Core Viewpoint - The upcoming "Electric Transportation & Digital Energy SiC Technology Application and Supply Chain Upgrade Conference" in Shanghai aims to address key challenges and opportunities in the SiC industry, focusing on 8-inch SiC technology and automotive-grade SiC chip manufacturing [2][12]. Group 1: Conference Highlights - The conference will feature nearly 20 leading SiC companies, including Mitsubishi Electric, STMicroelectronics, and Wolfspeed, presenting the latest industry insights and innovative solutions [13]. - A focus on collaborative efforts in the 8-inch supply chain to overcome challenges in material mass production will be highlighted by companies like Tianke Heda and Dazhu Semiconductor [15]. - A roundtable forum will include discussions on the current state and challenges of SiC applications in the new energy market, as well as global development trends for the SiC industry by key players [18]. Group 2: Digital Energy SiC Technology Application Seminar - The morning session will feature presentations from STMicroelectronics, Wolfspeed, and Hong Kong University, discussing advancements in SiC technology and its applications in digital energy [23]. - STMicroelectronics will present its strategies for the Chinese market and advancements in 8-inch SiC wafer technology [23]. - Wolfspeed will showcase how its fourth-generation SiC MOSFET technology is transforming industrial automation and aerospace drive systems [23]. Group 3: Electric Transportation SiC Technology Application Seminar - The afternoon session will include in-depth technical analyses from companies like Mitsubishi Electric and Sanan Semiconductor, focusing on cost reduction and efficiency improvements in electric transportation applications [24]. - Mitsubishi Electric will present its solutions for SiC power semiconductors in high-voltage fast charging and electric drive systems [24]. - Sanan Semiconductor will discuss the latest advancements in packaging technology for SiC power devices [24]. Group 4: SiC Industry Chain Exhibition - The conference will feature a dedicated exhibition area showcasing the latest technologies from various industry players, promoting industry exchange and resource integration [26]. - Companies like Hantian Tiancheng and Zhongdian Guojinan will present their latest SiC products and solutions [27]. Group 5: Launch of SiC White Papers - The conference will also mark the launch of two white papers focusing on the progress and trends in the SiC substrate and epitaxy industry, as well as the applications of SiC in electric transportation and digital energy [28]. - The research initiative aims to create a comprehensive industry consensus covering the entire substrate-device-system chain [28].

证券代码：600703 股票简称：三安光电 编号：临 2025-031 三安光电股份有限公司 关于控股股东部分股份质押及解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ●福建三安集团有限公司（以下简称"三安集团"）持有本公司股份数量为 256,633,542股，占公司总股本比例为5.14%。三安集团本次办理部分股份质押及解除 质押后，其累计质押股份数量为128,200,000股，占其所持有本公司股份的49.95%。 ●厦门三安电子有限公司（以下简称"三安电子"）持有本公司股份数量为 1,213,823,341股，占公司总股本比例为24.33%。三安电子本次办理部分股份质押及 解除质押后，其累计质押股份数量为605,750,000股，占其所持有本公司股份的49.90%。 二、本次股份质押情况 本公司于2025年5月12日收到间接控股股东三安集团和控股股东三安电子的通知， 其将所持有本公司的部分股份办理质押手续，情况如下： | 股东 | 是否为控 | 本次质押股数 | 是否 | 是否 | 质押 | ...

证券代码：600703 证券简称：三安光电 公告编号：临 2025-030 三安光电股份有限公司 关于员工持股计划存续期即将届满的提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 二、第四期员工持股计划情况 三安光电股份有限公司（以下简称"公司"）第三期员工持股计划和第四期 员工持股计划的存续期分别将于 2025 年 11 月 10 日和 2025 年 12 月 20 日届满。 根据《关于上市公司实施员工持股计划试点的指导意见》《上海证券交易所上市 公司自律监管指引第 1 号——规范运作》等规定，现将相关情况提示公告如下： 一、第三期员工持股计划情况 （一）第三期员工持股计划的基本情况 经公司 2020 年 10 月 9 日召开的第十届董事会第五次会议决议及 2020 年 10 月 26 日召开的 2020 年第四次临时股东大会决议，同意实施公司第三期员工持股 计划，总金额不超过 16.00 亿元，股份来源为通过非交易过户方式受让公司回购 账户中持有的股票和通过二级市场购买的公司股票。截至 2020 年 11 月 11 ...

插播： 倒计时6天！ 三菱 电机、 意法半导体、Wolfspeed、三安半导体、天科合达、元山电子、 大族半导体、香港大学、长飞先进、宏微科技、利普思、昕感科技、国扬电子、国基南方、芯长征、合盛新材料、瀚天天成、芯研科、国瓷功能 材料、季华恒一等 邀您参加上海"电动交通&数字能源SiC技术应用及供应链升级大会"，点击文章底部 "阅读原文" 即可报名参会。 5月15日，"行家说三代半"将在上海召开"电动交通&数字能源SiC技术应用及供应链升级大会"，届时 三菱电机、意法半导体、Wolfspeed、三安半导 体 等众多领军企业也将在会议上公布最新成果，欢迎大家扫码参会： 英飞凌 英飞凌此次重点展示了多项碳化硅新 技术， 倍受业界瞩目： 5月6日至8日 ， PCIM Europe 2025在德国顺利举办。"行家说三代半"发现，本次展会上汇聚了众多SiC行业领军企业，其中英飞凌、博世、 Wolfspeed、罗姆半导体等企业展示了多项创新技术，引起了业界的高度关注。 全新CoolSiC™ JFET 该系列产品拥有极低的导通损耗、出色的关断能力和高可靠性，可在各种工业和汽车应用中实现可靠且高效的系统性能，包括固态断路器（ ...

证券代码：600703 证券简称：三安光电 公告编号：临 2025-029 三安光电股份有限公司 关于召开 2024 年年度股东大会的提示公告 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票系 统 三安光电股份有限公司（以下简称"公司"）于2025年4月26日在《上海证券 报》《中国证券报》《证券时报》和上海证券交易所网站披露了公司《关于召开2024 年年度股东大会的通知》。为进一步保护投资者的合法权益，现就召开本次股东大 会有关事项提示如下： 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 股东大会召开日期：2025年5月16日 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 5 月 16 日 14 点 30 分 召开地点：厦门市思明区吕岭路 1721-1725 号公司一楼会议室 一、 召开会议的基本情况 (一) 股东大会类型和届次：2024 年年度股东大会 (二) 股东大会召集人：董事会 (三) 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 ...

Core Viewpoint - The new materials industry is rapidly growing and is considered a leading sector in the era of hard technology, with significant contributions to high-tech applications, traditional industry upgrades, and national defense capabilities [3][4]. Industry Trends - The global new materials market is expected to reach a scale of 5.6 trillion USD by 2025, with a compound annual growth rate (CAGR) of 13.3% from 2020 to 2025 [50]. - In China, the industry scale increased from 0.8 trillion CNY in 2010 to 8.2 trillion CNY in 2023, with a projected target of 10 trillion CNY by 2025 [13][50]. - The average annual growth rate of the new materials industry is over 15% [13]. Key Innovations - Breakthroughs in semiconductor materials have led to domestic alternatives, such as Huawei's 5G base station chips [8]. - Carbon fiber materials are crucial for the mass production of the C919 aircraft, enhancing autonomous high-end equipment manufacturing [10]. - The development of biodegradable medical coatings has facilitated the domestic production of joint prosthetics, with over 100,000 clinical uses reported [10]. Regional Development - The Yangtze River Delta has become a hub for magnetic materials, while the Pearl River Delta is nurturing new display materials [13]. - Jiangsu province accounts for 35% of the national high-performance fiber production, and Shanghai has a new materials R&D investment intensity of 4.2% [13]. - The western regions are experiencing rapid investment growth, with Sichuan's lithium battery materials investment increasing by 48% annually [15]. Talent Supply and Demand - The new materials industry is witnessing a significant influx of young, highly educated talent, with 44.86% of the workforce aged between 25-35 years [74]. - The demand for talent in the new materials sector is concentrated in the Yangtze River Delta and Pearl River Delta regions, which together account for over 40% of the total demand [86]. - By 2025, the total talent demand in the new materials industry is expected to reach 10 million, with a talent gap of 4 million [84]. Employment Trends - The industry is characterized by a high demand for R&D and technical positions, with material engineers and process engineers being the most sought-after roles [92]. - Private enterprises dominate the talent demand landscape, accounting for 63.5% of the total demand, reflecting the market-driven nature of the industry [90]. - The demand for cross-disciplinary talent is evident, with significant representation from mechanical, electrical, and chemical engineering backgrounds [81]. Market Dynamics - The new materials sector is experiencing a surge in capital investment, with a projected 40% increase in financing activities in 2024, exceeding 25 billion CNY [63]. - The industry is also seeing a trend towards localized supply chains, with companies like Ningde Times investing heavily in overseas production facilities [69][71]. - The competitive landscape is intensifying, with companies focusing on technological innovation and market expansion to capture growth opportunities [99].

插播： 倒计时7天！ 三菱电机、意法半导 体、Wolfspeed、三安半导体、天科合达、元山电子、大族半导体、香港大学、长飞先进、宏微科 技、利普思、昕感科技、国扬电子、国基南方、芯长征、合盛新材料、 瀚天天成、 芯研科、 国瓷功 能材料等邀您参加上海 "电动交通&数字能源SiC技术应用及供应链升级大会"，点击文章底部 "阅读 原文" 即可报名参会。 除三安半导体外，会议还邀请了 三菱电机、意法半导体、Wolfspeed、天科合达、元山电子、大族半导 体、香港大学、长飞先进、宏微科技、利普思、昕感科技、国扬电子、国基南方、芯长征、合盛新材料、 瀚天天 成、 芯研科、 国瓷功能材料等 行业领 军企业&机构参与，将共论产业发展，再 谱产业新章。 大会现已开放报名渠道，因会议 名额有限 ，先到先得，欢迎各位行 家 扫码报名 参会，期待与你在上海相会！ 本文发自【行家说三代半】，专注第三代半导体（碳化硅和氮化镓）行业观察。 其他人都在看： 长城为何联手英诺赛科？解密背后的GaN技术创新 5月15日， "行家说三代半"将在上海召开 "电动交通&数字能源SiC技术应用及供应链升级大会" ，三安半导体 已正式确认 出席本次 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Insights - The company reported a revenue of 16.106 billion yuan in 2024, an increase of 14.61% year-on-year, while the net profit attributable to shareholders was 253 million yuan, a decrease of 31.02%. In Q1 2025, the revenue reached 4.312 billion yuan, up 21.23% year-on-year, with a significant net profit increase of 78.46% to 212 million yuan [2][6][11]. Financial Performance Summary - In 2024, the company achieved a gross margin of 11.90%, an increase of 1.54 percentage points year-on-year. The net profit margin for Q1 2025 improved significantly, reaching 5.04% [11]. - The company’s inventory turnover days and accounts receivable turnover days decreased by 13.11% and 7.02% respectively in 2024, indicating improved operational efficiency [11]. - The company’s LED business revenue grew by 6.56% in 2024, with high-end LED products increasing by 13.91% [11]. - The integrated circuit business saw a revenue increase of 23.86% in 2024, benefiting from a recovery in terminal market demand [11]. Future Projections - The company is projected to achieve net profits of 982 million yuan, 1.306 billion yuan, and 1.631 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding price-to-earnings ratios of 63X, 47X, and 38X [11].

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ■ 一、回购股份的基本情况 三安光电股份有限公司（以下简称"公司"）于2025年4月9日召开第十一届董事会第十八次会议，审议通 过《关于回购公司股份方案》，同意公司通过集中竞价交易方式以不低于人民币10亿元（含）且不超过 人民币15亿元（含）的自有资金及自筹资金回购公司股份，回购价格不超过人民币16.00元/股，回购期 限为自董事会审议通过回购股份方案之日起不超过6个月。具体内容详见2025年4月10日公司披露在《中 国证券报》《上海证券报》《证券时报》及上海证券交易所网站的相关公告。 二、回购股份的进展情况 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股 份》等相关规定，在回购期限内根据市场情况择机做出回购决策并予以实施，同时根据回购股份事项进 展情况及时履行信息披露义务。敬请广大投资者注意投资风险。 特此公告。 三安光电股份有限公司董事会 2025年5月 ...

Core Viewpoint - The establishment of a display module factory in Thailand by Deep Tianma is part of the company's strategic development plan, with a total investment of 1.08 billion RMB, split equally between self-funding and bank loans [1][2]. Industry Trends - The globalization of the panel industry has become a consensus, with manufacturers accelerating overseas expansion to enhance market responsiveness through localized production and services [3]. - Multiple panel manufacturers are establishing overseas operations, particularly in India and Southeast Asia, to integrate the supply chain deeply [4]. Specific Company Developments - In February 2023, Innolux signed a technology transfer agreement with Vedanta Group to build a Gen 8.6 panel factory in India, with an initial investment of 4 billion USD and a planned capacity of 60K units per month [4]. - TCL Huaxing initiated a module project in India in 2018, with a total investment of 1.53 billion RMB, aiming for an annual output of 8 million large-sized TV panels and 30 million small-sized mobile phone panels [4][5]. - Dixon has signed a letter of intent with HKC to establish a joint venture for producing LCD modules and TFT-LCD modules in India, pending necessary approvals [8]. - Longteng Optoelectronics is setting up a new company in Vietnam for thin-film LCD production, expected to commence operations in Q2 2025 [8]. - BOE's second phase project in Vietnam, with a total investment of 2.02 billion RMB, aims to produce 3 million TVs and 7 million displays annually, expected to start mass production in 2025 [11]. Strategic Objectives - Panel companies are pursuing these overseas projects to stabilize supply chains, explore new markets, and mitigate geopolitical risks, responding to increasing market competition and changing demands [12]. - The advancement and production of these overseas projects are expected to further enhance the competitiveness of panel companies [13].