1. 独家供应+产能绑定：作为京东方核心配套的"唯一供应商"，沃格光电能直接受益于B16项目量产（京东方计划2025年5月 量产OLED笔记本面板，首发供货宏碁、华硕），订单确定性拉满； 2. 成本与效率双升：本地化生产大幅缩短供应链响应周期、降低物流成本，还能规避海外供应风险，这会直接体现在企业 盈利端，是业绩增长的隐形推手； 3. 赛道天花板够高：8.6代线能让14英寸OLED面板单位成本大幅下降，推动OLED笔记本从万元级下放至主流价位段，市场 需求将迎来爆发，上游精加工环节最先受益。 A股OLED板块又添强心剂！国内首条、全球首批8.6代AMOLED玻璃基精加工产线即将进入设备调试，对散户来说，这可 不是单纯的产业新闻，而是值得重点关注的投资信号——选对主线、踩准节奏，才能把握细分赛道的红利。 先搞懂核心逻辑：这次成都沃格项目（沃格光电投资6.28亿元）的突破，含金量远超"首条"标签。项目聚焦玻璃基后段工 艺，靠自主研发的ECI技术实现薄化、通孔、切割一体化，直接填补了国内中大尺寸AMOLED玻璃基精加工的空白 。更关 键的是"绑定龙头"——沃格光电是京东方B16项目（8.6代AMOLED面板线）玻璃 ...

Core Insights - The global laptop display and panel market is expected to experience steady growth driven by factors such as enterprise device upgrades, the proliferation of artificial intelligence applications, and the continuous launch of new products [1][3] Group 1: Market Growth Projections - The global laptop display shipment is projected to grow by 4% year-on-year in 2025, indicating a stable recovery in market demand [3] - Advanced laptop panels, including OLED and Mini LED technologies, are expected to see a more pronounced performance, with a projected 9% year-on-year growth in shipment volume for 2025 [3] - OLED laptop panel shipments are anticipated to achieve a 30% year-on-year growth by 2026, reflecting strong development potential [1][3] Group 2: Factors Driving Growth - Continuous optimization of cost efficiency is identified as a key supporting factor for the high growth expectations in the OLED laptop panel market [3] - The increasing number of brands actively expanding their high-end laptop product lines is contributing to the market share growth of OLED panels, which are favored for their advantages in color performance, contrast, and energy efficiency [3] - The anticipated launch of the OLED MacBook Pro by Apple at the end of 2026 or early 2027 is seen as a significant catalyst for the IT market's transition towards high-performance, energy-efficient displays [3][4] Group 3: Industry Outlook - The demand for enterprise device upgrades and the application of software and AI technologies are continuously stimulating market potential, with expectations for strong market performance in 2025 [4] - The high-end laptop panel segment is expected to witness a 9% year-on-year growth in shipment volume in 2025, indicating a robust growth year driven by technological iteration and consumer upgrades [4]