DANGQIANGUONEIDEXIANSHIMIANBANCHANYECHUYUKUAISUFAZHANJIEDUAN，SUIZHEJINGDONGFANG、TIANMAWEIDIANZI、GUOXIANGUANGDIAN、ZHONGDIANXIONGMAO、ROUYUKEJI、HUAXINGGUANGDIANDENGMIANBANCHANGSHANGDEDAJUTOUZI，GUONEIPINGBANXIANSHIXINGYECHANNENGCHIXUKUOZHANG，YOUCIYEDAIDONGLEPINGBANXIANSHIQIJIANSHENGCHANSHEBEIZHIZAOXINGYEDEKUAISUFAZHAN。

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与欧菲/京东方/华为等均有合作 加快OLED设备国产化进程

JUXI，LIANDEZHUANGBEIZHUYAOZHILIYUPINGBANXIANSHIMOZUZUZHUANGSHEBEIDEYANFA、SHENGCHANHEXIAOSHOU，ZHUYAOCHANPINBAOKUOPIANTIESHEBEI、BANGDINGSHEBEI、TIEHESHEBEI、JIANCESHEBEIJIQITAZIDONGHUASHENGCHANSHEBEI，ZHILIYUWEIPINGBANXIANSHIQIJIANSHENGCHANQIYETIGONGZHUANYEHUADEZHIZAOSHEBEIHEZHENGXIANJIEJUEFANGAN。

3YUE13RI，LIANDEZHUANGBEIZAITOUZIZHEGUANXIHUODONGZHONGBIAOSHI，GONGSITIGONGDEZHENGXIANCHANPINZHUYAOFENBANGDINGJITIEHELEIZHENGXIAN。QIZHONG，COFBANGDINGSHIJINJINIANDEREMENJISHU，GONGSIYIJINGZAIOUFEI、GUOXIANDENGKEHUSHIXIANXIAOSHOUDINGDAN；XINCHANPINTVMOZUZHENGXIANYEYIJIAOFUHUIKESHIXIANDINGDAN；ERTIEHEZHENGXIANZHUYAOSHITIGONGJIKEHUJINGDONGFANGDENGKEHU。

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ZHIDEYITIDESHI，HUAWEIYIYULIANDEZHUANGBEINEIBUSHELIGONGCHENGSHIYANSHI，YISHIXIANGENGHAODEXIANGMUKAIFA。

另外，OLED作为下一代主流显示技术，OLED面板产业相较液晶技术发展前景更广阔，利润空间也更大。近两年，国内厂商京东方、天马、华星光电等厂商纷纷加码OLED建设，并有望在OLED时代获得弯道超车机遇。

DANSHIOLEDSHANGYOUCAILIAOLINGYUSHIRIHANOUMEIDETIANXIA，XIANGGUANJISHUZHUYAOZHANGWOZAIRIBENCHUGUANGXINGCHAN、BAOTUGUHUAXUE、MEIGUOUDCGONGSIYIJIYIXIEHANGUOGONGSIDESHOUZHONG，QIZHONGRIHANXICHANGSHANGYUEZHAN80%DESHICHANGFENE。YOUYUQIANDUANSHEBEIJIZHONGDUANSHEBEISHEJIDEJISHUNANDUJIAODA，JINGDONGFANGDENGMIANBANCHANGSHANGMUQIANYONGYUSHENGCHANOLEDPINGDESHEBEIDADUOYOUGUOWAISHEBEICHANGSHANGTIGONG。

2018年底，韩国政府拟限制OLED生产设备的出口，计划将OLED设备指定为“国家核心技术”。目前国内OLED产线设备多采购于美日韩，其中韩国在激光设备、贴合邦定设备、Cell/Module检测设备有竞争优势。

此次事件凸显供应链安全的重要性，在自主可控的要求下，国产设备有望迎来进口替代的更多机遇，国内设备厂商有机会向下游客户提供相关OLED生产设备待验证，加快了OLED设备的国产进程。

LIANDEZHUANGBEIYEJIANGZAIZHEIYIJIYUZHONGZHUAZHUSHANGJI，SHUNSHIERWEI。 MUQIAN，LIANDEZHUANGBEIZAIBAOCHIGONGSIZAIHOUDUANMOZUSHEBEIYANFAZHONGDEYOUSHIDETONGSHI，ZAIMIANBANZHONGQIANDUANZHICHENGSHEBEISHANGYEJIJIYANFA，JIAQIANGDUIGUONEIXIANSHIXINGYEDESHENTOULV。

LINGWAI，SUIZHEMIANBANCHANGSHANGZAIOLEDSHANGDEDAJUTOUZIHEOLEDZAIZHONGDUANYINGYONGDEZENGDUO，XIAYOUQIYEDUICUNLIANGSHEBEIDESHENGJIXUQIUJIDUILAOJIUSHEBEIDEGENGHUANXUQIUYEZAIYIDINGCHENGDUSHANGCUJINLELIANDEZHUANGBEIDINGDANDEZENGZHANG，CONGERDAIDONGLEGONGSIYEJIDEZENGZHANG。

2018年营收同比增长42.32% 重点布局新型半导体柔性显示领域

2YUE28RIXIAOXI，LIANDEZHUANGBEIFABULE2018NIANCAIBAO，GONGGAOXIANSHI，BAOGAOQINEISHIXIANYINGSHOU6.64YIYUAN，TONGBIZENGZHANG42.32%；GUISHUYUSHANGSHIGONGSIGUDONGDEJINGLIRUN8527.04WANYUAN，TONGBIZENGZHANG50.86%；JIBENMEIGUSHOUYIWEI0.60YUAN，TONGBIZENGZHANG50%。

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CHULEZAIZHONGXIAOCHICUNMOZUZUZHUANGLINGYUBUDUANDUIYINGKEHUDEXUQIUKAIFAXINXINGZUZHUANGSHEBEI，2018NIAN，LIANDEZHUANGBEIZAIDACHICUNYANFASHANGKUACHULELISHIXINGDEYIBU，ZAIDACHICUNPINGBANGDINGSHEBEISHANGYOULEXINDETUPOBINGSHIXIANLEXIAOSHOUDINGDAN。

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总体而言，联得装备作为国内模组设备领域的龙头企业之一，通过与欧菲科技、京东方、华为等一线客户建立了良好的合作关系，实现了快速成长。此外，随着OLED面板进入爆发式增长，国产OLED设备商将迎来极佳的发展机遇。

FULANGGUANGXUESHIYIJIAZHUANZHUYUZHINENGZIDONGHUAFANGHU、GEJIANBANCAIZUHEDEDUOYUANHUAPINPAIZHIZAOSHANG。8NIANLAI，WOMENZHILIYUWEIGUONEIWAIJIEJINGSHIFANGHU、FANGJINGDIANFANGHUCAILIAO、ZHINENGJIXIEFANGHUZHAO（GEJIAN）DENGXUQIUQIYETIGONGJIGONGNENG、ANQUAN、KEJIYUYITIDEHUANBAOSUBANJIEJUEFANGAN。

ZHUYAOJISHUXIANGMU：BIAOMIANYINGHUA，FANGXUANGUANG，FANGJINGDIAN，FANGZHIWEN，NCVMDENG，JICAIPMMABAN，PCBAN，FUHEBAN。YINGYONGYUHEIBAIJIADIANMIANBAN、SHOUJIJINGPIAN、DIANCHIGAI、ANFANGMIANBAN、DAYINJIMIANBAN，QICHEZHONGKONGMIANBAN，YIBIAOZONGCHENGMIANBANDENGDENG