截至11月13日收盘，同花顺果指数概念下跌0.29%，位居概念板块跌幅榜前列，板块内，东山精密、信 维通信、赛腾股份等跌幅居前，股价上涨的有7只，涨幅居前的有德赛电池、中石科技、长电科技等， 分别上涨5.07%、3.68%、1.46%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000725 | 京东方A | 0.00 | 1.05 | -20013.51 | | 300136 | 信维通信 | -3.70 | 6.30 | -19327.95 | | 300433 | 蓝思科技 | -2.25 | 1.27 | -16855.08 | | 002384 | 东山精密 | -4.42 | 4.11 | -13458.57 | | 300115 | 长盈精密 | 0.12 | 4.18 | -13152.62 | | 002475 | 立讯精密 | -0.68 | 1.29 | -11925.18 | | 002241 | 歌尔股份 | 0.34 | 1.78 | -10885.28 | | ...

发行科技创新公司债券（第二期） 在深圳证券交易所上市的公告 根据深圳证券交易所债券上市的有关规定，京东方科技集团股份有限公司 2025 年面向专业投资者公开发行科技创新公司债券（第二期）符合深圳证券交 易所债券上市条件，将于 2025 年 11 月 14 日起在深圳证券交易所上市，并面向 专业投资者中的机构投资者交易，交易方式包括匹配成交、点击成交、询价成交、 竞买成交和协商成交。债券相关要素如下： 京东方科技集团股份有限公司 2025 年面向专业投资者公开 | 债券名称 | 京东方科技集团股份有限公司 2025 | | | | | | | 年面向专业投资者公开发行科技创 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 新公司债券（第二期） | | | | | | | | | 债券简称 | | 25BOEK2 | | | | | | | | 债券代码 | | 524510.SZ | | | | | | | | 信用评级 | AAA，债项无 | 主体 | | | | | | | | 评级机构 | 联合资信评估股份有限公司 | | | | ...

Core Viewpoint - The investment in 8.6-generation OLED production lines is accelerating, indicating a significant development phase for OLED technology in the medium-sized application market [1][2][3]. Group 1: Industry Dynamics - The construction of 8.6-generation OLED production lines is being driven by the growing demand in the IT market, particularly for tablets, laptops, and monitors, as well as the efficiency of glass substrate cutting [3][4]. - Major panel manufacturers are actively participating in the construction of 8.6-generation OLED production lines, with a notable increase in orders for OLED equipment manufacturers [4][5]. Group 2: Equipment Procurement - Panel manufacturers are accelerating the procurement of OLED equipment, with companies like BOE and Visionox leading in the purchase of key equipment such as evaporation, exposure, and lamination machines [5][9]. - Recent contracts include BOE's procurement of automatic laminating machines and evaporation source equipment, with significant contract values indicating robust demand [9][10]. Group 3: Production Line Progress - Four major 8.6-generation OLED production lines are under construction by Samsung Display, Visionox, BOE, and TCL Huaxing, each with different investment amounts and target applications [14][15]. - Samsung Display's A6 line is expected to be the first to achieve mass production, with a projected start date in Q2 2026 [22]. - BOE's B16 line is also on track for production in early 2026, while Visionox and TCL Huaxing plan to ramp up production in 2027 [22]. Group 4: Future Outlook - The OLED display industry is transitioning towards higher generation technology, with continued investment in production equipment expected to rise as the 8.6-generation lines progress towards mass production [23].

消费电子ETF紧密跟踪中证消费电子主题指数，中证消费电子主题指数选取50只业务涉及元器件生产、 整机品牌设计及生产等消费电子相关的上市公司证券作为指数样本，以反映消费电子主题上市公司证券 的整体表现。 数据显示，截至2025年10月31日，中证消费电子主题指数(931494)前十大权重股分别为立讯精密 (002475)、寒武纪(688256)、工业富联(601138)、中芯国际(688981)、澜起科技(688008)、京东方 A(000725)、兆易创新(603986)、豪威集团(603501)、亿纬锂能(300014)、东山精密(002384)，前十大权 重股合计占比56.3%。 近期，立讯精密在投资者互动中回复，2025 年，消费电子行业正式迈入由AI驱动的全新创新周期。 AIPC、AI手机、智能声学、智能穿戴等终端产品的加速普及，以及空间计算设备体验的持续优化，共 同激发了新一轮市场热潮。 消费电子单价较低容易起量，有望成为AI应用最先落地的场景之一。人工智能+行动意见对智能终端等 普及率提出具体量化目标（27年70%，30年90%），落地可能大。国内消费电子产业链完善，成为各类 消费电子新品开发的首 ...

高文宝博士在半导体行业拥有超二十年的资深从业履历。在 2003年加入京东方后，从产品技术科长起步，历任多个重要管理岗 位，包括北京京东方光电科技有限公司常务副总经理、 TPC SBU 总经理、重庆京东方显示技术有限公司总经理等职务，最终跻身 集团核心决策层，担任京东方第十届董事会董事、总裁，第十一届董事会副董事长，职业路径贯穿技术研发、市场营销、生产管理 至集团战略决策全链条。 11月12日晚间，豪威集成电路（集团）股份有限公司（股票代码：603501.SH）发布《关于调整公司高级管理人员及变更法定代 表人的公告》。公告显示，豪威集团总经理及法定代表人王崧 先生 因工作内容调整申请辞去总经理职务，并不再担任法定代表人， 经董事会审议通过， 公司聘任京东方科技集团股份有限公司原副董事长高文宝博士担任公司总经理，原总经理王崧先生转任副总经 理。 就在整整一个月前的10月11日，京东方发布公告，副董事长高文宝因个人原因辞职。 2025年1月14日被选举为第十一届董事会副董事长，原定任期到2028年1月。 加入"中国IC独角兽联盟"，请点击进入 是说芯语原创，欢迎关注分享 ...

（编辑 任世碧） 证券日报网讯 奥来德11月12日在互动平台回答投资者提问时表示，在钙钛矿蒸镀设备方面，公司将严 格按照与京东方战略合作协议约定的方向与原则，联合推动相关产品的开发与技术升级，巩固双方竞争 优势。 ...

| 证券代码：000725 | 证券简称：京东方 | A | 公告编号：2025-087 | | --- | --- | --- | --- | | 证券代码：200725 | 证券简称：京东方 | B | 公告编号：2025-087 | 京东方科技集团股份有限公司 2025 年面向专业投资者公开发行科技创新公司债券 （第三期）票面利率公告 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、误导性陈述或重大遗漏。 京东方科技集团股份有限公司（以下简称"发行人"）发行不超 过人民币 100 亿元公司债券已获得中国证券监督管理委员会（证监许 可〔2024〕1330 号文）批复。京东方科技集团股份有限公司 2025 年 面向专业投资者公开发行科技创新公司债券（第三期）（以下简称"本 期债券"）发行规模为不超过 10 亿元（含 10 亿元）。 2025 年 11 月 12 日，发行人和主承销商在网下向专业机构投资 者进行了票面利率询价，利率询价区间为 1.50%-2.50%。根据网下向 专业机构投资者询价结果，经簿记建档，最终确定本期债券票面利率 为 1.95%。 发行人将按上述票面利率于 2 ...

Core Viewpoint - Sunic System has received a Letter of Intent (LOI) from BOE Technology Group for approximately $300 million (around 2.135 billion RMB) related to subsequent orders for OLED evaporation equipment [1][3]. Group 1: Order Details - The LOI indicates that Sunic System will likely receive a Purchase Order (PO) within about a month after the LOI [1]. - Sunic System plans to announce details immediately upon receiving the PO [1]. - Previous equipment supplied by Sunic System to BOE has been confirmed to operate well without issues, leading to expectations that the new orders will be quickly fulfilled [1]. Group 2: BOE's Production Plans - BOE's 8.6-generation OLED (B16) production line is designed with a monthly capacity of 32,000 sheets based on 8th generation glass substrates [3]. - The first phase of the B16 project has a confirmed investment with a monthly capacity of 16,000 sheets, requiring two evaporation equipment units from Sunic System, with the first unit already delivered in May [3]. - There are considerations for introducing the first evaporation equipment for the second phase of the B16 project by Q4 2026, with discussions ongoing with multiple equipment manufacturers [4]. Group 3: Equipment Configuration - The equipment configuration for BOE's 6th generation OLED production lines (B7, B11, and B12) is consistent across phases, suggesting that the B16 first and second phases may also share similar configurations [4]. - It remains uncertain whether BOE will introduce equipment compatible with smartphone OLED production in the B16 second phase, although the first phase is designed to produce both IT OLED and smartphone OLED to address potential demand fluctuations [4].

| 证券代码：000725 | 证券简称：京东方 | A | 公告编号：2025-086 | | --- | --- | --- | --- | | 证券代码：200725 | 证券简称：京东方 | B | 公告编号：2025-086 | 关于延长京东方科技集团股份有限公司 2025 年面向专业投资者公开发行科技创新公司债券 （第三期）簿记建档时间的公告 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、误导性陈述或重大遗漏。 京东方科技集团股份有限公司（以下简称"发行人"）公开发行 不超过人民币 100 亿元公司债券已获得中国证券监督管理委员会（证 监许可〔2024〕1330 号文）批复。 根据《京东方科技集团股份有限公司 2025 年面向专业投资者公 开发行科技创新公司债券（第三期）发行公告》，发行人和簿记管理 人定于 2025 年 11 月 12 日 15 点到 18 点以簿记建档的方式向网下投 资者进行利率询价，并根据簿记建档结果确定本期债券的最终票面利 率。 因簿记建档日部分投资者履行程序的原因，经发行人、簿记管理 人及其他簿记参与方协商一致，现将簿记建档结束时间由 2025 ...

Core Insights - The electronic industry in China reported a total revenue of 29,542.16 billion yuan for the first three quarters of 2025, marking a year-on-year growth of 17.5% [1][2] - The net profit attributable to shareholders reached 1,462.02 billion yuan, reflecting a year-on-year increase of 33.11% [1][2] - Over 70% of companies in the electronic sector achieved revenue growth, with more than 70% also reporting an increase in net profit [1][2] Revenue Performance - The top three companies by revenue in the electronic industry for the first three quarters of 2025 are: - Industrial Fulian: 6,039.31 billion yuan - Luxshare Precision: 2,209.15 billion yuan - BOE Technology Group: 1,545.48 billion yuan [3][4] - TCL Technology and Huaqin Technology also exceeded 100 billion yuan in revenue during the same period [4] Profitability - The average gross profit margin for A-share electronic companies was 25.68%, a decrease of 0.3 percentage points year-on-year [1][10] - Companies such as Xindong Lian Ke and Zhenlei Technology reported gross profit margins exceeding 80% [10][13] - Industrial Fulian and Luxshare Precision both reported net profits exceeding 100 billion yuan [6][8] Growth and Recovery - Companies like Cambrian and Yuanjie Technology turned losses into profits, contributing to the overall positive trend in the industry [8][9] - Cambrian achieved a remarkable revenue growth of 2,386.38% year-on-year, reaching 46.07 billion yuan [5][8] - Nearly 60% of electronic companies reported a year-on-year increase in net profit for the first three quarters of 2025 [8] Market Dynamics - The data center market significantly contributed to the revenue growth of Yuanjie Technology, which reported a revenue of 3.83 billion yuan, up 115.09% year-on-year [15] - The overall performance indicates a robust recovery and growth trajectory for the electronic industry in China [1][2]