格隆汇1月9日丨深天马Ａ(000050.SZ)在投资者互动平台表示，公司显示产品有在客户具备AI功能的智 能手机和IT终端上应用，暂未应用在AI眼镜。 ...

从资金流向上来看，当日光学光电子板块主力资金净流出1860.91万元，游资资金净流出4.68亿元，散户 资金净流入4.86亿元。光学光电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000725 京东方 A | | 2.14 Z | 4.48% | -6506.55万 | -1.36% | -1.49 Z | -3.12% | | 002222 福晶科技 | | 1.60亿 | 5.85% | -596.49万 | -0.22% | -1.54 Z | -5.64% | | 000050 深天马A | | 1.41亿 | 9.19% | -5204.92万 | -3.40% | -8872.42万 | -5.79% | | 000100 TCL科技 | | 1.16亿 | 2.86% | -3604.33万 | -0.89% | -8012.95万 | -1.97% | | 600703 ...

作为全球科技产业的年度风向标，一年一度的CES展始终是前沿技术的"首发秀场"与行业趋势的"晴雨表"，也正成为中国科技企业走向全球的跳板。 云深处科技的"绝影"系列机器狗已在全球能源巡检市场占据领先地位。CES 2026上，他们展示了最新一代绝影X30，其自主导航能力已能在无GPS的室内 环境实现厘米级定位。 在回答今年CES有哪些主题时，展会主办方美国消费者技术协会执行主席兼CEO夏皮罗（Gary Shapiro）直言："很明显是'以人为本'的AI应用。" 华泰证券分析师则指出，本届CES展会的核心主题或将从传统消费电子展示，转向以AI为中心的系统级技术变革。 另一个值得关注的趋势是，中国企业正逐步走向舞台中央。官方数据显示，本届CES参展商总数超过4000家，其中中国企业参展总数达到942家，占比约 22%，延续了全球第二大参展国的地位。而在部分细分领域，中国企业已经成为绝对主角，比如参展的38家人形机器人展商中，有21家来自中国，占比达 55%；参展的23家AI眼镜品牌中，16家来自中国，占比近七成…… 多家外媒也对中国企业在CES上的表现给予关注，《日经亚洲评论》将中国企业的展示列为值得一看的内容。韩国 ...

根据中国汽车工业(摩托车)产销快讯数据显示：2025年11月广州天马集团天马摩托车有限公司摩托车产 量为29207辆，同比增长26.88%，销量为22951辆，同比增长13.96%，产销率为78.58%，积压6256辆。 上市公司：钱江摩托（000913），信隆健康（002105），征和工业（003033），久祺股份（300994）， 林海股份（600099），上海凤凰（600679），中路股份（600818），力帆科技（601777），春风动力 （603129），爱玛科技（603529），隆鑫通用（603766），永安行（603776），新日股份（603787）， 绿通科技（301322），涛涛车业（301345），华洋赛车（834058） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 近一年广州天马集团天马 ...

每经AI快讯，1月9日，面板板块短线上扬，深天马A涨停，京东方A、GQY视讯、汇创达、TCL科技、 凯盛科技、宸展光电跟涨。 （文章来源：每日经济新闻） ...

惠之星成立于2012年10月，专业从事涂布功能膜领域当中最高外观要求的细分领域。高外观要求涂布功 能膜，主要应用于智能手机、电脑、电视等电子产品中，是各类电子产品显示模组的核心材料。 业绩方面，2023年、2024年及2025年上半年，公司营业收入分别为2.62亿元、3.31亿元、2.14亿元，归 属于母公司所有者的净利润分别为-1739.14万元、2145.12万元、2937.75万元。 2025年上半年，惠之星营业收入同比增长61.37%；归属于母公司所有者的净利润同比增长222.84%，净 利超2024年全年。 去年12月30日，惠之星发布公告，根据公司的最新战略规划及拟审议通过的《公司章程》，公司董事会 拟由5名调整为7名，新增独立董事3名，同时杨评博辞任董事职务。 瑞财经 王敏 1月8日，宁波惠之星新材料科技股份有限公司（以下简称"惠之星"）在宁波证监局启动IPO 辅导备案，拟北交所上市，辅导机构为开源证券。 孙永茂，出生于1963年8月。本科毕业于兰州大学，化学专业；硕士毕业于清华大学，有机化学专业。 1992年至1997年任深圳天马微电子股份有限公司研发中心副主任工程师；1997年至2003年任 ...

智通财经APP获悉，东方证券发布研报称，展望2026年，受体育赛事等因素影响，LCD需求有望向好； 同时LCD行业已经形成较高的市场集中度，头部厂商有望以持续控产带动供需关系向好。供给层面，三 大面板厂有望持续推动控产，并于农历春节期间执行减产。反映在价格上，根据TrendForce数据，2026 年1月电视面板价格预计将全面上涨，32吋、43吋、55吋、65吋等各尺寸电视面板均价均较前月上涨1美 元。OLED面板对个人电脑轻薄化具有显著的提升效果，有望在未来成为个人电脑产品的重要亮点。 相关标的 LCD需求有望回升，头部厂商有望以持续控产带动供需关系向好 面板制造厂商TCL科技(000100.SZ)、京东方A(000725.SZ)、彩虹股份(600707.SH)、深天马 A(000050.SZ)、维信诺(002387.SZ)、和辉光电-U(688538.SH)等；面板材料厂商莱特光电(688150.SH)、 路维光电(688401.SH)、清溢光电(688138.SH)等；面板模组厂商京东方精电(00710)等。 风险提示 东方证券主要观点如下： 目前市场对于中尺寸OLED的潜在需求关注有限。东方证券认为， ...

证券日报网讯 1月7日，深天马A在互动平台回答投资者提问时表示，公司深耕显示领域四十余年，始终 聚焦显示主业发展，不断精进显示技术及显示解决方案，持续关注显示产品在各类智能终端上的应用及 更多应用场景的打开，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。 （编辑 姚尧） ...

Core Viewpoint - The CES 2026 showcased significant advancements in display technologies, particularly in the automotive display sector, with a strong emphasis on OLED and Micro LED technologies, indicating a competitive landscape among leading panel manufacturers [87]. Group 1: Automotive Display Innovations - Major panel companies focused on automotive displays, with OLED technology emerging as a preferred choice due to its lightweight, flexible, and high-quality characteristics [2]. - BOE introduced the "HERO 2.0 smart cockpit," featuring the world's first Micro LED PHUD with a brightness of 50,000 nits and AI capabilities for voice and gesture control [3][5]. - Deepinma showcased a 49.6-inch panoramic "Tianxuan" screen, integrating various cockpit functions into a single display with a peak brightness of 10,000 nits [10][12]. - TCL Huaxing presented the HVA Ultra P-HUD system, which includes three LCD screens with a brightness of 11,000 nits and a 7.5% transmittance rate [14][15]. - Visionox introduced a flexible AMOLED dual-curved display solution that can bend to save space when not in use [20]. Group 2: Display Technology Developments - BOE displayed two large Micro LED products, including a P0.9 ultra-thin HDR Micro LED integrated machine with a peak brightness of 2,000 nits and a contrast ratio of over 20,000:1 [38]. - Deepinma launched the world's first fully laser giant transfer 108-inch seamless Micro-LED screen with a peak brightness of 1,500 nits and a contrast ratio of 1,000,000:1 [40]. - TCL Huaxing introduced a 98-inch HVA Ultra television display with over 18,000 backlight partitions and a BT2020 coverage rate exceeding 96% [44]. - Visionox unveiled a "glare-free AMOLED laptop solution" that significantly reduces eye strain by minimizing environmental light reflection [50][51]. - LG Display presented an 83-inch WOLED TV panel with a peak brightness of 4,500 nits and 99.5% DCI color gamut coverage [76]. Group 3: Industry Trends and Future Outlook - The competition among panel manufacturers is intensifying, with companies like AUO and Innolux focusing on Micro LED technology, while TCL Huaxing and Hehui Optoelectronics are deepening their expertise in OLED [87]. - The display industry is expected to enter a new development phase as demand for automotive, commercial, and consumer electronics continues to evolve [88].

Market Overview - Major indices showed positive performance with the STAR Market 50 up by 1.84%, the Northern Exchange 50 up by 1.82%, the Shanghai Composite Index up by 1.50%, the Shenzhen Component Index up by 1.40%, and the ChiNext Index up by 0.75% [1] - The TMT sector led the gains, with the SW Panel sector increasing by 5.21%, SW Semiconductor Materials by 4.41%, and SW Vertical Application Software by 3.86% [1] - Conversely, the TMT sector also saw declines, with SW Communication Network Equipment and Devices down by 1.70%, SW Communication Cables and Supporting down by 0.68%, and SW Printed Circuit Boards down by 0.60% [1] Domestic News - Luxshare Precision is set to add a new VR glasses production line with an annual capacity of 9 million units, alongside an increase in the production capacity of VR glasses charging cases by 4.5 million units [2] - A semiconductor equipment R&D and production base project in Suzhou has been signed with a total investment of 1.05 billion yuan, expected to achieve an annual output value of over 1 billion yuan upon full production [2] - Deep Tianma has signed a long-term OLED materials supply and licensing agreement with UDC to support its OLED display production [2] - The new factory of Jinglong Technology for high-end semiconductor testing has been put into operation with a total investment of 4 billion yuan, covering AI, automotive-grade, and industrial-grade chip testing [2] Overseas News - Appfigures data indicates that the Manus mobile app is projected to reach approximately 4.5 million downloads by 2025, primarily from emerging markets like Brazil, Egypt, and India, with an estimated in-app revenue of 13 million USD for the year [3] - AMD has launched the Helios platform, boasting an AI computing capability of 2.9 exaflops and equipped with 31TB of HBM4 memory [3] - Texas Instruments has introduced the TDA5 chip for autonomous vehicles, utilizing a 5nm process and enhancing computation speed from 100 trillion operations per second to up to 1.2 quadrillion [3] - METI plans to increase its overall budget by approximately 50% to around 3.07 trillion yen, with significant funding directed towards the semiconductor and AI sectors [3] AI News - NVIDIA has officially launched the "Vera Rubin" platform, featuring the Vera CPU with 88 customized Olympus cores and the Rubin GPU capable of 50 quintillion floating-point operations per second [4] - WeChat has initiated the "AI Mini Program Growth Plan," committing resources to support developers and aiming for a significant increase in AI applications by 2026 [4] - The National Radio and Television Administration announced a month-long special governance initiative starting January 1, 2026, targeting the misuse of AI tools in altering classic content [4] Industry Tracking - Brain-computer interface startup Strong Brain Technology has completed approximately 2 billion yuan in financing, producing products that assist disabled individuals in controlling prosthetic limbs [5] - New Times has released the first "industrial-grade" embodied intelligent robot, SYNDA R1, designed for various operational tasks [5] - Dongfang Boiler has successfully completed a key phase of a national key R&D project related to stable and clean combustion technology [5] - Beijing has announced an action plan for building an AI innovation hub, aiming to achieve a core industry scale exceeding 1 trillion yuan within two years [5]