简式权益变动报告书 上市公司名称：天马微电子股份有限公司 上市地点：深圳证券交易所 股票简称：深天马 A 股票代码：000050 天马微电子股份有限公司 信息披露义务人公司名称：湖北省科技投资集团有限公司 公司住所及通讯地址：武汉东湖开发区高新大道 666 号生物城 C5 栋 权益变动性质：持股比例减少 签署日期：二〇二五年八月 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下简称 "《证券法》"）《上市公司收购管理办法》（以下简称"《收购办法》"）《公开 发行证券公司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简 称"《准则 15 号》"）及相关的法律、法规、部门规章和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购办法》《准则 15 号》的规定，本报告书已全面 披露信息披露义务人在深天马中拥有权益的股份变动情况。截至本报告书签署之 日，除本报告书披露的信息外，信息披露义务人没有通过任何其他方式增加或减 少其在深天马拥有权益的股份。 四、 ...

证券代码：000050 证券简称：深天马 A 公告编号：2025-066 天马微电子股份有限公司 关于持股 5%以上股东权益变动的提示性公告 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。 重要内容提示： 1、本次权益变动为天马微电子股份有限公司（以下简称"公司"）股东湖 北省科技投资集团有限公司（以下简称"湖北科投"）减持公司股份。 2、本次权益变动后，湖北科投持有公司股份 122,887,451 股，占公司总股本 的比例降至 5.0000%。 3、本次权益变动不触及要约收购，不会导致公司控股股东及实际控制人发 生变化，不会影响公司的治理结构和持续经营。 一、本次权益变动基本情况 （一）湖北科投基本情况 | 企业名称 | 湖北省科技投资集团有限公司 | | | | | | --- | --- | --- | --- | --- | --- | | 成立日期 | 2005 7 | 年 | 月 | 28 | 日 | | 法定代表人 | 刘坤 | | | | | 4、湖北科投本次权益变动的股份来源为公司非公开发行股份。 公司于近日收到持股 5%以上股东湖北科投出具 ...

题的公告 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。 天马微电子股份有限公司（以下简称"公司"）2025年半年度报 告已于2025年8月23日披露。为使广大投资者更加全面、深入地了解 公司情况，公司将于2025年9月5日（周五）举行2025年半年度业绩网 上说明会，具体如下： 一、业绩说明会相关安排 证券代码：000050 证券简称：深天马 A 公告编号：2025-065 天马微电子股份有限公司 关于举行2025年半年度业绩网上说明会并征集相关问 题 ， 欢 迎 广 大 投 资 者 于 2025 年 9 月 5 日 （ 周 五 ） 15:00 前 访 问 https://ir.p5w.net/zj/，或扫描下方二维码，进入问题征集专题页面， 公司将在2025年半年度业绩说明会上对投资者普遍关注的问题进行 回答。 1、时间：2025年9月5日（周五）下午15:00-16:30。 2、召开方式：本次网上说明会将采用视频录播结合网络文字互 动的方式召开。 3、参与方式：投资者可通过全景网"投资者关系互动平台" （http://ir.p5w.net/）网络远程参与 ...

Group 1: New Materials Industry Overview - The new materials sector is positioned as a foundational growth area within the chemical industry, expected to see significant policy, demand, and technological catalysts by August 2025, with a notable focus on electronic information, new energy, aerospace, biotechnology, and environmental protection [1] - The basic chemical sector has experienced a 48.1% increase over the past year, significantly outperforming the CSI 300 index, indicating rising market interest in high-growth new materials companies [1] Group 2: Electronic Information Sector - OpenAI's CEO Sam Altman highlighted that trillions of dollars will be invested in AI infrastructure, driving demand for semiconductors, storage materials, and high-performance components [2] - The global data center physical infrastructure market is projected to reach $63.1 billion by 2029, with a compound annual growth rate (CAGR) of 15% from 2024 to 2029, benefiting semiconductor and display materials companies [2] - Domestic companies such as Guocera Materials reported a revenue of 2.154 billion yuan in the first half of 2025, a year-on-year increase of 10.29%, while Dinglong Co. achieved 1.732 billion yuan in revenue, up 14% year-on-year, with a net profit growth of 42.78% [2] Group 3: Aerospace Materials Sector - The aerospace sector is witnessing a surge in rocket launches and production, with companies like Guangwei Composite achieving 1.201 billion yuan in revenue, a 3.87% increase year-on-year [3] - The U.S. companies Blue Origin and SpaceX are advancing technologies for Mars communication and reusable launch systems, benefiting domestic material and smart manufacturing companies [3] Group 4: New Energy Materials Sector - The Chinese government is taking steps to regulate the photovoltaic industry, emphasizing the importance of new energy materials as a core support element [3] - Zhongcai Technology reported a revenue of 13.33 billion yuan in the first half of 2025, a 26% increase year-on-year, while Tianci Materials achieved 7.029 billion yuan, up 28.97% year-on-year [3] Group 5: Biotechnology New Materials Sector - Companies like Kasei Bio and Blue Sky Technology are expanding their operations in synthetic biotechnology and lithium extraction projects, respectively, with Kasei Bio reporting a revenue of 1.671 billion yuan, a 15.68% increase year-on-year [4] - The sector is seeing rapid technological innovation and diverse applications, leading to improved profitability for chemical new materials companies [4] Group 6: Environmental Protection Materials Sector - New regulations in Xinjiang are aimed at controlling environmental risks associated with hazardous waste, promoting information-based supervision [4] - Jiaao Environmental reported a revenue of 1.298 billion yuan in the first half of 2025, a significant increase of 71%, although it faced an expanded net loss of 78 million yuan [4] Group 7: Industry Data and Performance - The new materials index has significantly outperformed the CSI 300 index over the past year, with sub-indices for semiconductor materials, OLEDs, liquid crystals, and carbon fibers showing strong performance [5] - Leading companies in the semiconductor materials sector, such as Guocera Materials and Dinglong Co., maintain "buy" or "hold" ratings, reflecting optimistic profit forecasts driven by accelerated downstream applications [5]

Core Viewpoint - The company is actively advancing the construction of new production lines, with significant progress expected in the TM20 production line by the first half of 2025, leading to increased capacity and project delivery in automotive and IT module products [2] Group 1: Production Capacity and Development - The TM20 production line is accelerating capacity ramp-up and customer project introduction, with a rapid increase in the number of automotive and IT module product cases and delivery scale [2] - The TM19 production line, invested by an important joint venture of the company, has achieved rapid capacity ramp-up and met stage delivery capability targets ahead of schedule, covering the entire product line and successfully introducing leading customers in multiple application fields [2] - The company has made breakthroughs in the development of oxide products and has received significant industry awards [2] Group 2: Micro-LED Production - The Micro-LED production line has achieved small-batch delivery of standardized display unit modules and successfully lit up the first automotive standard product [2]

Core Viewpoint - The company reported a significant growth in its automotive display business, driven by strong demand in the electric vehicle market and technological advancements in display specifications [1] Group 1: Financial Performance - In the first half of the year, the company's automotive display revenue increased by approximately 27% year-on-year [1] - Sales in the automotive electronics sector, particularly for international leading automakers, surged over 70% year-on-year [1] - The LTPS automotive business experienced a remarkable growth in shipment volume, exceeding 76% year-on-year [1] Group 2: Market Trends - The demand for automotive display products is expected to continue growing, driven by an increase in the number of screens and upgrades in screen specifications [1] - The rapid growth of the domestic electric vehicle market and the ongoing penetration of LTPS technology are anticipated to enhance downstream demand [1] - The trend towards larger-sized automotive display screens is expected to contribute positively to market demand [1] Group 3: Strategic Focus - The company aims to capitalize on opportunities in automotive electronics and new energy sectors to drive growth [1] - There is a commitment to mass production and delivery of AMOLED automotive products to strengthen the company's competitive position in the industry [1] - The company is focused on enhancing its overall competitiveness and reinforcing its leading position in the automotive display market [1]

Core Viewpoint - The company reported that the penetration rate of flexible AMOLED technology in the mobile display sector continues to rise, maintaining structural growth in 2023 [1] Industry Summary - The overall price of flexible OLED mobile panels remains stable, with fluctuations occurring based on external demand and specifications [1] - The flexible AMOLED mobile display product prices have remained robust in the first half of the year, with business profitability improving by over 50% year-on-year [1] Company Strategy - The company plans to enhance the scale and profitability of its flexible AMOLED business through a rich customer base, continuous improvement in production capacity, and comprehensive cost reduction measures [1] - The company is also diversifying its expansion into mid-size and wearable device segments [1]

证券日报网讯深天马A8月25日发布公告，在公司回答调研者提问时表示，公司推出的面板级超材料智 能天线技术，能实现高性能信号传输与低成本量产的平衡。该技术具备低功耗运行、轻薄形态设计等显 著优势，其创新的智能通信解决方案有望适配车载、船载、便携式智能终端等多元应用场景，为通信技 术领域的智能化升级提供了全新技术路径，展现出很好的市场应用潜力。上半年，公司相关业务助力终 端多民用应用场景突破，并顺利实现产品迭代交付。 ...

证券日报网讯深天马A8月25日发布公告，在公司回答调研者提问时表示，综合考虑新产线TM20个别新 线体达到转固标准、成熟LTPS产线将逐步折旧到期，预计公司2025年折旧较2024年差异不大，处在高 峰水位，在没有其他新线投资的前提下，接下来折旧金额预计开始逐步下降。 ...

Core Viewpoint - The company expects a significant improvement of over 50% in the profitability of its flexible AMOLED mobile phone business in the first half of 2025, driven by enhanced production capacity, optimized product structure, and comprehensive cost reduction efforts [1] Group 1 - The TM17 production line's capacity is set to increase, contributing to the improved profitability and ongoing technological innovation [1] - The TM18 production line, developed by an important joint venture, is expected to see a rise in shipment volume in the first half of the year, enhancing the company's ability to deliver high-specification products [1] - The company aims to achieve full coverage of flagship products among leading domestic brands, with continuous growth in flagship product shipments [1] Group 2 - The company plans to further tap into the capacity of the TM17 production line to seize more sales opportunities [1] - There will be a steady release of TM18 production capacity, leading to rapid growth in shipments of high-specification products, including foldable and HTD models [1] - The company is committed to comprehensive cost reduction in its AMOLED business to ensure sustained improvement in profit performance [1]