維信諾(002387.SZ)：第8.6代柔性有源矩陣有機發光顯示器件(AMOLED)生產線項目落地合肥 投資總額預計550億元
格隆匯5月28日丨維信諾(002387.SZ)公佈，鑑於公司擬在安徽省合肥市投資建設第8.6代柔性有源矩陣有機發光顯示器件(AMOLED)生產線項目，合肥市人民政府認可該項目對合肥市持續打造戰略性新興產業集羣工程具有重要意義，希望引進並支持該項目。經雙方友好協商，本着互惠互利、共同發展的原則，於2024年5月28日就該項目達成合作意向並簽署《合作備忘錄》，約定雙方擬在安徽省合肥市新站高新技術產業開發區合作投資建設及生產運營該項目，投資總額預計為人民幣550億元。
《合作備忘錄》的主要內容
甲方：合肥市人民政府
乙方：維信諾科技股份有限公司
1、甲乙雙方同意在安徽省合肥市新站高新技術產業開發區合作投資建設及生產運營第 8.6 代柔性有源矩陣有機發光顯示器件(AMOLED)生產線項目，項目玻璃基板尺寸為 2,290 mm×2,620 mm ，設計產能 32K/月。該項目投資總額預計為 550 億元。
2、甲方將積極協助乙方開展項目建設工作，並在項目扶持資金、建設用地、報規報建、基礎設施和相關配套、人才引進、資質認定等方面提供相關支持。
3、乙方將全力推動項目建設工作，確保項目公司核心團隊穩定，並委派適合人選到項目公司任職，明確項目公司運營團隊的建設及運營責任，確保項目建設運營穩定。
公吿顯示，隨着智能終端設備的發展以及其終端廠商對 OLED 顯示面板的進一步認可，AMOLED 全球市場規模穩步擴大，滲透率持續提升，並從智能手機領域向平板、筆電、車載顯示面板等領域不斷滲透。根據 Omdia 數據顯示，2020 年至 2028 年，預計筆記本電腦 OLED 滲透率複合增長率達 61%，平板電腦複合增長率達 27%，OLED 將進一步搶佔筆電和平板電腦存量市場份額。
公司積極響應 AMOLED 中尺寸市場需求，佈局高世代 OLED 產線，積極拓展以平板、筆電、車載等為代表的中尺寸應用領域，進一步挖掘 AMOLED 增長紅利點，搶佔新產品技術高地，對上市公司聚焦主業發展、提升核心競爭力提供有效保障。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
