（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]

格隆汇9月4日丨联得装备(300545.SZ)于近期投资者关系活动表示，公司柔性AMOLED贴合类设备已经 广泛运用国内外知名终端客户手机折叠屏的量产。公司与国内外多家智能手机知名品牌制造商保持良好 的合作关系，并持续就柔性屏创新性作用开展深入合作。在三折屏供应链中，公司提供的贴合类工艺设 备已形成销售订单并出货。公司作为折叠屏贴合类设备相关细分市场的领先企业，持续发挥技术领先优 势。 ...

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]

截至发稿，联得装备市值为63亿元。 每经头条（nbdtoutiao）——AI内容强制标识"首周"实测：抖音、小红书、微博自动识别"失灵"，AI应 用文本漏标，视频"会员可去水印" （记者 贾运可） 每经AI快讯，联得装备（SZ 300545，收盘价：34.07元）发布公告称，2025年9月3日至9月4日期间，联 得装备接受华福证券等投资者调研，公司董事、副总经理胡金等参与接待，并回答了投资者提出的问 题。 2024年1至12月份，联得装备的营业收入构成为：智能显示占比96.06%，其他占比3.94%。 ...

格隆汇9月4日丨联得装备(300545.SZ)于近期投资者关系活动表示，公司积极开拓海外市场，坚持差异 化竞争策略，充分发挥自身优势，持续提升核心竞争力，积累了如大陆汽车电子、博世、伟世通、哈 曼、法雷奥等诸多世界500强的客户资源，并建立了良好的合作关系。 ...

Group 1 - The company has made breakthroughs in core equipment for perovskite technology, establishing a significant position in the domestic perovskite photovoltaic equipment sector [1] - The newly developed coating equipment, known as the "three-piece set," is one of the few in the country capable of supporting mass production with a width of 2.4 meters and is currently in the debugging phase, ready for shipment [1]