OLED display is selling well, and institutions are optimistic about the leading concept.

As downstream end-users continue to demand higher display performance, the OLED market size and shipment volume have been growing steadily. TrendForce's latest research shows that the shipment volume of OLED displays is still in a high-speed growth stage, with various brands continuously launching new products, resulting in a simultaneous breakthrough in shipment volume. In the first quarter of 2025, the shipment volume is expected to be approximately 507,000 units, representing a year-on-year growth of 175%. According to Securities Times Data Treasure statistics, there are more than 40 A-share concept stocks related to the OLED business. In the first quarter of this year, 25 concept stocks achieved positive growth in net profit, accounting for more than half of the total. In terms of future growth potential, according to the consensus forecast of more than 5 institutions, 13 stocks are expected to achieve net profit growth rates of over 20% in the next two years. As of May 8th closing prices compared to the consensus forecast target prices of institutions, 6 stocks have upside potential of over 20%, namely BOE A, Kaisheng Technology, Jaco Technology, TCL Technology, Lingyi Intelligent Manufacturing, and Dongcai Technology.