21智讯1月12日电，鼎龙股份在投资者关系活动中表示，公司在OLED新型显示材料YPI、PSPI领域持续 保持国内供应领先地位，仙桃产业园年产1000吨PSPI产线已投产并批量供应，YPI二期项目可满足新增 订单需求。无氟光敏聚酰亚胺（PFASFreePSPI）、黑色像素定义层材料（BPDL）等新产品客户验证进 展符合预期，PI取向液等多款新一代材料已展开客户端验证。此外，临时键合胶、封装光刻胶已实现规 模出货，高端晶圆光刻胶重点型号正冲刺订单，潜江二期量产线计划转入试运行。 ...

证券日报网讯1月8日，诚志股份（000990）在互动平台回答投资者提问时表示，在OLED材料方面，公 司的研发主要聚焦于自主蓝光材料包括蓝光主体材料和蓝光客体材料，目前已在国内部分六代OLED面 板产线取得量产。同时，公司也在蓝光新方向如dual-EML、超荧光材料等方面进行布局。在光刻胶方 面，目前仍处于实验研发阶段，公司将持续跟进客户验证进展。未来，公司将紧抓显示材料产业国产化 替代的机遇，持续加强科研投入与市场拓展，努力推动产品结构向高端化升级。 ...

Core Viewpoint - The company announced a share repurchase plan to be initiated on May 16, 2025, with an expected repurchase amount between 50 million to 100 million yuan for employee stock ownership plans or equity incentives [1] Summary by Relevant Sections - **Share Repurchase Plan** - The company plans to start a share repurchase program using centralized bidding on May 16, 2025, with an estimated repurchase amount of 50 million to 100 million yuan [1] - **Repurchase Details** - As of December 31, 2025, the company has repurchased a total of 477,000 shares, representing 0.35% of the total share capital, with a cumulative repurchase amount of 13.3674 million yuan [1] - The repurchase price range was between 27.69 yuan per share and 28.20 yuan per share [1] - **Current Status** - No share repurchase was conducted in December 2025 [1]

Core Viewpoint - The article discusses the strategic transformation of China's new materials industry by 2025, emphasizing a "three-dimensional war" approach that includes "fortress materials" for national security, "sovereign materials" for technological independence, and "fusion materials" for future industry definition [3]. Group 1: Fortress Materials - The development of safety dimension materials is closely tied to national core interests, focusing on absolute reliability and performance under extreme conditions rather than cost-effectiveness [5]. - A significant breakthrough in 2025 is the mass production of the fourth-generation single crystal high-temperature alloy turbine blades, which can withstand temperatures above 1200°C and have a lifespan increased by nearly 50% compared to previous generations [8][10]. - Continuous silicon carbide fibers have transitioned from laboratory preparation to stable engineering mass production, with a production capacity of hundreds of tons, marking a strategic leap in the aerospace sector [14][15]. Group 2: Sovereign Materials - Sovereign materials focus on achieving "self-control" and enhancing industrial competitiveness, particularly in strategic sectors like semiconductors and high-end manufacturing [40]. - In the semiconductor sector, the production of 12-inch silicon wafers has reached a milestone with over 500,000 monthly shipments, and significant advancements in low-oxygen high-resistivity silicon wafer technology have been made [44]. - The domestic supply ratio of 300mm semiconductor silicon wafers is expected to increase from 15% to 40% by the end of 2025, significantly reducing reliance on imports [45]. Group 3: Fusion Materials - The fusion materials dimension represents a shift towards creating new demands and defining new products, characterized by the integration of materials science with cutting-edge fields like artificial intelligence and synthetic biology [72]. - AI-driven platforms for materials research have emerged, enabling rapid property prediction and screening, significantly reducing development cycles for critical materials [74]. - The integration of intelligent materials in robotics is evolving, allowing materials to interact with their environment and make autonomous decisions, marking a shift from passive components to intelligent structures [77].

近日，日东电工宣布将投资390亿日元（约合人民币17.48亿元），在爱知县丰桥市新建一座工 厂。新工厂预计将在2028年1月竣工，建成后将大幅提升公司在显示材料领域的产能。 值得注意的是，日东电工今年的全球产能布局不仅限于日本本土。9月16日，其全资孙公司日东材 料在中国四川省的OLED偏光片生产基地已正式竣工投产。该项目总投资达20亿元人民币，占地 面积90亩，厂房建筑面积6万平方米，主要生产OLED偏光片和E-Mask大尺寸光学薄膜。此外， 该基地内全国首条第8.6代EMASK光学保护薄膜生产线计划将于明年2月正式投入运营。（集邦Di splay整理） 【集邦Display显示产业交流群】 = TrendForce 一 集 邦 咨 询 显示器研究中心 AMOLED产业链报告 ● 面板出货追踪 ● 整机出货量及预测 ● 技术及市场现状 ▶ 关于集邦 图片来源： 日东电工 资料显示，日东电工是一家生产光学材料的企业，产品包括显示用偏光片、用作触摸屏面板 （TSP）透明电极的氧化铟锡（ITO）薄膜以及工业用胶带等。此次新建工厂将重点扩大光学透明 粘合剂(OCA)膜及零部件固定胶带的产能。 OCA是一种特殊薄膜状 ...

近日， 尚赛光电、 影目科技 旗下项目先后宣布 开工/ 投产，涉及领域涵盖 OLED材料、 AR 。 OLED材料企业 尚赛光电 启动研发总部与生产基地建设 12月27日， 武汉尚赛光电科技有限公司在鄂州葛店经开区正式启动了研发总部及光学功能材料生 产基地项目。 尚赛光电成立于2011年，公司成功研发并量产了超过300种高纯有机电子材料， 累计申请知识产 权超百项，专利布局涵盖OLED材料、高低折材料等。 其OLED单体、光引发剂等核心产品纯度达 到99.99%，打破国外长期垄断，并进入三星、京东方等全球头部半导体供应链体系。 影目科技阵列光波导模组及整机产线投产 据悉， 影目科技自2020年成立以来，专注于轻量级AI+AR智能眼镜的研发。 目前，影目科技主 要有三大产品线，包括其自主研发的智能眼镜包括INMO AIR系列，聚焦轻办公+影音娱乐场景； INMO GO系列，聚焦翻译场景；INMOX系列，聚焦拍照场景。三个系列均拥有轻便的日常眼镜外 观及无线一体式设计。 今年7月，影目科技 完成 了 超1.5亿元B2轮融资，融资资金重点用于影目科技下一代产品研发、 AI核心能力建设、供应链纵深拓展以及线下体验场景 ...

③科创板领涨，优刻得-W (+19.99%)/南亚新材(+13.59%)/信科移动-U (+9.36%)/ ④活跃子行业，SW军工电子Ⅲ(+1.56%)/SW其他通信设备(+1.38%)/ 国内新闻 行情速递 ① 主 板 领 涨 ， 苏 州 科 达 (+10.05%)/ 电 科 网 安 (+10.01%)/ 通 宇 通 讯 (+10.01%)/ 名 臣 健 康 (+10.00%)/德明利(+10.00%)/ ②创业板领涨，百纳千成(+20.08%)/佳缘科技(+20.00%)/首都在线(+13.08%)/ 海外新闻 ①CINNO，新美材料·新站光学功能膜项目设备搬入仪式/总投资约50亿元/ 规划建设5条国际领先的智能化显示材料生产线/包括2条精密保护膜生产 线、2条表涂生产线以及1条P0生产线/涵盖了LCD/OLED偏光片以及OLED 支撑关键原材料/ ②核芯产业观察，唯捷创芯推出的Wi-Fi 7&蓝牙双连接前端模组（FEM）/ 封装尺寸2.5mm x2.5mm 和3.0mm×3.0mm/完美适配运动相机、移动麦克 风等轻薄便携终端的主板布局/ ③IC Research，紫光同芯拟与志成高远等五个关联方以及非 ...

目前，Noctiluca的核心产品包括蓝色荧光/TADF发光材料、具有超荧光特性的多代组合材料、电 子注入层（EIL）和电子传输层（ETL）用的NCEIL系列电荷传输材料，这些材料面向显示屏（手 机、电视、可穿戴、VR）及照明光源应用，客户覆盖亚洲、欧洲的主要面板厂与终端品牌。 值得注意的是，今年11月，Noctiluca还曾与 一家来自中国的平板显示器制造商正式签署材料转 移协议（MTA）。 （ 集邦Display整理 ） 12月23日消息，波兰OLED材料企业Noctiluca近日发布公告称，公司已与一家 专门从事XR应用 微显示器的中国制造商签署了联合开发协议。双方将围绕OLEDoS（硅基OLED）技术展开深度合 作，旨在为下一代VR和AR设备开发高性能显示解决方案。 根据协议内容，中国合作伙伴将提供 材料信息 、设备以及在微显示器设计与制造方面的工程技 术。 而Noctiluca将负责提供化学化合物，并利用其在材料设计与优化方面的专业知识，重点将公司的 电子注入层（EIL）材料及其他专利材料整合进合作伙伴的微显示器架构中。 公告指出， 双方 合作将致力于提升高分辨率、高亮度微显示器的性能，特别是在延长 ...

Group 1 - The new high-end composite materials industrialization base for the new display industry has been successfully signed and settled in Qingdao, enhancing the local supply chain and production capabilities [2][5] - The project has a total investment of 600 million yuan, with the first phase focusing on the production of high-performance OCA optical adhesive, targeting local clients such as JD.com, Haier, and Hisense [5] - The second phase aims to produce 10 million square meters of OCA and related materials, replacing foreign products and filling the domestic capacity gap [5] Group 2 - The Jinan optical display module project has officially commenced production, with a total investment of 1 billion yuan and covering an area of 88.25 acres [7] - The project includes the installation of 10 SMT production lines, 20 LCM production lines, and 30 LED backlight module production lines, with core equipment sourced from Siemens [7] - Upon reaching full production, the project is expected to yield 20 million display modules and generate an additional output value of 300 million yuan by 2026 [7]

Group 1 - The core business of the company includes flexible foldable glass (UTG), ultra-thin electronic glass, ITO conductive film glass, flexible touch, panel thinning, and integrated display touch modules [1] - Currently, the company does not have any products used for photomasks [1]