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 ...

Company Overview - Shenzhen LianDe Automation Equipment Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on June 7, 2002. The company was listed on September 28, 2016. Its main business involves providing electronic specialized equipment and solutions [1][2]. Financial Performance - As of June 30, 2025, LianDe achieved operating revenue of 637 million yuan, a year-on-year decrease of 5.34%. The net profit attributable to shareholders was 73.1 million yuan, down 34.78% year-on-year [2]. - The company has distributed a total of 158 million yuan in dividends since its A-share listing, with 80.4 million yuan distributed over the past three years [3]. Stock Performance - On September 12, the stock price of LianDe Equipment fell by 2.06%, trading at 34.23 yuan per share, with a total market capitalization of 6.348 billion yuan. The stock has increased by 9.96% year-to-date but has decreased by 2.87% over the last five trading days and 3.50% over the last 20 days [1]. - The stock's trading volume showed a net outflow of 1.5344 million yuan from main funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 20,900, a rise of 4.42%. The average number of circulating shares per person decreased by 4.23% to 5,464 shares [2]. - Notable new institutional shareholders include Huabao Power Combination Mixed A and Baoying Hongli Income Mixed A, holding 690,900 shares and 677,100 shares, respectively [3]. Business Segments - The company's revenue composition is primarily from equipment sales (98.18%), with minor contributions from fixtures and other categories [1].

截至6月30日，联得装备股东户数2.09万，较上期增加4.42%；人均流通股5464股，较上期减少4.23%。 2025年1月-6月，联得装备实现营业收入6.37亿元，同比减少5.34%；归母净利润7310.23万元，同比减少 34.78%。 分红方面，联得装备A股上市后累计派现1.58亿元。近三年，累计派现8044.68万元。 9月10日，联得装备盘中下跌2.00%，截至10:57，报34.71元/股，成交1.31亿元，换手率3.12%，总市值 64.37亿元。 资金流向方面，主力资金净流出246.27万元，特大单买入283.43万元，占比2.16%，卖出487.12万元，占 比3.71%；大单买入2298.35万元，占比17.51%，卖出2340.93万元，占比17.83%。 联得装备今年以来股价涨11.50%，近5个交易日跌1.89%，近20日跌0.60%，近60日涨22.35%。 资料显示，深圳市联得自动化装备股份有限公司位于广东省深圳市龙华区观湖街道樟溪社区下围工业区 一路1号L栋101，成立日期2002年6月7日，上市日期2016年9月28日，公司主营业务涉及电子专用设备 与解决方案供应商。主营业 ...

（文章来源：证券日报） 证券日报网讯 9月8日晚间，联得装备发布公告称，近日，必联网发布了《京东方第8.6代AMOLED生产 线项目评标结果公示公告（1）》，公司为京东方第8.6代AMOLED生产线项目第一中标候选人。 ...

2、项目编号：4197-244BOECDDT01/234、4197-244BOECDDT01/235、4197-244BOEC DDT01/236、4197-244BOECDDT01/237、4197-244BOECDDT01/241 3、招标机构：中电商务（北京）有限公司 证券代码：300545 证券简称：联得装备 公告编号：2025-072 深圳市联得自动化装备股份有限公司 关于中标候选人公示的提示性公告 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。 近日，必联网（https://www.ebnew.com）发布了《京东方第 8.6 代 AMOLED 生产线项 目评标结果公示公告（1）》，深圳市联得自动化装备股份有限公司（以下简称"公司"） 为该项目第一中标候选人，现将相关情况公告如下： 一、预中标项目概况 1、项目名称：京东方第 8.6 代 AMOLED 生产线项目 三、风险提示 截至本公告披露日，该项目尚处于中标候选人公示阶段，公司尚未收到该项目的《中标 通知书》，最终能否中标、正式合同的签订仍存在不确定性。项目总金额、具体实施内容等 均以最终签署的 ...

Core Viewpoint - The company is increasing its R&D investment in the new energy equipment sector, focusing on lithium battery packaging, solid-state battery ultrasonic welding, and automation equipment for cell assembly and Pack segment, aiming for product breakthroughs and sales orders [2] Group 1: R&D and Product Development - The company is actively enhancing its R&D in lithium battery pack blue film, solid-state/semi-solid battery ultrasonic welding, and integrated cutting and stacking machines [2] - New ultrasonic welding equipment for solid-state battery processes has already been shipped to customers [2] - The company is making significant progress in the R&D of perovskite-related process equipment, achieving breakthroughs in GW-level coating equipment, VCD equipment, and HP equipment [2] Group 2: Market Position and Equipment - The company has established a significant position in the domestic perovskite photovoltaic equipment sector due to breakthroughs in core process equipment [2] - The developed coating trio equipment is one of the few in the country capable of supporting 2.4-meter wide mass production and is currently in the debugging phase, ready for shipment [2] Group 3: Financial Performance - In the first half of the year, the company's total operating revenue was 637 million yuan, a year-on-year decrease of 5.34% [2] - The net profit attributable to the parent company was 73.1 million yuan, down 34.78% year-on-year [2] - The net profit after deducting non-recurring gains and losses was 72.1 million yuan, a decline of 34.93% year-on-year [2]

Core Viewpoint - Company has established a strong position in the semiconductor display equipment industry, leveraging over 20 years of experience and technological advancements to maintain competitive advantages in product quality and customer service [1][2]. Group 1: Company Overview - Company specializes in the research, production, sales, and service of new semiconductor display intelligent equipment, automotive intelligent cockpit systems, semiconductor packaging equipment, and new energy equipment [4]. - Company has built long-term stable partnerships with renowned clients such as Bosch, Harman, and Apple, enhancing its reputation in the industry [1]. Group 2: Competitive Advantages - Company possesses strong product R&D design capabilities and manufacturing processes, placing it at the forefront of the industry in terms of product quality and performance [1]. - Company has successfully entered the semiconductor packaging industry with its advanced packaging equipment, particularly in the field of display driver chip bonding equipment [1]. Group 3: Product Applications - Company’s flexible MOLED bonding equipment is widely used in the mass production of foldable smartphone screens, maintaining good relationships with major smartphone manufacturers [2]. - Company has made significant advancements in the development of solid-state batteries and other new energy equipment, focusing on lithium battery packaging and ultrasonic welding technologies [3]. Group 4: Financial Performance - In the first half of 2025, company reported a main revenue of 637 million yuan, a year-on-year decrease of 5.34%, and a net profit of 73.1 million yuan, down 34.78% [4][5]. - The second quarter of 2025 saw a single-quarter main revenue of 270 million yuan, reflecting a 16.59% year-on-year decline, with net profit dropping 54.33% [5]. Group 5: Market Expansion - Company is actively expanding into overseas markets, establishing relationships with several Fortune 500 companies, including Valeo and Bosch, through a differentiated competitive strategy [4]. - Company has made breakthroughs in the perovskite photovoltaic equipment sector, positioning itself as a key player in this emerging market [3][4].

Core Viewpoint - The company is actively expanding its overseas market presence while adhering to a differentiated competition strategy, leveraging its strengths to enhance core competitiveness and build strong relationships with numerous Fortune 500 clients [1] Group 1 - The company has established a solid customer base, including major clients such as Continental Automotive Electronics, Bosch, Visteon, Harman, and Valeo [1] - The company emphasizes the importance of maintaining good cooperative relationships with its clients [1]

Core Viewpoint - The company, LianDe Equipment (300545.SZ), has successfully integrated flexible AMOLED bonding equipment into the mass production of foldable screens for well-known domestic and international smartphone manufacturers [1] Group 1: Company Operations - The company has established strong cooperative relationships with several renowned smartphone brands, both domestically and internationally [1] - The company is actively engaged in in-depth collaborations focused on the innovative applications of flexible screens [1] - The company has received sales orders and has begun shipments for bonding equipment in the supply chain of tri-fold screens [1] Group 2: Market Position - The company is recognized as a leading player in the niche market of bonding equipment for foldable screens, leveraging its technological advantages [1]

Core Insights - The company, LianDe Equipment, engaged in a comprehensive investigation with 19 institutions, including Xinyi Securities, focusing on its competitive advantages, advanced packaging, foldable screen applications, new energy, and perovskite equipment layout, as well as overseas market expansion [1] Group 1: Competitive Advantages - LianDe Equipment has over 20 years of experience in the semiconductor display equipment industry, accumulating deep technical expertise and leading levels in product R&D design and manufacturing processes [1] - The company has established long-term stable partnerships with well-known enterprises such as Continental Automotive Electronics and BOE, thanks to its high-quality products, core technologies, and comprehensive services [1] Group 2: Advanced Packaging - The company is actively involved in the semiconductor field and has successfully entered the testing and packaging industry [1] - In advanced packaging, LianDe Equipment possesses display driver chip bonding (ILB) equipment, utilizing a eutectic + flip-chip process that offers high precision and speed [1] Group 3: Foldable Screen Applications - The flexible AMOLED bonding equipment has been widely applied in the mass production of foldable screens both domestically and internationally, with close cooperation with several well-known brand manufacturers [1] - The company has received sales orders and shipped related equipment for the three-fold screen supply chain [1] Group 4: New Energy Equipment Progress - In the new energy equipment sector, LianDe Equipment has increased R&D investment in lithium battery pack blue film and solid/semisolid battery ultrasonic welding equipment, achieving product breakthroughs and securing orders [1] - The company has made advancements in perovskite process equipment, with breakthroughs in GW-level coating equipment, and has shipped solid-state battery ultrasonic welding equipment [1] Group 5: Perovskite Equipment Achievements - LianDe Equipment has made significant breakthroughs in core perovskite process equipment, with its coating trio equipment supporting 2.4-meter wide mass production, currently in the debugging stage and soon to be shipped [1] - The company occupies an important position in the domestic perovskite photovoltaic equipment sector [1] Group 6: Overseas Market Expansion - The company adheres to a differentiated strategy to explore overseas markets, accumulating resources from world-renowned clients such as Continental Automotive Electronics and Bosch, with good cooperation [1]