资料显示，中国宝安成立于1983年，是广东省和深圳市重点发展的大型企业集团之一，目前形成 了以高科技产业为主导，以股权投资、生物科技、城市运营开发等为辅的产业集群。中国宝安现 拥有多家A股上市企业，以及二十多家全资及控股企业。 根据公告 文件 披露，中国宝安于2025年12月12日召开了第十五届董事局第七次会议，会上批准 了《关于参与杉杉集团及其全资子公司实质合并重整投资人招募的议案》。 12月13日，中国宝安集团股份有限公司（以下简称"中国宝安"）发布公告 宣布，公司董事局已审 议通过重要议案，决定介入杉杉集团有限公司的破产重整事宜。 ▶ 关于集邦 卡来自我信公式 上下滑动查看 随后，同月，辽宁首富 方威 旗下企业 方大炭素 、 湖南国资旗下的 湖南盐业集团 相继宣布 以意 向重整投资人身份报名参与杉杉集团有限公司的破产重整 。 而随着 中国宝安的入局， 杉杉集团 再添一名 意向投资人 。（ 集邦Display整理 ） 【集邦Display显示产业交流群】 面板产业链市场供需及价格报告 面板产业市况季度报告 面板价格"Plus"和市况更新月度报告 . 面板价格预测月度报告 面板出货追踪月度报告 · · 市场 ...

12月12日，长信科技发布公告称，公司董事会同意 以自有资金人民币41,462.01万元 （ 约人民 币4.15亿元 ） 收购公司子公司芜湖长信新型显示器件有限公司（以下简称"长信新显"）的其他 股东所持有的长信新显合计43.8571%股权。 交易完成后，长信科技将直接持有长信新显86.7142%的股权， 加上间接掌控的13.2857%的股 权，长信新显成为长信科技100%控制的子公司。 据悉，长信新显是长信科技显示板块的重要载体，其主营业务为新型平板显示器件及材料、触摸 屏及触控显示模组、超薄显示面板、真空光电镀膜产品及其他镀膜产品、显示器件用玻璃和有机 材料盖板等电子显示器件及材料等产品研发、生产和销售。 财务数据显示，2024年，长信新显实现营收4.76亿元，净利润1,223.78万元；2025年1月-6 月，公司实现营收2.95亿元，净利润6,962.76万元。 | 项目 | 2024 年 12 月 31 日 | 2025 年 6 月 30 日 | | --- | --- | --- | | 总资产 | 653,501.64 | 669, 400. 76 | | 总负债 | 556, 590. 78 ...

据报道，这台手机预计在2027第三季度发布，采用"真全面屏"设计，屏幕正面不再有任何可见开 孔。 12月15日，据韩媒Dealsite报道，苹果将在2027年推出iPhone 20手机，直接跳过iPhone 19这 一命名，致敬初代iPhone诞生20周年。 【集邦Display显示产业交流群】 图片来源：拍信网 最新消息显示，苹果可能更进一步，为iPhone 20采用四曲面弯折设计，机身的四个边角全部弯 折，意味着原本位于边框区域的面板电路需要一并弯折，与目前的行业方案有本质区别。 同时，苹果还需要改进防止OLED面板受潮的薄膜封装技术（TFE），将这一层薄膜变得更薄，还 得将前置摄像头、原深感测相机等组件放置在屏幕下方才能实现"真全面屏"设计。 业内人士透露，LG Display近期已着手准备iPhone 20的量产面板，正在向部分设备厂商下订 单，市场上还传出，LG Display为这台手机的研发投入4000亿韩元（约合人民币19.17亿元）。 由于"四曲弯折屏"与现有工艺差异较大，LG Display需要对生产线进行大幅调整，市场上也有消 息传出，LG Display已从苹果方面获得十余条产线配额，同 ...

Core Viewpoint - Xitai Technology has received support from a new type of policy financial tool, with funds allocated for the construction of a 12-inch Micro OLED (OLEDoS) production line in Nanchong, Sichuan, which is expected to enhance its production capacity for micro-display devices [1][4]. Group 1: Company Developments - The new production line will utilize semiconductor manufacturing equipment and software systems, integrating AI quality inspection and digital twin technologies for micro-display production [1]. - The total national quota for this round of policy financial tools is 500 billion yuan, targeting strategic emerging industries, advanced manufacturing, new displays, human-computer interaction, and core technology breakthroughs [1]. - The Nanchong 12-inch OLEDoS micro-display industrial park has commenced construction in the Jialing District, with an expected completion date of late 2026 and mass production anticipated in the second quarter of 2027 [1][4]. Group 2: Industry Context - Xitai Technology will have two 12-inch OLEDoS production lines upon project completion, significantly increasing its capacity to meet global demand for near-eye display devices [1]. - The demand for OLEDoS technology is expected to grow due to the rising popularity of AR, VR, and MR smart glasses, prompting more display manufacturers to accelerate their investments in this technology [4]. - TrendForce analysts indicate that over ten Chinese manufacturers, in addition to Japanese firms like Sony and Chinese companies such as BOE and Visionox, are establishing 12-inch OLEDoS mass production lines, highlighting increasing competition in the domestic market [4].

Group 1 - The new high-end composite materials industrialization base for the new display industry has been successfully signed and settled in Qingdao, enhancing the local supply chain and production capabilities [2][5] - The project has a total investment of 600 million yuan, with the first phase focusing on the production of high-performance OCA optical adhesive, targeting local clients such as JD.com, Haier, and Hisense [5] - The second phase aims to produce 10 million square meters of OCA and related materials, replacing foreign products and filling the domestic capacity gap [5] Group 2 - The Jinan optical display module project has officially commenced production, with a total investment of 1 billion yuan and covering an area of 88.25 acres [7] - The project includes the installation of 10 SMT production lines, 20 LCM production lines, and 30 LED backlight module production lines, with core equipment sourced from Siemens [7] - Upon reaching full production, the project is expected to yield 20 million display modules and generate an additional output value of 300 million yuan by 2026 [7]

Core Insights - TrendForce's latest survey indicates that due to anticipated significant increases in memory prices in Q1 2026, global end products will face severe cost challenges, leading smartphone and laptop industries to raise product prices and lower specifications, with sales outlooks being downgraded [2][3]. Group 1: Impact on Smartphone Market - The impact of memory on the BOM cost for consumer devices like smartphones and PCs is rapidly increasing, with even high-performing iPhone models expected to see a notable rise in memory's share of BOM cost, prompting Apple to reassess new device pricing and potentially reduce or eliminate price cuts on older models [2]. - For Android brands targeting the mid-to-low price market, the rising memory prices will force these brands to increase new device pricing and adjust old device prices or supply cycles to mitigate losses [2]. Group 2: Impact on Laptop Market - The rise in memory prices will lead laptop brands to adjust their product mix, procurement strategies, and regional sales layouts, with high-end lightweight laptops being the first to experience significant price pressure due to their design constraints [3]. - In the consumer laptop market, while demand is sensitive to changes in specifications and prices, existing inventory of finished products and low-cost memory will support profitability in the short term. However, a significant price adjustment is expected in the PC market by Q2 2026 [4]. Group 3: Specification Adjustments - "Specification reduction" or "delaying upgrades" has become a necessary strategy for smartphone and laptop brands to balance costs, particularly with DRAM, which has a high cost share [4]. - High-end and mid-range products are expected to see DRAM capacity specifications converge towards the market's minimum standards, slowing the pace of upgrades. In the low-end market, smartphones are projected to revert to a primary configuration of 4GB by 2026, while low-cost laptops will face limitations due to processor compatibility and operating system requirements, making further DRAM reductions unlikely in the short term [4][5].

12月11日，京东方精电宣布，公司与京东方越南订立了加工协议，聘用其按非独家基准提供制造 TFT/TP模组及其他品类的产品加工服务，服务期限自2025年12月11日起至2027年12月31日 止。 根据总产品加工协议，京东方精电可向京东方越南提供主要配件、材料及其他所需支援，而京东 方越南将按照京东方精电提供的设计及规格进一步加工及组装该等配件及材料，以制造TFT/TP模 组及其他产品。 京東方精電有限公司 (於百慕達註冊成立之有限公司) (股份代號：710) 持續關連交易 - 總產品加工協議 總產品加工協議 於2025年12月11日,本公司與京東方越南訂立總產品加工協議,據此,本集團可於2025 年12月11日至2027年12月31日(包括首尾兩日)期間委聘京東方越南按非獨家基準提供 製造TFT/TP模組及其他產品之產品加工服務。 上市規則之涵義 京東方(香港)(京東方之全資附屬公司)為本公司主要股東,於本公告日期持有本公 司已發行股本約53.02%。京東方為京東方(香港)之聯繫人。據此,京東方越南為京東 方的全資附屬公司及京東方(香港)之聯繫人,因此為上市規則項下本公司之關連人 士。因此,根據上市規則第1 ...

在绿色转型与碳管理上，友达持续推动能源效率与循环经济措施。 公司报告指出，范畴二与范畴 三碳排管理获得提升，并完成碳数字化系统升级，较基准年2021年范畴三减量11.88%。 友达亦 透过再生材料与绿色制造策略，加速循环经济目标达成并带动相关经济效益。 医疗事业成为集团新兴成长动能。 友达医疗相关营收规模已达百亿元等级，预期以现有显示与感 测技术支撑业务稳定成长，并透过3D显微手术影像与AI整合方案，扩大在临床与教学场域的应 用。 此外，友达还在前（9）日公布11月合并营收240.36亿元（约合人民币54.51亿元），环比增长 14.92%，同比3.35%的增长；累计前11月合并营收2561.98亿元（约合人民币581.06亿元）， 年增0.2%。 友达近日公布多项营运与转型进展，显示在面板市况回稳与多元布局下，营运表现与结构性调整 同步推进。针对面板价格走势变化，友达持续优化产品组合，并强化车用与工业用面板布局。 友达在车用显示导入多屏设计与整合度提升，有助提升高阶产品比重，支撑单月营收回升；同时 留意品牌客户拉货节奏与全球终端市场需求变动。 图片来源：友达 在数字化与智能制造方面，友达推动七年数字转型，通 ...

Group 1 - TrendForce predicts that TV panel prices will stop declining in December, while monitor panel prices are expected to remain stable, and some laptop panel prices may decrease [1][2] - Innolux's chairman, Hong Jin-yang, mentioned that the fourth quarter is traditionally a slow season, and there are ongoing efforts regarding the anticipated price increases for the first quarter of next year [1][3] - Innolux reported a consolidated revenue of NT$171.24 billion (approximately RMB 38.84 billion) for November, a decrease of 6% month-over-month and 9% year-over-year, with a cumulative revenue of NT$2,053.14 billion (approximately RMB 465.65 billion) for the first eleven months of the year, reflecting a year-over-year increase of 3.4% [3] Group 2 - The company anticipates a decline in shipments of non-display, commercial display, and consumer display products by 1% to 3% in the fourth quarter due to the traditional off-season and economic uncertainties [3] - Innolux is committed to dynamically adjusting its product mix and improving operational efficiency in response to market changes, while also focusing on a dual-track transformation strategy to deepen its layout in non-display sectors [3]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 特别提示: 12月10日晚，蓝思科技发布公告，公司拟以现金及其他合法方式购买 PMGInternational Co.,LTD.（裴美高国际有限公司）100%股权。具体交易金额及收购方式，将由双方在完成尽职 调查、审计及评估后，于正式收购协议中确定。 蓝思科技股份有限公司 关于签订股权收购意向协议的公告 1、本次签订的股权收购意向协议为意向性协议,涉及本次收购的具体事宜 包括交易金额、交易方案等,将由相关各方根据尽职调查、审计及评估结果等进 一步协商谈判,并由交易双方在正式收购协议中确定,存在一定的不确定性,公 司将按照规定及时披露本事项的后续进展情况; 2、本项交易不构成关联交易,不构成《上市公司重大资产重组管理办法》 规定的重大资产重组,不会对公司本年度经营业绩构成影响。 一、协议的签订情况 蓝思科技股份有限公司(以下简称"公司"或"甲方")于 2025年12月10 日在中国香港与吕松寿 LEU, SONG-SHOW（以下简称"乙方"）签订了《股权 收购意向协议》(以下简称"本协议"), 拟以现金及其他合法方 ...