WitsView睿智显示·2025-10-31 09:41Group 1: Hehui Optoelectronics - Hehui Optoelectronics announced a delay in the "Sixth Generation AMOLED Production Line Capacity Expansion Project," with a total fundraising amount of 8,002,135,743.48 yuan (80.02 billion yuan) [2] - As of September 30, 2025, a cumulative investment of 68.32 billion yuan has been made, with 53.32 billion yuan allocated to the project and 15 billion yuan for working capital [2][3] - The project aims to increase the existing production capacity from 30K/month to 45K/month, with 7.5K/month capacity already achieved in March 2025, while the remaining capacity is under orderly construction [3] - The delay is attributed to equipment supplier delivery delays, preventing the completion of necessary installations and adjustments for the technical upgrades [4] Group 2: Kaisheng Technology - Kaisheng Technology announced another delay in the "Ultra-thin Flexible Glass (UTG) Phase II Project," which has already experienced three previous delays, with the latest expected completion date pushed to April 2026 [5] - The project plans to invest 1.487 billion yuan, aiming to establish a production line for 15 million pieces of 6-8 inch ultra-thin flexible glass with a thickness of 30-70 microns [5][7] - The company is focusing on developing UTG iteration technologies and optimizing production lines while ensuring the stability and consistency of existing production lines [8] - As of the end of October 2025, the UTG Phase II project has nearly completed a production line capable of producing 13.5 million UTG products annually, with products already delivered to downstream customers [8]