Core Viewpoint - The launch of the first 8.6-generation AMOLED glass-based precision processing production line in China is a significant investment signal for retail investors, indicating the importance of selecting the right main line and timing to capture the benefits of niche markets [1] Group 1: Project Overview - The Chengdu Woge project, with an investment of 628 million yuan, focuses on glass-based back-end processes and utilizes self-developed ECI technology for thinning, through-hole, and cutting integration, filling a gap in the domestic mid-to-large size AMOLED glass processing market [3] - Woge Optoelectronics is the sole supplier for the glass thinning process of BOE's B16 project, ensuring localized and precise integration once the production line is completed [3] Group 2: Investment Opportunities - Three key logical points for retail investors: 1. Exclusive supply and capacity binding: As the only core supplier for BOE, Woge Optoelectronics will directly benefit from the mass production of the B16 project, with confirmed orders [5] 2. Cost and efficiency improvements: Localized production will significantly shorten supply chain response times and reduce logistics costs, mitigating overseas supply risks, which will positively impact profitability [5] 3. High market ceiling: The 8.6-generation line will drastically lower the unit cost of 14-inch OLED panels, making OLED notebooks more accessible, leading to a surge in market demand, with upstream processing segments being the first to benefit [5] Group 3: Practical Investment Advice - Focus on core targets: Woge Optoelectronics (002845) is the primary choice, with close monitoring of the trial operation progress in January 2026 and yield data, as well as the mass production schedule of BOE's B16 project, which will directly influence stock price elasticity [6] - Consider industry chain extensions: In addition to direct suppliers, attention should be given to OLED panel leader BOE A and upstream glass substrates and lithography equipment suppliers to form a "core + supporting" investment strategy to diversify risks [6]

Group 1: Economic Performance During Holidays - Chengdu showcased strong economic performance during the "Double Festival" with a total tourism expenditure of 29.35 billion yuan and 28.623 million visitors over 8 days, reflecting a 7.7% year-on-year increase in per capita spending [3][4] - The city experienced a significant surge in transportation activity, with the Chengdu International Airport handling 14,000 flights and 2.276 million passengers, both setting historical records for the same period [3][4] - Online and offline consumption reached 76.75 billion yuan in the first 7 days of the holiday, marking an 11.0% increase year-on-year, driven by over 200 promotional activities [4] Group 2: Major Projects and Industrial Development - Chengdu is advancing its high-quality development through significant projects, including the completion of the main structure of the Fosun Pharma vaccine headquarters, which will serve as a global hub for vaccine R&D and production [8] - The completion of the Woge Optoelectronics AMOLED etching project, with an investment of 628 million yuan, aims to enhance production efficiency and precision for AMOLED displays [9] - The construction of the ZTE Communications Southwest Innovation Center is underway, which will become a key R&D hub for the electronic information industry, accommodating over 3,200 researchers [10] Group 3: International Expansion Initiatives - Chengdu is launching the "Chengdu Manufacturing Goes Global" initiative, with a delegation of over 40 local industrial enterprises heading to Germany and France for strategic industry connections [11][14] - The initiative focuses on six key industries, including electronic information and green energy, and aims to facilitate cooperation through high-level exchanges and site visits to major companies [14][15] - This approach marks a shift from individual enterprise efforts to collaborative industry chain strategies, enhancing the international presence of both large and small enterprises [15]