Recently Ruilian new material in the acceptance of institutional research, said that the OLED industry is still in a period of rapid development. On the one hand OLED in cell phones, smart watches, tablets and other small size screen has a good performance, especially folding screen phones, 2021 folding screen phone shipments of about 7.2 million units, is expected to ship more than 14 million units this year, 2025 shipments will reach more than 70 million units, each folding screen phones need OLED screen equivalent to 2-3 ordinary cell phones. This part of the growth of the company's OLED segment revenue is also beneficial; on the other hand is the OLED TV shipments growth rate is relatively high, 2021 sales of 7.4 million units, 2022 will be more than 11 million units, and this figure in the TV industry accounted for only 4%, the future growth space is still very large. oled in smart wear and car display in these two areas are also in growth, the company's OLED segment is more in line with expectations, the increase is also more optimistic.

 

 

 

 

OLED materials cover the light-emitting layer, electron injection layer, electron transport layer, hole injection layer, hole transport layer, the type is full coverage. The price of light-emitting layer materials are more expensive, deuterated materials will be more expensive. Last year, mainly blue deuterated materials, this year there will be green deuterated material sales. Deuterated blue material significantly improved its own life, deuterated green material compared to the traditional green luminous material has a better luminous effect. These two materials are mainly used in large size panels.

 

 

For the industry development problems Rui Lian new material that on the one hand, OLED material quality requirements are relatively high, especially product purity, impurity removal, etc., not only the laboratory samples to meet the standards, release of mass production products should also meet the standards; on the other hand, because the OLED display technology is still in the stage of rapid development, OLED material update speed is relatively fast, requiring material suppliers with strong R & D capabilities and very fast R & D response speed.

 

 

In addition, review the history and technology development process of CRT and LCD, the current OLED display technology is still in a high-speed development stage. At present, there are many domestic professional enterprises involved in the field of OLED materials, but the overall R & D strength, independent innovation capacity still needs to be improved, mainly because the growth and development history of domestic material enterprises is relatively short. In addition, OLED material enterprise development, also can not be separated from the support and training of downstream panel enterprises.

 

 

In the field of new energy materials, Ruilian New Material said that the relevant projects are expected to be completed by the end of August, and sales will be made in the fourth quarter. The company's technology is based on small-molecule organic synthesis, new energy projects are essentially chemical synthesis, process optimization and pilot scale, metal ion impurity detection, removal are relatively good at Ruilian new material, in product quality and cost advantages. In terms of investment cost and construction period, Ruilian New Material's supporting facilities are ready-made, so the project construction period is relatively short. From the perspective of the industry, lithium batteries are not only in demand in the field of electric vehicles, but also in the field of chemical energy storage.

 

 

 

In terms of API, the first phase of the relevant project of Ruilian New Material has entered the final stage, after which the application for drug manufacturing license will be made through 2-3 batches of verification, and the GMP application will be made around the beginning of 2023, which is expected to be passed in 2024, and the application for FDA certification will also be made. Compared with display materials, the requirements of pharmaceutical intermediates for impurity removal are relatively low, and impurities are allowed to exist, as long as the impurities are harmless to human body and cannot affect the drug activity afterwards, followed by the requirements of impurity content are not as high as display materials.

 

 

It is understood that Xi'an Ruilian New Materials Co., Ltd. a high-tech enterprise focusing on the research and development, production and sales of specialized organic new materials, before listing is the world's largest liquid crystal monomer purification enterprise, the main products include display materials, pharmaceutical products, electronic chemicals and other new materials. The company's advanced and diverse testing methods improve the accuracy and precision of impurity detection, and the strong impurity control and quality testing capabilities ensure the purity and quality stability of the products, and the technical index level of the company's main products far exceeds the national standards and has reached the global advanced level.

 

 

Ruilian New Material first started from liquid crystal mixing and single crystal purification business, and started to do OLED business around 2002, and entered the field of pharmaceutical intermediates around 2007. Display materials and pharmaceutical intermediates are technically based on organic synthesis of small molecules, and the basic methods used are common, and the reaction equipment and testing instruments are basically the same, mainly because the end application areas are different.

 

 

The main products of Ruilian New Material's display material segment are monomer liquid crystal, OLED sublimation pre-material, downstream is mixed crystal material and OLED terminal material, the terminal application is mainly LCD panel and OLED panel display terminal. Pharmaceutical segment's current products are pharmaceutical intermediates, and will involve APIs in the future. The rest of the products are unified into other electronic chemicals segment, and the current products that are more promising are lithium battery electrolyte additives, organic insulating film materials, and photoresist monomer.

 

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