本届CES，京东方精电携手京东方集团带来多达22款绿色产品，数量创历史新高。系列产品不仅具备出色的性能表现，更在节能、环保、健康等方面树立了 行业新标杆。 绿色产品数量创新高，引领行业可持续发展 在智慧出行领域，车载防眩光OLED显示与车载可切换防窥屏，依托前沿的OLED技术，在提升视觉清晰度与驾驶安全的同时，实现产品结构的轻薄化与能 效优化；14.6英寸IGZO氧化物低频车载显示产品，产品功耗降低50%的同时，年运行碳排放量亦降低约50%。 美西时间1月9日，全球科技盛会CES 2026迎来收官。京东方精电以"科技+绿色"为核心，不仅重磅全球首发了HERO2.0智能座舱等多项创新成果，此次还集 中带来了超20款绿色科技产品，更联合众多生态合作伙伴带来11款生态协同创新科技，全面呈现了在可持续创新与产业生态共建领域的全球影响力。 生态协同持续拓展，共创智慧生活新体验 与ART联合推出的BD Cell座舱解决方案，依托京东方精电领先的BD Cell显示技术与像素级分区调光技术，实现无光晕的深邃画质；为Keeway HYPERIDE- R电动摩托车定制的智能仪表显示，大幅提升骑行场景的科技体验；与Navilink ...

| 专用设备 | 2.26 | 13.42亿元 | 中国一重 | | --- | --- | --- | --- | | 电子元件 | 2.41 | 12.65亿元 | 沪电股份 | | 电池 | 2.46 | 12.59亿元 | 先导智能 | | 汽车零部件 | 1.37 | 9.31亿元 | 山子高科 | 据交易所数据显示，截至1月14日午间收盘，大盘主力资金净流入191.82亿元。主力资金流入前十大板块分别为：互联网服务（72.73亿元）、 软件开发 （68.36亿元）、 证券（26.16亿元）、 光学光电子（17.47亿元）、 光伏设备（14.58亿元）、计算机设备（13.79亿元）、 专用设备（13.42亿元）、电子元 件（12.65亿元）、电池（12.59亿元）、 汽车零部件（9.31亿元）。 *数据仅供参考，不构成投资建议 | | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 互联网服务 | 6.44 | 72.73亿元 | 东方财富 | | 软件开发 | 6.21 | 68.36亿元 | 恒生电子 | | 证券 | 2.0 ...

Core Insights - The silicon-based OLED microdisplay has become the core display solution for XR (AR/VR) devices due to its high resolution, high contrast, low power consumption, and miniaturization advantages, with applications expanding from consumer to industrial and medical fields as AI and XR technologies converge [1][10] - The global shipment of silicon-based OLED microdisplays is expected to reach 6.365 million units in 2024, a year-on-year increase of 25.1%, with a market size of $1.27 billion, growing by 13.4% year-on-year [10] Industry Overview - Microdisplays are defined as screens smaller than 2 inches with pixel sizes under 10 micrometers, with silicon-based OLED microdisplays utilizing single-crystal silicon wafers as driving backplanes and OLEDs as light-emitting units, offering high resolution, brightness, contrast, and rapid response [2][3] - The main technologies in the microdisplay market include Fast-LCD, LCoS, and silicon-based OLED, with silicon-based OLED showing significant advantages in contrast, response speed, and pixel density, particularly in VR and AR applications [3][4] Industry Barriers - The production of silicon-based OLED involves multiple processes requiring high technical precision, combining semiconductor and OLED display technologies, which creates significant entry barriers due to the need for breakthroughs in key processes [4][5] Development History - The development of China's silicon-based OLED microdisplay industry can be divided into four stages: laboratory exploration, technological breakthroughs, industrialization, and global competition, with leading companies achieving breakthroughs in performance metrics since 2024 [5][6] Industry Chain - The upstream of the silicon-based OLED microdisplay industry includes suppliers of raw materials, production equipment, and testing equipment, while the midstream focuses on R&D, design, and production, and the downstream encompasses application markets such as XR, electronic viewfinders, and infrared thermal imaging [7][8] Current Market Status - The XR field is the core demand market for silicon-based OLED microdisplays, expected to account for 50.39% of the market in 2024, driven by the need for high information density and immersive display effects [8][10] Competitive Landscape - The XR market is primarily dominated by Sony and Visionox, with Sony holding a 50.8% share of global shipments in 2024, while Visionox ranks second with a 35.2% share [11][12] Company Analysis - Visionox is a leading provider of microdisplay solutions, with a diverse product range and a strong focus on R&D, achieving a production rate of 95.33% in the first half of 2025 [12] - Suzhou Qingyue Technology specializes in OLED and silicon-based OLED microdisplays, with a revenue of 0.13 billion yuan from its silicon-based OLED business in 2024, accounting for 1.69% of total revenue [13] Future Trends - The silicon-based OLED microdisplay industry is expected to focus on continuous performance upgrades, with advancements in brightness, optical efficiency, and power consumption [14] - The industry will accelerate the localization of the supply chain, enhancing collaboration and innovation across upstream and downstream sectors [15] - The integration of AI and XR technologies will drive the development of a cohesive ecosystem, enhancing global competitiveness and shifting the industry from a "follower" to a "leader" position [15]

证券研究报告 | 2026年01月13日 2026年01月14日 CES2026 上 AR 眼镜百花齐放，硬件创新大年大幕开启。2026 年国际消费电 子展(CES2026)上，多款 AR 眼镜亮相，包括雷鸟、XREAL、歌尔、影目等均 展出全彩显示 AR 眼镜方案。整体来看，今年展出的 AR 眼镜迎来全面升级： 一方面，伴随着 AI 大模型不断融合，智能眼镜继续成为 AI 技术的最佳载体； 另一方面，多款眼镜采用全彩显示技术，较单色显示升级更多应用场景及使 用体验。此外，AR 眼镜正成为独立的智能终端，不断加强通信和计算能力。 我们认为具备显示功能的 AR 眼镜仍是智能眼镜的理想方案，建议持续关注： 蓝特光学、水晶光电、舜宇光学科技、豪威集团、歌尔股份、立讯精密等。 英伟达发布全新存储架构，NAND Flash 价值重估，建议关注存储相关公司。 英伟达发布全新存储处理器平台，通过 DPU 管理内存池，为每颗 GPU 额外分 配 NAND Flash 存储专用上下文以解决 AI Agent 长期运行面临的记忆遗忘与 HBM 容量瓶颈问题，最终每秒处理的 token 数量和能效提升高达 5 倍。相应 地，NAN ...

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：2026-002 北京东方园林环境股份有限公司 关于变更公司名称、证券简称暨完成工商变更登记的公告 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、误导性陈述或者重大 遗漏。 重要提示： 1、变更后的公司全称：北京东方生态新能源股份有限公司 北京东方园林环境股份有限公司（以下简称"公司"）分别于2025年12月15日、2026年1月6日召开第九届 董事会第十二次会议和2026年第一次临时股东会，审议通过了《关于变更公司名称及修订〈公司章程〉 的议案》，具体内容详见公司于2025年12月16日、2026年1月7日披露的相关公告。具体变更信息如下： ■ 二、公司名称、证券简称变更的原因说明 公司持续推进《北京东方园林环境股份有限公司重整计划》，全面转型至以风光电储为核心的新能源领 域，现新能源业务已成为公司增长的核心引擎和未来发展的主要方向。为使公司名称更加契合公司当前 的实际情况与长远发展战略，与战略方向、主营业务结构及未来发展规划更为匹配，提升公司的品牌辨 识度和市场影响力，强化投资 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300269 | 联建光电 | 8.42 | -10.81% | 147.19万 | | 12.74亿 | | 301183 | 东田微 | 146.52 | -9.75% | 9.20万 | | 14.08亿 | | 688010 | 福米股份 | 33.52 | -8.91% | - 12.39万 | | 4.27亿 | | 600703 | 三安光电 | 14.43 | -8.67% | 281.58万 | | 41.39亿 | | 603773 | 沃格光电 | 34.43 | -8.21% | 15.18万 | | 5.36亿 | | 300102 | 乾照光电 | 35.92 | -7.64% | 215.82万 | | 78.68亿 | | 603703 | 盛洋科技 | 17.46 | -7.62% | 107.00万 | | 19.23亿 | | 920438 | 戈碧迦 | 41.08 | -6.91% | 5. ...

天眼查资料显示，京东方科技集团股份有限公司，成立于1993年，位于北京市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本3741388.0464万人民币。通过天眼查大数据分 析，京东方科技集团股份有限公司共对外投资了74家企业，参与招投标项目300次，财产线索方面有商 标信息775条，专利信息5000条，此外企业还拥有行政许可47个。 成都京东方光电科技有限公司，成立于2007年，位于成都市，是一家以从事仪器仪表制造业为主的企 业。企业注册资本2500000万人民币。通过天眼查大数据分析，成都京东方光电科技有限公司参与招投 标项目916次，专利信息5000条，此外企业还拥有行政许可521个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，京东方科技集团股份有限公司取得一项名为"显示面板的亮度调节方法、装 置以及显示面板"的专利，授权公告号CN119007648B，申请日期为2024年10月。 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 成都京东方光电科技有限公司，成立于2007年，位于成都市，是一家以从事仪器仪表制造业为主的企 业。企业注册资本2500000万人民币。通过天眼查大数据分析，成都京东方光电科技有限公司参与招投 标项目916次，专利信息5000条，此外企业还拥有行政许可521个。 北京京东方技术开发有限公司，成立于2016年，位于北京市，是一家以从事计算机、通信和其他电子设 备制造业为主的企业。企业注册资本3800万人民币。通过天眼查大数据分析，北京京东方技术开发有限 公司共对外投资了1家企业，参与招投标项目91次，专利信息3825条，此外企业还拥有行政许可4个。 国家知识产权局信息显示，京东方科技集团股份有限公司取得一项名为"显示面板、显示面板的制备方 法和显示设备"的专利，授权公告号CN119855443B，申请日期为2025年1月。 天眼查资料显示，京东方科技集团股份有限公司，成立于1993年，位于北京市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本3741388.0464万人民币。通过天眼 ...

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting investor interest in specific sectors such as power equipment, communication devices, and gaming [1][2][3] Group 1: Stock Performance and Capital Inflows - TBEA (特变电工) saw a capital inflow of 1.846 billion, with a price increase of 10.01% [2] - Haige Communication (海格通信) experienced a capital inflow of 1.661 billion, with a price increase of 10% [2] - ZQ Game (掌趣科技) had a capital inflow of 0.791 billion, with a notable price increase of 14.91% [2] - Yonyou Network (用友网络) attracted 0.768 billion in capital, with a price increase of 7.87% [2] - Shanghai Construction (上海建工) received 0.603 billion, with a price increase of 10.14% [2] Group 2: Sector Analysis - The power equipment sector, represented by TBEA, shows strong investor confidence with significant capital inflows [2] - The communication device sector, including Haige Communication and Lian Te Technology (联特科技), also reflects positive investor sentiment [2][3] - The gaming industry, represented by ZQ Game and Century Huaman (世纪华通), demonstrates robust growth potential with substantial capital inflows [2][3] - The education sector, represented by Zhonggong Education (中公教育), shows a healthy capital inflow of 0.508 billion, indicating investor interest [2] - The energy metal sector, represented by Ganfeng Lithium (赣锋锂业) and Tianqi Lithium (天齐锂业), continues to attract investment, reflecting ongoing demand in the market [2][3]

Group 1 - The State Intellectual Property Office of China has granted a patent to BOE Technology Group Co., Ltd. and Chengdu BOE Optoelectronics Technology Co., Ltd. for a technology related to "display panels and their driving methods and display devices," with the authorization announcement number CN117037735B and application date of August 2023 [1] - BOE Technology Group Co., Ltd. was established in 1993 and is based in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices. The company has a registered capital of 37,413.880464 million RMB [1] - BOE Technology Group has invested in 74 companies, participated in 300 bidding projects, and holds 775 trademark records and 5,000 patent records, along with 47 administrative licenses [1] - Chengdu BOE Optoelectronics Technology Co., Ltd. was founded in 2007 and is located in Chengdu, focusing on the manufacturing of instruments and meters. The company has a registered capital of 2,500 million RMB [1] - Chengdu BOE Optoelectronics has participated in 916 bidding projects, holds 5,000 patent records, and possesses 521 administrative licenses [1]