Core Viewpoint - The average utilization rate of domestic TFT-LCD panel manufacturers in China is expected to drop below 80% in Q2 2025, indicating a potential decline in production efficiency and market demand [1]. Group 1: Production Capacity - The latest production capacity list for China's G4.5 to G6 LCD panel production lines is provided, reflecting the current manufacturing capabilities [2]. - The production capacity for G8.5 to G11 LCD panel production lines in China is also detailed, showcasing the broader manufacturing landscape [3]. Group 2: Utilization Rate Statistics - Q1 2025 statistics reveal the average utilization rate of LCD production lines in mainland China, highlighting the performance of various manufacturers [3]. - Specific utilization rates for major manufacturers such as BOE, CSOT, TM, HKC, and CHOT in Q1 2025 are included, offering insights into individual company performance [3]. Group 3: Future Predictions - A forecast for the global and mainland China LCD panel manufacturers' utilization rates in Q2 2025 is presented, suggesting a downward trend in production activity [1].

| 项目 | 2024 年 | 2023 年 | | 本年比上 年增减 | 2022 年 | | | --- | --- | --- | --- | --- | --- | --- | | | | 调整前 | 调整后 | 调整后 | 调整前 | 调整后 | | 营业收入(元) | 198.380.605.661.00 | 174.543.445.895.00 | 174.543.445.895.00 | 13.66% | 178.413.731.179.00 | 178.413.731.179.00 | | 归属于上市公司股 | 5.323.248.974.00 | 2.547.435.360.00 | 2.547.435.360.00 | 108.97% | 7,550,877,790.00 | 7.541.423.198.00 | | 东的净利润(元) | | | | | | | | 归属于上市公司股 东的扣除非经常性 损益的净利润 | 3.837.124.867.00 | -632.561.344.00 | -632.561.344.00 | 706.60% | -2.228.652.161.00 | ...

Core Viewpoint - The article highlights the financial performance of several companies in the display technology sector, showcasing growth in revenue and net profit for BOE and Tianshan Electronics, while Deep Tianma has turned a profit, and Huaying Technology has faced declines in revenue and profit [1][2][3][7][10]. Group 1: BOE (京东方) - In 2024, BOE achieved a total revenue of 198.38 billion yuan, representing a year-on-year increase of 13.66% [2] - The net profit attributable to shareholders was 5.32 billion yuan, up 108.97% year-on-year [2] - The gross margin for display devices was 12.76%, an increase of 4.62% compared to the previous year [2] - The IoT innovation business generated revenue of 33.83 billion yuan, a slight increase of 0.11% [2] - The MLED business saw significant growth, with revenue reaching 8.48 billion yuan, up 49.76% [2] - BOE maintained its position as the global leader in LCD mainstream application shipments, with notable growth in flexible OLED device shipments [2] Group 2: Deep Tianma (深天马) - In Q1 2025, Deep Tianma reported revenue of approximately 8.31 billion yuan, a year-on-year increase of 7.25% [3][4] - The net profit attributable to shareholders was approximately 96.41 million yuan, marking a turnaround from a loss [3][4] - The flexible AMOLED production line in Wuhan showed improved profitability, with rapid growth in shipments [4][5] - The automotive display sector experienced over 30% revenue growth year-on-year, with significant profit increases [5][6] Group 3: Huaying Technology (华映科技) - In Q1 2025, Huaying Technology reported revenue of approximately 342 million yuan, a decrease of 19.13% year-on-year [7][8] - The net profit attributable to shareholders was approximately -233 million yuan, indicating continued losses [7][8] - The company experienced a 65.01% decline in net cash flow from operating activities [8] Group 4: Tianshan Electronics (天山电子) - In 2024, Tianshan Electronics achieved revenue of approximately 1.48 billion yuan, a year-on-year increase of 16.54% [10][11] - The net profit attributable to shareholders was 150 million yuan, up 39.99% year-on-year [10][11] - The company reported significant growth in orders from the automotive electronics sector, contributing to the revenue increase [12]

证券代码：000050 证券简称：深天马A 公告编号：2025-029 天马微电子股份有限公司 关于未弥补亏损达到实收股本总额三分之一的公告 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"）于2025年4月21 日召开第十届董事会第二十九次会议和第十届监事会第十八次会议， 审议通过了《关于未弥补亏损达到实收股本总额三分之一的议案》， 尚需提交公司股东大会审议。现将具体事宜公告如下: 一、情况概述 根据容诚会计师事务所（特殊普通合伙）出具的容诚审字 [2025]215Z0013 号标准无保留意见的审计报告，2024年末，公司 (合并报表)未弥补亏损为-1,542,773,870.18元，实收股本为 2,457,747,661.00元，公司未弥补亏损金额超过实收股本总额三分 之一。根据《中华人民共和国公司法》《公司章程》的相关规定， 需提交公司股东大会审议。 二、亏损原因 2024年，公司扎实推进运营质效提升，强化核心能力建设，筑牢 核心领域优势，积极把握市场机会，营业收入实现稳步增长，产品结 构得到进一步优化，主要业务盈 ...

证券代码：000050 证券简称：深天马 A 公告编号：2025-030 天马微电子股份有限公司 关于 2025 年一季度计提减值损失的公告 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。 一、本次计提减值损失概况 根据《企业会计准则》及公司会计政策等相关规定，公司对截止 2025 年 3 月 31 日的应收账款、其他应收款、长期应收款、存货、固定资产等资产判断是 否存在可能发生减值的迹象，进行减值测试。经测试，2025 年 1-3 月公司冲回 信用减值损失 929 万元，其中应收账款冲回 976 万元、其他应收款计提 47 万元； 计提资产减值损失 9,815 万元，其中存货计提 9,185 万元。 2025 年 1-3 月减值损失情况如下： 二、本次计提减值损失对公司的影响 对于应收票据、应收账款、合同资产，无论是否存在重大融资成分，公司始 终按照相当于整个存续期内预期信用损失的金额计量其损失准备。 本公司对单项金额重大且在初始确认后已经发生信用减值的应收账款单独 确定其信用损失。 2025 年 1-3 月公司计提信用减值损失、资产减值损失合计 8,886 ...

证券代码：000050 证券简称：深天马A 公告编号：2025-031 天马微电子股份有限公司 关于召开 2024 年度股东大会的通知 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、误导性陈述或者重大遗漏。 一、召开会议基本情况 1、股东大会届次：天马微电子股份有限公司 2024 年度股东大会 2、股东大会的召集人：公司董事会 3、会议召开的合法、合规性：公司第十届董事会第二十七次会 议审议通过了《关于召开 2024 年度股东大会的议案》。本次股东大 会会议召开符合有关法律、行政法规、部门规章、规范性文件和公司 章程的规定。 4、会议召开的日期、时间 本次股东大会采取现场投票与网络投票相结合的方式，公司将通 过深圳证券交易所交易系统和互联网投票系统向全体股东提供网络 形式的投票平台，在股权登记日登记在册的公司股东均可以在网络投 票时间内通过上述系统行使表决权。 公司股东应选择现场投票、网络投票中的一种方式，如果同一表 决权出现重复投票表决的，以第一次投票表决结果为准。 6、会议股权登记日：2025 年 5 月 6 日（星期二） 7、出席对象 （1）现场会议召开日期、时间：2025 ...

证券代码：000050 证券简称：深天马 A 公告编号：2025-027 天马微电子股份有限公司 第十届监事会第十八次会议决议公告 本公司及监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。 一、监事会会议召开情况 天马微电子股份有限公司第十届监事会第十八次会议通知于2025 年4月11日（星期五）以书面或邮件方式发出，会议于2025年4月21日（星 期一）以现场和通讯表决的方式召开。公司监事会成员5人，实际行使表 决权的监事5人，分别为：汪名川先生、胡敏女士、林晓霞女士、刘伟先 生、陈丹女士。本次会议的召集、召开和表决程序符合有关法律、法规 和《公司章程》的规定，会议形成的决议合法有效。 二、监事会会议审议情况 （一）审议通过《2025年第一季度报告》 表决情况为：5票同意，0票反对，0票弃权 监事会在全面了解和审核了公司2025年第一季度报告后，对公司 2025年第一季度报告出具了书面确认意见，监事会认为：董事会编制和 审议天马微电子股份有限公司2025年第一季度报告的程序符合法律、行 政法规、中国证监会和深圳证券交易所的规定，报告内容真实、准确、 完整地反映了公司的 ...

证券代码：000050 证券简称：深天马A 公告编号：2025-026 天马微电子股份有限公司 第十届董事会第二十九次会议决议公告 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。 一、董事会会议召开情况 天马微电子股份有限公司第十届董事会第二十九次会议通知于 2025年4月11日（星期五）以书面或邮件方式发出，会议于2025年4月 21日（星期一）以现场和通讯表决的方式召开。公司董事会成员12人， 实际行使表决权的董事12人，分别为：彭旭辉先生、王波先生、李培 寅先生、邓江湖先生、郭高航先生、成为先生、张小喜先生、邵青先 生、梁新清先生、耿怡女士、张红先生、童一杏女士。本次会议的召 集、召开和表决程序符合有关法律、法规和《公司章程》的规定，会 议形成的决议合法有效。 二、董事会会议审议情况 （一）审议通过《2025年第一季度报告》 表决情况为：12票同意，0票反对，0票弃权 该议案已经公司董事会审核委员会审议通过。 具体内容请见公司同日在《证券时报》和巨潮资讯网上披露的 《2025年第一季度报告》。 （二）审议通过《关于未弥补亏损达到实收股本总额三分之一 第 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥8,311,597,227.87, representing a 7.25% increase compared to ¥7,749,582,291.55 in the same period last year[3] - Net profit attributable to shareholders was ¥96,408,914.10, a significant increase of ¥397,156,079.33 from a loss of ¥300,747,165.23 in the previous year[3] - Basic and diluted earnings per share improved to ¥0.0392, an increase of ¥0.1616 from a loss of ¥0.1224 per share in the same period last year[4] - Net profit for the current period was ¥68,251,562.74, a significant recovery from a net loss of ¥303,942,904.05 in the previous period[29] Cash Flow - The net cash flow from operating activities increased by 37.51% to ¥2,222,618,003.73, up from ¥1,616,329,341.29 in the previous year[4] - The company reported a significant increase in cash received from operating activities, which rose by 168.64% to ¥3,728,366,394.43 compared to ¥1,387,891,521.17 in the previous year[13] - Total cash inflow from operating activities amounted to 13,745,691,732.84, compared to 10,865,100,084.80, indicating a year-over-year increase of about 26.5%[33] - Cash outflow from operating activities totaled 11,523,073,729.11, up from 9,248,770,743.51, representing a rise of approximately 24.6%[33] - The net cash flow from investing activities was -1,030,795,108.04, an improvement from -1,358,302,012.88 in the previous period[34] - The net cash flow from financing activities showed a substantial decline of 455.37%, resulting in a net outflow of ¥2,401,154,480.48 compared to an inflow of ¥675,678,660.19 in the previous year[14] Assets and Liabilities - Total assets decreased by 3.57% to ¥78,337,479,183.83 from ¥81,235,165,602.39 at the end of the previous year[4] - Total current assets decreased from 22,595,566,053.82 CNY to 20,351,159,003.42 CNY, a decline of approximately 9.9%[22][23] - Total liabilities decreased to ¥48,923,814,220.45 from ¥52,062,060,054.09, a decline of about 6.66%[25] Shareholder Information - Total number of common shareholders at the end of the reporting period is 72,632[17] - The largest shareholder, Xiamen Jincai Industrial Development Co., Ltd., holds 15.85% of shares, totaling 389,610,040 shares[17] - The second-largest shareholder, AVIC Science and Technology Innovation Co., Ltd., holds 15.79% of shares, totaling 388,139,418 shares[17] Investment and Expenses - Investment payments decreased by 41.50% to ¥351,000,000.00 from ¥600,000,000.00 in the previous year, indicating reduced investment activity[14] - Research and development expenses increased to ¥766,176,057.07, up from ¥751,969,948.15, indicating a focus on innovation[28] Other Financial Metrics - The weighted average return on equity increased to 0.35%, up from -1.08% in the same period last year, reflecting improved profitability[4] - The company recorded a total of ¥234,790,747.13 in government subsidies, which are closely related to its normal business operations[5] - The company has no preferred shareholders or significant changes in major shareholders' financing activities[19][20] - The company plans to hold an online performance briefing for the 2024 fiscal year[20]

据介绍，12.3英寸仪表屏，集成了窄边框设计、高色域显示、超高分辨率等技术，14.6英寸中控 屏，采用了LTPS技术，并集成了TED内嵌式触控。 在应用方面，14.6英寸超高清智慧大屏搭载了Coffee OS 3智能座舱，触摸交互舒适。其画面效果 表现优异，还能根据驾乘人员的坐姿和使用场景自动调节亮度和高度，确保信息一目了然，提升 行车安全。 深天马表示，作为长城汽车的长期战略合作伙伴，在过去10多年的合作历程中，一直以技术创新 和客户需求为驱动，为其提供智能座舱显示系统解决方案，其车载业务覆盖了车载仪表、中控、 副驾娱乐、HUD等各类智能座舱显示产品。 图片来源：哈弗SUV官网 【WitsView整理】 根据深天马官方微信消息，近日上市的二代哈弗枭龙MAX，其搭载的12.3英寸 全液晶仪表和14.6英寸中控屏幕由深天马供应。 ▶ 关于集邦 上下滑动查看 and of pramexchange WitsWiews ColeDinside Colenergynend Hill Rightend Hill Right Claudi ng ...