全球4000+企业齐聚CES 2026,OLED显示相关概念股有这些
Zheng Quan Shi Bao Wang·2026-01-12 13:45

Group 1: CES 2026 Highlights - CES 2026, known as the "Spring Festival Gala" of the tech industry, commenced on January 6, 2026, in Las Vegas, attracting over 4,000 global companies, with nearly 1,000 from China, showcasing China's technological strength [1] - BOE (京东方), a global leader in displays, showcased over 60 cutting-edge technologies and solutions, reinforcing its core position in the industry through ecological empowerment and innovation breakthroughs [1] - BOE's strategy as a "screen IoT" practitioner emphasizes technological innovation across multiple fields, solidifying its global leadership in the display industry while seizing opportunities in new sectors like smart cockpits [1] Group 2: OLED Market Insights - The global OLED display materials market is projected to reach $3.119 billion by 2025 and $9.283 billion by 2032, with a compound annual growth rate (CAGR) of 16.86% from 2025 to 2032 [2] - Lite-On Optoelectronics is a leading domestic player in the OLED upstream light-emitting materials sector, achieving breakthroughs in domestic OLED terminal materials and maintaining a leading position in production capacity and shipment volume [2] - New Fiber New Materials has developed OLED flexible packaging films for foldable smartphones and automotive displays, reducing moisture penetration risks [2] Group 3: Equipment and Components for OLED - Jingce Electronics (精测电子) provides OLED panel testing equipment, covering screen brightness and color calibration, potentially supporting dual-layer OLED production lines [3] - Linde Equipment (联得装备) specializes in panel assembly equipment, involved in OLED screen lamination and packaging processes, possibly participating in manufacturing [3] - Dongshan Precision (东山精密) supplies flexible circuit boards (FPC) and precision components, likely providing supporting components for screen modules [3] - Northern Huachuang (北方华创) indirectly invests in semiconductor equipment through its stake in ChipSource, which develops and produces equipment applicable in OLED manufacturing [3]