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量子点产业观察:Mini-LED背光加速突围,QD技术协同发展
CINNO Research· 2025-07-24 03:19
期数: 202 5 年 5 月刊 分类: 会员服务 — 电子化学品 产业月度市场发展趋势概况 主题: 量子点 产业观察: Mini-LED 背光加速突围, QD 技术协同发展 概要: 内容涵盖 新型显示产业技术趋势分析及量子点显示技术介绍,汇总了国内量子点产业主 要厂商分布情况,并对量子点产业代表厂商的关键指标进行分析总结。 大 纲: 1. 新型显示产业技术趋势分析 1) 新型显示产业技术趋势概述 2) 各类新型显示技术性能对比 2. 量子点显示技术介绍 3. 产业区位概述 4. 代表企业动态 1) 纳晶科技量子点 业务经营概况 * 请 会 员 单 位 通 过 会 员 登 陆 平 台 下 载 或 邮 件 接 收 此 份 报 告 。 * 如 需 了 解 更 多 相 关 信 息 , 请 订 阅 C I N N O Re s e a r c h 《 电 子 化 学 品 产 业 月 度 市 场 发 展 趋 势 概 况 报 告 》 。 联系我们 马女士 Ms . Ceres TEL:(+86)137-7604-9049 Emai l:CeresMa@cinno.com.cn 2) 激智科技 量子点 业务经营概况 1) ...
投资7.4亿 这家上市电子胶企重金押注光学保护膜材料
Sou Hu Cai Jing· 2025-05-02 01:03
此次募投项目总投资 7.4 亿元,建设周期为3 年,主要聚焦于高端光学材料领域,将新增偏光片保护膜、OLED 制程保护膜及 OCA光学胶膜等产能。项目 达产后,预计年营收可达 13.92 亿元,无疑将成为公司未来业绩增长的关键动力。 世华科技已在光电显示模组材料领域实现进口替代,客户涵盖三星、京东方等头部企业,其此次项目布局正是对高端市场的进一步开拓,有望在竞争格局 中实现突破。同时,公司还计划通过位于上海紫竹高新区的创新中心项目,加速技术研发与人才集聚,提升自身核心竞争力。 02业绩高增验证战略成效 2024 年,公司营收同比增长 55%,达到 7.95 亿元,净利润达 2.8 亿元,同比增长 44%。其中,高性能光学材料业务更是表现亮眼,收入同比激增超 4 倍,达到 2.18 亿元,功能性电子材料基本盘也保持着 22% 的稳健增长。进入 2025 年,这种高增长态势依旧延续,一季度营收与净利润分别同比增长 92% 和 111%,创下历史新高,有力验证了公司战略的成效。 01核心项目聚焦高端光学材料 拓展阅读 | 中国光学膜行业现状 在政策大力扶持下,中国光学膜行业稳步发展。据裕兴股份 2024 年年报数据 ...
道明光学2024年营业收入创下历史新高 年度累计现金分红比例超过90%
Financial Performance - In 2024, the company achieved operating revenue of 1.441 billion yuan, a year-on-year increase of 8.96% [2] - The net profit attributable to shareholders reached 170 million yuan, up 8.44% year-on-year [2] - The net profit after deducting non-recurring gains and losses was 138 million yuan, reflecting a 2.94% increase [2] - Operating cash flow was 262 million yuan, showing a growth of 9.81% [2] - The company proposed a cash dividend of 1.30 yuan per 10 shares, with a total cash dividend distribution amounting to 81.1979 million yuan, resulting in a cash dividend payout ratio of 90.72% [2] Business Segments - In the reflective materials sector, the company generated revenue of 1.07 billion yuan, marking a 13.67% increase, and saw a 25% growth in sales of license plate films and vehicle safety products due to enhanced market share and global expansion [3] - The optical display materials segment includes products such as diffusion films and quantum dot films, which are expected to benefit from government policies and trends in automotive display technology [3] - In the electronic functional materials area, the company’s graphene thermal conductive films have been adopted in high-end devices, indicating strong market demand [3] Research and Development - The company established the Hangzhou Research Institute in 2023, focusing on optical design and precision processing for new functional films and display materials [4] - The R&D team grew to 174 members by the end of 2024, a 20% increase, with a significant rise in personnel holding master's degrees [4] - The research institute has developed various optical solutions and is advancing into the automotive smart cockpit sector with AR-HUD technology [5] Innovation and Future Outlook - The company is actively exploring new applications in traffic safety, including the development of an intelligent traffic warning vehicle that integrates AI and remote monitoring capabilities [5] - The company aims to enhance domestic market share and accelerate overseas expansion while focusing on technology innovation and product development as core growth drivers [5]