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2025国话“CNT现场”高清展映季7月启程,展映8部经典
Xin Jing Bao· 2025-07-16 07:24
新京报讯(记者刘臻)7月15日,2025中国国家话剧院"CNT现场"高清展映季新闻发布会在京举办。中国国家话剧 院副院长程鹏,中国联通集团政企客户事业群副总裁于艳,京东方集团高级副总裁、中联超清董事长兼CEO荆林 峰,中国国家话剧院数字演艺融媒体中心负责人、北京国话数字文化科技有限公司总经理苏子航及合作剧场代表 等出席。 展映季主视觉海报。 中国国家话剧院副院长程鹏在致辞中表示,中国国家话剧院始终以习近平文化思想为指引,积极践行国家文化数 字化战略,落实文化和旅游部"双演融合"部署,于2023年推出线上演播品牌"CNT现场"。两年来,剧院在田沁鑫 院长的带领下,深耕"第二现场"赛道,逐步推进两个转变,即从传统单一演出模式向全面数字化战略布局的结构 性升级转变,从传统文艺院团经营格局向国际一流的数字化制播机构的转变。此次展映季借助AI辅助手段及前沿 技术,将八部经典作品打造成"思想精深、艺术精湛、制作精良"的高清影像,以数字之光点亮艺术之美,让舞台 艺术佳作惠及更多观众,期待与中国联通、京东方共同努力,在全国各地30个剧场,开启一次跨越时空的"戏剧嘉 年华"。 中国国家话剧院副院长程鹏。 中国国家话剧院数字演艺 ...
LCD与OLED双轮驱动,中国面板行业持续深化
2025-07-16 06:13
Hello大家好很高兴有机会可以和大家再见面我是投报研究院的行业分析师赵启瑞欢迎收看本期投报代理独言报栏目今天我们和大家一起分享我们关于中国密码行业的研究的成果投报研究院持续关注市场上各行业的发展动向搭建专业的报告数据库坚持多年关注产业热点焦点事件持续产出最新行业研究报告 同时提供专业的咨询服务如果有行业调研市场地位调研的需求可以联系我们今天我们分享的重点主要在全球的显示面板的产量中国的显示面板的产量以及80层的LCD显示面板的一个发展情况和OLED面板发展的一个情况从全球来看目前LCD显示面板 广泛覆盖电视、显示器、笔记本电脑、平板电脑手机、商用显示屏等各类的显示领域占据了全球显示面板90%以上的产量根据投报研究院的预测全球的LCD面板产量将从2023年的2.9亿平方米增长到2028年的3.0亿平方米那OLED面板方面呢OLED显示面板由于它的对比度比较高响应速度也比较快 而且灵活性强和能效高等因素也逐渐成为了高端显示市场的一个首选对传统的LCD显示技术产生了明显的替代效应尤其是在智能手机电视和其他的一些先进显示设备领域尽管OLED的生产成本曾经比较高但是随着技术的进步和生产规模的扩大OLED也正在逐步改变 ...
京东方A(000725):跟踪报告之六:拟收购彩虹光电30%股权,面板龙头地位进一步夯实
EBSCN· 2025-07-16 05:37
2025 年 7 月 16 日 回购武汉 B17 少数股东权益将增厚母公司业绩:6 月 4 日公司公告了《关于子 公司减资暨完成工商变更登记的自愿性信息披露公告》,公司控股子公司武汉京 东方光电科技有限公司经与各股东方协商一致,并结合自身经营情况及对未来收 益预期,以自筹资金回购了少数股东部分股权并减少注册资本。通过武汉京东方 本次回购股权并减资,将公司在武汉京东方的权益比例由 47.14%提升至 58.36%,归属于上市公司股东的权益进一步提升。目前,LCD 领域持续践行"按 需生产",供给格局稳定,需求在产品大尺寸化和高端化的推动下稳步增长,以 武汉京东方为代表的高世代线逐步成为公司经营成长的重要支撑。在此背景下, 通过武汉京东方本次回购股权并减资提升公司在武汉京东方的权益比例,对公司 经营业绩将产生积极影响。 公司折旧预计 25 年达峰,后续折旧下降有望带来可观利润弹性:2024 年公司 折旧约 380 亿,2025 年公司高世代线中,北京、合肥、重庆、福州四条 8.5 代 生产线已经全部折旧到期;OLED 产线中,成都第 6 代 AMOLED 生产线(B7)、 绵阳第 6 代 AMOLED 生产线(B ...
23股获杠杆资金净买入超亿元
Summary of Key Points Core Viewpoint - As of July 15, the total market financing balance reached 1.88 trillion yuan, marking a continuous increase for seven consecutive trading days, indicating a growing interest from investors in the market [1]. Financing Balance and Individual Stocks - The financing balance in the Shanghai market was 945.53 billion yuan, increasing by 2.69 billion yuan, while the Shenzhen market's balance was 925.83 billion yuan, up by 2.25 billion yuan. The North Exchange saw a slight decrease of 488.44 thousand yuan [1]. - On July 15, a total of 1,848 stocks received net financing purchases, with 472 stocks having net purchases exceeding 10 million yuan. Notably, 23 stocks had net purchases over 100 million yuan [1]. - The top net purchase stock was Dongshan Precision, with a net buy of 666.5 million yuan, followed by Zhongji Xuchuang and Shenghong Technology with net buys of 400.4 million yuan and 235 million yuan, respectively [1]. Industry and Sector Analysis - In terms of industry concentration, the stocks with net purchases exceeding 100 million yuan were primarily in the electronics, computer, and non-bank financial sectors, with 7, 4, and 3 stocks respectively [1]. - Among the stocks with significant net purchases, the main board had 14 stocks, the ChiNext board had 8 stocks, and the Sci-Tech Innovation board had 1 stock [1]. Financing Balance as a Percentage of Market Value - The average financing balance as a percentage of the circulating market value for the stocks with large net purchases was 3.82%. Jianghuai Automobile had the highest ratio at 9.95%, followed by Hainan Huatie, Dongfang Caifu, and Hand Information with ratios of 7.47%, 7.40%, and 7.37% respectively [2]. - The detailed ranking of net purchases on July 15 included stocks like Dongshan Precision, Zhongji Xuchuang, and Shenghong Technology, with respective net buy amounts of 666.5 million yuan, 400.4 million yuan, and 235 million yuan [2][3].
成都950个重点项目上半年投资完成率达59.4%
Si Chuan Ri Bao· 2025-07-16 03:39
7月15日,记者从成都市发展改革委获悉,今年上半年,成都全市950个重点项目完成投资2007.9亿 元,占年度计划的59.4%、高于序时进度9.4个百分点。 不少重点项目跑出加速度。5月20日,国内首条第8.6代AMOLED显示器件生产线——京东方第8.6 代AMOLED生产线项目提前4个月启动工艺设备搬入,创下全球同世代产线建设效率新纪录。为保障项 目快速推进,成都高新区打出一套"组合拳",组建靠前服务"管家团",保障项目"落地即开工";施 行"告知承诺"容缺办理,保障项目加快实施;强化跨区协同,保障水电配套工程顺利实施。 在成都温江高新技术产业园区,国泰真空复合集流体真空镀膜设备研发生产基地项目实现"当年签 约、当年开工、当年封顶"。截至6月,该项目工程已全部完工,建成后将具备年产500台复合集流体真 空镀膜设备的能力,预计年产值将达5亿元。据成都温江高新技术产业园区相关部门负责人介绍,温江 采取"现场踏勘'提前办'",在项目投资意愿基本确定后,区发改部门赓即联合园区管委会,共同组织经 信、综合执法、属地镇街等单位提前介入项目现场,分析研究地块问题,及时解决通信管线迁改、工棚 拆迁、道路开口等问题,为项目 ...
国信证券晨会纪要-20250716
Guoxin Securities· 2025-07-16 01:31
Macro and Strategy - June financial data shows a significant rebound in credit, with new social financing reaching 4.20 trillion yuan, exceeding expectations of 3.71 trillion yuan, and new RMB loans at 2.24 trillion yuan, surpassing the forecast of 1.84 trillion yuan [8][9][10] - The M2 money supply grew by 8.3% year-on-year, indicating a recovery in domestic economic momentum as private sector balance sheet expansion improves [8][9] - The "seesaw effect" between government financing and corporate loans has weakened, suggesting a shift in credit dynamics as local governments approach their annual debt targets [9][10] Retail Industry - The jewelry market is projected to grow steadily, with the market size reaching 728 billion yuan in 2024, reflecting a compound annual growth rate of 3.6% since 2019 [11][12] - The top five companies in the jewelry sector hold a market share of 41.4%, indicating increasing industry concentration as consumer preferences shift towards quality and design [11][12] - The retail sector is benefiting from the recent Amazon Prime Day, which generated an estimated $24.1 billion in sales, a 30% increase year-on-year, highlighting the growth potential in cross-border e-commerce [13][14] Food and Beverage Industry - The food and beverage sector saw a 0.92% increase, underperforming the Shanghai Composite Index by 0.17 percentage points [14] - The liquor market is stabilizing, with major brands focusing on brand positioning and market health, while the overall demand remains under pressure [15][16] - Recommendations include leading brands like Kweichow Moutai and Wuliangye, which have shown resilience and potential for recovery [15][16] Construction and Building Materials - The construction materials sector is expected to improve due to a shift towards healthy competition and urban renewal initiatives, with a focus on technological innovation [17][18] - Cement prices have stabilized, with a slight decrease of 0.4% week-on-week, while demand remains steady despite seasonal fluctuations [17][18] - Recommendations include companies like Three Trees and China National Building Material, which are well-positioned to benefit from domestic demand [18] Computer Industry - The AI ASIC market is rapidly expanding, with a projected market size growth from $14.8 billion in 2024 to $83.8 billion by 2030, reflecting a compound annual growth rate of 33.5% [19][20] - The price advantage of AI ASIC chips over GPUs is significant, with average prices of $5,236 compared to $8,001 for GPUs, making them more attractive for specific applications [19][20] - Companies like Google and Amazon are accelerating their development of ASIC chips, indicating strong future demand in this sector [21] Home Appliances - The home appliance sector is experiencing stable growth in domestic sales, driven by government subsidies, while exports face challenges due to high bases and tariff impacts [22][23] - White goods are seeing a slight increase in domestic sales, with air conditioning units showing a 9.5% growth in domestic shipments [22][23] - Recommendations include leading brands such as Midea and Gree, which are expected to maintain strong performance [22][23] Pharmaceutical Industry - Merck's acquisition of Verona for $10 billion aims to enhance its portfolio with a new COPD treatment, indicating strong growth potential in respiratory therapies [27][28] - WuXi AppTec is projected to achieve a 102% increase in net profit for the first half of 2025, reflecting robust operational performance [29] - The pharmaceutical sector is showing resilience, with a focus on innovative treatments and strategic acquisitions [27][28] Coal Industry - The coal market is expected to stabilize as domestic production increases and imports decrease, with a projected production of 4.85 billion tons in 2025, a 2% increase year-on-year [31][32] - Demand for coal is anticipated to improve in the second half of the year, particularly for non-electric uses such as chemical production [33] - Recommendations include leading coal companies like China Shenhua and China Coal Energy, which are well-positioned to benefit from market dynamics [34] Electronics Industry - The electronics sector is experiencing positive momentum, with a 0.93% increase in stock performance, driven by strong demand in the optical and semiconductor segments [34] - The industry is expected to see significant catalysts in the coming months, particularly in the context of AI and cloud computing advancements [34] - Companies involved in ASIC development are likely to benefit from the ongoing trends in computing and data processing [34]
电子行业周报:电子景气度得到财报验证,行业有望迎来密集催化-20250715
Guoxin Securities· 2025-07-15 15:11
英伟达市值超 4 万亿美元创造历史,持续看好 AI 产业投资机遇。本周五美 股收盘,英伟达上涨 0.5%,连续第四个交易日创下历史新高,总市值升至 4.02 万亿美元,成为首家市值突破 4 万亿美元的公司,刷新全球企业市值最 高记录。此前黄仁勋表示,公司正迈入"十年 AI 基础设施建设周期"的开 端,AI 和机器人技术是最大的两个增长机会,将带来万亿美元级市场。结合 本周工业富联发布 2025 年半年度业绩预告超预期,我们认为 AI 基础设施建 设仍是需求确定性高增长的投资主线,建议持续关注产业链相关公司:工业 富联、华勤技术、沪电股份、龙芯中科、联想集团、立讯精密、晶晨股份等。 小米 AI 眼镜销量超 8 万副,下一代产品进入研发筹划。根据 XR Vision 报 道,小米 AI 智能眼镜目前已完成 8 万副销售量,该销量数据超过小米内部 预期。当前小米 AI 眼镜销量目标已从 30 万副上调 60%至 50 万副,各大电商 平台均出现一定颜色款式无货的情况。此外,小米 AI 眼镜研发团队在迭代 和优化 AI 眼镜功能,同时已开启规划下一代 AI 眼镜的研发。我们认为,伴 随大模型的持续更新迭代,端侧 AI ...
京东方董事长:液晶显示中国已经领先,仍将是中长期主流技术
Guan Cha Zhe Wang· 2025-07-15 03:17
陈炎顺对观察者网表示,全球显示产业正进入再平衡时期,在持续调整优化。一方面,供给端正在进入存量时代,按需生产成为行业共识,需求端库存实现 加速去化。另一方面,行业格局实现重塑,行业从过去的"规模和市场份额"竞争逐渐转向"高盈利、高技术、高附加值"竞争。 "目前显示产业有两大核心,LCD(液晶显示)和OLED(有机发光二极管)。我可以很自豪地讲,中国大陆显示企业已经占据全球LCD产业的领先位置,京东方 等头部中国企业已经占据全球市场的主导份额。"日前在2025京东方投资者日上,京东方董事长陈炎顺对观察者网说道。 这是京东方时隔一年再度举办"投资者日"活动。京东方董事长陈炎顺,京东方副董事长、京东方精电执行董事兼主席高文宝,京东方华灿董事长张兆洪等3 家上市公司掌舵人齐聚上海,与投资者、产业伙伴等从技术、市场、产业链协同等维度,共同探讨未来走向。 "未来我们也将持续加大股东回报力度。"陈炎顺表示,京东方今年推出了为期三年的股东回报规划,希望通过连续、稳定、可预期的方式回报投资者。年初 至今,京东方已完成价值约10亿元的库存股注销,推出2025年A股股份回购计划并已开启回购,并完成2024年度利润分配。 作为京东方 ...
A股盘前市场要闻速递(2025-07-15)
Jin Shi Shu Ju· 2025-07-15 02:14
Monetary Policy and Economic Indicators - The People's Bank of China will conduct a buyout reverse repurchase operation of 1.4 trillion yuan on July 15, 2025 [1] - As of the end of June, M2 (broad money) increased by 8.3% year-on-year, reaching 330.29 trillion yuan, while M1 (narrow money) grew by 4.6% to 113.95 trillion yuan [2] - The cash in circulation (M0) reached 13.18 trillion yuan, with a year-on-year growth of 12% [2] Green Finance Initiatives - The People's Bank of China, along with financial regulatory authorities, issued the "Green Finance Support Project Directory (2025 Edition)" to enhance liquidity in the green finance market and improve asset management efficiency [2] Corporate Earnings Forecasts - Vanke A expects a net loss of 10 billion to 12 billion yuan for the first half of 2025, with a basic loss per share of 0.8433 to 1.01 yuan [4] - Yonghui Supermarket anticipates a net loss of 240 million yuan for the first half of 2025, impacted by the closure of 227 underperforming stores [5] - Longi Green Energy forecasts a net loss of 2.4 billion to 2.8 billion yuan, although it expects to reduce losses compared to the previous year [6] - Hengsheng Electronics projects a net profit of approximately 251 million yuan, a 741% increase year-on-year [7] - Wintime Technology expects a net profit of 390 million to 585 million yuan, representing a growth of 178% to 317% [8] - ST Huatuo anticipates a net profit of 2.4 billion to 3 billion yuan, a year-on-year increase of 107.2% to 159% [9] - Tianqi Lithium expects a net profit of 0 to 1.55 billion yuan, recovering from a loss of 5.206 billion yuan in the previous year [10] - Ganfeng Lithium forecasts a net loss of 300 million to 550 million yuan, compared to a loss of 760 million yuan in the same period last year [11] - Liyi Intelligent Manufacturing expects a net profit of 900 million to 1.14 billion yuan, a growth of 31.57% to 66.66% [12] - CICC anticipates a net profit of 3.453 billion to 3.966 billion yuan, a year-on-year increase of 55% to 78% [13] - Shenwan Hongyuan projects a net profit of 4.1 billion to 4.5 billion yuan, a growth of 92.66% to 111.46% [14] - Shandong Gold expects a net profit of 2.55 billion to 3.05 billion yuan, an increase of 84.3% to 120.5% year-on-year [15] - Huahong Technology anticipates a net profit of 70 million to 85 million yuan, a significant increase from 2.224 million yuan in the previous year [16] Corporate Actions and Legal Matters - Suzhou Planning intends to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd., with stock resuming trading on July 15, 2025 [17] - BOE Technology Group plans to appeal the preliminary ruling from the US International Trade Commission regarding trade secrets and has initiated a patent lawsuit against Samsung Display [18]
京东方供应商中嘉微视完成近亿元A轮融资
WitsView睿智显示· 2025-07-14 06:03
7月10日,成都中嘉微视科技有限公司(下文简称中嘉微视)宣布完成近亿元A轮融资,本轮融资 由国泰君安创新投、国金鼎兴、天通股份等机构共同投资。 中嘉微视表示,本轮融资将主要用于以下三方面: 资料显示, 中嘉微视 专注于TFT-LCD、OLED、半导体行业的光学检测机(AOI)、激光切割机 (Laser cutting)等设备研发、生产、销售。目前,公司已获得京东方、TCL、惠科、天马、维信 诺、和辉光电六家面板厂的OLED前道批量订单,累计销售额超5亿元。 巩固显示前道检测优势 : 加速产能扩张,满足国内主要面板厂商在OLED等高端面板前道 全工艺段对国产检测设备日益增长的需求。 拓展半导体前道检测布局 : 加速晶圆量 / 检测设备的研发迭代、客户认证与量产交付进 程。 持续突破底层技术边界 : 持续投入高精度标定、纳米级3D测量、高速高精度成像、智能缺 陷分析、AI算法模型等核心环节的自主研发,巩固自研壁垒。 ▶ 关于集邦 上下滑动查看 值的一提的是,2025年6月,中嘉微视半导体量 / 检测基地于深圳宝安区新桥东先进制造产业园 正式投产。该基地占地 3960平方米,定位为半导体及显示领域高端光学检测设备( ...