萊特光電(688150.SH):募投項目"OLED終端材料研發及產業化項目"規劃產能15噸/年 目前正在進行室內裝修及設備採購
格隆匯11月8日丨萊特光電(688150.SH)接受特定對象調研時表示,受終端品牌新機集中發佈等影響,將對國產OLED面板出貨量和市場份額的提升帶來積極影響。同時疊加國產化進程加速,將進一步帶動OLED終端材料需求的增長。公司具備持續的研發創新能力,儲備的OLED終端材料產品品類豐富,產品開發加速匹配客户對核心材料的迭代及國產化需求,量產的兩款產品Red Prime材料及Green Host材料持續穩定供貨,Red Host 材料、Green Prime 材料、Blue Host 材料等新產品已在客户端驗證測試,有望為公司未來帶來新的業績增量。產能方面,公司現有產能3噸/年,另有1噸產能儲備,相關設備已安裝到位,公司募投項目"OLED終端材料研發及產業化項目"規劃產能15噸/年,目前正在進行室內裝修及設備採購,公司將根據市場需求情況有序進行產能釋放,確保及時完成客户訂單交付。
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