Core Viewpoint - The Chinese panel industry is experiencing a recovery in the first half of 2025, with leading companies like TCL Technology and BOE achieving revenue growth and improved profits due to increased demand for large-size TVs and emerging applications like automotive and commercial displays, alongside advancements in flexible OLED, printed OLED, and MLED technologies [1][2][3]. Revenue and Profit Growth - TCL Technology reported a revenue of 85.6 billion yuan, a year-on-year increase of 6.7%, and a net profit of 1.88 billion yuan, up 89.3% [2]. - BOE achieved a revenue of 101.278 billion yuan, an 8.45% increase, with a net profit of 3.247 billion yuan, up 42.15% [3]. - Deepin Technology reversed its previous losses, reporting a revenue of 17.475 billion yuan, a 9.93% increase, and a net profit of 206 million yuan [3]. Market Dynamics - The panel market is stabilizing with improved demand and cost reductions, leading to enhanced profitability [2]. - The growth in large-size LCD production and the expansion of mid-size panels in various applications such as monitors, laptops, automotive, and mobile devices are contributing to revenue increases [2][3]. - The demand for panels is driven by the steady retail demand for TVs and the structural demand improvements in automotive, commercial, and gaming displays [3]. New Display Technologies - Companies are competing in new display technologies such as OLED, printed OLED, MLED, and Micro-LED [4]. - TCL's OLED business is growing, with an 8.7% increase in product sales, and it is expanding its printed OLED production capacity [4]. - BOE is advancing in flexible display solutions and has launched its first 8.6-generation AMOLED production line ahead of schedule [4]. Global Supply Chain and Production - TCL is establishing module factories in Vietnam and India to optimize costs and improve delivery speed to global customers [5]. - BOE's smart terminal factory in Vietnam is set to enhance its integrated industrial ecosystem [5]. - The establishment of overseas production and service networks helps mitigate trade friction and logistics volatility, enhancing the ability to secure international orders [5]. Industry Challenges - There are challenges in the industry, including potential impacts from cross-sector business operations and the cyclical fluctuations in panel prices [5]. - The third quarter is expected to see a recovery in panel supply alongside seasonal demand, with an estimated utilization rate of 86% for panel manufacturers [6].

Core Viewpoint - The company focuses on its display business and does not engage in the development of semiconductor integrated circuit chips, while actively exploring non-display application technologies based on panel processes and TFT driving technology [1] Group 1: Company Focus - The company is concentrating on its display main business and is not involved in semiconductor integrated circuit chip development [1] - The company has achieved mass production and shipment of passive and active digital microfluidic chips in smart sensing technology [1] Group 2: Market Applications - The end markets for the company's non-display applications include biomedicine fields such as gene library construction, single-cell analysis, and DNA synthesis [1]

Group 1 - The company, Deep Tianma A, reported that as of August 20, 2025, the number of shareholders is 68,299, including margin accounts [2]

Group 1 - The company emphasizes innovation-driven strategies and enhances forward-looking technology layout and product technology development [2] - The company's R&D investment for the first half of 2025 is approximately 1.57 billion yuan, focusing on flexible AMOLED, LCD technologies, and applications in smartphones, automotive, and IT display sectors [2]

Group 1 - The core point of the report is that Hubei Science and Technology Investment Group Co., Ltd. has reduced its shareholding in Tianma Microelectronics Co., Ltd. from 165,259,412 shares (6.7240% of total shares) to 122,887,451 shares (5.0000% of total shares) due to funding needs and other operational requirements [6][9]. - The share reduction amounts to 42,371,961 shares, representing a decrease of 1.7240% in the total shareholding [6][9]. - The report confirms that there are no other rights restrictions on the shares held by Hubei Science and Technology Investment Group in Tianma Microelectronics [7]. Group 2 - The report indicates that Hubei Science and Technology Investment Group may consider increasing or decreasing its shareholding in the next 12 months, depending on future financial needs [6][9]. - The report was prepared in compliance with the relevant laws and regulations, ensuring the accuracy and completeness of the disclosed information [2][5]. - Hubei Science and Technology Investment Group has not engaged in any buying activities of Tianma Microelectronics shares in the past six months prior to the report [8][9].

Core Viewpoint - Hubei Science and Technology Investment Group Co., Ltd. has reduced its shareholding in Tianma Microelectronics Co., Ltd. to 5.0000% through centralized bidding and block trading, which will not affect the company's governance structure and ongoing operations [1][2][3] Summary by Sections Shareholder Information - Hubei Science and Technology Investment Group Co., Ltd. was established on July 28, 2005, with a registered capital of 4 billion yuan and is a wholly state-owned limited liability company [1] - The company is involved in park development, infrastructure construction, high-tech industry investment, and other investment management services [1] Equity Change Details - Hubei Science and Technology Investment Group disclosed a simplified equity change report on December 28, 2024, indicating a cumulative reduction of 5% in its shareholding due to the company's issuance of new shares and its own operational needs [1][2] - Before the equity change, Hubei Science and Technology held 165,259,412 shares, accounting for 6.7240% of the total share capital [2] - After the equity change, Hubei Science and Technology holds 122,887,451 shares, representing 5.0000% of the total share capital [2] Shareholding Ratio Calculation - The total share capital of Tianma Microelectronics is 2,457,747,661 shares, and the shareholding ratios were calculated based on this figure [2] - If calculated based on the total share capital excluding the repurchased shares, the ratios would be 6.7270% before and 5.0022% after the equity change [2]

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]