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奕瑞科技(688301.SH):對奕瑞合肥增資6億元,用於實施“硅基OLED微顯示背板生產項目”

格隆匯5月23日丨奕瑞科技(688301.SH)公佈,公司擬與視涯科技及特定客戶建立合作關係,其中視涯科技向特定客戶提供硅基OLED微顯示模組產品,公司作爲特定客戶批準的供應商,向視涯科技供應其生產所需的核心材料之硅基OLED微顯示模組背板。

奕瑞合肥爲公司的全資子公司,主營業務爲數字化X線探測器CMOS傳感器的研發、生產與銷售。由於硅基OLED微顯示背板與CMOS傳感器在原材料、設備、工藝等方面具有通用性,因此奕瑞合肥可以利用現有CMOS傳感器產線生產硅基OLED微顯示背板。奕瑞合肥現有產能有限,且有一定的自用需求,爲完成特定客戶及視涯科技要求的供應量,公司擬使用自有/自籌資金及視涯科技提供的保證金,進一步購買相關設備並擴充產能。

爲進一步提升公司盈利能力和綜合競爭力,公司擬通過奕瑞合肥投資不超過人民幣18億元,其中公司對奕瑞合肥增資6億元,用於實施“硅基OLED微顯示背板生產項目”;本項目完成後,公司將新增硅基OLED微顯示背板產能5,000張/月,並實現規模化量產。

本次投資與公司設備、工藝等具有較強協同效應,同時下遊客戶訂單需求較爲明確,有利於公司持續推動底層技術創新,持續提升與下遊客戶的技術及產品合作,提高公司的護城河及盈利能力,進一步增強公司核心競爭力。本次投資符合公司的戰略發展需要,有助於公司的長遠發展。

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