（文章来源：证券日报） 证券日报网1月6日讯 ，新益昌在接受调研者提问时表示，公司深耕高端智能装备的研发与生产领域近 二十年，在运动控制、精密驱动技术及核心零部件自研自产方面积累了深厚的技术实力和产业化能力， 基于对机器人未来广阔的市场空间及重大战略发展机遇的审慎判断，公司布局机器人赛道，既是现有核 心技术能力的自然延伸，亦是公司主动把握下一代产业发展机遇的战略选择。 ...

Core Viewpoint - The company plans to launch several new robotic products by 2026, indicating a strong focus on innovation and product development in the robotics sector [2] Product Launch Timeline - The company will introduce the second-generation wheeled robot before the Spring Festival in 2026 [2] - A bipedal robot is scheduled for release in March 2026 [2] - A quadrupedal robotic dog is set to launch in May 2026 [2] - All three products are expected to enter mass production in the second half of 2026 [2]

Group 1 - The company aims to continuously optimize the performance of its existing products and expand its market share among top industry clients [2] - The company plans to increase investment in its robotics business, with the goal of entering the top tier of the industry within the current year [2]

证券日报网讯1月6日，新益昌在互动平台回答投资者提问时表示，公司设备可以满足存储芯片和算力芯 片先进封装的工艺要求，相关设备正按计划推进中，暂未有出货交付。该设备竞争对手主要是海外的设 备。 ...

Group 1 - The company Xin Yichang plans to launch its second-generation wheeled robot before the Spring Festival in 2026 [1] - A bipedal robot is set to be released in March, followed by a quadruped robotic dog in May [1] - All three products are expected to enter mass production in the second half of 2026 [1]

格隆汇1月6日丨新益昌(688383.SH)在投资者互动平台表示，公司设备可以满足存储芯片和算力芯片先 进封装的工艺要求，相关设备正按计划推进中，暂未有出货交付。该设备竞争对手主要是海外的设备。 ...

深圳新益昌科技股份有限公司 2026年第一次临时股东会会议资料 证券代码：688383 证券简称：新益昌 深圳新益昌科技股份有限公司 2026 年第一次临时股东会 会议资料 2026 年 1 月 | | | 深圳新益昌科技股份有限公司 2026年第一次临时股东会会议资料 深圳新益昌科技股份有限公司 2026 年第一次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证会 议的顺利进行，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规 则》以及《深圳新益昌科技股份有限公司章程》（以下简称"《公司章程》"）、 《深圳新益昌科技股份有限公司股东会议事规则》等相关规定，深圳新益昌科技 股份有限公司（以下简称"公司"或"新益昌"）特制定 2026 年第一次临时股 东会会议须知： 一、为确认出席会议的股东或其代理人或其他出席者的出席资格，会议工作 人员将对出席会议者的身份进行必要的核对工作，请被核对者给予配合。出席会 议的股东及股东代理人须在会议召开前 30 分钟到会议现场办理签到手续，并请 按规定出示证券账户 ...

苹果暂停后，2025 Micro LED 涅槃重生 [Table_Industry] 电子元器件 新型显示行业系列观察报告之二 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 舒迪(分析师) | 021-38676666 | shudi@gtht.com | S0880521070002 | | 肖隽翀(分析师) | 021-23154139 | xiaojunchong@gtht.com | S0880525040064 | 本报告导读： Micro LED 行业经历了 2024 年"至暗时刻"，2025 年不断解决巨量转移良率问题， 开始搭载在智能手表/AR 智能眼镜上，此外 AI 数据中心光互连的巨大吸引，我们认 为 Micro LED 行业已迎来涅槃重生，并有望在未来不断扩大应用场景、市场规模。 投资要点： [Table_Report] 相关报告 请务必阅读正文之后的免责条款部分 行 电子元器件《长鑫科技科创板 IPO 获受理》 2026.01.02 电子元器件《Mini LED 技术的渗透率预计将不断 提升》202 ...

Investment Rating - The investment rating for the Mini LED industry is "Overweight" [4]. Core Insights - The Mini LED technology is expected to experience significant growth, with a projected 122% year-on-year increase in sales of Mini LED TVs in China by 2025, reaching a penetration rate of over 25% [2][4]. - The report highlights that the Mini LED technology is entering a rapid development phase due to advancements in technology and decreasing costs, allowing it to compete directly with OLED in the mid to high-end TV market [4]. - The Mini LED technology is also expanding into the mid to low-end TV market, as well as automotive and direct display applications [2][4]. Summary by Sections Industry Overview - Mini LED technology refers to LED chips sized between 100-300 microns, with a pitch of 0.1-1mm, used primarily in RGB displays or as backlighting for LCDs [4]. - The technology has faced challenges in the past, being perceived as a transitional solution to extend the life of LCD panels, but has shown significant growth potential in recent years [4]. Market Projections - By 2025, the total shipment of Mini LED TVs in China is expected to reach 9.23 million units, representing a 122% increase year-on-year, with a global shipment forecast of over 13 million units, a 70.6% increase [4]. - The report anticipates that as technology matures and scales, the prices of RGB Mini LED products will decrease, leading to an expansion of the brand ecosystem and accelerated market penetration by 2026 [4]. Company Focus - The report suggests paying attention to Xinyi Chang (新益昌), which is positioned to benefit from the growth in the Mini LED sector [4].

Core Viewpoint - Shenzhen Xinyi Chang Technology Co., Ltd. has signed a strategic cooperation agreement with Chengdu Tangyuan Electric Co., Ltd. to develop embodied intelligent humanoid robots, focusing on four key sectors: rail transit, intelligent manufacturing, smart emergency response, and healthcare [1][2] Group 1: Strategic Cooperation - The partnership aims to leverage the core technological advantages of both companies, combining Tangyuan Electric's expertise in industry scenario understanding, AI algorithms, and machine vision with Xinyi Chang's strengths in humanoid robot bodies, motion control, and core components [1] - A clear phased development blueprint has been established, focusing on addressing core pain points in the humanoid robot field and accelerating the transformation of technological achievements into industrial value [2] Group 2: Key Development Areas - The first focus area is the joint development of humanoid robots specifically for rail transit, aimed at automating operations in traction power supply, vehicle engineering, and maintenance inspections to enhance operational safety and efficiency [1] - The second area involves creating an integrated solution combining Xinyi Chang's next-generation humanoid robots with Tangyuan Electric's smart factory control systems for flexible assembly and high-precision quality inspection [2] - The third focus is on developing highly adaptable emergency robots for complex environments such as mines, parks, and disaster sites, utilizing digital twins and AI early warning models to establish intelligent safety operations and emergency rescue systems [2] - The fourth area targets the development of medical robots for scenarios like medical material transportation, elderly care, and rehabilitation assistance, ensuring high cleanliness, precision, and safety to upgrade medical services [2]