沃格光电回复称，公司目前已具备6万片/年产能，2025年4-10月该产品产销率达99.74%，产能利用率约 30%，随着业务拓展将持续提升。本次募投拟两年内分批次扩产至605万片/年，建成后可满足80-100万 台85寸电视生产需求，仅占2025年全球电视出货量的0.32%-0.40%、MiniLED电视出货量的 5.93%-7.41%，市场占比极低。市场层面，MiniLED作为主流显示技术，2025年全球出货量预计达1350 万片，大尺寸电视需求激增，行业前景广阔。客户方面，公司已与友达光电等达成量产合作，终端覆盖 海信、小米等，15家核心客户处于量产或验证阶段，截至2025年10月末在手订单350万元，同时制定了 针对性产能消化规划，各品类产能占对应市场比例均较低，不存在重大产能消化风险。 南方财经12月22日电，上海证券交易所就沃格光电向特定对象发行股票事宜提出问询，核心聚焦其玻璃 基MiniLED显示背光模组募投项目合理性和产能消化风险。问询函指出，该项目总投资20.06亿元，完 全达产后预计实现年销售收入31.16亿元，税后内部收益率14.26%。公司需说明在目前年产能仅6万片、 产能利用率约30% ...

Core Viewpoint - The company, Visionox, is advancing its investment in the Hefei 8.6 Generation Flexible Active Matrix Organic Light Emitting Diode (AMOLED) production line project, with a total investment of 550 billion yuan, aiming to enhance production capacity and efficiency in the display industry [1][2]. Group 1: Investment Details - On December 18, Visionox announced a capital contribution of 39.18 billion yuan for the second phase of the Hefei Guoxian project, resulting in a shareholding of 37.73% [1]. - The second phase capital contribution totals 94.43 billion yuan, with Hefei Jianxiang and Hefei Xincheng each contributing 27.625 billion yuan, holding 31.13% each [1]. - The total investment for the project is set at 550 billion yuan, with an initial registered capital of 20 billion yuan, where Hefei Jianxiang and Hefei Xincheng contribute 16 billion yuan (80%), and Visionox contributes 4 billion yuan (20%) [2]. Group 2: Project Specifications - The Hefei Guoxian project will cover an area of approximately 800,000 square meters, with a designed capacity of 32,000 glass substrates per month [3]. - This production line will be the world's first to utilize the ViP technology without Fine Metal Mask (FMM), targeting medium-sized applications such as tablets, laptops, and automotive displays [3]. - Construction is scheduled to begin in September 2024, with the main factory roof expected to be completed by August 2025 [3]. Group 3: Financial Implications - The funding for the investment will come from self-raised funds, specifically a new policy financial tool of 39.18 billion yuan applied for by the company [3]. - The project has a long construction cycle, and the registered capital will be injected in phases according to the project's progress, which is not expected to significantly impact the company's financial status or cash flow in the short term [3].

维信诺12月18日公告，根据合肥国显第8.6代AMOLED生产线项目建设需求，公司与合肥建翔、合肥鑫 城拟签署《合肥第8.6代柔性有源矩阵有机发光显示器件（AMOLED）生产线项目投资合作协议二》， 各方同意启动合肥国显二期资本金出资工作，第二期资本金为94.43亿元，其中合肥建翔出资27.625亿 元，出资后持股比例31.13%，合肥鑫城出资27.625亿元，出资后持股比例31.13%，公司出资39.18亿 元，出资后持股比例37.73%。二期资本金到位后，合肥国显注册资本增至114.43亿元，合肥国显仍不在 公司合并报表范围内。 ...

格隆汇12月18日丨维信诺(002387.SZ)公布，公司于2022年11月25日召开第六届董事会第二十四次会 议，审议通过了《关于签署 <合肥第6代柔性有源矩阵有机发光显示器件 amoled="AMOLED" 模组生产 线项目投资合作协议="模组生产线项目投资合作协议"> 的议案》，同意公司与合肥东欣投资有限公司 （简称"合肥东欣"）以及合肥鑫城国有 资产经营有限公司（曾用名，后更名为合肥鑫城控股集团有限 公司，简称"合肥鑫城"）签署《合肥第6代柔性有源矩阵有机发光显示器件（AMOLED）模组生产线项 目投资合作协议》，协议约定上述各方同意合作投资建设第6代柔性有源矩阵有机发光显示器件 （AMOLED）模组生产线项目，并同意以公司在合肥已经设立的全资子公司"合肥维信诺电子有限公 司"（简称"合肥维信诺电子"或"目标公司"）作为该生产线项目的投资、建设、运营平台。本项目投资 总额为110亿元人民币，其中项目公司注册资本55亿元，合肥东欣出资25亿元（股权占比45.4545%）， 合肥鑫城出资5亿元（股权占比9.0910%），公司出资25亿元（股权占比45.4545%），公司放弃部分优 先认缴出资权利。 截至目 ...

格隆汇12月18日丨利亚德(300296.SZ)在互动平台表示，目前公司显示产品广泛应用于企业客户、军事 单位、政府机关、基础能源、公共安全、交通调度指挥、电影院等领域。暂未拓展到头盔领域。 ...

转自：智通财经 【维信诺：拟签署《投资合作协议二》推进合肥第8.6代AMOLED生产线项目 二期资本金94.43亿元】 智通财经12月18日电，维信诺(002387.SZ)公告称，公司与合肥建翔、合肥鑫城拟签署《合肥第8.6代柔 性有源矩阵有机发光显示器件（AMOLED）生产线项目投资合作协议二》，各方同意启动合肥国显二 期资本金出资工作，第二期资本金为94.43亿元。 ...

Core Insights - Meerecompany has signed a contract with BOE (Beijing Oriental Electronics) to supply core equipment worth approximately 46.4 billion KRW (about 221 million RMB) for its 8.6-generation IT OLED production line in Chengdu [1][2]. Group 1: Contract and Equipment Details - The equipment supplied by Meerecompany includes edge grinding machines, which are crucial for precisely processing the edges of OLED panels to prevent micro-damage, thereby enhancing durability and quality [2]. - The 8.6-generation IT OLED production line in Chengdu has a total investment of 63 billion RMB and is designed to produce 32,000 glass substrates per month, primarily for high-end touch OLED displays used in laptops and tablets [2]. - The project milestones include the foundation completion in March 2024, topping out in September, and the first lighting expected in December of this year, with mass production targeted for the second half of next year [2]. Group 2: Market Implications - BOE's 8.6-generation OLED production line has already started producing 14-inch OLED panels and supplying them to IT clients such as ASUS and Acer [2]. - Meerecompany views this contract as a recognition of its technological strength and reliability, indicating potential for securing more orders from major panel manufacturers in China and globally [2].

Core Viewpoint - The article discusses the signing of a processing agreement between BOE Technology Group Co., Ltd. and BOE Vietnam, which allows for the manufacturing of TFT/TP modules and other products from December 11, 2025, to December 31, 2027 [1][2]. Group 1: Agreement Details - The processing agreement allows BOE Precision Electric to commission BOE Vietnam to provide manufacturing services on a non-exclusive basis for TFT/TP modules and other products [1][2]. - The agreement specifies that BOE Vietnam will charge processing fees based on a cost-plus method, with a profit margin not exceeding 5% of direct costs [4]. - The annual cap for the processing transactions is set at HKD 8 million for the period from December 11, 2025, to December 31, 2025, HKD 40 million cumulatively by December 31, 2026, and HKD 670 million cumulatively by December 31, 2027 [4]. Group 2: Strategic Implications - The strategy of BOE Precision Electric focuses on improving local presence, product diversification, quality, market responsiveness, and cost competitiveness to enhance global sales [5]. - The establishment of overseas production capacity is being explored to meet diverse customer needs regarding cost, origin, and quality [5]. - The processing agreement is expected to provide two strategic advantages: reducing risks associated with establishing production facilities in less experienced regions and effectively utilizing existing assets [5]. Group 3: Company Background - BOE Precision Electric primarily engages in the automotive and industrial display screen business, with capabilities in monochrome display manufacturing and TFT/TP display module assembly [5]. - BOE Precision Electric is the only platform for automotive display modules and systems under BOE, which holds approximately 53.02% control over the company [3][5]. - BOE Vietnam focuses on the research, production, and processing of electronic products such as televisions, displays, and electronic tags, and is a wholly-owned subsidiary of BOE [5].

本次点亮的K2项目总投资15亿元，一期项目于2023年6月在安徽淮南开工建设，规划月产能 4000片12英寸晶圆，主要生产应用于AR/VR/MR等领域的Micro OLED微显示器。 12月8日，芯视佳 宣布，公司12英寸Micro OLED产线（K2项目）成功点亮，其正式迈入硅基 OLED产品化量产新阶段。 据介绍，此次点亮的产品为：屏幕尺寸0.49寸，分辨率为1920x1080，全彩亮度达到3000nits以 上，在通过可靠度测试后，不久将批量给客户供货。 资料显示，芯视佳专注于硅基OLED微显示技术研发，可提供硅基OLED微显示器件和柔性 AMOLED显示模组，产品广泛应用于VR/AR、电子取景器、特种应用、车载和移动便携智能设备 等多个领域。 产能方面，芯视佳总投资1亿元的安徽淮南K1工厂已于2023年4月建成投产，主要生产硅基OLED 微显示屏，柔性OLED手机屏，车载显示屏模组，年产值可达到2亿元。 ▶ 关于集邦 上下滑动查看 值得一提的是，除了上述项目，芯视佳还在持续扩展产能，其K3工厂于今年11月正式落户江西丰 城。 图片来源：芯视佳 项目总投资10亿元，以高端OLED模组制造为核心，分两期推 ...

"幸福肥东"消息，近日，深圳市世纪创新显示电子有限公司（以下简称"世纪创新"）肥东智慧显 示产业园项目签约仪式在安徽合肥肥东县政府举行。 肥东项目计划建设厂房约3万平方米，满产后年产值不低于10亿元。 项目将发挥世纪创新在显示器研发制造及市场渠道布局优势，结合肥东产业载体资源，补强区域 显示产业链关键环节，助力肥东融入合肥"芯屏汽合"产业格局，推动新型显示产业集群发展。 创新显示总部位于深圳南山区，公司旗下拥有两个自有品牌：INNOCN（专业显示产品）和泰坦 军团（电竞显示产品）。 在ODM代工方面，公司与宏碁、小米、中兴、阿里巴巴、海尔、创维、TCL、微星等品牌合作， 为客户提供显示器研发和生产服务。 生产方面，公司拥有两大制造基地：广西世纪创新显示电子有限公司一期占地5万平方米，年产 500万台高端显示产品，二期规划年产值超百亿元。另外，湖北世纪联合创新科技有限公司占地2 万平方米，年产120万台高端显示产品。 图片来源：幸福肥东 在上游供应链上，公司与LG、三星、BOE、AUO等屏厂建立战略合作，并与INTEL、NVIDIA、 MSTAR、NOVATK等芯片厂及AUSU、GIGABYTE等板卡集成商建立 ...