金融界5月28日消息，上证指数高开震荡，沪深300深市指数 (300深市，399972)下跌0.15%，报4263.79 点，成交额750.75亿元。 数据统计显示，沪深300深市指数近一个月上涨1.17%，近三个月下跌7.79%，年至今下跌4.90%。 据了解，沪深300深市指数选取沪深300指数样本中所有深市上市公司证券组成指数样本，为投资者提供 更多样化的投资标的。该指数以2004年12月31日为基日，以1000.0点为基点。 从沪深300深市指数持仓样本的行业来看，工业占比23.68%、信息技术占比17.55%、可选消费占比 15.90%、主要消费占比10.35%、金融占比8.79%、医药卫生占比8.66%、通信服务占比7.95%、原材料占 比5.25%、房地产占比1.13%、公用事业占比0.46%、能源占比0.25%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。遇临时调整时，当沪深300指数调整样本时，指数样本随之进行相应调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持 ...

更多智能制造产业资讯 …… 扫码订阅 智能制造 产业日报， 1. 【哈工大为航天国之重器打造高可靠"神经元"】5月27日从哈尔滨工业大学获悉，该校牵头研制的 高可靠性、高质量一致性航天电器研究成果获得多项自主知识产权，关键核心技术实现自主可控，关 键技术指标达到国际领先水平，日前通过了中国航天科技集团组织的科技成果鉴定。这一成果将典型 航天电器产品寿命从2万次提升至20万次，关键性能参数和寿命一致性提升36%。航天电器应用量 大、覆盖面广，包括继电器、接触器、连接器、断路器、开关等。哈工大电气工程及自动化学院院 长、成果主要完成人叶雪荣说，如果把航天装备控制系统比作一个复杂的"神经网络"，那么航天电器 就是整个神经网络中无处不在、不可或缺的"神经元"。（新华社） 2.【中国第6代新型半导体显示器件生产线全面量产】5月26日，由京东方科技集团打造的第6代新型 半导体显示器件生产线在北京全面量产。这标志着中国在高端显示领域再次取得突破，为半导体显示 产业发展注入强劲动能。作为全球技术最先进的液晶显示屏生产基地之一，京东方第6代新型半导体 显示器件生产线总投资290亿元，占地面积42万平方米，设计月产能达5万片。据 ...

Group 1: BOE Technology Group (京东方A) - The LCD industry supply and demand situation is improving, shifting focus from scale and market share competition to high-profit applications, high-value products, advanced technology, and high-value brands [1] - By Q1 2025, the average operating rate of the LCD industry is expected to gradually increase and maintain above 80% [1] - LCD TV panel prices have been rising since January 2025, with expectations of a gradual cooling in Q2 [1] - The company’s 8.6-generation MOLED production line in Chengdu has started equipment installation four months ahead of schedule [1] - In 2024, the IT segment is projected to account for the highest share of the company’s display device business revenue at 34% [1] - The company anticipates depreciation of approximately 38 billion in 2024, expecting to reach a peak this year [1] - The company is open to industry consolidation and will consider multiple factors for participation [1] Group 2: Haixiang New Materials (海象新材) - The company has not yet launched PET flooring products and has no related revenue; PET flooring will coexist with PVC flooring rather than completely replace it [2] - The revenue growth relies on stable sales in non-US regions, recovery in the US market, and expansion in the domestic market [2] - The company has taken measures to mitigate the impact of customs traceability issues [2] - The impact of US tariffs is minimal, as the company has established production capacity in Southeast Asia [2] - There are currently no plans to set up a factory in the US in the short term [2] Group 3: Beijia Clean (倍加洁) - In 2024, the production capacity utilization rate for toothbrushes is 57.68%, while for wet wipes it is 28.98% [3] - The annual production capacity for toothpaste is expected to increase to 120 million units, with new clients such as Comfort and Shuke [3] - The company focuses on its own brands in toothpaste, toothbrushes, and orthodontic oral care products, with a comprehensive layout on e-commerce platforms [3] - The ODM business is the main focus, with moderate investment in self-owned brands [3] - The US market accounts for 24% of total revenue, with some small clients canceling orders; the company is responding through its Vietnam base [3] - The associate company, Weimei Zi, is projected to have a net profit of 32.96 million in 2024, with a loss in Q1 2025 [3] - The controlling subsidiary, Shan'en Kang, is expected to incur losses in 2024 but aims to turn profitable in Q1 2025, focusing on major client development and the KK bacteria niche market [3] - The company aims for double-digit revenue growth in 2025, with the Vietnam production base project still under construction [3] Group 4: ICBC Credit Suisse Asset Management (工银瑞信基金) - As of now, the total asset management scale of the company is 778.131 billion, ranking 13th out of 210 [4] - The asset management scale for non-monetary public funds is 422.31 billion, also ranking 13th out of 210 [4] - The company manages 474 public funds, ranking 12th out of 210 [4] - There are 85 fund managers under the company, ranking 10th out of 210 [4] - The best-performing public fund product in the past year is the ICBC North Securities 50 Index A, with a latest net value of 1.54 and a growth of 66.21% in the past year [4] - The latest public fund product raised by the company is the ICBC Stable and Profitable 120-Day Rolling Bond A, which is a long-term bond type with a subscription period from May 6, 2025, to May 28, 2025 [4]

Core Viewpoint - BOE (京东方) has achieved full-scale production of its 6th generation semiconductor display device production line, marking a significant milestone in its operational capabilities and technological advancements [1][4]. Investment and Production Capacity - The new production line has a total investment of 29 billion yuan, covers an area of 420,000 square meters, and is designed to have a monthly production capacity of 50,000 pieces [2][4]. - The production line focuses on high-end products such as VR display panels, small to medium-sized high-value-added IT display panels, and automotive display panels, utilizing advanced LTPO and LTPS technologies [4][5]. Research and Development - From 2021 to 2024, BOE's R&D expenses exceeded 10 billion yuan annually, totaling 46.16 billion yuan, demonstrating a strong commitment to maintaining technological leadership [3][8]. - In Q1 2025, BOE's R&D expenses reached 3.014 billion yuan, reflecting a year-on-year increase of 10.58% [9]. Technological Innovations - BOE's LTPO technology combines high mobility from LTPS and low power consumption from Oxide, achieving over 1500 PPI pixel density and significantly reducing panel power consumption [5]. - The production line has implemented innovative technologies that enhance environmental sustainability, achieving a 100% heat recovery usage rate and an 80% pure water reuse rate [5]. Market Position and Future Outlook - BOE has established itself as a leader in the display industry, with one in four smart terminals globally featuring a display from BOE [7]. - The company aims to continue driving innovation as its primary growth engine, focusing on core technology advancements and deepening industry-academic-research collaborations [10].

Group 1: Banking and Financial Services - Multiple bank wealth management subsidiaries are applying for membership in the China Insurance Asset Management Association, with plans for all to join, potentially leading to a name change for the association to encompass the entire banking insurance asset management industry [1] - City commercial banks are gradually lowering deposit rates to align with national banks, reducing their competitive advantage in attracting savings [1] - Industrial and Commercial Bank of China has adjusted its deposit rates for various terms, now aligning with several joint-stock banks [1] Group 2: Automotive Industry - A price war in the Chinese automotive market, initiated by companies like BYD and Geely, is putting significant pressure on suppliers, with profit margins dropping to around 10% and extended payment terms of up to 120 days [2] - Industry experts warn that this price war could lead to supplier losses and potential safety issues in automotive quality [2] Group 3: Technology and Semiconductor - BOE Technology Group has commenced full-scale production of its 6th generation new semiconductor display device production line in Beijing, representing a significant advancement in China's high-end display sector with a total investment of 29 billion yuan and a designed monthly capacity of 50,000 pieces [1] Group 4: Corporate Financial Performance - Xiaomi Group reported a net profit of 10.676 billion yuan for Q1 2025, a year-on-year increase of 64.5%, with total revenue reaching 111.293 billion yuan, up 47.4% [2] - Zhihu reported a net loss of 10.1 million yuan for Q1 2025, a significant reduction of 93.9% compared to the previous year, with total revenue of 730 million yuan [3] Group 5: Legal and Regulatory Issues - Shaanxi Construction Group is involved in 76 litigation and arbitration cases, with a total amount in dispute of 3.02 billion yuan, affecting the company's current and future profits [3] - Sunac Real Estate Group has been executed for a total of 2.52 billion yuan across multiple cases, with over 416 billion yuan in total execution information [5] Group 6: Corporate Governance - Xu Ruizhe has been appointed as the new chairman of LQ Group, taking over from his father, who significantly expanded the company's operations across various sectors [5] Group 7: Market Activity - The Shanghai Composite Index experienced a slight decline of 0.18% amid a trading volume of 998.9 billion yuan, with mixed performance across sectors [10]

【WitsView】 5月26日，群创宣布与台达电合作，在台南科学园区建立一座大型储能系统。该储能电 站的规模为40MW/70MWh，将用于参与台电电力交易平台的调频备转及即时备转服务。 据介绍， 此次双方合作的储能 电站 位于群创台南科学园区七厂， 装机 容量相当于5600户家庭一 天的用电需求，能在突发电力事件中迅速介入，有效平衡电网频率， 并 可加强园区的用电稳定性 及电力调度能力。 图片来源：群创 群创表示，目前已实现46MW光电并网。未来，群创将继续积极推进投资创能，以解决电力供应不 平衡问题，强化电网韧性， 展现跨产业合作的协同效益。 面板企业入局储能领域 在能源领域，除了群创外，已有部分面板企业切入了这条非显示领域赛道。 作为台湾地区面板双虎之一的 友达 ，早在2008年便进军太阳能产业。历经十多年发展，友达如今 已成为能提供创能、储能、智能管理等综合能源解决方案的服务商。 在储能与能源管理领域，友达提供自动调频控制（AFC）储能系统、企业与家用储能方案，以及微 电网 建设 服务。 京东方 则于2009年成立控股子公司京东方能源科技股份有限公司，并于2025年 正式在新三板挂 牌 。其核心业务依 ...

【译自ETnews】 5月26日，韩国半导体及显示设备制造商Sunic System宣布，已与京东方旗下子 公司创元科技正式签署OLEDoS蒸镀设备供应合同。 根据协议，Sunic System将向创元科技提供应用于量产级OLEDoS的蒸镀设备，订单金额达2500 万美元（约合人民币1.8亿元），合同履行期限至2026年1月25日。 图片来源： Sunic System 蒸镀机是OLEDoS面板生产中实现像素精密沉积的关键设备。区别于传统LCD或OLED的玻璃基板 方案，OLEDoS技术通过在12英寸半导体级硅晶片上沉积有机发光材料制成显示面板，具有体积微 型化与超高清分辨率成像双重优势，被广泛视为XR（AR/VR/MR）头显设备的核心显示技术方 案，备受行业关注。 此次Sunic System供应的设备专为12英寸硅基板设计，可实现OLEDoS蒸镀工艺的大规模量产。 值得一提的是，创元科技在北京经济技术开发区投资建设应用LTPO技术的第6代新型半导体显示器 件生产线项目，已于昨（26）日实现全面量产。该项目总投资290亿元，采用1500mm×1850mm 的6代线玻璃基板，设计月产能达5万片。 该产线以LT ...

Group 1: Industry Overview - The LCD industry is shifting from competition based on scale and market share to a focus on high-profit applications, high-value products, advanced technology, and high-value brands, promoting high-quality development in the industry [1][2] - The average utilization rate of the LCD industry has been recovering since November 2024, maintaining above 80% in Q1 2025, with adjustments made in Q2 based on demand [3] Group 2: Pricing Trends - LCD TV panel prices have risen since January 2025 due to strong terminal demand, but are expected to stabilize in May 2025 as procurement demand cools [4] - MNT panel prices are experiencing moderate increases, while NB panel prices remain stable [4] Group 3: Company Developments - The 8.6 generation AMOLED production line in Chengdu began equipment installation four months ahead of schedule, transitioning from construction to operational phase [5] - In 2024, the revenue structure for display devices is projected to be: TV 26%, IT 34%, LCD mobile and others 13%, and OLED 27% [6][7] Group 4: Financial Outlook - The company anticipates depreciation of approximately 38 billion in 2024, with an increase compared to 2023 due to the completion of depreciation for several high-generation lines [8] - Depreciation is expected to peak this year as new projects are completed and mature lines reach the end of their depreciation period [8] Group 5: Industry Integration - The company is open to participating in industry consolidation, considering factors such as industry layout, market structure, and integration costs [9]

Group 1 - The core viewpoint of the news is the performance of the CSI Intelligent Consumption Theme Index, which has shown a slight decline recently, indicating potential challenges in the intelligent consumption sector [1] - The CSI Intelligent Consumption Theme Index opened lower and fluctuated, closing down 0.03% at 2733.95 points, with a trading volume of 53.472 billion [1] - Over the past month, the index has increased by 0.54%, but it has decreased by 13.18% over the last three months and is down 3.52% year-to-date [1] Group 2 - The index includes companies related to intelligent consumption across various sectors such as telecommunications, discretionary consumption, information technology, healthcare, and major consumer goods [1] - The top ten weighted stocks in the index are Gree Electric (5.54%), Midea Group (5.45%), SMIC (4.83%), BOE Technology (4.1%), Luxshare Precision (3.99%), Cambricon (3.93%), Will Semiconductor (3.17%), Hikvision (3.02%), ZTE Corporation (2.93%), and Haier Smart Home (2.77%) [1] - The market capitalization distribution of the index shows that 57.97% is from the Shenzhen Stock Exchange and 42.03% from the Shanghai Stock Exchange [1] Group 3 - The industry composition of the index shows that information technology accounts for 63.01%, discretionary consumption for 24.48%, healthcare for 5.68%, communication services for 4.83%, and industrials for 2.00% [2] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Public funds tracking the CSI Intelligent Consumption Index include the Bosera Intelligent Consumption ETF [3]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 5月26日消息， 今日京东方举办主题为"屏启未来 智显无界"的量产交付活动。 京东方宣布， 其第6代新型半导体显示器件生产线全面量产，标志着京东方在LTPO、LTPS、 Mini LED等高端显示领域实现跨越式突破。 据介绍， 京东方第6代新型半导体显示器件生产线总投资290亿元，占地面积42万平方米，设 计月产能达5万片。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 该生产线以LTPO（低温多晶氧化物）和LTPS（低温多晶硅）技术为核心，聚焦 VR 显示面 板、中小尺寸高附加值IT显示面板、车载显示面板等高端产品研发与生产，采用1500mm x 1850mm的6代线玻璃基板，配备当前最先进的生产设备。 同时，整合京东方多条成熟产线的先进经验，大幅提升生产效率和产品精度。 在技术创新方面， 京东方LT ...