Group 1: Storage Market Dynamics - The recent surge in storage prices and the volatility of related company stocks have drawn renewed attention to the industry chain [2] - The demand for HBM storage driven by AI development is squeezing DRAM production capacity, leading to increased costs for smartphones and PCs [2][8] - TrendForce has revised down its global smartphone and laptop production forecasts for 2026, projecting declines of 2% and 2.4% respectively [2][11] Group 2: Display Panel Industry Growth - Over the past two decades, China's display panel industry has transformed from dependency on imports to becoming the world's largest manufacturing base [3][4] - The domestic display supply chain is more stable and complete compared to storage chips, giving Chinese manufacturers greater control [3] - The market size of China's display panel industry reached 396.2 billion yuan, accounting for 68.2% of the global market [5] Group 3: OLED Technology Advancements - Chinese manufacturers are heavily investing in OLED technology, with companies like Tianma and BOE establishing advanced production lines [5][7] - By the first half of 2025, Chinese manufacturers are expected to hold a 51.7% share of the global AMOLED smartphone panel market [7] - The demand for AMOLED panels is rising, while LCD panels maintain stable shipments in entry-level markets [7][11] Group 4: Cost Pressures and Strategic Responses - The increase in storage chip prices is expected to raise the BOM cost of smartphones by approximately 5-7% next year [8][9] - The share of storage in laptop BOM costs is projected to exceed 20% by 2026, leading to potential price increases of 5-15% for laptops [9][11] - Manufacturers are adjusting their product strategies, potentially reducing screen quality in lower-end models to manage costs [11][12] Group 5: Collaboration and Innovation - Companies are moving towards deep collaboration with panel manufacturers, shifting from traditional supplier relationships to joint technology development [16][20] - Xiaomi has established joint laboratories with panel manufacturers to enhance the entire supply chain [20][21] - The shift towards a collaborative model is seen as essential for competing with global leaders like Apple and for driving innovation in the display industry [21]

据姜幸群介绍，AI+正深度赋能显示行业，深入渗透并重构制造产业链。京东方通过深化人工智能技术 创新和融合应用，充分释放人工智能的倍增效应，助力显示行业发展。 在"AI+制造"方面，京东方在显示行业率先发布了AI工厂。京东方AI工厂以新一代人工智能技术为核心 驱动力，目前首批规划的AI工厂已在有序落地中，在生产计划、物料供应、生产制造、品质管理等场 景实现质效全面提升。 在"AI＋产品"方面，京东方打造了"器件-整机-系统"多重模式的产品创新，围绕画质、功耗、护眼和交 互等方面持续突破；同时，京东方构建出基于人工智能驱动的材料研究、仿真设计、工艺创新、智能算 法及终端场景创新路径，已经赋能办公、家居、教育、文娱、医疗等多个场景。另外，在AI+运营版 块，京东方将AI技术渗透到市场、计划、供应链、经营管理等核心职能中。 转自：新华财经 姜幸群表示，今年9月京东方发布了面向显示行业的大模型系列——"京东方蓝鲸显示大模型"，具备全 模态、多场景、高精度、强推理等特征，犹如为显示产业装上一颗"智慧大脑"，向生产制造、产品创 新、经营管理三大业务板块持续输送领先的数智化解决方案，推动行业迈向智能化发展的全新阶段。 新华财 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002310 证券简称：东方园林 公告编号：2025-101 北京东方园林环境股份有限公司 2、统一社会信用代码：91110105MAK0JFGG0P 3、住所：北京市朝阳区酒仙桥北路甲10号院104号楼-1至7层101七层721 4、类型：其他有限责任公司 5、法定代表人：朱军 关于全资子企业对外投资的进展公告 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、误导性陈述或者重大 遗漏。 一、对外投资概述 北京东方园林环境股份有限公司（以下简称"公司"）于2025年11月5日召开第九届董事会第十一次会 议，审议通过了《关于审议全资子企业对外投资的议案》，同意全资子企业东方新能（北京）企业管理 中心（有限合伙）与国能日新科技股份有限公司签署《投资合作协议》，共同发起成立合资公司。具体 内容详见公司在指定信息披露媒体《中国证券报》《证券时报》《证券日报》《上海证券报》及巨潮资 讯网（www.cninfo.com.cn）上披露的《关于全资子企业对外投资的公告》。 二、进展情况 近日，合资公司已完成登记注册手续，并取得了由北京市朝阳区 ...

11月21日，针对公司被某大客户取消LTPO面板订单传闻，京东方A在互动平台表示，公司始终与全球 合作伙伴保持着紧密、稳定、互信的合作关系，所有业务项目均在按计划有序推进。对于韩媒基于不实 信息的报道，公司不予置评，并对其引发的市场传闻深表遗憾。公司郑重提醒，所有合作信息请以京东 方及客户的官方发布为准。 ...

格隆汇11月21日｜有投资者提问"网上多源消息说公司被某大客户取消LTPO面板订单是否属实？"，京 东方A在互动平台表示，公司始终与全球合作伙伴保持着紧密、稳定、互信的合作关系，所有业务项目 均在按计划有序推进。对于韩媒基于不实信息的报道，我们不予置评，并对其引发的市场传闻深表遗 憾。我们郑重提醒，所有合作信息请以京东方及客户的官方发布为准。谣言止于智者。让我们共同维护 中国显示产业来之不易的良性竞争环境与健康发展态势。 ...

有投资者在互动平台向京东方Ａ提问："网上消息说公司被某大客户取消LTPO面板订单是否属实？"对 此，京东方Ａ回复称："公司始终与全球合作伙伴保持着紧密、稳定、互信的合作关系，所有业务项目 均在按计划有序推进。对于韩媒基于不实信息的报道，我们不予置评，并对其引发的市场传闻深表遗 憾。我们郑重提醒，所有合作信息请以京东方及客户的官方发布为准。谣言止于智者。让我们共同维护 中国显示产业来之不易的良性竞争环境与健康发展态势。"（人民财讯） ...

2025.11. 21 本文字数：3223，阅读时长大约5分钟 作者 | 第一财经 吕倩 李娜 王珍 刘佳 过去几个月，一场由手机屏幕绿线问题引发的消费维权潮在社交平台上持续发酵，涉及包括 OPPO 、一加、vivo、三星、小米、华为等几乎全部主流国 产与国际品牌。 这一现象被网友称为"绿线门"，更关键的是，这些故障多数并非人为损坏，而是源于屏幕本身的可靠性问题。 然而，面对同一类硬件问题，第一财经记者调查发现，各大厂商的售后态度难让消费者满意。有厂商迅速响应、承诺满足一定条件免费换屏，但消费者在 实际操作中却困难重重，甚至同一品牌的不同网点售后也存在差异，有的以"过保"为由拒之门外，还有要求用户提供早已遗失的发票，也有品牌"按闹分 配"，令消费者倍感无奈。 近期，第一财经记者通过采访了多地用户、线下门店及咨询品牌客服，试图还原绿线门背后的屏幕故障售后难题。 消费者供图 今年10月，OPPO官方宣布，对于购机四年内出现屏幕绿线问题的设备，提供免费更换屏幕服务；购机超过四年的用户，也可享受远低于市场价的优惠换 屏政策。 湖南的李贺持有的OPPO Reno6 Pro在四年质保期内两次发生屏幕绿线问题——换了一次屏 ...

Core Viewpoint - The article discusses the consumer rights issues arising from the "green line" problem in smartphone screens, affecting major brands like OPPO, Vivo, Samsung, Xiaomi, and Huawei, highlighting the inconsistent after-sales service and warranty policies among these manufacturers [1][9]. Group 1: After-Sales Service Policies - OPPO and Vivo offer a warranty period of around four years, while Xiaomi, Huawei, and Honor typically provide one year of warranty service [3]. - OPPO announced free screen replacement for devices with green line issues within four years of purchase, while users with devices older than four years can receive discounted repair services [3]. - There are significant discrepancies in after-sales service experiences among OPPO users, with some receiving free replacements while others are denied service due to lack of purchase receipts [4][5]. Group 2: Consumer Complaints and Experiences - Many consumers report unreasonable demands for proof of purchase, such as requiring original receipts and packaging, which complicates the warranty claim process [4][8]. - Some users have successfully obtained free screen replacements after escalating complaints through various channels, despite being initially denied service [4][5]. - The article notes that even within the same brand, different service centers may apply different policies regarding the green line issue, leading to confusion and frustration among consumers [7][8]. Group 3: Technical Background of the Issue - The green line issue is a common fault in OLED displays, potentially caused by various factors such as chip failure or circuit issues [9][11]. - The problem has been linked to specific batches of screens supplied by Samsung, affecting multiple smartphone models [11]. - High temperatures and humidity are noted as conditions that can exacerbate the green line problem, with summer months being particularly problematic [12]. Group 4: Industry Response and Consumer Trust - There is a growing consumer expectation for a transparent and fair after-sales service system, especially in light of the marketing claims of high-quality products [13]. - The article emphasizes that the lack of a unified standard in after-sales service undermines consumer trust, as users feel that the service does not match the promised product quality [13].

证券日报网讯京东方A11月21日发布公告，在公司回答调研者提问时表示，在新能源汽车领域，公司主 要专注于安全控制系统、传感器系统、辅助功能部件等磁性器件的应用，目前量产项目已切入雨刮电 机、汽车雷达、汽车充电桩、磁吸仓储盒等。在汽车智能化趋势下，车载消费电子功能模块的不断丰富 也为公司带来了新的产品渗透空间。同时，公司也在积极进行新客户和新项目的拓展。目前已与多家国 内外汽车及零部件厂商进行业务接洽与技术验证，部分新项目已进入样品测试与验证阶段。 （文章来源：证券日报） ...

Core Viewpoint - BOE Technology Group announced the completion of three sixth-generation flexible OLED production lines and plans for phased stabilization of its Chengdu 8.6-generation AMOLED production line and Beijing 6th-generation LCD LTPO/LTPS production line based on ramp-up conditions [1] Group 1 - The company expects depreciation to peak in 2025, after which it will gradually decline [1] - Continuous optimization of product line positioning is planned to enhance operational efficiency and improve profitability [1]