天马微电子股份有限公司（以下简称"公司"）于近日收到持股 5%以上股 东湖北省科技投资集团有限公司（以下简称"湖北科投"）的通知，湖北科投于 2025 年 2 月 7 日至 2025 年 8 月 18 日通过深圳证券交易所集中竞价交易和大宗 交易方式累计减持公司股份 22,245,047 股，占公司总股本的 0.91%，持股比例由 6.73%减少至 5.82%，湖北科投减持股份来源为公司非公开发行股份。现将有关 情况公告如下： | 信息披露义务人 | | | --- | --- | | | 湖北省科技投资集团有限公司 | | 住所 | 武汉东湖开发区高新大道 666 号生物城 C5 栋 | | 权益变动时间 | 2025 年 2 月 7 日至 2025 年 8 月 18 日 湖北科投因自身经营需求，于 2025 年 2 月 7 日至 2025 年 8 月 18 日 | | | 通过深圳证券交易所集中竞价交易和大宗交易方式减持公司股份 6.73%减少至 | | 权益变动过程 | 22,245,047 股，占公司总股本的 0.91%，持股比例由 | | | 5.82%。 | | | 本次权益变动不会导致公司控制权 ...

Group 1 - Wuhan Tianma Microelectronics Co., Ltd. has applied for a patent titled "A Display Panel and Display Device," with publication number CN120496436A, and the application date is June 2025 [1] - The patent describes a display panel that includes a display area and a non-display area, where the non-display area partially surrounds the display area [1] - The display panel consists of a first circuit located in the display area and a second circuit in the non-display area, both circuits utilizing dual-gate transistors to enhance performance [1] Group 2 - Wuhan Tianma Microelectronics Co., Ltd. was established in 2008 and is located in Wuhan, primarily engaged in software and information technology services [2] - The company has a registered capital of 1,628 million RMB and has participated in 2,610 bidding projects, holding 4,131 patent records and 221 administrative licenses [2]

根据中国汽车工业(摩托车)产销快讯数据显示：2025年6月广州天马集团天马摩托车有限公司摩托车产 量为35954辆，同比增长43.71%，销量为25343辆，同比增长13.39%，产销率为70.49%，积压10611辆。 相关报告：智研咨询发布的《2025-2031年中国摩托车行业市场专项调研及投资前景研究报告》 数据来源：中国汽车工业(摩托车)产销快讯，智研咨询整理 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 ...

齐鲁晚报.齐鲁壹点记者周小涵 8月12日，有网友发视频称，原定于8月15至17日举办的天马草原音乐节突发公告宣布取消。 记者从天马草原音乐节官方公众号查询到，12日下午三点左右，该公众号发布一则标题为"遗憾公布,愿不久相见!"的公告。公告内容显 示，因不可抗力因素，经组委会慎重研究决定，音乐节将延期举办。公告称，后续具体重启时间，组委会将在确定后第一时间通过官方 渠道公布。针对已购票的观众，线上退票通道于近期正式开通，观众可通过原购票渠道办理退票手续。异地乐迷因退/改产生的出行、酒 店费用将由主办方全部承担。 8月13日，齐鲁晚报.齐鲁壹点记者致电天马草原音乐节主办方，工作人员表示，本场音乐节的确只卖出1700多张票，但之所以取消并非 售票、天气等因素，而是主办方内部出现问题，具体并不方便透露。 "目前，艺人、舞台搭建、现场声光电和各种活动物料等都已经准备就绪，出现这个问题，也是我们不想看到的"对此，该工作人员对乐 迷表示了遗憾和抱歉。 后续天马草原音乐节还会重启吗？工作人员回应，"可能不会有了"。 天马草原音乐节官方页面显示，本次演出地点在内蒙古呼伦贝尔市海拉尔区两河圣山景区，演出阵容有陈粒、腾格尔、痛仰乐 ...

Core Viewpoint - The DIC 2025 exhibition highlighted the growing importance of automotive display applications, showcasing innovations from various panel manufacturers and upstream suppliers in response to increasing market demand for vehicle displays [1][2][10]. Group 1: Exhibition Overview - The DIC 2025 exhibition took place from August 7 to 9 in Shanghai, featuring over 300 renowned companies from the display industry, covering various segments such as display panels, upstream materials, core equipment, and terminal applications [1]. - Automotive displays emerged as a key highlight, with major manufacturers like BOE, TCL Huaxing, and Visionox showcasing a range of applications including central control screens, head-up displays, and entertainment screens using technologies like LCD, OLED, Mini LED, and Micro LED [2]. Group 2: Market Demand and Growth - The automotive industry's shift towards electrification, intelligence, connectivity, and sharing is driving an increasing demand for display screens, evolving from single central control screens to multi-screen interactions and full-scene integration [10]. - According to TrendForce, the shipment volume of automotive panels is expected to reach 196.7 million units in 2024, marking a nearly 10% year-on-year growth, with projections for 2025 to exceed 200 million units, reaching 208.9 million units [10]. Group 3: Upstream Supplier Innovations - Upstream suppliers are responding to the rising demand for automotive displays, providing new opportunities for panel manufacturers beyond traditional consumer electronics [11]. - Companies like TuoMi Group showcased high-precision folding hinge products, utilizing advanced materials such as carbon fiber and titanium alloy to enhance strength and reduce weight [13]. - Chengdu TuoMi's breakthroughs in ultra-thin flexible glass (UTG) technology have improved bending performance, addressing traditional manufacturing defects, and are being developed for automotive applications [13]. - Sichuan Hongke Innovation Technology presented various automotive display glass products, including environmentally friendly high-aluminosilicate glass, which has been adopted by several automotive brands [14][16]. Group 4: Industry Trends and Future Outlook - The DIC exhibition indicated a collaborative effort among display panel manufacturers and upstream suppliers to enhance automotive display solutions, contributing to the industry's evolution towards more advanced and multifunctional display products [20]. - The ongoing investments and innovations in the automotive display sector suggest a promising future, with expectations for more comprehensive solutions to emerge in subsequent exhibitions, further supporting the automotive industry's transition towards new technologies [20].

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 ...