Core Insights - The investment amount in China's optoelectronic display industry for the first half of 2025 is projected to be approximately 103.5 billion yuan, representing a year-on-year decline of 26.7% [1] Investment Breakdown - The display panel sector leads with an investment scale of 45.1 billion yuan, accounting for 43.6% of the total investment, but this marks an 18.3% decrease compared to the same period last year [1] - The Mini/Micro LED (MLED) sector received 23.8 billion yuan in investment, making up 23.0% of the total, despite a significant year-on-year drop of 48.5%, maintaining its position as the second-largest investment segment [1] - Investment in optoelectronic module projects reached 17.4 billion yuan, representing 16.8% of the total, with a year-on-year decline of 37.8% [1] - Notably, the optoelectronic display materials sector experienced a counter-trend growth of 34.6%, with an investment amount of 16 billion yuan, increasing its share to 15.5%, highlighting the rising strategic value of the upstream segment of the industry chain [1]