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。 ...

Core Viewpoint - Corning Inc. has initiated a series of legal actions, including a "337 investigation," against several leading Chinese companies in the new display industry, indicating a significant escalation in the competition between U.S. and Chinese firms in the display supply chain [1][2][6][14]. Group 1: Overview of the Investigation and Lawsuits - The "337 investigation" by Corning is a critical phase in the legal battle, with evidence submission deadlines set by the U.S. International Trade Commission (ITC) [1][10]. - Corning has filed a total of 13 lawsuits against Chinese companies, including Rainbow Technology, TCL Huaxing Optoelectronics, and Huike, across multiple jurisdictions such as the U.S., EU, and India [2][9]. - The investigation targets the entire display industry chain, from materials to end products, highlighting the comprehensive nature of the legal actions [9][21]. Group 2: Market Dynamics and Implications - China's display panel production accounts for approximately 50% of the global market, with over 70% of shipments originating from China [4][19]. - Corning, along with two Japanese companies, dominates about 90% of the glass substrate market, posing a significant challenge for Chinese firms like Rainbow Technology, which has recently achieved a 10% market share [4][15]. - The legal actions are seen as an attempt by Corning to maintain its market position and limit the production capacity of Chinese companies, which have begun to break the technological monopoly in the glass substrate market [14][16]. Group 3: Technological and Competitive Landscape - The glass substrate is a crucial material in the display supply chain, akin to silicon wafers in the semiconductor industry, making the ongoing legal battles pivotal for the future of the Chinese display industry [5][15]. - Both Corning and Rainbow Technology utilize the "overflow method" for glass substrate production, which is essential for achieving the required precision and quality [21]. - The competition is not only about market share but also revolves around intellectual property rights, with Corning leveraging its patents to create barriers for Chinese competitors [22][23]. Group 4: Future Outlook and Industry Response - The outcome of these legal battles could significantly impact the Chinese display industry's ability to secure its supply chain and maintain competitive pricing, as evidenced by the drop in glass substrate prices due to increased local production [16][17]. - Experts emphasize the need for China to develop its own intellectual property in the glass substrate sector to ensure long-term sustainability and independence in the display industry [25][29]. - The ongoing disputes reflect broader trends in global trade and technology competition, with potential implications for other sectors as well [30][31].

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 ...