莱特光电：OLED材料国产化提速双层OLED驱动新成长

浙商证券11-09

投资要点一句话逻辑莱特光电是一家国内OLED 发光材料龙头厂商，受益国内OLED 面板厂商产能扩厂/份额提升+发光材料国产化提速，同时双层OLED 等新型显示技术商业化有望进一步拉动全球发光材料需求，驱动公司未来盈利超预期。超预期点国内OLED 面板厂产能及份额提升；OLED 发光材料国产化进度；双层OLED等新型显示技术商业化进程超预期。驱动因素国内OLED 面板厂商高世代线扩展顺利推进，...

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莱特光电：OLED材料国产化提速 双层OLED驱动新成长

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莱特光电：OLED材料国产化提速双层OLED驱动新成长