来源：上游新闻 日前，总投资6.28亿元的沃格光电AMOLED显示屏玻璃基光蚀刻精加工项目（简称"沃格光电AMOLED 光蚀刻项目"）在成都高新西区顺利完成主体结构封顶，标志着其向量产目标迈出坚实一步。 数据显示，2024年，成都高新区新型显示产业实现产值380亿元，同比增长3%，2025年上半年，成都高 新区新型显示产业产值达187亿元，"世界柔谷"初具规模。 成都高新区电子信息产业局相关负责人表示，下一步，将持续推动"立园满园""进解优促"同频发力，加 速沃格光电项目早日投产达效，推动新型显示产业"建圈强链"向纵深发展，让更多"成都高新造"闪耀全 球，为"世界柔谷"建设注入更强动能。（文/程思瑜） 沃格光电AMOLED光蚀刻项目规划建设约6.8万平方米的自动化生产厂房，聚焦玻璃基后段工艺突破， 通过企业自主研发的ECI技术，实现AMOLED玻璃基薄化、通孔、切割工艺一体化，大幅提升面板精度 与生产效率。 目前，成都已聚集京东方产业链供应链企业58家，川渝地区聚集配套企业超100家，川渝地区配套率提 升至49%。沃格光电集团董事长易伟华表示，项目建成投产后，将为京东方8.6代AMOLED产线提供高 性价比的 ...

和辉光电总经理刘惠然表示，盈亏平衡是一个动态的过程，会因市场需求、产品价格及成本的变化而变 化。未来，公司将继续加大市场开拓力度，通过研发创新和技术升级不断丰富和优化产品结构，提升产 品附加值，同时持续改进生产工艺，提高生产效率和产品良率，保持AMOLED产品出货量的持续增 长，快速提升毛利率和净利润率，进而实现业绩的稳步增长。 关注重点项目进展 本次业绩说明会上，相关上市公司重点项目和业务进展情况成为"必答题"。 其中，龙图光罩的珠海募投项目被多位投资者提及。龙图光罩董事长柯汉奇表示，2025年上半年，龙图 光罩珠海项目顺利投产，公司第三代掩模板PSM产品取得显著进展。公司KrF-PSM和ArF-PSM陆续送往 部分客户进行测试验证，其中90nm节点产品已成功完成从研发到量产的跨越，65nm产品已开始送样验 证，已完成40nm生产设备的布局。该项目年规划产能1.8万片，预计达产后产值5.4亿元。珠海公司二季 度已开始小规模量产，预计2025年下半年开始将逐步放量。 9月10日，2025年半年度科创板半导体设备及材料行业集体业绩说明会在线举行。20家科创板上市公司 集体亮相，向投资者介绍公司经营业绩情况，分享 ...

Core Points - The company, Everdisplay Optronics (Shanghai) Co., Ltd., was established through the overall change of its predecessor, Shanghai Hehui Optoelectronics Co., Ltd., and inherits all rights and obligations from the original company [3][7] - The company is registered with the Shanghai Municipal Market Supervision Administration and has obtained a business license [2] - The company focuses on AMOLED display technology, aiming to maximize shareholder value and social value through innovation and independent research and development [14] Chapter Summaries Chapter 1: General Provisions - The company is established in accordance with the Company Law and other relevant regulations, and it is a permanent joint-stock company [3][4] - The company has a registered capital of RMB【】 and is subject to the laws and regulations of the People's Republic of China and the Hong Kong Stock Exchange [3][6] Chapter 2: Business Objectives and Scope - The company's business scope includes system integration, production, design, and sales of displays and modules, as well as related technical development and consulting services [15] - The company aims to provide a more realistic, vibrant, and healthy display experience for all users [14] Chapter 3: Shares - The company issues shares based on principles of openness, fairness, and justice, ensuring equal rights for each share of the same category [17] - The company has issued a total of 10,500,000,000 shares, with specific proportions held by founding investors [20][7] Chapter 4: Shareholders and Shareholders' Meeting - Shareholders have rights to dividends, participate in meetings, and supervise the company's operations [35] - The company must ensure that shareholders' rights are protected and that they are treated fairly [13] Chapter 5: Shareholders' Meeting Procedures - The company must hold annual and temporary shareholders' meetings, with specific procedures for notification and voting [49][51] - Shareholders holding more than 10% of shares can request a temporary meeting [55] Chapter 6: Proposals and Notifications for Shareholders' Meetings - Proposals must be within the scope of the shareholders' meeting authority and comply with legal requirements [59] - The company must provide complete information for shareholders to make informed decisions [29]

Core Insights - Chengdu High-tech Zone's electronic information industry projects are experiencing significant growth, with a reported industrial added value growth rate of 15.9% in the first half of 2025, and over 90% of industrial investment coming from this sector [4][6]. Group 1: Major Projects and Investments - BOE Technology Group's 8.6-generation AMOLED production line project has a total investment of 63 billion yuan and has entered the equipment installation phase, setting a new global record for construction efficiency [1][2]. - Lepu Technology's national headquarters and integrated circuit equipment base, with a total investment of 1.66 billion yuan, has officially commenced operations [1][2]. - The AMOLED display glass etching and precision processing project, with an investment of nearly 630 million yuan, aims to provide high-precision support for BOE's 8.6-generation AMOLED production line [3]. Group 2: Project Development and Support - Key projects such as the global R&D and testing center for Chip Source Systems, with an investment of approximately 500 million USD, are accelerating construction, aiming for completion by the end of the year [4]. - The Chengdu High-tech Zone has established a dedicated service team to support major electronic information projects, ensuring efficient coordination among various departments and providing essential production resources [4][6]. Group 3: Future Plans and Strategies - Chengdu High-tech Zone plans to continue its "Establish Park, Full Park" initiative, enhancing investment attraction and project negotiations, with over 280 project discussions held this year [5][6]. - The zone is preparing three industrial land parcels for high-quality development, focusing on specialized and characteristic growth in the electronic information sector [6].

Core Viewpoint - Hehui Optoelectronics (688538.SH) announced a plan for share reduction by several directors and senior management due to personal financial needs, with a total reduction not exceeding 351,600 shares, representing a maximum of 0.0025% of the company's total share capital [1] Group 1: Shareholding and Reduction Plans - Liu Huiran, the general manager, holds 463,000 shares (0.0034% of total shares) and plans to reduce holdings by up to 115,700 shares (0.0008%) [2] - Chen Zhihong, the deputy general manager, holds 364,289 shares (0.0026% of total shares) and plans to reduce holdings by up to 91,000 shares (0.0007%) [2] - Li Fengling, the chief accountant and board secretary, holds 315,000 shares (0.0023% of total shares) and plans to reduce holdings by up to 78,700 shares (0.0006%) [3] - Zhang Bin, another deputy general manager, holds 265,000 shares (0.0019% of total shares) and plans to reduce holdings by up to 66,200 shares (0.0005%) [3] Group 2: Company Background and Financials - Hehui Optoelectronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on May 28, 2021, with an initial highest price of 5.14 yuan, but the stock is currently in a state of decline [3] - The final number of shares issued during the IPO was 3,083,660,725 shares at a price of 2.65 yuan per share, raising a total of approximately 8.17 billion yuan, with a net amount of about 8.00 billion yuan after expenses [4] - The actual net fundraising amount was 1.998 billion yuan less than the originally planned 10 billion yuan, which was intended for expanding the sixth-generation AMOLED production line and supplementing working capital [4]

Core Points - The company, Everdisplay Optronics (Shanghai) Co., Ltd., was established through the overall change of its predecessor, Shanghai Hehui Optoelectronics Co., Ltd., and inherits all rights and obligations from the original company [2][3] - The company was registered with the Shanghai Municipal Market Supervision Administration and obtained a business license, with a registered capital of RMB 13,809,437,625 [3][4] - The company focuses on AMOLED display technology, aiming to maximize shareholder value and social value through innovation and independent research and development [4][5] - The company issued a total of 3,083,660,725 shares after the full exercise of the over-allotment option during its initial public offering on the STAR Market [3][4] Company Structure and Governance - The company is governed by its articles of association, which are legally binding for the company, shareholders, directors, supervisors, and senior management [3][4] - The chairman of the board serves as the legal representative of the company, and the company must appoint a new legal representative within 30 days if the current one resigns [3][4] - The company has established a party organization in accordance with the Communist Party of China’s regulations, providing necessary conditions for its activities [4] Share Issuance and Capital Management - The company’s shares are issued in the form of stocks, adhering to principles of openness, fairness, and justice, ensuring equal rights for each share of the same category [4][5] - The company can increase its capital through various methods, including issuing shares to unspecified or specific objects, and can also reduce its registered capital following legal procedures [5][6] - The company is prohibited from purchasing its own shares, except under specific circumstances outlined in its articles of association [5][6] Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends, participate in shareholder meetings, supervise the company’s operations, and transfer their shares in accordance with the law [10][11] - Shareholders are obligated to comply with laws and regulations, pay for their subscribed shares, and not misuse their rights to harm the company or other shareholders [13][14] - The company’s articles of association stipulate that shareholders holding more than 1% of shares can request the convening of a temporary shareholders' meeting [22][23] Decision-Making and Voting Procedures - The shareholders' meeting is the company’s decision-making body, responsible for electing directors and supervisors, approving financial reports, and making significant corporate decisions [47][48] - Resolutions can be passed by ordinary or special resolutions, with specific voting thresholds required for different types of decisions [81][82] - The company must ensure that the voting process is transparent, especially for matters affecting minority investors, and must disclose voting results promptly [35][36]

Core Viewpoint - Recent investments in display technology projects in Zhejiang Jiaxing and Anhui Huangshan highlight the growth potential in the TFT LCD, AMOLED, and automotive display sectors [1]. Group 1: Jiaxing Project - The Wan Chuang Intelligent Display Screen project in Jiaxing has a total investment of over 1 billion USD (approximately 7.20 billion RMB) [2][4]. - The project aims to produce 10 million units of TFT LCD and AMOLED display assemblies and 1 million sets of smart terminal semi-finished and finished products annually [4]. - Upon reaching full production, the project is expected to generate an annual output value of 650 million RMB [4]. Group 2: Huangshan Project - Anhui Yueda plans to invest 100 million RMB to establish an automotive display project in Huangshan [5]. - The company specializes in the research and manufacturing of OLED display modules and automotive industrial control display modules [5]. - The anticipated annual output value of the project upon completion is expected to reach 200 million RMB [5].

Core Insights - Chengdu High-tech Zone is experiencing robust growth in its digital cultural and creative industry, exemplified by the success of the "Nezha" film series, which ranks fifth in global box office history [1] - The region aims to become a world-class high-tech industrial park, with a projected GDP exceeding 340 billion yuan by 2024 [1] Industry Development - Chengdu High-tech Zone is focusing on three key industries: electronic information, pharmaceutical health, and digital economy, establishing a modern industrial system [2] - The launch of significant projects, such as the AMOLED production line with an investment of 63 billion yuan, is expected to position China as a leader in the OLED display sector [2] - The electronic information industry is expanding, with Chengdu leading in integrated circuits and flexible displays in Central and Western China [2] Pharmaceutical and Digital Economy - The pharmaceutical sector in Chengdu High-tech Zone ranks third nationally, housing over 3,900 companies, including major multinational firms [3] - The digital economy is thriving, with revenue from the sector exceeding 210 billion yuan in 2024, reflecting an 18% year-on-year growth [3] Innovation and Talent - Chengdu High-tech Zone has established a comprehensive innovation ecosystem, including 72 pilot testing platforms and a capital service system with over 323.6 billion yuan in funds [4][5] - The region has attracted over 800,000 talents, with more than 100,000 technology companies founded by these talents [5] Economic Growth and Business Environment - The opening of the first robot park in Western China aims to enhance the robotics industry and create a supportive environment for technology companies [6] - Chengdu High-tech Zone has implemented 35 initiatives to stimulate investment and improve the business environment, focusing on market expansion and cost reduction [6][7] - The area is home to 4,869 national high-tech enterprises and 142 specialized "little giant" companies, positioning it as a leader in Central and Western China [7]

Core Viewpoint - The partnership between Messer Group and Hefei New Station High-tech Zone aims to enhance the supply of bulk gases for the semiconductor display industry, thereby increasing foreign investment in the region [1][2]. Group 1: Project Overview - Messer plans to invest in a bulk gas station system project covering approximately 26,000 square meters with a total investment of 340 million yuan, expected to commence production in the second half of 2026 [2]. - The project will primarily supply bulk gas services for Visionox's 8.6-generation AMOLED production line, which has a total investment of 55 billion yuan [2]. Group 2: Company Background - Messer Group, established in 1898 and headquartered in Bad Soden, Germany, operates in the production of industrial gases, medical gases, and specialty gases, serving various industries including chemicals, healthcare, and electronics [2]. - The company's global sales revenue is projected to reach 4.5 billion euros in 2024 [2]. Group 3: Production Line Details - Visionox's 8.6-generation AMOLED production line is the world's first to utilize the FMM-free technology (ViP technology), with a designed capacity of 32,000 glass substrates per month [2]. - The production line targets medium-sized applications, including flat panels, laptops, and automotive displays, with glass substrate dimensions of 2290mm x 2620mm [2]. - As of March 10 this year, the project has completed over 35,000 pile foundation works and has entered the main construction phase [2].