点击 最 下方 关注《材料汇》 ， 点击"在看"和" "并分享 添加 小编微信 ，遇见 志同道合 的你 文章导读： 中国显示材料产业全景与突围路径 一、显示技术双主流：LCD与OLED共舞 二、未来技术：量子点/Micro-LED/电致变色崛起 三、残酷现实：高端材料90%"卡脖子" 四、破局战略：材料先行，三箭齐发 1. 国家级平台攻坚 ： 整合企业/高校/院所资源，共建显示材料共享数据库（靶材配方、PI合成工艺等）。 2. 龙头企业主导技术突围 ： 重点攻关：高纯OLED发光材料、50μm超薄柔性玻璃、稀土掺杂靶材。 3. 校企融合育人才 ： TFT-LCD ：占全球40%市场，优势为低成本、长寿命、高分辨率，关键材料包括玻璃基板/偏光片/靶材 （70%依赖进口）。 OLED ：中小尺寸高端屏首选， 柔性显示驱动材料创新 ： 核心材料 ：发光材料（90%被日韩德垄断）、PI膜（柔性基板，全部进口）、COP膜（替代TAC的潜 力材料）。 技术突破 ：透明CPI盖板（可弯折5万次）、二维材料（石墨烯电极/MoS₂晶体管）。 量子点（QLED） ：无镉无铅材料是趋势，钙钛矿量子点待攻克稳定性瓶颈。 电致变色（E ...

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智通财经APP获悉，随着IT、汽车和手机行业以及XR(AR/VR/MR)等新兴应用领域对OLED和LCD显示器需求的不断增长，显示器制造商一直在加大其设 备资本开支力度。根据Counterpoint Research最新发布的《显示器资本开支和设备市场份额季度报告》，2020-2027年期间全球显示器设备支出预计将累计 达到758亿美元。 来源：Counterpoint Research 按技术与关键新工艺划分的支出 推动这些重大资本开支的主要技术是OLED，其次是LCD和Micro-OLED。预计2025年，OLED相关设备支出将同比增长31%，而LCD支出预计将同比下降 45%。从2025年到2027年，在新的8.7代IT OLED和6代产线的带动下，OLED预计将占总投资的80%，而LCD的份额将下滑到仅仅17%。 来源：Counterpoint Research 到目前为止，大多数拥有第6代(1500x1850毫米)产线的OLED厂商都已经在不改变沉积方式的情况下扩展到第8.7代(2290x2620 毫米)，这得益于稳定的产量 和精细金属掩膜 (FMM) 技术的持续进步。 不过，中国的8.7代厂商正在 ...

自2024年以来，以生成式AI和空间计算为代表的科技浪潮以史无前例的深度和广度重塑着千 行百业。从AI PC的曙光初现到智能汽车"第三空间"概念的深化，再到AR/VR设备探索消费级 市场的路径，一个由算力和模型驱动的数智化新纪元已然来临。作为承载信息洪流、实现人机 交互、构筑沉浸体验的核心硬件，显示技术正处在这场变革风暴的中心，迎来到了前所未有的 机遇与挑战。 在过去的一年多时间里，显示产业的内部演进同样波澜壮阔，各大主流技术路线在激烈的市场 竞争中奋力求索，迈向新的发展拐点： Micro LED： 发展路径逐渐清晰，产业化进程的齿轮加速转动。一方面，巨量转移技术、全 彩化等瓶颈持续松动，降本之路的探索也有了新方向；另一方面，凭借优越的性能优势， Micro LED在大尺寸显示、高端车载、穿戴设备等领域的应用潜力，正从概念加速走向商业落 地，逐步寻得可以立足并扩大规模的利基点。 Mini LED： 历经市场洗礼，成功从"技术先锋"转型为"市场主力"。在背光领域，其凭借极致 的控光分区与高性价比，持续与OLED在高端电视及显示器市场分庭抗礼；在直显领域，随着 COB/MiP等封装技术的发展，Mini LED直显 ...

Investment - The article discusses various investment opportunities in new materials, semiconductors, and renewable energy sectors, highlighting the growing demand and technological advancements in these areas [1][3][4]. Semiconductor - It emphasizes the importance of semiconductor materials such as photolithography, electronic special gases, and silicon wafers, which are critical for the production of advanced electronic devices [1][3]. - The report outlines the trends in third-generation semiconductors, including silicon carbide and gallium nitride, which are expected to drive future growth [1][3]. New Energy - The article covers the advancements in new energy technologies, particularly lithium batteries and solid-state batteries, which are pivotal for electric vehicles and energy storage solutions [1][3]. - It also mentions the significance of hydrogen energy and wind power as part of the broader renewable energy landscape [1][3]. Photovoltaics - The report highlights the growth in the photovoltaic sector, focusing on materials such as photovoltaic glass and back sheets, which are essential for solar panel production [1][3]. New Display Technologies - The article discusses innovations in display technologies, including OLED, MiniLED, and MicroLED, which are transforming the consumer electronics market [3]. Fibers and Composite Materials - It outlines the developments in fiber materials, such as carbon fiber and aramid fiber, which are increasingly used in various industries for their lightweight and high-strength properties [3]. Notable Companies - The report lists key players in the materials sector, including ASML, TSMC, and Tesla, indicating their roles in driving innovation and market growth [4]. Investment Strategies - The article provides insights into investment strategies across different stages of company development, from seed rounds to pre-IPO phases, emphasizing the importance of team and industry assessments [6].

Investment - The article discusses various investment opportunities in new materials, semiconductors, and renewable energy sectors, highlighting the growing demand and technological advancements in these areas [1][3][4]. Semiconductor - The semiconductor industry is emphasized with a focus on materials such as photolithography resins, electronic specialty gases, and silicon wafers, which are critical for chip manufacturing [1][3]. - Key players in the semiconductor space include ASML, TSMC, and SMIC, indicating a competitive landscape with significant investment potential [4]. New Energy - The new energy sector is explored, particularly in lithium batteries, solid-state batteries, and hydrogen energy, showcasing the shift towards sustainable energy solutions [1][3]. - The article notes the importance of materials like silicon-based anodes and composite current collectors in enhancing battery performance [3]. Photovoltaics - The photovoltaic industry is highlighted, focusing on materials such as photovoltaic glass and back sheets, which are essential for solar panel efficiency [1][3]. - The article mentions the increasing adoption of perovskite materials, which could revolutionize solar technology [3]. New Display Technologies - New display technologies like OLED, MiniLED, and MicroLED are discussed, with an emphasis on the materials used, such as optical films and adhesives [3]. - The potential for growth in the display market is linked to advancements in these technologies [3]. Fibers and Composites - The article covers advancements in fiber materials, including carbon fiber and aramid fiber, which are crucial for lightweight and high-strength applications [3]. - The demand for composite materials is expected to rise in various industries, including automotive and aerospace [3]. Notable Companies - The article lists notable companies in the materials sector, including BYD, Huawei, and Tesla, indicating their role in driving innovation and market growth [4]. - The focus on carbon neutrality and lightweight materials is seen as a key trend influencing investment strategies [4].

Core Viewpoint - The Qingdao New Display Industry Park aims to become a leading hub for the new display industry, focusing on module strengthening, panel breakthroughs, terminal expansion, and technological innovation [1][3]. Group 1: Industry Development - The park covers an area of 14,304 acres and is designed to be a new growth pole for high-quality development in the national new display industry [1]. - As of now, the park has attracted major industry players such as BOE Technology Group, Fusion Optoelectronics, and Wanda Optoelectronics, with a total investment exceeding 50 billion yuan and 29 key projects established [3]. - In 2024, the Qingdao West Coast New Area's new display industry cluster was recognized as a provincial strategic emerging industry cluster, achieving an industrial output value of 44.9 billion yuan, a 14% year-on-year increase, and surpassing 50 billion yuan in operating revenue [3]. Group 2: Location Advantages - The park is strategically located in the center of Qingdao, with convenient transportation links, including proximity to Qingdao Jiaodong International Airport (32 km), Qingdao Station (27 km), and Qingdao Port (20 km) [4]. Group 3: Operational Mechanism - The park operates under a "5-in-1" work mechanism led by city-level chain leaders, with guidance from the city’s industrial chain special team and support from the West Coast New Area and Qingdao Development Zone [5]. - A comprehensive set of park planning, policies, and a joint investment promotion team has been established, along with three industrial funds totaling 12 billion yuan [5]. Group 4: Industrial Layout and Key Projects - The Module Panel Area (A Zone) spans 5,754 acres, focusing on attracting OLED and Micro OLED projects while enhancing local supply chain capabilities [7]. - The Materials and Equipment Area (B Zone) covers 7,650 acres, with projects like the Qingdao Optoelectronic Industry Park's first-phase equipment research institute aimed at overcoming domestic industry bottlenecks [7]. - The Terminal Application Area (C Zone) occupies 900 acres, leveraging Hisense Group to strengthen innovation in laser display technology [7]. Group 5: Infrastructure Development - Over 9 billion yuan has been invested in improving the park's infrastructure, including the construction and renovation of 22 kilometers of roads and 143 kilometers of pipelines [8]. - Supporting facilities such as the Innovation Park R&D center and various educational institutions are being developed to create a youth-friendly and integrated urban area [8]. Group 6: Investment Direction - The park is focused on attracting investments across the entire new display industry chain, including upstream materials, core equipment, semiconductor devices, midstream module and panel manufacturing, and downstream smart home appliances and consumer electronics [9].

8月8日主力资金净流出11.26万元，近五日累计净流出982.20万元。 风险提示：股市有风险，投资需谨慎。 清越科技股价报9.40元，较前一交易日下跌0.26元，跌幅2.69%。盘中最高触及9.64元，最低下探至9.33 元，成交额0.41亿元。 清越科技属于电子元件板块，业务涉及电子纸、OLED等领域，是江苏地区的专精特新企业。公司当前 总市值42.30亿元，流通市值22.37亿元。 ...

Core Viewpoint - The display industry is entering a rebalancing phase, with ongoing adjustments and optimizations in supply and demand dynamics [1] Industry Trends - The supply side is transitioning into a stock era, while the demand side is experiencing accelerated inventory destocking [1] - The industry landscape is being reshaped, shifting focus from "scale and market share" to "high profitability, high technology, and high added value" [1] - The industry is moving towards high-quality development through "production on demand" [1] Product Trends - LCD technology will remain the mainstream application in the display industry in the medium to long term, while OLED is making breakthroughs in high-end segments [1] - The demand structure for LCD is continuously optimizing, with a strong trend towards larger TV sizes and innovations in high-resolution and high-refresh-rate products [1] - The market share of foldable OLED screens is steadily increasing, and OLED is expected to find more opportunities in the IT and automotive mid-size markets [1]

Group 1: LCD Market Trends - The LCD industry is experiencing a recovery in demand, with panel prices expected to stabilize or rise again in Q3 2025 after a slight decline [1][2] - In Q1 2025, strong export demand and policies like "trade-in" stimulated overall demand, leading to high operating rates across the industry [1] - By Q2 2025, the international trade environment changed, causing a cooling in panel procurement demand, prompting companies to adjust their operating rates [1] Group 2: Flexible AMOLED Business Development - The company has established a strong capacity and technological advantage in the flexible AMOLED sector, covering major top brand clients in mobile phones and expanding into automotive and IT applications [3] - The shipment volume of flexible AMOLED is expected to increase in the second half of 2025 due to new product launches from downstream brand manufacturers [3] Group 3: IT Sector Technology Trends - LCD remains the mainstream technology in the IT sector, with Mini LED backlit LCD and OLED products expected to grow rapidly in the high-end market [4] - Flexible AMOLED products are anticipated to gain market share in high-end IT products due to their superior display quality and lightweight design [4][5] Group 4: 8.6 Generation AMOLED Production Line Progress - The company announced the investment in the 8.6 generation AMOLED production line in November 2023, aimed at producing high-end touch OLED displays for laptops and tablets [6] - The project is on track, with completion of the foundation in March 2024 and equipment installation starting in May 2025, four months ahead of schedule [6] Group 5: Future Industry Development Trends - The display industry is entering a rebalancing phase, shifting from a focus on scale and market share to high profitability, technology, and added value [7] - LCD will continue to be the mainstream application technology in the medium to long term, while OLED is expected to capture more opportunities in the high-end and mid-size markets [8]