Core Insights - New Yichang and Tangyuan Electric have signed a strategic cooperation agreement to develop embodied intelligent humanoid robots, focusing on four key sectors: rail transportation, intelligent manufacturing, smart emergency response, and healthcare [1][3][4] Market Overview - The embodied intelligent humanoid robot market is entering a golden growth period, with the global market size expected to reach 19.525 billion yuan by 2025 and 232.63 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of 64.18% [2] Strategic Focus Areas - In rail transportation, the collaboration aims to develop humanoid robots for automated operations in traction power supply, vehicle engineering, and maintenance inspections, enhancing operational safety and efficiency [3] - In intelligent manufacturing, the partnership will create a new ecosystem for future factories, integrating humanoid robots with smart factory control systems for flexible assembly and high-precision quality inspection [3] - In smart emergency response, the focus will be on developing adaptable emergency robots for complex environments like mines and disaster sites, utilizing digital twin and AI early warning models [3] - In healthcare, the goal is to develop medical robots for tasks such as transporting medical supplies and assisting the elderly, meeting high standards for cleanliness, precision, and safety [3] Collaborative Vision - The strategic signing between New Yichang and Tangyuan Electric sets a precedent for "technology synergy and scenario-driven" cooperation in the industry, with a commitment to long-term collaboration and exploration of new applications for humanoid robots [4]

证券日报网讯12月22日晚间，新益昌发布公告称，公司将于2026年1月12日召开2026年第一次临时股东 会。 ...

深圳新益昌科技股份有限公司 章 程 2025 年 10 月 | | 总则 . | | --- | --- | | | 经营宗旨和范围 | | | 服偽 | | 市 | 股份发行 | | 二节 | 股份增减和回购 . | | 三节 | 股份转让 . | | | 股东和股东会 . | | 一节 | 股东的一般规定 | | 二节 | 控股股东和实际控制人 . | | 三节 | 股东会的一般规定 . | | 四节 | 股东会的召集 . | | 五节 | 股东会的提案与通知 | | 六节 | 股东会的召开 . | | 七节 | 股东会的表决和决议 … | | | 董事和董事会 | | 书 | 董事的一般规定 | | 二节 | 董事会 | | 三节 | 独立董事 | | 町节 | 董事会专门委员会 . | | | 高级管理人员 . | | | 财务会计制度、利润分配和审计 . | | 市 | 财务会计制度 . | | 二节 | 内部审计 . | | 三节 | 会计师事务所的聘任 | | 第二节 内部甲 T ………………………………………………………………………………………………………………………………………………………… ...

证券代码：688383 证券简称：新益昌 公告编号：2025-053 深圳新益昌科技股份有限公司 关于变更回购股份用途并注销暨减少注册资本的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 为提高公司长期投资价值，提升每股收益水平，进一步增强投资者信心， 结合公司实际情况，深圳新益昌科技股份有限公司（以下简称"公司"）拟将存 放于回购专用证券账户中的第一期回购的 487,100 股股票用途进行调整，由"用 于员工持股计划或股权激励"变更为"用于注销并减少注册资本"。第二期回购 的 566,985 股股票仍存放于回购专用证券账户中，将在未来适宜时机用于员工持 股计划或股权激励。 注销回购专用证券账户中的 487,100 股后，公司总股本将由 102,133,600 股减少为 101,646,500 股，注册资本将由 102,133,600.00 元减少为 101,646,500.00 元。 本次变更回购股份用途并注销暨减少注册资本事项尚需提交公司股东会 审议通过后实施。 公司于 2025 年 12 月 2 ...

证券代码：688383 证券简称：新益昌 公告编号：2025-054 一、变更注册地址、办公地址的情况 （一）公司拟对注册地址进行变更，由"深圳市宝安区福永街道和平路锐明 工业园 C8 栋（在深圳市宝安区福永街道和平社区荣天盛工业区厂房 A 栋第一、 二层设有经营场所从事经营活动）"变更为"深圳市宝安区新安街道海旺社区兴 业路 1088 号瑞湾大厦 1501"，本次变更后的注册地址以市场监督管理部门登记 的注册地址为准。 （二）公司拟对办公地址进行变更，由"深圳市宝安区福永街道和平路锐明 工业园 C8 栋（在深圳市宝安区福永街道和平社区荣天盛工业区厂房 A 栋第一、 二层设有经营场所从事经营活动）"变更为"深圳市宝安区新安街道海旺社区兴 业路 1088 号瑞湾大厦 1501"，其他联系方式保持不变，由此给投资者带来的不 便，敬请谅解。 深圳新益昌科技股份有限公司 关于变更注册地址、办公地址及修订《公司章程》并授权办 理工商登记的公告 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、准确性和完整性依法承担法律责任。 深圳新益昌科技股份有限公司（以下简称"公司 ...

证券代码：688383 证券简称：新益昌 公告编号：2025-055 深圳新益昌科技股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 股东会召开日期：2026年1月12日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 一、召开会议的基本情况 （一）股东会类型和届次 2026年第一次临时股东会 （三）投票方式：本次股东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 （四）现场会议召开的日期、时间和地点 召开日期时间：2026 年 1 月 12 日 15 点 00 分 召开地点：深圳市宝安区新安街道海旺社区兴业路瑞湾大厦 15 楼公司会议 室 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 12 日 至2026 年 1 月 12 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9 ...

12月17日，玻璃基Micro-LED（COG-基于TFT背板的玻璃基 Micro-LED 技术）领军企业辰显光电与高端半导体装备制造商新益昌正式签订战略合作框架 协议。双方将聚焦玻璃基Micro-LED芯片巨量转移这一核心工艺环节，共同攻克技术瓶颈，展望其在商业显示、智慧会议、透明显示、车载显示等广阔场 景的应用前景，携手破解行业量产化与成本优化的核心痛点，共赴千亿蓝海市场。 当前，玻璃基Micro-LED技术已从实验室验证阶段，全面进入工程化、产业化的加速期。尤其是在大尺寸高像素密度、高亮度、高精度无缝拼接显示及车 载、创新商业展示、舞台、智能医疗与家居等新型空间显示领域，玻璃基技术凭借其高可靠性、结构简洁性、超高像素密度、高透光率及微米级拼接精度 等显著优势，正加速推动COG Micro-LED技术在智能显示时代的渗透与革新。 此外，随着AI芯片算力需求爆发式增长，先进封装技术对基板材料提出了更高要求，玻璃基板替代传统有机基板的趋势已然显现。AMD、苹果、英伟 达、英特尔、台积电、微软等全球半导体与科技巨头纷纷布局玻璃基方案，为其在半导体先进封装及高端光通信领域的产业化应用注入强大动力。 辰显光电在此领 ...

Group 1 - The core viewpoint of the news is the strategic partnership between Chengdu Chenxian Optoelectronics Co., Ltd. and Shenzhen Xinyi Chang Technology Co., Ltd. to focus on the mass transfer technology of glass-based Micro-LED chips, aiming to overcome technical bottlenecks and explore applications in various fields such as commercial displays and automotive displays [1][2]. - Glass-based Micro-LED technology has transitioned from laboratory validation to an accelerated phase of engineering and industrialization, particularly in large-size, high pixel density, and high brightness displays, showcasing significant advantages such as high reliability and ultra-high pixel density [1]. - The collaboration is expected to address core pain points in mass production and cost optimization, tapping into a market projected to be worth hundreds of billions [1]. Group 2 - The demand for AI chip computing power is driving the trend of glass substrates replacing traditional organic substrates, with major semiconductor and technology companies like AMD, Apple, NVIDIA, Intel, TSMC, and Microsoft investing in glass-based solutions [2]. - Chengdu Chenxian has made significant investments in this area, including the establishment of China's first large-size TFT glass-based Micro-LED production line in Chengdu High-tech Zone, with a total investment exceeding 4 billion yuan and an expected production value exceeding 100 billion yuan upon full operation [2]. - The partnership between Chenxian and Xinyi Chang is seen as a strategic move to leverage each company's technical expertise and market resources for mutual benefit [3].

Core Viewpoint - The strategic cooperation between Xinyi Chang and Chenxian Optoelectronics marks a significant step in the high-end semiconductor equipment sector, focusing on the mass transfer of glass-based Micro-LED chips and addressing challenges in industrialization and cost optimization [2][3]. Group 1: Strategic Cooperation - Xinyi Chang and Chenxian Optoelectronics have signed a strategic cooperation framework agreement to collaborate on glass-based Micro-LED technology [2]. - The partnership aims to tackle the core process of mass transfer for glass-based Micro-LED chips and explore applications in commercial displays, smart meetings, and automotive displays [2][3]. - This collaboration is seen as a key move for Xinyi Chang in its strategic layout within the new display sector, targeting a market worth hundreds of billions [2]. Group 2: Industry Trends - The glass-based Micro-LED industry is rapidly emerging, driven by the increasing demand for AI chip computing power and the need for advanced packaging materials [2][3]. - Major global tech companies like AMD, Apple, and NVIDIA are investing in this sector, enhancing the industrialization of semiconductor advanced packaging and high-end optical communication [2]. - The technology has transitioned from laboratory verification to accelerated engineering and industrialization, particularly in high-pixel density and high-brightness displays [3]. Group 3: Technological Advancements - Glass-based Micro-LED technology offers significant advantages such as high reliability, structural simplicity, ultra-high pixel density, and micro-level stitching precision [3]. - The collaboration between Xinyi Chang and Chenxian Optoelectronics is expected to create a synergy that combines technical expertise and industrial resources, facilitating breakthroughs in core processes [3]. Group 4: Future Outlook - The partnership is anticipated to accelerate the localization of core equipment and the iteration speed of processes in the high-end display sector [4]. - As the cooperation deepens, it is expected to help establish a self-controlled industrial ecosystem in China and promote the global market penetration of glass-based Micro-LED technology [4].

Core Viewpoint - The specialized equipment sector experienced a decline of 0.35% on December 9, with major stocks like HeTai Machinery leading the drop. The Shanghai Composite Index closed at 3909.52, down 0.37%, while the Shenzhen Component Index closed at 13277.36, down 0.39% [1]. Group 1: Stock Performance - The top-performing stocks in the specialized equipment sector included: - Dapeng Industrial (Code: 920091) with a closing price of 55.94, up 10.14% on a trading volume of 79,000 shares and a transaction value of 443 million [1]. - ST Xinyuan (Code: 300472) closed at 9.17, up 7.13% with a trading volume of 165,900 shares and a transaction value of 150 million [1]. - Dazhu CNC (Code: 301200) closed at 116.69, up 6.12% with a trading volume of 61,300 shares and a transaction value of 708 million [1]. - Lijun Thermal Energy (Code: 603391) closed at 72.30, up 6.09% with a trading volume of 132,700 shares and a transaction value of 232 million [1]. - Jiangshun Technology (Code: 001400) closed at 66.90, up 4.37% with a trading volume of 17,000 shares and a transaction value of 113 million [1]. Group 2: Capital Flow - On the same day, the specialized equipment sector saw a net outflow of 1.365 billion from major funds, while retail investors contributed a net inflow of 1.303 billion. Speculative funds recorded a net inflow of 61.775 million [3].