Core Viewpoint - Qibin Group (601636.SH) emphasizes the importance of glass substrates in the display field, which is the largest application area for glass substrates, particularly for LCD and OLED panels [1] Industry Summary - The glass substrate business in the display sector focuses on technological iteration and diversified layout, continuously advancing in large size, ultra-thin, and high stability [1] - The market capacity is characterized by a "display dominance, semiconductor high growth" trend, with the global market scale expected to exceed $10 billion in the coming years [1] Company Summary - Qibin Group entered the electronic glass market in 2018 and has established a product matrix that includes ultra-thin high-alumina, lithium-aluminosilicate, microcrystalline, flexible, and medium-aluminosilicate glass products [1] - These products are widely used in consumer electronics, automotive electronics, and the display field [1] - The company has officially established research and development and industrial planning for glass substrates, focusing on detailed definitions of glass substrate products and analysis of ultra-thin high-end glass production technologies [1] - Currently, the company has no substantial products in display substrate glass, with future product launch plans dependent on production line construction and market conditions [1]