Core Viewpoint - The company positions automotive displays as one of its strategic core businesses, leveraging over 30 years of expertise in the field to build a strong competitive system in automotive display capabilities [1] Group 1: Business Overview - The company is one of the earliest leaders in the global automotive display sector, achieving comprehensive coverage of major international brands including domestic, European, American, Japanese, and Korean manufacturers [1] - The company has received multiple customer awards over the years, indicating strong recognition in the market [1] Group 2: Financial Performance - In the first three quarters of 2025, the overall sales of the automotive business increased by approximately 24% year-on-year [1] - The traditional automotive display business remains stable with slight growth, while automotive electronics and domestic new energy sectors continue to experience rapid growth, driving the overall automotive business's sustained high growth [1] Group 3: Market Outlook - The company maintains a positive outlook on the development prospects of the automotive display market and plans to actively seize growth in demand and trends in the industrial chain [1] - The company aims to continue focusing on growth points in automotive electronics and new energy sectors to promote the sustained rapid and healthy development of its automotive business [1]

证券日报网1月25日讯，深天马A在接受调研者提问时表示，公司聚焦显示主业，同时也积极布局基于 面板工艺与TFT驱动技术的非显示应用技术开发，建立了MPG平台(多项目玻璃基板技术平台)，稳步推 进与行业伙伴在面板级超材料智能天线、微流控、智能调光、大面积指纹识别、柔性传感器等领域开展 技术开发与合作，将面板制造技术赋能更广泛的应用领域。目前，公司相关业务主要还在孵化和培育 期，部分技术已经小批量，公司将持续探索市场需求和优化产品方案。 ...

Core Viewpoint - The company anticipates a steady increase in the gross margin of its automotive display business in the first three quarters of 2025, despite facing competitive market pressures and pricing challenges [1] Group 1: Company Outlook - The company is optimistic about the automotive display market, believing that the growth in automotive demand and the trend of specification upgrades will continue [1] - The automotive display business primarily focuses on module shipments with a high degree of customization [1] Group 2: Strategic Initiatives - The company plans to enhance product technology solutions and specifications by increasing the penetration of LTPS technology in automotive products and upgrading product sizes [1] - There is an ongoing effort to improve the complexity and integration of product modules, which will help enhance the value of automotive products [1] - The company aims to increase the proportion of high value-added products to strive for stable gross margins [1]

Group 1: Company Overview and Market Dynamics - The company hosted a research meeting on January 23, 2026, with participation from seven institutions, focusing on its strategic core business in automotive displays, which has seen a 24% growth in sales in the first three quarters of 2025 [1][2] - The company has maintained its position as the global leader in automotive TFT-LCD and instrument display shipments since 2020, with its head-up display (HUD) expected to reach the top position globally in 2024 [2] Group 2: Profitability and Competitive Landscape - The gross margin for the automotive business has shown a steady increase in the first three quarters of 2025, despite facing competitive pressures and price challenges [3] - The company aims to enhance product value through a strategy of increasing the complexity and integration of its modules, focusing on high-value-added products to maintain a robust gross margin [3] Group 3: Technological Advancements - The company has been developing Micro-LED technology since 2017, achieving significant breakthroughs in automotive and large-screen applications, with over 30 mass production devices and materials developed in collaboration [4] - In response to the competitive OLED market, the company plans to enhance production capabilities and optimize product structures to adapt to market changes, focusing on high-end and diversified applications [4] Group 4: Supply Chain and Emerging Business - The company collaborates with thousands of global suppliers to enhance material diversification and domestic supplier development, resulting in increased localization of materials and strengthened supply chain resilience [5] - The establishment of the MPG platform aims to explore non-display applications, with ongoing technical development in areas such as smart antennas and flexible sensors, currently in the incubation phase [5] Group 5: Market Value Management - The company emphasizes market value management, incorporating relevant metrics into its assessment system, and has implemented several initiatives to protect shareholder interests and enhance investor confidence since 2025 [6]

Group 1: Company Overview and Market Position - Tianma Microelectronics has established itself as a leading player in the automotive display sector, with over 30 years of experience and a comprehensive professional team covering R&D, manufacturing, quality, marketing, and supply chain management [2] - The company has maintained the highest global shipment volume for automotive TFT-LCD and automotive instrument displays since 2020, and is expected to achieve the same for automotive Head-Up Displays (HUD) in 2024 [2][3] - In the first three quarters of 2025, the overall sales of the automotive business increased by approximately 24% year-on-year, driven by growth in traditional automotive displays, automotive electronics, and domestic new energy sectors [2] Group 2: Profitability and Market Challenges - The gross margin of the automotive business has remained stable year-on-year in the first three quarters of 2025, despite facing competitive pressures and price challenges in the market [4] - The company aims to enhance product complexity and integration in automotive displays, focusing on high-value products to maintain a robust gross margin [4] Group 3: OLED and Micro-LED Developments - Since 2025, the demand for flexible OLED mobile display products has seen moderate growth, while market prices have faced pressure due to competitive dynamics [5] - The company has been actively developing its Micro-LED technology since 2017, focusing on automotive and splicing display applications, and has launched several industry-leading Micro-LED products [6][7] Group 4: Supply Chain and Material Localization - Tianma has established partnerships with thousands of suppliers to enhance material diversification and localization, resulting in a continuous increase in the localization rate of materials [8] - The company is committed to supporting domestic suppliers and strengthening supply chain resilience [8] Group 5: Innovation and New Technologies - The MPG platform has been established to explore non-display applications based on panel technology, with ongoing collaborations in areas such as smart antennas and flexible sensors [9] - The company is in the incubation phase for several technologies, with some already in small-scale production [9] Group 6: Market Value Management - The company emphasizes market value management, integrating it into its assessment system, and has implemented various measures to enhance shareholder value and investor confidence [10] - Initiatives include the release of valuation enhancement plans and commitments from major shareholders not to reduce their stakes [10]

证券日报网讯1月22日，深天马A在互动平台回答投资者提问时表示，公司聚焦的中小尺寸显示领域下 游细分市场众多，其中公司专业显示类产品在包括工控、人机交互、智能家居、医疗、白色家电等众多 显示领域均有应用。 ...

证券日报网讯1月22日，深天马A在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东户 数为75366户(含信用账户)。 ...

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。 ...

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： ...

Group 1 - The company, Deep Tianma A, has been focusing on the display industry for over 40 years and is committed to the development of its main display business [2] - The company is actively exploring non-display application technologies based on panel processes and TFT driving technology [2] - Currently, the company does not engage in the perovskite business mentioned by the investor [2]