融券方面，当日融券卖出0.03万股，净买入2.51万股。 8月15日，沪深两融数据显示，彩虹股份获融资买入额0.12亿元，居两市第1236位，当日融资偿还额0.18 亿元，净卖出545.21万元。 最近三个交易日，13日-15日，彩虹股份分别获融资买入0.16亿元、0.31亿元、0.12亿元。 ...

本文来自微信公众号：经济观察报 （ID：eeo-com-cn），作者：种昂，原文标题：《美国康宁发起"337 调查"和多国诉讼，中国显示供应链遭遇全球围堵》，题图来自：AI生成 2025年8月8日，美国康宁公司针对中国新型显示产业多家龙头企业发起的"337调查"迎来关键性节点 ——这一天，正是美国国际贸易委员会（下称"ITC"）公布的337调查日程表中各方事实证据开示（举 证）的截止日。 举证和听证，被认为是"337调查"中最为关键的两大环节。其中，举证是耗时最长（5至8个月）、且信 息量最大的环节，将直接影响听证会和裁决结果；随后到来的听证会则是最为激烈的环节，相关各方正 面交锋，常常唇枪舌剑、寸土必争。 2024年底至2025年初短短两个月内，美国康宁公司连续两次向美国ITC申请针对中国彩虹股份、TCL华 星光电、惠科等中国新型显示产业的相关企业进行"337调查"，指控前述相关企业侵犯其在基板玻璃领 域的相关专利及商业秘密。 不仅如此。截至今年8月中旬，美国康宁公司针对彩虹股份、TCL华星光电、惠科等中国新型显示产业 的相关企业在美国、欧盟、印度、中国等多个地区总共发起了涉及专利、知识产权等13起诉讼。一 ...

截至今年8月中旬，美国康宁公司针对彩虹股份、TCL华星光 电、惠科等中国新型显示产业的相关企业在美国、欧盟、印 度、中国等多个地区总共发起了涉及专利、知识产权等13起诉 讼。 作者：种昂 封图：图虫创意 整个显示产业链大致可分为玻璃基板（上游）—液晶面板（中游）—电子显示屏（下游）。下游广 泛应用于电视、手机、电脑、车载显示等领域。 目前， 中国显示面板产值约占全球一半，出货量约占全球7成以上。 中国已投资超1.5万亿元，建 成60余条显示面板生产线，年产能约2.5亿平方米，成为全球最大的显示产业聚集地。 可产业繁荣背后却是， 约9成的玻璃基板市场被美国康宁公司和日本两家公司掌控， 中国只有彩 虹股份一家刚刚突破了8.5代产线（目前市场主流技术）的技术瓶颈，实现规模化量产供应，市场 占有率逐步提升到10%。 玻璃基板是显示产业链上游的基础材料；知识产权又是玻璃基板技术与产能的根基。这注定是一场 关乎中国显示产业命运的商战。 2025年8月8日，美国康宁公司针对中国新型显示产业多家龙头企业发起的"337调查"迎来关键性节 点——这一天，正是美国国际贸易委员会（下称"ITC"）公布的337调查日程表中各方事实证据 ...

Core Viewpoint - The display glass substrate is a critical component of display panels, accounting for approximately 15% of the cost of TFT-LCD panels, and is facing a shift towards higher pricing due to rising energy costs and market dynamics [2][5][23]. Group 1: Display Glass Substrate Overview - The glass substrate is a core raw material for display panels, with about 80% of display glass substrates used for LCD panels [1][23]. - A TFT-LCD panel requires two glass substrates, while an OLED panel primarily uses one as a carrier glass [1][23]. Group 2: Market Development - Major glass substrate manufacturers like Corning, AGC, and NEG are shifting focus from market share expansion to improving profitability due to rising energy costs, which account for over 50% of production costs [2][38]. - The global market for FPD glass substrates is expected to reach approximately 50 billion yuan (about 7.05 billion USD) by 2025, with a projected revenue growth of 15% from 2024 [2][39]. Group 3: Demand and Supply Dynamics - In 2024, the demand for FPD glass substrates is projected to be 645 million square meters, with a year-on-year growth of 4.34% and a supply surplus rate of 7% [3][39]. - By 2025, demand is expected to increase to 679 million square meters, with a further reduction in the supply surplus rate to 5% [3][39]. Group 4: Competitive Landscape - The market concentration is high, with the top three companies (Corning, AGC, and NEG) holding about 80% of the market share [4][46]. - Domestic manufacturers have accelerated the pace of localization, with companies like Rainbow Technology making significant breakthroughs in high-generation glass substrates [4][48]. Group 5: Investment Recommendations - With China holding 70% of global LCD production capacity, the demand for glass substrates is increasingly concentrated in China, prompting many related companies to establish factories there [5][6]. - Rainbow Technology has shown promising results in mass production of high-generation glass substrates, and as initial investment costs decrease over time, its profit margins are expected to improve [5][6].

Investment Rating - The report recommends a "First-time Buy" rating for the industry [5] Core Viewpoints - The domestic glass substrate industry is experiencing a significant shift towards localization, with major breakthroughs in high-generation glass substrate technology by domestic companies [8] - The global market for FPD glass substrates is expected to reach approximately 50 billion RMB by 2025, driven by price increases and rising demand [3][44] - The competitive landscape is dominated by three major foreign companies, which hold about 80% of the market share, but domestic manufacturers are rapidly increasing their market presence [4][51] Summary by Sections 1. Display Glass Substrate Overview - Display glass substrates are a core component of display panels, accounting for approximately 15.2% of the cost of TFT-LCD panels [2][27] - The demand for glass substrates is primarily driven by the LCD panel industry, with about 80% of glass substrates used for LCD panels [2][27] 2. Development of Display Glass Substrates - Major glass substrate manufacturers, including Corning, AGC, and NEG, have raised prices by over 10% in response to rising energy costs [3][43] - The global market for FPD glass substrates is projected to grow by 15%, from 6.12 billion USD in 2024 to 7.05 billion USD in 2025, equivalent to about 50 billion RMB [3][44] 3. Competitive Landscape - The top three companies (Corning, AGC, and NEG) control approximately 80% of the FPD glass substrate market, with Corning leading at over 50% market share [4][51] - Domestic manufacturers have made significant progress in high-generation glass substrate technology, with companies like Rainbow Technology achieving notable production milestones [8][19] 4. Investment Recommendations - Given the clear trend towards domestic production of high-generation glass substrates, companies like Rainbow Technology are recommended for investment due to their technological and market potential [8][9]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600707 证券简称：彩虹股份 编号：临2025-035号 彩虹显示器件股份有限公司关于控股股东部分股份解除质押的公告 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: ● 咸阳金融控股集团有限公司（以下简称"咸阳金控"）持有本公司股份1,112,759,643股，占公司股份总 数的31.01%。本次解除质押后，累计质押股份数量为761,717,584股，占其持股数量的比例为68.45%。 ● 咸阳金控及其一致行动人持有公司股份1,221,644,097股，占公司股份总数的34.04%。本次解除质押 后，累计质押股份848,717,584股,占其持股数量的比例为69.47%。 一、本次解除质押情况 本公司于2025年8月1日接到控股股东咸阳金控函告，获悉其将原质押给陕西信用增进有限责任公司流通 股2,500万股办理了证券质押登记解除手续，具体情况如下： ■ 咸阳金控将根据经营实际需求拟定后续股权质押融资计划，未来如有变动将根据实际情况及时履行告知 义务 ...

证券代码：600707 证券简称：彩虹股份 编号：临 2025-035 号 彩虹显示器件股份有限公司 特此公告。 咸阳金融控股集团有限公司（以下简称"咸阳金控"）持有本公司股份 1,112,759,643 股，占公司股份总数的 31.01%。本次解除质押后，累计质押股份 数量为 761,717,584 股，占其持股数量的比例为 68.45%。 咸阳金控及其一致行动人持有公司股份 1,221,644,097 股，占公司股份总 数的 34.04%。本次解除质押后，累计质押股份 848,717,584 股,占其持股数量的 比例为 69.47%。 一、本次解除质押情况 本公司于 2025 年 8 月 1 日接到控股股东咸阳金控函告，获悉其将原质押给 陕西信用增进有限责任公司流通股 2,500 万股办理了证券质押登记解除手续，具 体情况如下： | 股东名称 | 咸阳金融控股集团有限公司 | | | --- | --- | --- | | 本次解质股份 | 25,000,000 | | | 占其所持股份比例 | 2.25% | | | 占公司总股本比例 | 0.70% | | | 解质时间 | 年 月 2025 7 31 ...

证券代码：600707 证券简称：彩虹股份 公告编号：临 2025-034 号 彩虹显示器件股份有限公司 关于为控股子公司提供担保的进展公告 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： 担保对象及基本情况 | | 被担保人名称 | | | 彩虹（合肥）液晶玻璃有限公司（以下简称"合肥 | | --- | --- | --- | --- | --- | | | | 液晶"） | | | | | 本次担保金额 | 20,000.00 | 万元 | | | 担保对象 | 实际为其提供的担保余额 | 211,694.53 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 1,230,854.98 | | 对外担保总 ...

Core Viewpoint - The transfer of 30% equity of Rainbow Optoelectronics to BOE is aimed at optimizing business structure and focusing on growth opportunities in the new display industry while maintaining control over Rainbow Optoelectronics [1][3]. Group 1: Equity Transfer Details - On July 25, Rainbow Co., Ltd. announced the completion of the transfer of 30% equity of its subsidiary Rainbow Optoelectronics to BOE, resulting in Rainbow Co., Ltd. holding 69.79% of the equity [1]. - Rainbow Optoelectronics operates a G8.6 TFT-LCD panel production line, which was built with an investment of 28 billion yuan, primarily producing LCD TV panels ranging from 32 inches to 100 inches with ultra-high resolutions (8K, 4K) [1]. Group 2: Financial Projections - Rainbow Co., Ltd. forecasts the operating revenue of Rainbow Optoelectronics from 2025 to 2031 as follows: 10.22 billion yuan, 10.83 billion yuan, 10.84 billion yuan, 10.85 billion yuan, 10.85 billion yuan, and entering a perpetual revenue of 10.85 billion yuan in 2031 [3]. Group 3: Industry Context and Strategic Intent - The LCD display panel industry has reached a stable market structure, with manufacturers in mainland China dominating the sector, leading to a dynamic balance of supply and demand [3]. - The equity transfer is part of a strategy to enhance the company's resilience to risks by reallocating resources towards the more promising substrate glass business [3]. - BOE's acquisition aligns with its strategic goals to strengthen its competitive advantage and overall business capabilities in the industry [3].

证券代码：600707 证券简称：彩虹股份 编号：临 2025-033 号 彩虹显示器件股份有限公司 关于转让控股子公司部分股权完成工商变更登记的公告 一、交易概述 彩虹显示器件股份有限公司（以下简称"本公司"）于 2025 年 4 月 18 日和 2025 年 6 月 25 日披露了《关于转让控股子公司部分股权的公告》（公告编号： 临 2025-016 号）和《关于公开挂牌转让控股子公司部分股权的进展公告》（公 告编号：临 2025-029 号）。公司将持有控股子公司咸阳彩虹光电科技有限公司 （以下简称"彩虹光电"）的 30%的股权以公开挂牌的方式转让给京东方科技集 团股份有限公司（以下简称"京东方"）。 二、进展情况 日前，彩虹光电已经完成了股权转让工商变更登记程序。本次股权转让后， 本公司持有彩虹光电 69.79%股权，京东方持有彩虹光电 30%股权。本公司仍为 彩虹光电的控股股东，彩虹光电仍纳入本公司合并财务报表范围。 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。 特此公告。 彩虹显示器件股份有限公司董事会 二〇二五 ...