound annual growth rate (CAGR) of 33% for laptops and 27% for automotive displays by 2030, indicating strong demand for OLED technology in these sectors [3][21]. - Counterpoint Research data shows that Samsung Display held a 37% market share in the global OLED panel market as of Q2 2025, with significant growth in laptop and display panel shipments [22][26]. Section 3: Investment Recommendations - The report suggests focusing on companies within the OLED supply chain, including Aolide, Linde Equipment, Dazhu Laser, and Maiwei Co., which are positioned to benefit from the growth in OLED production [4][31][35][38].

Core Viewpoint - The company, Lian De Equipment (300545), has successfully shipped ultrasonic welding equipment related to its new solid-state battery technology to customers, showcasing its technological capabilities and commitment to providing better products and services [1] Group 1 - The company has responded to investor inquiries on September 15 regarding its solid-state battery technology [1] - The ultrasonic welding equipment has already been delivered to clients, indicating progress in the company's production and development efforts [1] - The company emphasizes its technological accumulation and advantages in continuously improving product offerings and customer service [1]

Core Viewpoint - Company has been awarded a contract worth 201 million yuan for the 8.6-generation AMOLED production line project by BOE Technology Group, which includes various advanced equipment [1] Group 1: Company Overview - Company has over 20 years of experience in the semiconductor display equipment industry, adapting to various technological changes in the display sector [1] - Company possesses strong product research and design capabilities, as well as manufacturing processes, placing it at the forefront of the industry in terms of product quality and performance [1] - Company has established a solid reputation in the industry due to its high-quality products and comprehensive, personalized services throughout the sales process [1] Group 2: Client Relationships - Company has developed long-term stable partnerships with several well-known clients, including Continental Automotive Electronics, Bosch, Visteon, Harman, BOE, Visionox, Shenzhen Tianma, Desay SV, Huaxing Optoelectronics, Apple, Foxconn, Yicheng, Lens Technology, and HKC [1] - Company’s flexible AMOLED bonding equipment is widely used in the mass production of foldable screens for smartphones by renowned domestic and international brands [1] - Company maintains good cooperative relationships with several well-known smartphone manufacturers and continues to engage in in-depth collaboration on the innovative applications of flexible screens [1]

Group 1 - Yishitong plans to repurchase shares worth between 30 million to 55 million yuan at a price not exceeding 40.69 yuan per share, intended for employee stock ownership plans or equity incentives [1] - Guoyao Modern's subsidiary has received approval for a sodium bicarbonate injection to increase specifications and pass consistency evaluation [2] - Xinjing plans to reduce its shareholding by up to 1.2 million shares, accounting for 0.78% of the total share capital, between October 14, 2025, and January 13, 2026 [2] Group 2 - Jinfeikeda intends to apply for an additional credit limit of up to 60 million yuan from Jiangsu Financial Leasing [3] - Boshi Co. signed a project contract worth 235 million yuan with Guoneng Yulin Chemical for a three-year service period starting from October 31, 2025 [4] - Luan Energy reported a coal sales volume of 3.78 million tons in August, a decrease of 13.70% year-on-year [6] Group 3 - Shengnong Development achieved sales revenue of 1.857 billion yuan in August, a year-on-year increase of 19.11% [8] - Huading Co. plans to transfer 9.26% of its shares through public solicitation of transferees [10] - China Metallurgical Group's new contract amount from January to August decreased by 18.2% year-on-year, totaling 679.57 billion yuan [12] Group 4 - Longjing Environmental plans to invest approximately 3.99 billion yuan in the construction of a hydropower station project in the Democratic Republic of the Congo [14] - Longjing Environmental also plans to invest 2.391 billion yuan in an integrated energy station project, expected to be operational by the second quarter of 2026 [15] - Transsion Holdings has set the transfer price for its shares at 81.81 yuan per share, with a subscription rate of 1.15 times [17] Group 5 - Sinopec Oilfield Services won a bid for a natural gas pipeline project with a contract value of 858 million yuan [18] - Huaitian Thermal Power received a warning letter from the Liaoning Securities Regulatory Bureau for information disclosure violations [20] - China Nuclear Engineering signed new contracts totaling 96.633 billion yuan as of August [22] Group 6 - Shanghai Mechanical plans to publicly transfer 67% of its stake in Simic Welding Materials, with an estimated value of 291 million yuan [24] - Zhongke Environmental appointed Tang Xia as the new deputy general manager [26] - Baiyang Pharmaceutical signed a strategic cooperation agreement with Jikun Pharmaceutical for a drug project [28] Group 7 - Jinsong New Materials received a warning letter from the Zhejiang Securities Regulatory Bureau for fundraising irregularities [27] - Weitang Industrial obtained a national invention patent for a battery tray welding deformation control device [29] - Dongsoft Carrier secured two national invention patents related to energy management and voltage regulation circuits [30] Group 8 - Lian De Equipment won a bid for the BOE AMOLED production line project with a total amount of 201 million yuan [31] - Jingjiawei signed a strategic cooperation agreement with Anchaoyun to develop high-performance cloud desktop solutions [32] - Chuaning Biological received approval for a 1 billion yuan medium-term note registration [34] Group 9 - Jifeng Co. plans to reduce its shareholding by up to 2% through block trading [36] - Taihe Intelligent plans to transfer 5.79% of its shares to Sunshine New Energy Development Co., Ltd. [36] - Yangmei Chemical will change its stock name to "Luhua Technology" starting September 17, 2025 [38] Group 10 - ST Songfa's subsidiary signed contracts for the construction of four container ships, with a total value of approximately 300 to 500 million USD [40] - Green Energy Huichong plans to establish a joint venture with Xianyang Economic Development Group with a registered capital of 250 million yuan [42] - Baiyao Tai received a milestone payment of 5.4 million USD from Intas Pharmaceuticals [38]

Core Viewpoint - LianDe Equipment has won a bid for the BOE 8.6 generation AMOLED production line project with a contract value of approximately 201 million yuan [1] Group 1: Company Announcement - LianDe Equipment announced on September 12 that it received a "Notice of Winning the Bid" from China Electronics Commerce (Beijing) Co., Ltd. [1] - The contract amount for the AMOLED production line project is about 201 million yuan [1] - As of the announcement, LianDe Equipment's market capitalization is 6.4 billion yuan [1] Group 2: Revenue Composition - For the year 2024, LianDe Equipment's revenue composition is as follows: 96.06% from smart displays and 3.94% from other sources [1]

Group 1 - The company, LianDe Equipment (300545.SZ), has received a bid notification confirming it as the winner for the BOE 8.6 generation AMOLED production line project [1] - The total bid amount for the project is 201 million yuan [1]

Core Viewpoint - The company, LianDe Equipment (300545.SZ), has been awarded a contract for the BOE's 8.6-generation AMOLED production line project, with a total bid amount of 201,388,600 yuan [1]. Group 1 - The company received a "Notice of Winning Bid" from China Electronics Business (Beijing) Co., confirming its status as the winning bidder for the project [1]. - The total bid amount for the project is approximately 201.39 million yuan [1]. - The equipment included in the bid consists of D-Lami automatic laminating machines, A-Lami automatic laminating machines, polarizer attaching machines, and RFA coating machines [1].

Group 1 - The company, LianDe Equipment (300545.SZ), has received a bid notification confirming it as the winning bidder for BOE's 8.6-generation AMOLED production line project [1] - The total bid amount for the project is 201 million yuan [1]

Core Viewpoint - The company, LianDe Equipment (300545.SZ), has been awarded a contract for the BOE 8.6 generation AMOLED production line project, with a total bid amount of 201 million yuan, which is expected to positively impact the company's future operating performance [1] Group 1 - The company received a bid notification from China Electronics Commerce (Beijing) Co., Ltd. confirming it as the winning bidder for the AMOLED production line project [1] - The total amount of the bid is 201 million yuan [1] - The execution of this project will not affect the company's business independence [1] Group 2 - If the formal contract is signed and the project is successfully implemented, it will have a positive effect on the company's future operating performance [1]

证券代码：300545 证券简称：联得装备 公告编号：2025-073 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市联得自动化装备股份有限公司（以下简称"公司"）于近日收到中电商务（北京） 有限公司发来的《中标通知书》，确认公司成为京东方第 8.6 代 AMOLED 生产线项目（以 下简称"项目"）的中标人，中标总金额为 201,388,600 元。 一、中标项目的主要情况 1、项目名称：京东方第 8.6 代 AMOLED 生产线项目 2、中标人：深圳市联得自动化装备股份有限公司 深圳市联得自动化装备股份有限公司 关于公司收到《中标通知书》的公告 3、中标设备：自动贴合机 (D-Lami)、自动贴合机 (A-Lami)、偏光片贴片机、覆膜机 （RFA） 4、中标价格：201,388,600 元 二、项目履行对公司的影响 《中标通知书》 特此公告。 深圳市联得自动化装备股份有限公司 董事会 2025 年 9 月 12 日 1、项目的履行不影响公司业务的独立性,如本项目签订正式合同并顺利实施，将对公司 未来的经营业绩产生积极的影响。 2、公司的资金、技术 ...