WAYS(SH:605218) WitsView睿智显示·2025-03-31 05:36Group 1: Weishi Electronics - Weishi Electronics has officially launched its high-end backlight display module and smart decorative display panel project in Kunshan, with an expected annual output value exceeding 3 billion yuan upon full production [1] - The company specializes in the research, production, and sales of backlight display modules, liquid crystal display modules, and smart display components, primarily serving mid-to-high-end markets such as automotive, VR, digital cameras, handheld gaming devices, and tablets [4] - In 2024, Weishi Electronics anticipates significant growth in sales of large and curved automotive backlight display modules, alongside a continuous increase in the sales scale of medium and large-sized display products, while actively developing Mini LED technology [4] - For the year 2024, Weishi Electronics reported a revenue of 2,027.35 million yuan, a year-on-year increase of 29.31%, but a net profit attributable to shareholders of 55.98 million yuan, reflecting a year-on-year decline of 52.56% [5] Group 2: New Materials - The New Materials project for optical functional films has officially commenced in Hefei, with a total investment of 4.5 billion yuan, planning to build five internationally leading intelligent display material production lines [6] - Upon completion, the project will have an annual production capacity of approximately 50 million square meters for surface treatment films, 80 million square meters for protective films, and 20 million square meters for PO materials, contributing to the domestic display industry [6] - Earlier in January, New Materials completed the acquisition of LG Chem's optical functional film business for approximately 4.5 billion yuan, which includes production lines and intellectual property in China and South Korea [8] - New Materials is also expanding its operations in Fuzhou, where a polarizer material project is expected to begin trial production of its first production line in August, aiming for an annual production capacity of about 76 million square meters for protective films and 33 million square meters for surface treatment films [9] Group 3: Shaoguang Chip Materials - The Shaoguang Chip Materials project for high-precision semiconductor and high-generation FPD photomask substrate manufacturing has officially broken ground in Changsha [10] - The project will cover an area of 18,718.82 square meters with a total construction area of 26,315.38 square meters, consisting of five buildings including factories and warehouses [11] - Once completed, the project is expected to produce 40,000 high-precision semiconductor photomask substrates and 4,500 high-generation FPD photomask substrates annually, with an estimated annual output value of nearly 1 billion yuan, significantly advancing the upgrade of high-end chip manufacturing and high-generation display manufacturing [11][12]