玻璃基MiniLED背光显示器
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沃格光电盘中10%涨停!CPO+玻璃基板+Mini LED+商业航天等多重概念共振
Jin Rong Jie· 2026-01-21 04:30
Core Viewpoint - Woge Optoelectronics (603773.SH) has seen a significant stock price increase, reaching a limit up of 10% to 39.16 CNY per share, with a total market capitalization of 8.798 billion CNY, driven by strong performance in various sectors including Chiplet, glass substrates, CPO, Mini/MicroLED, and commercial aerospace [1] Business Overview - Woge Optoelectronics is a leading domestic manufacturer of glass substrates, with self-developed glass optical devices applied in semiconductor etching equipment and lithography machines [1] - In the MiniLED product sector, the company has achieved mass production and shipment of glass-based MiniLED backlight displays and is collaborating with major TV brands to develop and mass-produce glass-based MiniLED television products [1] - In the MicroLED field, the company is conducting product research and development with several domestic and international clients, with its glass-based CPO products recently completing batch sampling and engaging in strategic cooperation in advanced packaging for computing chips [1] - The company is advancing glass stacking technology iterations and is on the verge of mass production and shipment of microfluidic biochip products [1] - In the commercial aerospace sector, Woge Optoelectronics possesses a full industry chain production capability from CPI slurry to film and coating, maintaining a leading technical level in the industry, having achieved in-orbit application of flexible solar wing substrates, and is conducting business engagements and product testing with multiple flexible solar wing clients [1]
沃格光电:公司已实现玻璃基MiniLED背光显示器产品量产出货
Zheng Quan Ri Bao Zhi Sheng· 2026-01-14 13:11
Core Viewpoint - The company is leading the establishment of the China Glass Circuit Board Industry Alliance to promote continuous innovation in GCP technology and enhance collaboration across the industry chain, aiming for higher performance, lower costs, and improved yield in large-scale applications [1] Group 1: MiniLED and MicroLED Developments - In the MiniLED product sector, the company has achieved mass production and shipment of glass-based MiniLED backlight display products and is collaborating with leading TV brand clients to develop and mass-produce glass-based MiniLED television products [1] - In the MicroLED field, the company is working with several domestic and overseas clients on product research and development, with glass-based optical module CPO products recently completing batch sample deliveries [1] Group 2: Strategic Collaborations and Innovations - The company is engaging in strategic collaborations in the advanced packaging of computing chips and is continuously advancing the iteration and upgrade of glass stacking technology [1] - The microfluidic biochip products are set to enter the mass production and shipment phase soon [1]