Core Insights - The overall supply and demand in the industry is under pressure [2] - The shipment volume of foldable products is expected to decline in the second half of the year [2] - The demand for LTPO from overseas brands is increasing, while the shipment of low-end Ramless products is growing rapidly [2] - Competition in the domestic OLED market is becoming increasingly intense [2]

每经AI快讯，有投资者在投资者互动平台提问：请问公司折旧金额未来三年预计是呈上升还是呈下降 趋势？ 京东方Ａ（000725.SZ）11月26日在投资者互动平台表示，公司折旧金额预计在2025年达到峰值。 （记者 张明双） ...

京东方Ａ（000725.SZ）11月26日在投资者互动平台表示，公司产线均在持续生产，暂无需要处置的"老 旧产线"。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：公司的老旧产线会怎么处置？ ...

Group 1 - The OLED industry is experiencing intense market competition, and the industry structure is expected to improve further [2] - The company is committed to stable operations by enhancing production line efficiency, maintaining high R&D investment, and deepening lean management to strengthen internal motivation and cost control [2] - In the flexible AMOLED sector, the company has established a competitive advantage in production capacity and technology after years of investment, covering major top brand customers in the smartphone market [2] Group 2 - The company is actively expanding into automotive and IT sectors for mid-size innovative applications to seize market opportunities and meet downstream customer demands [2] - In the micro-display segment, the company has provided display products for several brand customers in the AR/VR/MR fields [2]

每经AI快讯，有投资者在投资者互动平台提问：合肥和成都的8.6代线虽然说投产了，但是设备的精度 和材料的纯度相比三星还有差距，请问是真的吗？ （文章来源：每日经济新闻） 京东方Ａ（000725.SZ）11月26日在投资者互动平台表示，公司在合肥没有布局8.6代线。 ...

Group 1 - The overall supply and demand in the industry is under pressure [2] - The shipment volume of foldable products is expected to decline in the second half of the year [2] - The demand for LTPO from overseas brands is increasing, while the shipment volume of low-end Ramless products is growing rapidly [2] - Competition in the domestic OLED market is becoming increasingly intense [2]

以下文章来源于中国企业家杂志 ，作者闫俊文 中国企业家杂志 . 讲好企业家故事，弘扬企业家精神 将投中网设为"星标⭐"，第一时间收获最新推送 合肥还从深圳挖到了一个具身智能的标杆公司——优艾智合。2024年6月，合肥"东城产投"宣布总 投资约14亿元，助力优艾智合在合肥落户总部。2024年以收入计，该公司位列全球工业移动操作机 器人行业第一、半导体领域全球市场份额第一。今年9月，优艾智合在港股递表，冲击上市。 "（合肥）有钱是一方面，招商人员相对专业稳定，最重要的就是产业链配套齐全。很多企业到合肥 投资，更看重产业协同。"上述招商人员说。 优艾智合创始人张朝辉接受《中国企业家》采访时说："合肥成立了"场景办"，来帮助优艾智合这类 公司对接面板、汽车等产业，打造使用场景。 " 张朝辉说："中国当前不缺技术，缺的就是让（机器 人）产品打开（场景），机器人做好之后再把能力输出，政府要发挥这样的作用。 " "投资+场景"正在成为合肥在机器人领域布局的两大抓手，在具身智能产业，"最牛风投之城"还能押 中下一个京东方、蔚来汽车吗？今年10月底，《中国企业家》记者走访了合肥聆动机器人、合肥市 智能机器人研究院、讯飞创投等机 ...

"OLED凭借其低功耗、快速响应、卓越画质等特性，正在从手机向电脑、车载设备等中尺寸屏幕应用 场景延展，需求不断增长。"丁炳中表示，苹果去年首次发布搭载OLED屏幕的iPad Pro可以看作高端中 尺寸显示从LCD向OLED升级的一个重要信号，中尺寸显示屏正在进一步加速提升OLED面板的渗透 率。 值得关注是，在平板电脑、笔记本电脑等领域OLED大规模应用渗透之前，京东方科技集团股份有限公 司（以下简称"京东方"）、维信诺（002387）科技股份有限公司（以下简称"维信诺"）、TCL科技 （000100）集团股份有限公司（以下简称"TCL科技"）、陕西莱特光电材料股份有限公司（以下简 称"莱特光电"）等产业链相关企业早已开始布局。 TCL科技的子公司TCL华星光电技术有限公司（以下简称"TCL华星"）t8项目在广州开工。这是全球首 条规模化量产的第8.6代印刷OLED产线，总投资295亿元，设计月产能2.25万片玻璃基板。 此外，京东方在成都的AMOLED生产线项目在今年5月已完成设备搬入，计划2026年第四季度量产出 货。这一项目将致力于打造全球技术领先、产能最大的中尺寸OLED显示器件生产基地。该生产线的 ...

Core Points - The Shenzhen State-Owned Enterprises Shareholder Return Index (970064) closed at 1612.77 points, up 0.73%, with a trading volume of 20.124 billion yuan and a turnover rate of 0.78% [1] - Among the index constituents, 33 stocks rose, with China National Materials Technology leading at a 10.01% increase, while 12 stocks fell, with CITIC Special Steel leading the decline at 2.97% [1] Index Constituents Summary - The top ten constituents of the Shenzhen State-Owned Enterprises Shareholder Return Index include: - BOE Technology Group (sz000725) with a weight of 9.31%, latest price at 3.85, and a market cap of 144.043 billion yuan [1] - Hikvision (sz002415) with a weight of 7.97%, latest price at 29.99, and a market cap of 274.855 billion yuan [1] - Wuliangye Yibin (sz000858) with a weight of 7.71%, latest price at 118.51, and a market cap of 460.009 billion yuan [1] - Luzhou Laojiao (sz000568) with a weight of 6.59%, latest price at 133.59, and a market cap of 196.637 billion yuan [1] - XCMG Machinery (sz000425) with a weight of 5.75%, latest price at 10.30, and a market cap of 121.056 billion yuan [1] - Changan Automobile (sz000625) with a weight of 3.88%, latest price at 11.91, and a market cap of 118.077 billion yuan [1] - Shenwan Hongyuan (sz000166) with a weight of 3.84%, latest price at 5.14, and a market cap of 128.705 billion yuan [1] - Yunnan Aluminum (sz000807) with a weight of 3.81%, latest price at 23.54, and a market cap of 81.636 billion yuan [1] - Yanghe Brewery (sz002304) with a weight of 3.37%, latest price at 65.71, and a market cap of 68.686 billion yuan [1] - Tongling Nonferrous Metals (sz000630) with a weight of 3.18%, latest price at 6.67, and a market cap of 66.913 billion yuan [1] Capital Flow Summary - The net inflow of main funds into the index constituents totaled 425 million yuan, while retail funds saw a net outflow of 319 million yuan [3] - Key stocks with significant capital flow include: - China National Materials Technology with a net inflow of 210 million yuan from main funds [3] - Luzhou Laojiao with a net inflow of 91.542 million yuan from main funds [3] - Tongling Nonferrous Metals with a net inflow of 60.685 million yuan from main funds [3]

Core Points - BOE and Samsung Display have reached a settlement regarding intellectual property disputes in the display sector, leading to the termination of the 337 investigation with the US International Trade Commission (ITC) [1] - The settlement concludes nearly three years of patent and trade secret disputes, with BOE agreeing to pay approximately 1 trillion Korean Won (around 4.851 billion RMB) in patent usage fees to Samsung, down from Samsung's initial demand of 2 trillion Korean Won [1] - Samsung Display initiated a copyright infringement lawsuit against BOE in December 2022, followed by a trade secret infringement lawsuit in October 2023 [1]