9月29日奥来德大宗交易一览 两融数据显示，该股最新融资余额为4.78亿元，近5日减少4354.35万元，降幅为8.35%。 据天眼查APP显示，吉林奥来德光电材料股份有限公司成立于2005年06月10日，注册资本24927.9257万 人民币。（数据宝） 奥来德9月29日大宗交易平台共发生2笔成交，合计成交量220.00万股，成交金额5449.60万元。以折溢价 进行统计，今日有1笔为折价交易，折价率最高达0.48%。今日溢价成交的共有1笔，溢价率最高为 0.32%。 证券时报·数据宝统计显示，奥来德今日收盘价为24.80元，下跌3.13%，日换手率为3.39%，成交额为 2.04亿元，全天主力资金净流出3088.11万元，近5日该股累计下跌7.91%，近5日资金合计净流出7832.44 万元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 120.00 | 2961.60 | 2 ...

Group 1 - The core point of the news is the performance and financial status of Jilin OLED Materials Co., Ltd. (奥来德), which saw a stock price drop of 5.22% to 26.32 CNY per share, with a total market capitalization of 6.561 billion CNY [1] - The company specializes in the research, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment, with its main business revenue composition being 78.06% from organic light-emitting materials, 13.42% from other functional materials, 8.31% from evaporation source equipment, and 0.21% from other sources [1] Group 2 - From the perspective of fund holdings, only one fund under China Merchants Fund holds shares in 奥来德, specifically the 招商丰凯混合A fund, which held 10,000 shares, accounting for 1.89% of the fund's net value [2] - The 招商丰凯混合A fund has a total scale of 3.2339 million CNY and has achieved a year-to-date return of 19.39%, ranking 4373 out of 8172 in its category, and a one-year return of 54.44%, ranking 2790 out of 7980 [2]

Group 1 - The core viewpoint of the news is that Aolaide's stock price increased by 5.31% to 27.38 CNY per share, with a total market capitalization of 6.825 billion CNY as of the report date [1] - Aolaide specializes in the research, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment, with its main business revenue composition being 78.06% from organic light-emitting materials, 13.42% from other functional materials, 8.31% from evaporation source equipment, and 0.21% from other sources [1] - The company is located in Changchun, Jilin Province, and was established on June 10, 2005, with its listing date on September 3, 2020 [1] Group 2 - According to data, the fund "Zhaoshang Fengkai Mixed A" holds Aolaide as its tenth largest position, with 10,000 shares, accounting for 1.89% of the fund's net value [2] - The fund has a total scale of 3.2339 million CNY and has achieved a year-to-date return of 20.45%, ranking 4140 out of 8174 in its category [2] - The fund has a one-year return of 55.4%, ranking 2614 out of 7982, and an overall return of 82.6% since its inception [2] Group 3 - The fund manager of "Zhaoshang Fengkai Mixed A" is Sun Lushen, who has been in the position for 5 years and 293 days, managing total assets of 1.489 billion CNY [3] - During his tenure, the best fund return was 27.38%, while the worst return was 0.87% [3]

Core Viewpoint - Jilin OLED Materials Co., Ltd. plans to raise up to 299.86 million yuan through a simplified procedure for a specific group of investors to fund its OLED display core material production base project and supplement working capital [1][2]. Group 1: Stock Performance - As of September 11, 2025, the stock price of OLED closed at 26.47 yuan, up 2.2% from the previous trading day, with a total market capitalization of 6.598 billion yuan [1]. - The stock opened at 25.6 yuan, reached a high of 26.95 yuan, and a low of 25.28 yuan, with a trading volume of 2.32 billion yuan and a turnover rate of 3.7% [1]. Group 2: Fundraising Details - The company intends to issue 17,433,843 shares at a price of 17.20 yuan per share to 12 specific investors, including Ran Qiqiong, Hu Baoxing, Nord Fund, and Caitong Fund [1]. - The fundraising will not lead to a change in the company's control, and the funds raised will enhance the company's capital strength and optimize its capital structure [1]. Group 3: Project Implementation - The project will be implemented by the wholly-owned subsidiary, OLED Changxin, which has already obtained land use rights and environmental impact assessment approval [1]. - After the issuance is completed, the undistributed profits will be shared between new and existing shareholders [1]. Group 4: Board Meetings and Approvals - The company held its 13th meeting of the fifth board of directors to review related proposals and subsequently held the 16th meeting to approve the stock issuance results and sign conditional share subscription agreements [2]. - The revised proposal has been disclosed on the Shanghai Stock Exchange website and does not require further approval from the shareholders' meeting [2].

2025年9月，吉林奥来德光电材料股份有限公司发布以简易程序向特定对象发行股票募集资金使用可行 性分析报告（修订稿）。公司拟募资不超29,986.21万元，其中23,986.21万元用于OLED显示核心材料 PSPI材料生产基地项目，6000万元用于补充流动资金。PSPI项目建设期3年，建成后可提升PSPI材料量 产能力，缓解国内对进口材料依赖，满足下游市场需求。补充流动资金可满足业务发展需求、优化资本 结构。本次募资将加强公司产能布局，提升竞争力，虽短期可能摊薄收益指标，但长远看将增强盈利能 力和可持续发展能力。 ...

Core Viewpoint - The article highlights the significant role of government financial support and policy initiatives in promoting technological innovation and transforming the economy in Shaanxi Province, China. Group 1: Government Support and Financial Investment - The Shaanxi Provincial Government has provided over 1 million yuan in subsidies to companies for upgrading equipment and optimizing production processes, which has had a tangible impact on businesses like Shaanxi Hengjian Environmental Protection Group [1] - Shaanxi's fiscal policy aims to increase technology spending from 5.645 billion yuan in 2020 to 10.793 billion yuan by 2024, achieving an average annual growth rate of 17.59% [1] - The provincial government has established 45 sub-funds with a total scale of 36.213 billion yuan, leveraging investments to achieve a 5-fold amplification effect [2] Group 2: Technological Innovation and Development - Companies like Xi'an Wanxiang Electronic Technology Co., Ltd. have benefited from angel investments totaling 45 million yuan, enabling them to overcome technical bottlenecks and achieve product commercialization [1][2] - The establishment of a 10 billion yuan Shaanxi Provincial Technology Innovation Mother Fund aims to support early-stage, small, and long-term investments in hard technology [2] - The province allocates 2 billion yuan annually to support basic research, with over 60% of funds directed towards nurturing young talent [3] Group 3: Policy Framework and Mechanisms - Shaanxi Province has implemented a robust policy support system, including a 5 million yuan annual budget for project selection reforms and initiatives to facilitate technology transfer [4] - The government emphasizes the importance of collaboration among departments and the implementation of reforms to enhance the efficiency of technology commercialization [4] - Financial mechanisms such as "Qin Science Loan" and "Industry Credit Loan" have been developed to provide targeted financial support to innovative enterprises [2][5] Group 4: Impact on Industry and Economy - The financial leverage from government investments is accelerating the transition from technological strength to corporate, industrial, and economic strength in Shaanxi [5] - The province's focus on technological innovation is seen as a key driver for high-quality economic development, positioning it as a significant contributor to the overall growth of the region [5]

Group 1 - The law firm Beijing Zhonglun Law Firm was commissioned by Shaanxi Lite Optoelectronic Materials Co., Ltd. to witness the company's first extraordinary general meeting of shareholders in 2025 and issue a legal opinion [2][3] - The legal opinion confirms that the procedures for convening and holding the shareholders' meeting, as well as the qualifications of attendees and voting methods, comply with relevant laws and regulations, including the Company Law and the Articles of Association of the company [4][5] - The meeting was announced through the Securities Daily and the Shanghai Stock Exchange website, detailing the time, location, and voting methods, ensuring full disclosure of the agenda items [4][5] Group 2 - A total of 4 shareholders attended the meeting in person, representing 223,720,802 shares, which is 56.19% of the total voting shares [5] - Additionally, 57 shareholders participated via online voting, representing 21,223,464 shares, which is 5.33% of the total voting shares [5] - The legal opinion states that all participants in the online voting met the qualifications as per legal and regulatory requirements [6] Group 3 - No temporary proposals were made by shareholders during the meeting [6] - The voting process was conducted in accordance with the Company Law and the Articles of Association, with results announced immediately after the voting [6] - The legal opinion concludes that the convening, holding, and voting procedures of the shareholders' meeting are lawful and valid [6]

Core Viewpoint - The report provides a detailed account of the fundraising activities and the usage of funds by Jilin Aolide Optoelectronic Materials Co., Ltd., highlighting the company's commitment to transparency and compliance with regulatory requirements [3][27]. Group 1: Company Overview - Jilin Aolide Optoelectronic Materials Co., Ltd. is listed under the stock code 688378 and is involved in the development of optoelectronic materials [3]. - The company has undergone significant fundraising activities, including an initial public offering (IPO) in 2020 and a subsequent issuance of shares to specific investors in 2022 [4][5]. Group 2: Fundraising Details - In the 2020 IPO, the company raised a total of RMB 1,144,042,394, with a net amount of RMB 1,060,238,400 after deducting issuance costs [4]. - The 2022 issuance involved 4,951,599 shares at a price of RMB 18.47 per share, raising a total of RMB 91,456,033.53, with a net amount of RMB 88,987,600.33 after costs [6]. Group 3: Fund Usage and Management - As of June 30, 2025, the company has utilized RMB 1,072,801,287.69 of the funds raised from the 2020 IPO, with a remaining balance of RMB 35,235,835.47 [7]. - The company has established a management system for the use of raised funds, ensuring compliance with regulations and protecting shareholder interests [10]. - The funds from the 2022 issuance have been fully allocated to supplement working capital as planned [8]. Group 4: Project Updates - The company has initiated projects such as the development of perovskite solar cell evaporation equipment and low-cost organic perovskite materials, with adjustments made to project timelines based on market conditions [24][25]. - The company has reported that certain projects are in the research and development phase and are not yet generating revenue, which complicates the assessment of their economic benefits [29].

Core Viewpoint - Qingdao Zhuoying Technology Co., Ltd. has successfully developed advanced polyurethane foam production lines and high-density polyurethane products, breaking the foreign monopoly in this field through independent research and development [1][4]. Company Development - Established in 2005, Qingdao Zhuoying has grown from a small workshop with 3 employees to a national high-tech enterprise with 80 product lines, 98 patents, and 899 employees, emphasizing continuous technological innovation as the lifeblood of the company [1][2]. - The company initially focused on the production of composite aluminum foil conductive foam, which opened market opportunities due to its high cost-performance ratio [2]. Innovation and R&D - The company adopts an "innovation leads development" philosophy, investing heavily in R&D, with a project initiation strategy based on success probabilities [3]. - Qingdao Zhuoying has developed optical films for LCD displays, previously reliant on expensive imports, by collaborating with Hisense Group to establish a research institute [3][4]. - The company has built four production lines for polyurethane foam, developing over 200 product specifications and obtaining multiple national patents [5]. Market Expansion - The company has introduced temperature-sensitive color-changing glass, a high-tech product that adjusts its color based on environmental temperature, showcasing its innovative capabilities [6][7]. - The development of this glass involved overcoming significant challenges related to maintaining transparency while incorporating functional materials, ultimately providing a new solution for smart building glass [7]. - Qingdao Zhuoying plans to further enhance automation in its production lines, with over 20 new automation projects aimed at transitioning from manufacturing to intelligent manufacturing [7].

Core Viewpoint - Qingdao Zhuoying Technology Co., Ltd. has successfully developed advanced polyurethane foam production lines and high-density polyurethane products, breaking the foreign monopoly in this field through independent research and development [1][4]. Company Development - Established in 2005, Qingdao Zhuoying has grown from a small workshop with 3 employees to a national high-tech enterprise with 80 product lines, 98 patents, and 899 employees [1]. - The company has formed partnerships with over 300 domestic and international enterprises, emphasizing continuous technological innovation as the lifeblood of the business [1][2]. Market Demand and Innovation - The demand for key shielding materials in the electronics industry has increased, prompting the company to innovate its production processes, which led to a sales revenue exceeding 50 million yuan within three years [2]. - The company adopts a proactive approach to research and development, initiating projects with a success probability as low as 20% and investing when the probability reaches 40% [2]. Product Development - Qingdao Zhuoying has developed optical films for LCD displays, which were previously reliant on expensive imports, by collaborating with Hisense Group to establish a research institute for optical materials [3]. - The company has successfully produced over 40 million square meters of optical films annually, establishing itself as a major player in the large-size optical materials processing market [3]. Technological Advancements - The company has built four production lines for polyurethane foam products, developing over 200 specifications and models, while achieving a cost reduction of over 30% compared to foreign products [5]. - Qingdao Zhuoying has established a high-level R&D team and a technical platform capable of various design and simulation capabilities, launching new product series approximately every two years [5]. New Product Innovations - The company has developed temperature-sensitive color-changing glass, which adjusts its color based on light intensity, enhancing user experience in public transport environments [6]. - This innovative glass incorporates a smart energy-saving film that blocks 99.5% of UV rays and 85% of infrared rays, addressing industry challenges of maintaining transparency while providing functionality [7]. Future Directions - The company plans to further explore automation potential in its production lines, with over 20 new automation projects in the pipeline, transitioning from traditional manufacturing to intelligent manufacturing [7].