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思摩威OLED封装材料项目落地西安
WitsView睿智显示· 2025-07-14 06:03
近日,西安思摩威新材料有限公司(以下简称思摩威)与沣西新城签署合作协议,其新材料研发及 中试生产基地项目正式落地,达产后预计年产值约3.3亿元。 该项目总投资1.5亿元,占地约24亩,总建筑面积约2.4万平方米,计划建设OLED新一代高阻隔封 装胶水材料的研发及中试生产基地。产品包括低介电薄膜封装油墨、高折薄膜封装油墨、高流平薄 膜封装油墨等,是用于薄膜封装过程中的特殊材料,能够提高OLED显示屏的耐用性。 资料显示,思摩威成立于2017年,是一家柔性OLED材料和封装材料产品研发商,集研发、生 产、销售和服务于一体,拥有封接材料、PI、光学胶和粘合胶多种产品。其核心产品TFE INK薄膜 封装材料用于OLED屏幕封装,已量产并导入京东方、TCL华星光电、维信诺、天马等面板企业之 中。 图片来源: 思摩威 【集邦Display显示产业交流群】 ▶ 关于集邦 i 此图片来自微信公众平台 士以為ケア司司 天眼查显示, 思摩威 还在今年4月获得了5000万元的C轮融资,投资方为知守资本、清控资本、 TCL创投、初芯资本。此外,在此前的A、B轮融资当中,瑞联新材和TCL创投均为投资方之一。 (集邦Display整理) ...
Century Lithium powers LFP batteries with pure lithium carbonate – ICYMI
Proactiveinvestors NA· 2025-07-12 15:05
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) is making progress toward becoming a key domestic supplier of battery-grade lithium carbonate, and a recent collaboration highlights the company's momentum. First Phosphate, a Canadian developer of LFP battery materials, successfully used Century Lithium’s lithium carbonate in the production of lithium iron phosphate (LFP) batteries—demonstrating real-world application of the Nevada-based company’s process. In this interview, CEO Bill Willoughby joins Proactive ...
HPQ Announces Second and Final Closing of Private Placement
Globenewswire· 2025-07-11 15:59
MONTREAL, July 11, 2025 (GLOBE NEWSWIRE) -- HPQ Silicon Inc. (“HPQ” or the “Company”) (TSX-V: HPQ, OTCQB: HPQFF, FRA: O08), a technology company driving innovation in advanced materials and critical process development, is pleased to announce it has closed yesterday the Non-Brokered Private placement financing first announced on May 29, 2025. In addition to the 3,158,000 units announced on June 19, 2025, the company announces the closing of additional 1,886,331 units at a price of $ 0.18 per unit for a gros ...
华海诚科: 江苏华海诚科新材料股份有限公司发行股份、可转换公司债券及支付现金购买资产并募集配套资金报告书(草案)摘要(修订稿)
Zheng Quan Zhi Xing· 2025-07-11 12:17
Summary of Key Points Core Viewpoint - The company Jiangsu Huahai Chengke New Materials Co., Ltd. plans to acquire 70% equity of Hengsuo Huawei Electronics Co., Ltd. through the issuance of shares, convertible bonds, and cash payment, while raising supporting funds. Group 1: Transaction Overview - The transaction involves the acquisition of 70% equity of Hengsuo Huawei Electronics Co., Ltd. from 13 shareholders, including Shaoxing Shuhui Trading Co., Ltd. [1][11] - The main business of Hengsuo Huawei is the research, production, and sales of epoxy encapsulation materials for semiconductor chips [11]. - The transaction is classified as a major asset restructuring and is expected to create synergies with the company's existing operations [11]. Group 2: Financial Details - The estimated transaction price for the acquisition is set at 112 million yuan, with a market valuation of 165.8 million yuan for the 70% equity stake, reflecting an increase of 321.98% [11]. - The payment structure includes cash and shares, with specific details on the issuance of shares and convertible bonds to be determined based on market conditions [11][13]. Group 3: Regulatory Compliance - The company and its management have committed to ensuring the accuracy and completeness of the information disclosed in the transaction documents, taking legal responsibility for any misrepresentation [2][3]. - The independent financial advisor, legal counsel, and auditing firm have confirmed the authenticity of the information provided in the transaction report [4][5].
2025年中国银基合金靶材市场分析:市场规模不断扩张,但国产化不足
Qian Zhan Wang· 2025-07-11 08:17
Core Viewpoint - The silver alloy target material market in China is experiencing rapid growth, driven by increasing demand in the semiconductor integrated circuit sector, particularly for OLED display panels [1][3][4]. Group 1: Market Size and Demand - The market size for silver alloy targets in China is projected to reach 135 million yuan in 2024, with an expected increase to nearly 160 million yuan by 2025 [3]. - The consumption of silver alloy targets in the G6.0 generation line is significant, with usage increasing from 6.20 tons in 2021 to an estimated 22.38 tons in 2024, and further to 23.56 tons in 2025, indicating a compound annual growth rate (CAGR) exceeding 37% [4]. Group 2: Market Competition and Supply - The silver alloy target market in China is predominantly controlled by Japanese, Korean, and German companies, with over 95% market share held by Mitsubishi (over 50%), LT (34.95%), and Materion (6.8%) [6]. - Following Mitsubishi's gradual exit from the target material market, the market share of Korean LT and German Materion is expected to rise, providing opportunities for domestic manufacturers [6]. Group 3: Technological Development - The development of silver alloy targets in China is hindered by a lag in preparation technology compared to Japan and South Korea, primarily due to long-standing technology and patent restrictions [10]. - Domestic companies such as Astone and Shenzhen Top New Materials are actively researching and developing silver alloy targets by optimizing preparation processes and adding elements like In and Sc to enhance performance [10][12]. Group 4: Innovation and Research Directions - Key research directions for improving silver alloy targets include alloying and preparation process control, with a focus on enhancing electrical, optical, and environmental resistance properties through the addition of various elements [10][12]. - The table outlines the effects of different additive elements on the performance of silver alloy films, highlighting the need for further optimization in alloy composition and preparation techniques to develop high-performance silver alloy targets [12].
投资3亿,奥来德OLED材料项目在吉林开工
WitsView睿智显示· 2025-07-11 05:43
据介绍,该项目总投资约为3亿元,重点布局光敏聚酰亚胺材料(PSPI材料)、薄膜封装材料、低 温彩色光刻胶、有机发光材料等关键品类,项目占地13.6万平方米,规划产能达千吨级,将分批 分期投资建设。该项目达产首年预计可实现营业收入3.83亿元、净利润5,750.75万元。 7月10日,吉林奥来德长新材料科技有限公司(奥来德全资子公司)OLED显示用关键功能材料研 发及产业化建设项目开工。 图片来源:奥来德 奥来德此前公告指出,随着国内6代产线陆续建成并实现稳定出货,在核心技术和核心材料加速国 产替代的行业背景下,国内显示面板企业对国产PSPI材料的需求持续增长。 与此同时,国内OLED正处于向高世代产线升级的关键阶段,京东方、维信诺等厂商加速推进8.6 代AMOLED产线建设。由于单片面板的PSPI材料用量较6代线显著提升,相关产线建成达产后, 市场对PSPI材料的需求将进一步增加。 奥来德表示,该项目的 实施有助于 公司 充分把握下游OLED行业快速发展、PSPI材料进口替代所 带来的发展机遇,通过提升规模化量产能力与快速响应能力,公司可加速抢占市场份额,进一步巩 固并强化在OLED核心显示材料领域的竞争优势 ...
摩根士丹利:中国观察-供给侧改革回归,但这一次更为复杂
摩根· 2025-07-11 02:23
July 10, 2025 06:18 PM GMT China Musings | Asia Pacific Supply-Side Reform Returns... But This Time It's More Complicated China's capacity consolidation campaign may be returning – but we see this as new wine in an old bottle. The industrial landscape and macro environment are fundamentally more difficult than in 2015-18, meaning implementation will likely be slower. We maintain a persistent deflation baseline into 2026. 1. Introduction: "anti-involution" returns In recent years, the concept of "involution" ...
摩根士丹利:中国材料行业下半年的最新动态
摩根· 2025-07-11 01:14
July 8, 2025 04:11 AM GMT M Foundation Investor Presentation | Asia Pacific China Materials Updates We expect copper, aluminum and gold will remain at elevated levels, and we see supply cuts in steel and cement in the 2H. Morgan Stanley Asia Limited+ Rachel L Zhang Equity Analyst Rachel.Zhang@morganstanley.com +852 2239-1520 Hannah Yang, CFA Equity Analyst Hannah.Yang1@morganstanley.com +852 2239-7079 Chris Jiang Equity Analyst Chris.Jiang@morganstanley.com +852 3963-1593 Davven Xu, CFA Research Associate D ...
Goodfellow Reports Its Results for the Second Quarter Ended May 31, 2025
Globenewswire· 2025-07-10 21:02
DELSON, Quebec, July 10, 2025 (GLOBE NEWSWIRE) -- Goodfellow Inc. (TSX: GDL) (the “Company” or “Goodfellow”) announced today its financial results for the second quarter ended May 31, 2025. For the three months ended May 31, 2025, the Company reported net earnings of $2.5 million or $0.29 per share compared to net earnings of $5.3 million or $0.62 per share a year ago. Consolidated sales were $152.9 million compared to $140.3 million last year. For the six months ended May 31, 2025, the Company reported net ...
Goodfellow Welcomes Suzanne Blanchet to its Board of Directors
Globenewswire· 2025-07-10 21:00
Core Viewpoint - Goodfellow Inc. has appointed Suzanne Blanchet to its Board of Directors, which is expected to enhance the company's strategic initiatives and support management in maintaining its industry leadership [1][2]. Company Overview - Goodfellow Inc. is a diversified manufacturer of value-added lumber products and a wholesale distributor of building materials and floor coverings, serving both commercial and residential sectors across Canada and the Northeastern U.S. [4]. Board Appointment Details - Suzanne Blanchet brings extensive management and board experience, having served on multiple boards, including GDI Integrated Facility Services Inc. and Velan Inc., where she chaired the Audit Committee [3]. - Blanchet has a notable history at Cascades Inc., where she was President of Cascades Tissue Group from 1997 to 2014, leading it to become the fourth-largest tissue paper manufacturer in North America [3]. - She has received several accolades, including the Golden Stevie Award for Executive of the Year in Canada in 2013, and an honorary doctorate from the Université du Québec en Outaouais in 2015 for her contributions to sustainable development [3].