合肥国显8.6代AMOLED产线施工进度已达65%

Core Viewpoint - The Hefei Guoxian 8.6-generation AMOLED production line project is progressing well, with 65% completion expected to start cleanroom delivery in Q2 2024, and mass production scheduled for 2027 [1][4][5]. Group 1: Project Overview - The project covers an area of approximately 800,000 square meters, with a designed capacity of 32,000 glass substrates per month (size 2290mm × 2620mm) [4]. - It is the world's first 8.6-generation AMOLED production line utilizing Visionox's FMM-free technology (ViP technology), targeting medium-sized applications such as tablets, laptops, and automotive displays [4]. Group 2: Investment and Financing - The second phase of capital investment for the project amounts to 9.443 billion yuan, with contributions from Hefei Jianxiang and Hefei Xincheng, each investing 2.7625 billion yuan for a 31.13% stake, and Visionox investing 3.918 billion yuan for a 37.73% stake [4]. - Following the second phase investment, the registered capital of Hefei Guoxian will increase to 11.443 billion yuan, and it remains outside Visionox's consolidated financial statements [4]. Group 3: Industry Impact - The establishment of the Hefei Guoxian production line is expected to position Hefei as a core supply base for large-sized AMOLED panels globally, enhancing its technological influence and standard-setting capabilities [5]. - Over 30 supporting enterprises have settled in Hefei, with significant investments exceeding 1 billion yuan to attract additional supporting companies [5].