Jilin OLED(SH:688378) Chang Jiang Shang Bao·2025-06-16 23:41Core Viewpoint - Aolaide (688378.SH) is accelerating its expansion in OLED equipment and materials, focusing on the domestic production of PSPI materials to enhance its core competitiveness through a fundraising plan of up to 300 million yuan [1][2]. Group 1: Fundraising and Investment - Aolaide plans to raise up to approximately 300 million yuan through a simplified procedure aimed at 35 specific investors, with the funds primarily allocated to the PSPI materials production base project and to supplement working capital [1][2]. - The total investment for the fundraising project is estimated at 240 million yuan, with 80% of the raised funds earmarked for the construction of a new PSPI materials production workshop, production lines, and necessary equipment [2]. Group 2: R&D and Technological Advancements - Aolaide has been actively pursuing breakthroughs in technology, successfully developing 8.6-generation evaporation source equipment and significantly increasing its R&D investment, which is projected to reach a total of 437 million yuan from 2020 to 2024 [1][4]. - The company has obtained a total of 392 authorized invention patents, reflecting its commitment to innovation and strategic patent layout in the rapidly evolving OLED industry [4]. Group 3: Business Performance and Market Position - Aolaide's revenue has shown steady growth, but net profit has experienced significant fluctuations, with a projected revenue of 533 million yuan in 2024, a 3% increase year-on-year, while net profit is expected to decline by 26.04% to 90.43 million yuan [5]. - The company has successfully secured a contract worth 655 million yuan for a linear evaporation source for BOE's 8.6-generation AMOLED production line, showcasing its competitive edge in the linear evaporation source market [6].