Core Viewpoint - The announcement by Jilin Aolide Optoelectronic Materials Co., Ltd. regarding a significant contract signed by its wholly-owned subsidiary, Shanghai Shengxi Optoelectronics Technology Co., Ltd., with Chengdu BOE Display Technology Co., Ltd. is expected to enhance the company's operational performance and brand influence in the 8.6-generation evaporation source market [1]. Group 1 - The contract amount for the supply of linear evaporation sources is 655,400,000.00 yuan [1]. - The contract is anticipated to positively impact the company's performance in the fiscal years 2025 and 2026, although there may be delays in revenue recognition [1]. - Chengdu BOE was established in 2022 and is primarily owned by BOE Technology Group Co., Ltd., focusing on technology services and manufacturing of display devices [1]. Group 2 - Shengxi Optoelectronics, founded in 2015, specializes in high-generation AMOLED evaporation source systems, significantly improving production yield from single digits to over 90% [2]. - Aolide's main business includes the research, production, and sales of organic light-emitting materials and evaporation source equipment, with applications in OLED displays and lighting [2].

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant updates, including stock suspensions, name changes, and financial adjustments, which may present both opportunities and risks for investors [4][5][8][10]. Group 1: Stock Suspension and Changes - ST Xinchao will suspend its stock from May 6, 2025, due to the inability to disclose audited financial reports within the legal timeframe, with a risk of delisting if reports are not provided within two months [4]. - Wolong Real Estate plans to change its stock name to "Wolong New Energy" to align with national carbon neutrality policies and explore new profit growth areas [5]. Group 2: Financial and Operational Updates - Dongzhu Ecology clarified that it holds only a 10% stake in Dilos AI Technology and has no substantial business cooperation with it, indicating potential uncertainties in future performance [6][7]. - Haitian Flavor Industry has received approval from the China Securities Regulatory Commission for its H-share issuance, planning to issue up to 710.52 million shares for overseas listing, though uncertainties remain [8]. - Fudan Zhangjiang announced a price reduction of at least 35% for its Doxorubicin Liposome Injection, which generated approximately RMB 210 million in sales in 2024, accounting for 29% of total revenue, potentially leading to losses in 2025 [10]. Group 3: Shareholding and Financing Activities - Jiangbolong's major shareholder, the National Integrated Circuit Industry Investment Fund, plans to reduce its stake by up to 1% through market transactions between May 27 and August 26, 2025, without affecting control [12][13]. - Cambrian Technology intends to raise no more than RMB 4.98 billion through a private placement to fund projects related to large model chip and software platforms and to supplement working capital [14]. - Jinzhen Co. plans to sell up to 5 million shares from its repurchased stock, which amounts to 50% of the total repurchased shares, to maintain company value and shareholder interests [15]. Group 4: Major Contracts and Procurement Wins - Aolaide's subsidiary signed a sales contract worth RMB 655 million with Chengdu BOE Display Technology, expected to positively impact the company's performance in 2025 and 2026 [16]. - Tongguang Cable is a candidate for two procurement projects from the State Grid Corporation, with a total expected bid amount of RMB 142 million, representing approximately 5.49% of the company's total revenue for 2024 [17].

Core Viewpoint - The company announced a procurement contract with Chengdu BOE Display Technology Co., Ltd. for a total amount of 655,400,000.00 yuan, which is expected to positively impact the performance in 2025 and 2026 [1] Group 1 - The contract pertains to linear evaporation sources and includes delivery, inspection, installation, training, and warranty services [1] - The contract will not affect the company's business independence nor create dependency on the counterparty [1]

Core Viewpoint - The company announced a procurement contract with Chengdu BOE Display Technology Co., Ltd. for linear evaporation sources, amounting to 655 million yuan (including tax) [1] Group 1: Contract Details - The contract has become effective and will terminate upon the completion of rights and obligations by both parties [1] - The company is responsible for equipment delivery, arrival inspection, installation and debugging, training, and warranty [1] Group 2: Financial Impact - The contract is expected to have a positive impact on the company's performance in the fiscal years 2025 and 2026 [1] - There is a possibility of delayed revenue recognition according to the contract requirements [1]