Core Viewpoint - Recent developments in the OLED industry chain have been reported in Jiangsu and Anhui, with two key projects completing the introduction and installation of critical equipment [2]. Group 1: He Yi Guang Xian Technology - He Yi Guang Xian Technology Co., Ltd. has completed the equipment installation for its new flat-panel OLED module line from March 15 to March 17, with a total of 33 units weighing approximately 480 tons [3][5]. - The new line marks a significant milestone in the company's development, aiming to provide a diverse range of OLED display products to customers [5]. - The company has achieved full production capacity and is responding to increasing order demands, with the new line being a crucial step to ensure delivery capabilities [6]. - The total investment for this project is 6 billion yuan, with a planned monthly production capacity of 7 million pieces, divided into two phases: construction starting in December 2023 and the first AMOLED product expected to be lit by August 2024 [6]. Group 2: Tian Lu Technology - Tian Lu Technology's TAC film project in Chuzhou, Anhui, has completed the entry of its first batch of equipment on March 18, with key components already in place before the Spring Festival [7]. - The project, managed by Anhui Jiguang New Materials Co., Ltd., has a total investment of 3 billion yuan and aims to establish a high-end TAC optical-grade film R&D and production base [7]. - The first phase of the project is planned to have an annual production capacity of 60 million square meters, with equipment installation and debugging expected to be completed by the second half of 2026 [7]. - The introduction of this project is significant as it aims to fill the domestic high-end TAC film capacity gap and facilitate Tian Lu Technology's transition from an optical film supplier to a core materials enterprise [8].
总投资超90亿！江苏、安徽2个OLED相关项目进入关键节点