鼎龍股份(300054.SZ):半導體顯示材料產品YPI、PSPI、TFE-INK等,主要應用於柔性OLED顯示技術
格隆匯6月4日丨鼎龍股份(300054.SZ)在互動平臺表示,公司半導體顯示材料產品YPI、PSPI、TFE-INK等,主要應用於柔性OLED顯示技術,現階段的終端應用主要爲技術成熟度較高的AMOLED手機面板領域,同時也高度重視OLED顯示應用領域從中小尺寸手機面板向未來中大尺寸筆電、平板、車載等應用領域的擴張。國內終端OLED面板市場規模的擴張,對上遊OLED材料需求帶動有促進作用。生產佈局方面,公司會前瞻性進行產能儲備:YPI產品在仙桃實施年產800噸YPI二期項目建設,計劃近期即將完工試運行,以緩解武漢本部YPI一期產能壓力,滿足未來持續增長的產品訂單供應;PSPI產品在仙桃產業園年產1,000噸的產線於2024年上半年正式投入使用並開始批量供貨,生產體系能力提升。
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