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深天马A(000050.SZ):直接出口到欧盟地区的产品销售收入占比较低
Ge Long Hui· 2026-01-22 08:31
格隆汇1月22日丨深天马A(000050.SZ)在互动平台表示,公司构建了多元的客户结构体系,根据不同业 务场景,通过灵活、多元、合规的供货模式和渠道向欧洲客户交付,直接出口到欧盟地区的产品销售收 入占比较低。 ...
再升级!第十七届上市公司投资者关系管理天马奖评选正式启动
Sou Hu Cai Jing· 2026-01-19 09:00
自2026年1月19日至2月2日,上市公司及董事会秘书可登录评选系统报名参评。 1月19日,由证券时报社主办的"第十七届上市公司投资者关系管理天马奖"评选活动正式启幕。 >报名自荐通道 天马奖是国内主流媒体最早聚焦于资本市场投资者关系管理领域的权威评选,迄今已成功举办十六届。活动始终秉持专业精神,致力于提升上市公司投资 者关系管理水平,以匠心助力企业彰显投资价值,持续表彰中国资本市场投资者关系管理建设与发展作出突出贡献的机构与个人。天马奖活动自启动以来 受到上市公司高度关注,在2025年举办的评选中,共收到超2100份上市公司自荐信息和1600多份投票信息,参与热度与影响力再创新高。 投资者关系管理是上市公司主动向市场传递价值、稳定预期、推动公司估值合理反映的关键途径,是落实监管层关于投资者保护和市值管理的重要手段。 第十七届天马奖将继续坚持高标准,遴选信息披露规范、投关机制健全、沟通成效显著的上市公司,以此推动上市公司与投资者之间的双向沟通与良性互 动,促进投资者关系管理水平整体提升,助力资本市场高质量发展。 为进一步完善评价体系、拓宽表彰维度,本届天马奖在保留往届经典奖项的基础上,特别新增两大重磅奖项: ...
深天马A:目前公司不涉及钙钛矿的业务
Mei Ri Jing Ji Xin Wen· 2026-01-19 01:44
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司有涉足钙钛矿吗? 深天马A(000050.SZ)1月19日在投资者互动平台表示,公司深耕显示领域四十余年,始终聚焦显示主 业发展,同时积极布局基于面板工艺与TFT驱动技术的非显示应用技术。目前公司不涉及您提到的业 务。 ...
硅宝科技(300019.SZ):天马-1000无人运输机暂未用到公司产品
Ge Long Hui· 2026-01-15 09:28
(原标题:硅宝科技(300019.SZ):天马-1000无人运输机暂未用到公司产品) 格隆汇1月15日丨硅宝科技(300019.SZ)在互动平台表示,天马-1000无人运输机暂未用到公司产品。有机 硅材料具有卓越的耐高低温性能、耐老化性能等优异性能,在航空航天等领域应用广泛。公司应用在航 空航天领域的产品已实现少量销售,但对公司业绩影响不明显。 ...
深天马A:公司积极布局基于面板工艺与TFT驱动技术的非显示应用技术开发
Zheng Quan Ri Bao Wang· 2026-01-15 08:43
Core Viewpoint - The company is actively developing non-display application technologies based on panel processes and TFT driving technology, indicating a strategic shift towards innovative applications beyond traditional display technologies [1] Group 1: Technology Development - The company is focusing on the development of panel-level intelligent antennas, microfluidics, smart dimming, large-area fingerprint recognition, and flexible sensors [1]
深天马A:公司专业显示类产品在包括民用航空、医疗等显示领域均有应用
Group 1 - The company, Deep Tianma A, has been deeply engaged in the display field for over 40 years [1] - The company's professional display products are applied in various sectors including civil aviation, medical, industrial handheld devices, human-machine interaction, two-wheeled vehicles, and white goods [1]
深天马A:公司聚焦显示主业
Group 1 - The company, Deep Tianma A, emphasizes its focus on the display industry, highlighting the increasing importance of display screens as the main medium for human-computer interaction across various smart terminals and application scenarios [1] - The company plans to continuously monitor market developments and opportunities related to the display sector [1]
深天马A:2025年前三季度公司车载业务整体销售额同比增长约24%
Zheng Quan Ri Bao· 2026-01-14 09:41
Core Viewpoint - The company, Deep Tianma A, anticipates significant growth in its automotive business, driven by strong performance in traditional vehicle displays and rapid expansion in automotive electronics and domestic new energy sectors [2] Group 1: Company Performance - The overall sales of the company's automotive business are expected to increase by approximately 24% year-on-year in the first three quarters of 2025 [2] - The traditional vehicle display segment is showing stable growth, contributing positively to the overall performance [2] Group 2: Market Outlook - The company remains optimistic about the development prospects of the automotive display market [2] - There is a commitment to actively seize growth opportunities and adapt to changes in the industry chain, particularly in automotive electronics and new energy sectors [2]
深天马A:2025年前三季度公司车载业务毛利率同比稳中有升
Zheng Quan Ri Bao· 2026-01-14 09:41
Core Viewpoint - The company anticipates a steady increase in the gross margin of its automotive display business by the third quarter of 2025, despite facing competitive market pressures and pricing challenges [2]. Group 1: Company Insights - The company is optimistic about the automotive display market, believing that the growth in automotive demand and the trend of specification upgrades will continue [2]. - The automotive display business primarily focuses on module shipments with a high degree of customization [2]. - The company plans to enhance product technology solutions and specifications, increasing the penetration of LTPS technology in automotive products and upgrading product sizes [2]. Group 2: Market Challenges - The company acknowledges the intense market competition and pricing pressures, which may have a certain transmission effect on the upstream supply chain [2]. - There is a commitment to continuously increase the complexity and integration of product modules to enhance the value of automotive products [2]. - The company aims to increase the proportion of high value-added products to strive for stable gross margins [2].
深天马A:2025年前三季度公司两条柔性产线均保持良好的运营
Zheng Quan Ri Bao· 2026-01-14 09:40
(文章来源:证券日报) 证券日报网1月14日讯 ,深天马A在接受调研者提问时表示,2025年以来,行业柔性OLED手机显示产 品需求端温和增长,供给端竞争格局持续演进,相关产品市场价格阶段性承压。2025年前三季度,公司 两条柔性产线均保持良好的运营:TM17运营效率持续改善、产品结构优化和全维度降本的大力推进, 前三季度净利润同比改善超30%,经营质效明显提升。同时,积极推进中尺寸、穿戴领域的多元化拓 展,2025年实现了首款柔性穿戴量产出货,打开了新的业务增长空间。公司重要联营公司TM18产线持 续爬坡,并着力强化高规格产品能力,旗舰高端产品出货量持续攀升,已实现旗舰产品在国内头部品牌 全覆盖,支持多款旗舰机型首发,并积极推进行业新技术前瞻布局。公司将持续在产线能力提升、全维 度降本等方面下功夫,并在市场端持续提升柔性OLED产品结构的高端化和在中尺寸、穿戴等领域的多 元化拓展,不断提升产品价值度,稳健应对市场变化。 ...