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投资3亿,奥来德OLED材料项目在吉林开工
WitsView睿智显示· 2025-07-11 05:43
据介绍,该项目总投资约为3亿元,重点布局光敏聚酰亚胺材料(PSPI材料)、薄膜封装材料、低 温彩色光刻胶、有机发光材料等关键品类,项目占地13.6万平方米,规划产能达千吨级,将分批 分期投资建设。该项目达产首年预计可实现营业收入3.83亿元、净利润5,750.75万元。 7月10日,吉林奥来德长新材料科技有限公司(奥来德全资子公司)OLED显示用关键功能材料研 发及产业化建设项目开工。 图片来源:奥来德 奥来德此前公告指出,随着国内6代产线陆续建成并实现稳定出货,在核心技术和核心材料加速国 产替代的行业背景下,国内显示面板企业对国产PSPI材料的需求持续增长。 与此同时,国内OLED正处于向高世代产线升级的关键阶段,京东方、维信诺等厂商加速推进8.6 代AMOLED产线建设。由于单片面板的PSPI材料用量较6代线显著提升,相关产线建成达产后, 市场对PSPI材料的需求将进一步增加。 奥来德表示,该项目的 实施有助于 公司 充分把握下游OLED行业快速发展、PSPI材料进口替代所 带来的发展机遇,通过提升规模化量产能力与快速响应能力,公司可加速抢占市场份额,进一步巩 固并强化在OLED核心显示材料领域的竞争优势 ...
奥来德拟定增募资不超3亿扩产 构筑竞争壁垒授权发明专利392件
Chang Jiang Shang Bao· 2025-06-16 23:41
Core Viewpoint - Aolaide (688378.SH) is accelerating its expansion in OLED equipment and materials, focusing on the domestic production of PSPI materials to enhance its core competitiveness through a fundraising plan of up to 300 million yuan [1][2]. Group 1: Fundraising and Investment - Aolaide plans to raise up to approximately 300 million yuan through a simplified procedure aimed at 35 specific investors, with the funds primarily allocated to the PSPI materials production base project and to supplement working capital [1][2]. - The total investment for the fundraising project is estimated at 240 million yuan, with 80% of the raised funds earmarked for the construction of a new PSPI materials production workshop, production lines, and necessary equipment [2]. Group 2: R&D and Technological Advancements - Aolaide has been actively pursuing breakthroughs in technology, successfully developing 8.6-generation evaporation source equipment and significantly increasing its R&D investment, which is projected to reach a total of 437 million yuan from 2020 to 2024 [1][4]. - The company has obtained a total of 392 authorized invention patents, reflecting its commitment to innovation and strategic patent layout in the rapidly evolving OLED industry [4]. Group 3: Business Performance and Market Position - Aolaide's revenue has shown steady growth, but net profit has experienced significant fluctuations, with a projected revenue of 533 million yuan in 2024, a 3% increase year-on-year, while net profit is expected to decline by 26.04% to 90.43 million yuan [5]. - The company has successfully secured a contract worth 655 million yuan for a linear evaporation source for BOE's 8.6-generation AMOLED production line, showcasing its competitive edge in the linear evaporation source market [6].