[Agency: The amount of investment in China's optoelectronic display industry in the first half of 2026 will drop by approximately 80.3% year-on-year] August 27th, CINNO Research statistics show that the amount of investment in China's optoelectronic display industry in the first half of 2026 will be approximately 17.8 billion yuan, a year-on-year decrease of 80.3%, and the investment scale has dropped significantly compared with the same period last year. This change is mainly affected by the superposition of multiple factors: the recovery of consumer electronics terminal demand is weak, panel prices have entered a stable period after an early increase, and the industry's overall production expansion pace has slowed down; at the same time, the LCD/OLED production lines that have been intensively invested in the past two years have gradually entered the production capacity release stage, the demand for new factory construction has significantly reduced, and the industry's capital expenditure has entered a phased contraction window. Although the total amount has declined sharply, the investment structure shows distinct characteristics of directional concentration. The precise flow of industry capital to core links with high technical barriers and high urgency for domestic substitution reflects that the optoelectronic display industry has entered the "technology-driven" stage from the "scale-driven" stage.