融资融券数据显示，该股最新（8月12日）两融余额为4.57亿元，其中，融资余额为4.54亿元，股东户数 连降以来融资余额合计减少0.30亿元，降幅为6.28%。 7月15日公司发布上半年业绩预告，预计实现净利润1.90亿元至2.20亿元，同比变动区间为 138.82%~144.95%。（数据宝） 深天马A8月13日披露，截至8月10日公司股东户数为67542户，较上期（7月31日）减少543户，环比降 幅为0.80%。这已是该公司股东户数连续第3期下降，累计降幅达4.33%，也就是说筹码呈持续集中趋 势。 证券时报·数据宝统计，截至发稿，深天马A收盘价为9.68元，下跌0.62%，筹码持续集中以来股价累计 上涨11.26%。具体到各交易日，15次上涨，8次下跌。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

Core Insights - The global AMOLED smartphone panel shipment is projected to reach approximately 420 million units in the first half of 2025, reflecting a slight year-on-year increase of 0.2%, indicating a resilient growth trend despite economic and geopolitical challenges [1] - Chinese manufacturers accounted for 51.7% of the global AMOLED smartphone panel market share in the first half of 2025, marking a 1 percentage point increase year-on-year, while South Korea's share decreased to 48.3%, down 1 percentage point [1] Market Dynamics - Samsung Display's (SDC) AMOLED panel shipments declined by 6.3% year-on-year, with its market share dropping from 43.8% to 40.9%, indicating a loss of competitiveness in the mid-to-low-end flexible screen market due to cost advantages from Chinese manufacturers [3] - BOE's shipments increased by 6.7% year-on-year, securing a 17.1% market share, up 1 percentage point, supported by a dual strategy of "high-end breakthroughs and mid-range expansion" [3] - Tianma's shipments grew by 16.6% year-on-year, achieving a market share of 10.8%, the largest increase among domestic manufacturers [3] - CSOT's shipments rose by 4.9% year-on-year, with a market share of 10.2%, benefiting from deep collaborations with domestic brands like Xiaomi [3] Quarterly Performance - In Q2 2025, global AMOLED smartphone panel shipments were approximately 210 million units, reflecting a year-on-year decline of 6.3% and a quarter-on-quarter decline of 1.4%, primarily due to adjustments in brand procurement schedules [5] - South Korea's market share in Q2 2025 was 47.4%, down 4.3 percentage points year-on-year, while domestic manufacturers' share rose to 52.6%, continuing to show strong growth [6] - SDC's shipments in Q2 2025 fell by 17.4% year-on-year, with a market share of 40.8%, down 5.4 percentage points, facing significant challenges to its leading position [6] - BOE achieved a year-on-year growth of 9.6% in Q2 2025, with a market share of 17.3%, up 2.5 percentage points [6] - Tianma's shipments increased by 13.3% year-on-year, with a market share of 11.1%, driven by capacity release from its Xiamen G6 production line [6]

Group 1 - The latest stock price of Deep Tianma A is 9.74 yuan, with an increase of 0.01 yuan compared to the previous trading day. The intraday high reached 9.79 yuan, while the low was 9.66 yuan, with a total transaction amount of 226 million yuan [1] - Deep Tianma A operates in the optical optoelectronics industry, focusing on the research, production, and sales of liquid crystal displays and related materials and equipment. Its products are widely used in smartphones and tablets [1] - The company announced that the third extraordinary general meeting of shareholders in 2025 approved the proposal to supplement the company's board of directors, which will further improve the corporate governance structure [1] Group 2 - On August 12, the net outflow of main funds was 15.7064 million yuan, with a cumulative net outflow of 44.6949 million yuan over the past five trading days [1]

（文章来源：证券日报） 证券日报网讯 8月12日晚间，深天马A发布公告称，公司2025年第三次临时股东大会审议通过了《关于 增补公司董事的议案》。 ...

法律意见书 广东华商律师事务所 关于天马微电子股份有限公司 2025 年第三次临时股东大会 法律意见书 致：天马微电子股份有限公司 广东华商律师事务所（以下简称"本所"）接受天马微电子股份有限公司 （以下简称"公司"）的委托，指派本所曾铁山律师、刘晓旭律师（以下简称"本 所律师"）出席公司 2025 年第三次临时股东大会（以下简称"本次会议"或"本次 股东大会"）。本所律师依据《中华人民共和国公司法》（以下简称"《公司 法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）等法律、 法规和规范性法律文件以及《天马微电子股份有限公司章程》（以下简称《公 司章程》）的规定，出具本法律意见书。 本法律意见书仅对本次会议召集和召开的程序、出席本次会议的人员资格 及表决程序是否符合相关法律事项和公司章程的规定以及本次会议审议议案的 表决结果是否有效进行核查并发表意见，并不对本次会议所审议的议案内容以 及该等议案所涉及的事实或数据的真实性和准确性发表意见。 本所及经办律师依据《证券法》、《律师事务所从事证券法律业务管理办 法》和《律师事务所证券法律业务执业规则》等规定及本法律意见书出具日以 前已经发生或者存在的事 ...

证券代码：000050 证券简称：深天马 A 公告编号：2025-049 天马微电子股份有限公司 1、现场会议召开日期和时间：2025年8月12日（星期二）14:50 2、网络投票时间：2025年8月12日。 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为： 2025年8月12日9:15－9:25、9:30－11:30、13:00－15:00； 2025 年第三次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年8月12日9:15－15:00。 3、股权登记日：2025年8月5日（星期二） 4、召开地点：深圳市龙华区民治街道北站社区天马总部大厦16 楼会议室 5、召开方式：现场投票与网络投票表决相结合 第 1 页 共 4 页 6、召集人：公司董事会 7、主持人：公司董事长成为先生 8、本次会议的召开符合《公司法》《深圳证券 ...

Market Overview - The Shanghai Composite Index increased by 2.11% to close at 3635.13 points, with a weekly high of 3645.37 points [1] - The Shenzhen Component Index rose by 1.25% to 11128.67 points, reaching a peak of 11229.59 points [1] - The ChiNext Index saw a 0.49% increase, closing at 2333.96 points, with a maximum of 2372.68 points [1] - Global markets also experienced gains, with the Nasdaq Composite up by 3.87%, the Dow Jones Industrial Average rising by 1.35%, and the S&P 500 increasing by 2.43% [1] - In the Asia-Pacific region, the Hang Seng Index rose by 1.43% and the Nikkei 225 increased by 2.5% [1] New Stock Issuance - One new stock was issued last week: Zhigao Machinery (920101.BJ) on August 5, 2025 [2] Margin Trading - The total margin trading balance in the Shanghai and Shenzhen markets reached 20031.09 billion yuan, with a financing balance of 19889.53 billion yuan and a securities lending balance of 141.56 billion yuan [3] - The margin trading balance increased by 294.86 billion yuan compared to the previous week [3] - The top three stocks by financing purchase amount were Northern Rare Earth (58.53 billion yuan), Zhongji Xuchuang (49.9 billion yuan), and Dongfang Fortune (48.27 billion yuan) [3][4] Fund Issuance - A total of 21 new funds were issued last week, including various index funds and mixed funds [5] - Notable funds include Ping An Ru Yi Short-term Bond Fund and Penghua CSI Bank Index Fund [5][6] Company Buybacks - There were 23 buyback announcements last week, with the highest amounts executed by Junxin Environmental Protection (50.99 million yuan), Mianbao (12.13 million yuan), and Runze Technology (10.47 million yuan) [7] - The sectors with the highest buyback amounts were Environmental Protection, Pharmaceutical Biology, and Electronics [7][8]

Core Viewpoint - The DIC EXPO 2025 showcased innovative display technologies and applications from various companies, highlighting advancements in display panels, materials, and equipment across multiple sectors including consumer electronics, medical, and automotive [1][140]. Panel Companies - BOE introduced the UB Cell display technology, which enhances image quality and power efficiency through AI integration, applicable in TVs, monitors, and notebooks [2]. - BOE's 31.5-inch 4K medical display meets DICOM800 standards with over 100% NTSC color coverage and a contrast ratio of 2000:1 [4]. - TCL Huaxing presented the world's first mass-produced under-screen camera OLED laptop display with a 98% screen-to-body ratio and 4K resolution [15]. - TCL Huaxing's 27-inch 4K 120Hz printed OLED monitor features a peak brightness of 600 nits and a DCI-P3 color gamut of 99% [17]. - HKC showcased the world's first 800Hz ultra-high refresh rate display [22]. Display Materials and Equipment - Corning displayed advanced glass solutions, including a 57-inch 8K curved gaming screen with a 240Hz refresh rate [76]. - North Huachuang presented magnetic sputtering coating equipment for LCD and touch screens, essential for transparent conductive films [57]. - Koyun Laser introduced precision repair equipment for LCD and OLED displays, enhancing production quality [60]. Emerging Technologies - Visionox exhibited a flexible AMOLED solution with high efficiency and color purity, marking a significant advancement in display technology [31]. - Tianma Microelectronics showcased a 16-inch 480Hz gaming panel, pushing the boundaries of refresh rates in laptops [47]. - Longteng Optoelectronics presented a 14-inch AI dynamic privacy display, allowing users to switch between wide and narrow viewing angles [48]. Conclusion - The DIC 2025 highlighted the latest developments in display technology, showcasing innovations in high refresh rates, high resolutions, and flexible displays, indicating a new phase of growth in the display industry [140].

Group 1 - The core viewpoint of the news is that Shenzhen Tianma A has initiated a share buyback program, which reflects the company's confidence in its future performance and aims to enhance shareholder value [1] - As of August 4, 2025, Shenzhen Tianma A's stock price was reported at 9.29 yuan, with a trading volume of 169,100 shares and a transaction amount of 156 million yuan [1] - The company's main business is in the electronic component manufacturing industry, with 99.1% of its revenue coming from this sector in 2024 [1] Group 2 - In the first quarter of 2025, Shenzhen Tianma A achieved a revenue of 8.312 billion yuan and a net profit attributable to shareholders of 96.41 million yuan [1] - On August 4, the company executed its first share buyback, repurchasing 1.083 million shares, which is 0.0441% of the total share capital, for approximately 10.01 million yuan [1] - The planned total amount for the share buyback is between 150 million yuan and 200 million yuan, with a buyback period of 12 months [1] Group 3 - On August 4, the net outflow of main funds was 6.9426 million yuan, with a cumulative net outflow of 30.0323 million yuan over the past five days [2]

Group 1 - The company announced a share buyback on August 4, 2025, repurchasing approximately 1.08 million shares, which accounts for about 0.0441% of the total share capital [2] - The maximum transaction price for the buyback was 9.29 yuan per share, while the minimum was 9.19 yuan per share, with a total payment amounting to approximately 10.01 million yuan [2] - For the year 2024, the company's revenue composition indicates that the electronic device manufacturing sector contributed 99.1%, while other businesses accounted for 0.9% [2]