近日，惠科浏阳Mini-LED背光/直显模组及整机项目、合肥新站高端光学膜生产基地项目传来新 消息。其中，惠科旗下项目总投资金额高达90亿元。 惠科Mini-LED背光/直显模组及整机项目主体预计明年1月竣工 据湖南日报消息，近日，湖南长沙浏阳经开区惠科Mini-LED背光/直显模组及整机项目正在建设 中，预计明年1月实现主体竣工。 该项目总投资90亿元，占地约109亩，将建设Mini-LED背光/直显模组及整机生产线。项目于今 年1月9日签约，不到一个月实现开工。 值得一提的是，除了上述项目，惠科还在四川绵阳、南充等地持续推进Mini LED项目。 在该区域内，新美材料投资45亿元的新美新站光学功能膜项目也于今年3月开工，建成后将弥补国 内显示产业的偏光片上游关键原材料短板。 项目前期拟投资约30亿元建设OLED新材料项目，共4条产线，产品主要包括表面处理膜和保护 膜，是光电显示的核心原材料；后期拟建设新材料研发中心，总投资15亿，聚焦于光电显示、半 导体、新能源汽车、医疗等领域膜材料核心技术的研究开发与工程化、产业化。（集邦Display整 理） 【集邦Display显示产业交流群】 今年2月，投资50亿 ...

Core Viewpoint - Wanhua Chemical is actively expanding its business by establishing new companies in various sectors, particularly in silicone materials and electronic chemicals, to strengthen its market position and enhance its product offerings [2][4]. Group 1: New Company Establishments - Wanhua Chemical has recently established three new companies to diversify its operations across five major industries [2]. - The first company, Hubei Xinghua Silicon Materials Co., Ltd., was established on June 19, 2025, with a registered capital of 50 million yuan, focusing on silicon material technology research and industrialization projects [2]. - The second company, Yantai Huaxing Silicon Materials Co., Ltd., was established on July 31, 2025, with a registered capital of 5 million yuan, specializing in high-performance sealing materials and synthetic materials [2]. - The third company, Yantai Wanmei New Materials Co., Ltd., was established on July 25, 2025, with a registered capital of 100 million yuan, focusing on the research and sales of synthetic materials and specialty chemicals [4]. Group 2: Industry Position and Production Capacity - Xingfa Group, a partner of Wanhua Chemical, has a leading position in the electronic chemicals industry, with significant production capacities for electronic-grade phosphoric acid, sulfuric acid, and other chemicals [3]. - As of the end of 2024, Xingfa Group's subsidiaries have established production capacities of 60,000 tons/year for electronic-grade phosphoric acid and 100,000 tons/year for electronic-grade sulfuric acid, among others [3]. - In the silicone materials sector, Xingfa Group has a designed production capacity of 600,000 tons/year for silicone monomers, making it a domestic leader [3]. Group 3: Strategic Collaborations and Market Expansion - Wanhua Chemical has formed strategic partnerships with Xingfa Group to establish several joint ventures in the phosphate chemical industry, enhancing its supply chain for lithium battery materials [4]. - The establishment of Yantai Huaxing Phosphate Chemical Co., Ltd. and other ventures aims to secure key raw materials for lithium iron phosphate production, thereby strengthening Wanhua's position in the battery materials market [4]. - The collaboration with Hefei Xinmei Materials, which acquired LG Chem's polarizer materials business, is expected to accelerate the localization of key optical materials [5].

Group 1: Weishi Electronics - Weishi Electronics has officially launched its high-end backlight display module and smart decorative display panel project in Kunshan, with an expected annual output value exceeding 3 billion yuan upon full production [1] - The company specializes in the research, production, and sales of backlight display modules, liquid crystal display modules, and smart display components, primarily serving mid-to-high-end markets such as automotive, VR, digital cameras, handheld gaming devices, and tablets [4] - In 2024, Weishi Electronics anticipates significant growth in sales of large and curved automotive backlight display modules, alongside a continuous increase in the sales scale of medium and large-sized display products, while actively developing Mini LED technology [4] - For the year 2024, Weishi Electronics reported a revenue of 2,027.35 million yuan, a year-on-year increase of 29.31%, but a net profit attributable to shareholders of 55.98 million yuan, reflecting a year-on-year decline of 52.56% [5] Group 2: New Materials - The New Materials project for optical functional films has officially commenced in Hefei, with a total investment of 4.5 billion yuan, planning to build five internationally leading intelligent display material production lines [6] - Upon completion, the project will have an annual production capacity of approximately 50 million square meters for surface treatment films, 80 million square meters for protective films, and 20 million square meters for PO materials, contributing to the domestic display industry [6] - Earlier in January, New Materials completed the acquisition of LG Chem's optical functional film business for approximately 4.5 billion yuan, which includes production lines and intellectual property in China and South Korea [8] - New Materials is also expanding its operations in Fuzhou, where a polarizer material project is expected to begin trial production of its first production line in August, aiming for an annual production capacity of about 76 million square meters for protective films and 33 million square meters for surface treatment films [9] Group 3: Shaoguang Chip Materials - The Shaoguang Chip Materials project for high-precision semiconductor and high-generation FPD photomask substrate manufacturing has officially broken ground in Changsha [10] - The project will cover an area of 18,718.82 square meters with a total construction area of 26,315.38 square meters, consisting of five buildings including factories and warehouses [11] - Once completed, the project is expected to produce 40,000 high-precision semiconductor photomask substrates and 4,500 high-generation FPD photomask substrates annually, with an estimated annual output value of nearly 1 billion yuan, significantly advancing the upgrade of high-end chip manufacturing and high-generation display manufacturing [11][12]