Core Viewpoint - The article highlights the launch of the second phase of the ultra-thin substrate production line by Longhai Glass, which is expected to significantly contribute to the global new display industry by providing essential materials for production [1][3]. Group 1: Company Overview - Longhai Glass, a subsidiary of Kaisheng Technology, has initiated a project with a total investment of approximately 660 million yuan, aiming for an annual production capacity of 17 million square meters of ultra-thin electronic glass [3]. - Kaisheng Technology's main products include flexible foldable glass (UTG), ultra-thin electronic glass, ITO conductive film glass, and integrated touch modules, indicating a comprehensive display industry chain [3]. Group 2: Financial Performance - In 2024, Kaisheng Technology reported a revenue of 4.894 billion yuan, a year-on-year decrease of 2.32%, while the net profit attributable to shareholders increased by 30.76% to 140 million yuan [3]. Group 3: Industry Development - The successful production of the world's first 8.6-generation OLED glass substrate by the research institute under China National Building Material Group marks a significant advancement in OLED display technology, supported by national key research projects [3].

近日，三星显示、维信诺、和辉光电、清溢光电、深康佳、康宁、劲拓股份、华兴源创、天德 钰、合力泰、迈为股份相继披露2025年第一季度报告。 得益于旗舰智能手机Galaxy S25和高附加值产品的强劲销售，公司合并营收达79.14万亿韩元（约 人民币4024.87亿元），创下季度新高。尽管DS部门面临季度营收下滑的不利因素，但营业利润仍 增至6.7万亿韩元（约人民币340.15亿元）。 其中， 三星电子子公司三星显示第一季度综合营收为5.9万亿韩元（约人民币299.65亿元），营业 利润为0.5万亿韩元（约人民币25.31亿元） 。 移动显示业务方面，三星显示报告称，受季节性因素影响，利润环比下降。大尺寸显示业务的业 绩有所改善，主要得益于为主要客户推出新的QD-OLED显示器产品。 2025年第二季度，移动显示器业务在追求可折叠产品等新产品稳定供应的同时，对盈利前景持保 守预期。对于大尺寸显示器业务而言，由于即将推出的新产品，公司预计游戏显示器的需求将增 长。 2025年下半年，在市场不确定性日益增加的背景下，三星显示的目标是通过差异化的技术和产品 来提升移动显示器业务的销售额。在大尺寸显示器业务方面，三星显示 ...