1月7日，奥来德盘中上涨2.02%，截至10:55，报29.23元/股，成交7936.11万元，换手率1.14%，总市值 72.86亿元。 资金流向方面，主力资金净流出636.13万元，特大单买入428.56万元，占比5.40%，卖出703.83万元，占 比8.87%；大单买入1700.18万元，占比21.42%，卖出2061.04万元，占比25.97%。 奥来德今年以来股价涨7.07%，近5个交易日涨2.67%，近20日涨11.74%，近60日涨20.79%。 分红方面，奥来德A股上市后累计派现4.56亿元。近三年，累计派现2.73亿元。 机构持仓方面，截止2025年9月30日，奥来德十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股311.63万股，相比上期增加125.40万股。金信深圳成长混合A（002863）位居第九大流通股 东，持股211.58万股，相比上期增加4.00万股。 责任编辑：小浪快报 资料显示，吉林奥来德光电材料股份有限公司位于吉林省长春市高新开发区红旗大厦19层，成立日期 2005年6月10日，上市日期2020年9月3日，公司主营业务涉及OLED产业链上游环节中的有机发光材 ...

Group 1 - The core viewpoint of the news is that Aolaide has shown significant trading activity with a notable increase in financing and a high level of margin trading, indicating strong investor interest [1] - On December 19, Aolaide's stock price increased by 2.48%, with a trading volume of 188 million yuan. The financing buy-in amount was 35.98 million yuan, while the financing repayment was 17.64 million yuan, resulting in a net financing buy of 18.34 million yuan [1] - As of December 19, the total margin trading balance for Aolaide was 491 million yuan, which accounts for 7.25% of its market capitalization, indicating a high level of financing compared to the past year [1] Group 2 - Aolaide's main business involves the research, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment, with organic light-emitting materials contributing 78.06% to its revenue [1] - As of September 30, the number of Aolaide's shareholders was 8,114, a decrease of 9.07% from the previous period, while the average circulating shares per person increased by 9.97% to 29,696 shares [2] - For the period from January to September 2025, Aolaide reported a revenue of 389 million yuan, a year-on-year decrease of 16.12%, and a net profit attributable to shareholders of 31.36 million yuan, down 69.03% year-on-year [2]

Core Viewpoint - The stock of Aolaide has experienced fluctuations, with a recent decline of 2.04%, while the company has shown a year-to-date increase of 45.01% in stock price [1]. Financial Performance - For the period from January to September 2025, Aolaide reported a revenue of 389 million yuan, representing a year-on-year decrease of 16.12%. The net profit attributable to shareholders was 31.36 million yuan, down 69.03% compared to the previous year [2]. - Cumulative cash dividends since Aolaide's A-share listing amount to 456 million yuan, with 273 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of Aolaide's shareholders was 8,114, a decrease of 9.07% from the previous period. The average number of circulating shares per person increased by 9.97% to 29,696 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 3.1163 million shares, an increase of 1.254 million shares from the previous period [3].

奥来德在回答投资者提问时表示，OLED屏幕早期被关注的护眼问题，核心源于低频PWM调光导致的 敏感人群视疲劳，以及特定场景下的蓝光输出影响。从技术原理来看，OLED自发光特性本身具备蓝光 占比低于传统LCD的优势。随着技术的快速迭代，OLED屏幕对眼睛的潜在影响已通过全产业链的技术 革新实现系统性优化，当前行业护眼解决方案已进入成熟落地阶段。 奥来德(688378)12月4日召开2025年第三季度业绩说明会，公司针对2025年第三季度的经营成果及财务 指标的具体情况与投资者进行互动交流。 作为国内OLED材料及设备领域的领军企业之一，奥来德围绕OLED有机发光材料及蒸发源设备这两大 核心业务板块，前瞻性布局了PSPI材料、封装材料、钙钛矿材料、PR材料(光刻胶材料)以及8.6代蒸发 源设备、小型蒸镀机、钙钛矿蒸镀设备等产品。 奥来德在本次业绩说明会上介绍，公司前三季度累计实现营业收入3.89亿元。其中，材料业务收入3.2亿 元，设备业务收入约0.68亿元。第三季度单季实现营业收入1.08亿元，材料收入0.63亿元，设备收入为 0.45亿元。因OLED面板产线正处于从6代线向8.6代线升级转型阶段，设备业务需求 ...

近日，吉林奥来德光电材料股份有限公司（简称 "奥来德"）披露以简易程序向特定对象发行股票方 案，拟募集资金不超过29,971.21万元，聚焦 OLED 显示核心材料 PSPI 的产能扩建与流动资金补充，为 OLED产业链关键材料国产化注入新动力。 募资聚焦核心赛道， PSPI 产能升级落子长春 根据方案，本次募集资金中23,971.21万元将用于 "OLED 显示核心材料PSPI 材料生产基地项目"，剩余 6,000万元用于补充流动资金。其中PSPI生产基地项目由奥来德全资子公司吉林奥来德长新作为实施主 体，总投资额 23,986.21 万元，建设期预计3年。 国产 PSPI 迎发展窗口期 PSPI（光敏性聚酰亚胺）作为 OLED 显示制程的关键光刻胶，广泛应用于面板支撑层、平坦层等核心 环节，长期以来全球市场份额被东丽、富士胶片等国外企业主导，国内面板厂商面临采购周期长、价格 波动大、供应稳定性不足等风险。 奥来德通过自主研发突破分子结构设计、光敏剂复配等核心技术，其 PSPI 产品已完成部分头部显示面 板厂商的产线验证并实现批量出货。此次产能扩建将进一步缓解国内市场对进口 PSPI 材料的依赖，加 速国产 ...

Core Viewpoint - Aolide, a key supplier in the OLED upstream materials and equipment sector, has reported a decline in revenue and net profit for the first three quarters of 2025, while maintaining a strong position in the OLED industry with a focus on organic light-emitting materials and evaporation source equipment [2][6]. Group 1: Company Overview - Aolide was established on June 10, 2005, and went public on September 3, 2020, on the Shanghai Stock Exchange, with its headquarters in Changchun, Jilin Province [1]. - The company specializes in the research, development, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment, covering the entire industry chain [1]. Group 2: Financial Performance - In Q3 2025, Aolide achieved a revenue of 389 million yuan, ranking 23rd in the industry, while the industry leader, O-film, reported revenue of 15.816 billion yuan [2]. - The revenue composition includes 219 million yuan from organic light-emitting materials (78.06%), 37.703 million yuan from other functional materials (13.42%), and 23.352 million yuan from evaporation source equipment (8.31%) [2]. - The net profit for the same period was 31.356 million yuan, ranking 15th in the industry, with the industry leader, Crystal Optoelectronics, reporting a net profit of 988 million yuan [2]. Group 3: Financial Ratios - Aolide's debt-to-asset ratio as of Q3 2025 was 29.22%, an increase from 19.33% year-on-year, but still below the industry average of 36.11% [3]. - The gross profit margin for the same period was 45.11%, down from 51.22% year-on-year, yet higher than the industry average of 26.98% [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 9.07% to 8,114, while the average number of circulating A-shares held per shareholder increased by 9.97% to 29,700 [5]. - Notable shareholders include Hong Kong Central Clearing Limited and Jin Xin Shenzhen Growth Mixed A, which increased their holdings compared to the previous period [5]. Group 5: Future Outlook - Aolide is expected to report a revenue of 370 to 400 million yuan for the first three quarters of 2025, reflecting a year-on-year decline of 13.75% to 20.22%, with a projected net profit of 29 to 34 million yuan, down 66.42% to 71.36% [5][6]. - The company highlights stable growth in its materials business and anticipates improvements in its equipment business due to significant contracts, including a strategic cooperation framework agreement with BOE [6].

Core Viewpoint - The stock price of OLED has increased significantly this year, reflecting strong market interest and performance in the OLED industry [2]. Company Overview - Jilin OLED Materials Co., Ltd. was established on June 10, 2005, and went public on September 3, 2020. The company specializes in the research, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment within the OLED industry chain [2]. - The main revenue composition includes organic light-emitting materials (78.06%), other functional materials (13.42%), evaporation source equipment (8.31%), and others (0.21%) [2]. Stock Performance - As of October 29, the stock price rose by 2.01% to 29.89 CNY per share, with a total market capitalization of 7.451 billion CNY [1]. - Year-to-date, the stock price has increased by 58.65%, with a 12.71% rise in the last five trading days, 16.94% in the last 20 days, and 63.60% in the last 60 days [2]. Financial Performance - For the first half of 2025, the company reported a revenue of 281 million CNY, a year-on-year decrease of 17.87%, and a net profit attributable to shareholders of 27.005 million CNY, down 70.59% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 456 million CNY in dividends, with 273 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 15.85% to 8,923, with an average of 27,004 circulating shares per person, up 3.37% [2]. - Notable shareholders include Jin Xin Shenzhen Growth Mixed A and Hong Kong Central Clearing Limited, with the latter increasing its holdings by 119,500 shares [3].

Core Points - The stock price of Aolaide increased by 2.26% on October 23, reaching 27.12 CNY per share, with a trading volume of 130 million CNY and a turnover rate of 2.05%, resulting in a total market capitalization of 6.76 billion CNY [1] - Year-to-date, Aolaide's stock price has risen by 43.95%, with a 15.01% increase over the last five trading days, a 2.09% decrease over the last 20 days, and a 54.88% increase over the last 60 days [2] - Aolaide's main business involves the research, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment in the OLED industry chain [2] - The revenue composition of Aolaide includes 78.06% from organic light-emitting materials, 13.42% from other functional materials, 8.31% from evaporation source equipment, and 0.21% from other sources [2] - As of June 30, 2025, Aolaide reported a revenue of 281 million CNY, a year-on-year decrease of 17.87%, and a net profit attributable to shareholders of 27.01 million CNY, a year-on-year decrease of 70.59% [2] - Aolaide has distributed a total of 456 million CNY in dividends since its A-share listing, with 273 million CNY distributed in the last three years [3] - As of June 30, 2025, the number of Aolaide shareholders increased by 15.85% to 8,923, with an average of 27,004 circulating shares per person, an increase of 3.37% [2]

Group 1 - The core point of the news is the performance and market position of Jilin OLED Material Co., Ltd. (奥来德), which saw a stock price increase of 5.24% to 27.09 CNY per share, with a total market capitalization of 6.753 billion CNY [1] - The company specializes in the research, manufacturing, sales, and after-sales technical services of organic light-emitting materials and evaporation source equipment, with its main business revenue composition being 78.06% from organic light-emitting materials, 13.42% from other functional materials, and 8.31% from evaporation source equipment [1] - As of the second quarter, the company is a top ten holding in the招商丰凯混合A fund, which holds 10,000 shares, representing 1.89% of the fund's net value, indicating a floating profit of approximately 13,500 CNY [2] Group 2 - The fund manager of 招商丰凯混合A is Sun Lushen, who has been in the position for 5 years and 329 days, managing a total asset size of 1.489 billion CNY, with the best fund return during his tenure being 27.62% [3] - The fund has shown a year-to-date return of 20.71% and a one-year return of 21.11%, ranking 4177 out of 8160 and 3859 out of 8026 respectively in its category [2]

Core Viewpoint - Aolide (688378) expects a significant decline in net profit and revenue for the first three quarters of 2025, primarily due to the transitional phase in production lines, which has led to a temporary pressure on its evaporator source business [1] Financial Performance - The company anticipates a net profit of between 29 million to 34 million yuan, representing a year-on-year decrease of 66.42% to 71.36% [1] - Projected operating revenue for the first three quarters is between 370 million to 400 million yuan, reflecting a year-on-year decline of 13.75% to 20.22% [1] Business Operations - The sales revenue from evaporator source equipment has seen a notable decline due to the 6th generation line nearing completion and the 8.6 generation line being in a critical construction phase, resulting in a demand gap during the transition between production line generations [1] - The company expects that as leading enterprises like BOE continue to advance their production line construction and equipment installation, along with the subsequent release of incremental industry demand, the evaporator source equipment business is likely to gradually recover from this phase of adjustment [1]