OLED & Display Materials

Every time you look at a flagship phone, an OLED TV, or a Vision Pro headset, you're looking at organic molecules that "light up on their own" when electricity flows through them — no backlight like the old screens. Behind these screens is a real industry already making enormous money today, not a future XR dream. And the fattest profits aren't in the screen factories — they're in a handful of chemical companies that hold the patents on the "recipe for light," the toll the whole world has to pay.

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Emdoor Information's first-half net profit attributable to parent surges 1,614.8% year on year to 196 million yuan

Emdoor Information released its 2026 interim report, with net profit attributable to the parent company soaring 1,614.8% year on year to 196 million yuan. The company's operating revenue was 2.75 billion yuan, up 80.7% year on year; net profit attributable to the parent after deducting non-recurring items was 103 million yuan, up 756.3% year on year; net operating cash flow was negative 744 million yuan, down 134.2% year on year. In the second quarter, operating revenue was 1.61 billion yuan, up 65.9% year on year, and net profit attributable to the parent was 153 million yuan, up 1,076.4% year on year. The company said that, influenced by the wave of AI technology in the global consumer electronics industry, the sector is undergoing a structural recovery. The company continues to deepen its AI-plus core development strategy. Operating revenue from smart hardware products grew 59.23%, XR and AIoT business grew 133.29%, and domestic substitution business grew 51.72%.
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Ruilian New Materials secures OLED patent license from TCL CSOT affiliate, entering printed OLED terminal materials track

Ruilian New Materials announced it has signed a technology license agreement with Guangzhou CSOT Printed Display Technology Company Limited, officially entering the printed OLED terminal materials track. CSOT Printed Display is affiliated with TCL CSOT, a global leader in printed OLED technology with more than 1,200 related patents. Its 29.5 billion yuan investment in the world's first 8.6-generation printed OLED production line is expected to begin production in 2027. Under the agreement, CSOT Printed Display licenses its relevant patents and technical know-how in the printed OLED materials field to Ruilian New Materials. The company and its subsidiaries may carry out research and development, production, and sales of printed OLED materials within the licensed scope. New technological achievements and intellectual property generated through joint development by both parties will be shared by both parties. In the first quarter of 2026, Ruilian New Materials achieved revenue of 379 million yuan and net profit attributable to the parent company of 43.65 million yuan.
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