中国发展网讯 11月27日，2025世界智能制造大会在南京开幕。 2025世界智能制造大会以"数智驱动 新质领航"为主题，举办1场主题大会、1场市场化展览、12场专题活动、16场同期产业生态活动，持续构建国际化、高 端化、专业化的全球智能制造交流合作平台，通过全面展示智能制造领域的最新成果，深度探讨技术突破与产业变革的融合路径，为全球制造业高质量发展 注入源源不断的动能与活力。 大会现场 领航级智能工厂是当前工业和信息化部等六部门正在实施的"智能工厂梯度培育行动"中探索培育的最高层级，主要聚焦数字化转型、网络化协同和智能化变 革开展建设，旨在探索未来制造模式，打造全球领先的发展标杆。主题大会现场，宝钢股份、上海航天设备、徐工、南钢、镇海炼化、海康威视、潍柴动 力、青岛海尔、长飞光纤、武汉京东方、中联重科、格力电器、上海通用五菱、中海油海南分公司、成飞集团等首批15家领航级智能工厂主要负责人首次集 体亮相，并共同发起领航行动计划联合倡议，倡导以领航工厂为纽带，汇聚创新力量，共谱制造强国新篇章。 主题大会上，还举行了新一届国家智能制造专委会聘任仪式，重磅发布2025智能制造系列蓝皮书、2025年度世界及中国智能制 ...

Core Insights - The company is focusing on improving the efficiency and lifespan of perovskite solar cells, addressing the challenges of industrializing perovskite thin-film solar technology [1] - A demonstration power station with a capacity of hundreds of kWh has been established, and the company plans to build multiple outdoor test stations under various environmental conditions to comprehensively evaluate the stability of perovskite components in practical applications [1] - The company is accelerating research to meet ISOS and IEC standards for lifespan solutions, aiming to provide technical solutions for scalable mass production lines [1]

京东方A近日在接受机构调研时表示，短期内，公司将继续加大研发投入，进一步提升钙钛矿组件的转 换效率、稳定性和寿命；同时加快产业化步伐，推动中试线技术向规模化量产迈进，持续降低成本；深 化与全球合作伙伴的开放创新，共同构建覆盖材料、装备、产品、应用和标准的健康钙钛矿产业生态。 ...

格隆汇11月28日｜京东方A昨日在机构调研中表示，公司在显示产业长期积累的玻璃基加工能力、薄膜 制备工艺能力、封装和设备优势及大规模智能制造能力，能有效赋能钙钛矿太阳能电池研发与生产过 程，加速产业化进程。短期内，公司将继续加大研发投入，进一步提升钙钛矿组件的转换效率、稳定性 和寿命；同时加快产业化步伐，推动中试线技术向规模化量产迈进，持续降低成本。 ...

每经AI快讯，京东方A发布公告称，2025年11月27日，京东方A接受国盛证券等机构调研，公司证券事 务代表罗文捷等人参与接待，并回答了投资者提出的问题。 2025年1至6月份，京东方Ａ的营业收入构成为：显示器件业务占比83.27%，物联网创新业务占比 17.96%，MLED事业占比4.29%，智慧健康服务占比0.91%，传感器及解决方案事业占比0.22%。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 （记者 王瀚黎） ...

京东方科技集团股份有限公司 投资者关系活动记录表 编号：2025-031 | 投资者关系活动类别 | √特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | | √现场参观 | | | | □其他 | | | 参与单位名称 | 国盛电新：杨润思、胡文新 | | | | 国盛证券：朱迪 | | | | 宏道投资：季巍 | | | | 深圳华杉投资：李洲 | | | | 富国基金：李可伦 | | | | 西部利得基金：黄浦 | | | | 基明资产：区晓 | | | | 广发基金：李雅哲 | | | | 浦泓投资：彭聪 | | | | 国泰海通资管：张晨洁 | | | | 信达澳亚基金：陆毅楷 | | | | 长江养老：刘堃 | | | 时间 | 2025 年 11 月 27 日 | | | 地点 | 合肥京东方光能科技有限公司 | | | 上市公司接待人员姓名 | 寇建龙 合肥京东方光能总经理 | | | | 罗文捷 证券事务代表 | | | | 于含悦 董事会秘书室工作人员 | | --- | --- ...

Core Points - The first batch of leading intelligent factories in China has been officially announced, marking a significant leap towards intelligent manufacturing [1] - A total of 15 leading intelligent factories have been recognized, covering key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [1] - The Ministry of Industry and Information Technology stated that these factories integrate new-generation information technology, advanced manufacturing technology, and lean management concepts, representing the highest standards of intelligent manufacturing in China [1] Group 1 - The list of intelligent factories includes notable companies such as China Petroleum & Chemical Corporation and CNOOC (China National Offshore Oil Corporation) [1] - The 2025 cultivation list for leading intelligent factories features projects from various companies, including Baoshan Iron & Steel Co., Ltd. and Shanghai Aerospace Equipment Manufacturing Co., Ltd. [2] - The projects focus on advanced manufacturing techniques, such as high-end green silicon steel production and agile delivery of mobile cranes [2] Group 2 - Recent data indicates that over 7,000 advanced intelligent factories have been established in China [3] - Upgrades to hundreds of intelligent factories have resulted in an average reduction of product development cycles by 29%, an increase in production efficiency by nearly 22%, and a decrease in carbon emissions by approximately 20% [3]

王锡平在致辞时表示，此次扩产的项目，既是华灿实现核心产品产能阶梯式提升、以规模效应巩固并扩 大市场份额的核心布局，更是京东方践行"屏之物联"战略、布局半导体显示产业的关键落子。展望未 来，京东方将始终为华灿的持续健康发展提供稳定支持，并推动MLED业务板块的深度融合，做大做强 产业链生态，服务区域经济社会发展。 张兆洪在致辞中说，从项目的规划指导、审批服务、政策落实到产业链配套，张家港提供了"全方位、 全流程"服务，企业真切感受到 "亲商、安商、富商"的良好氛围，更加坚定了在张家港长远发展的信 心。企业将全力以赴抓好生产经营，加大科技创新投入，增强竞争力和影响力，为张家港高质量发展贡 献力量。据悉，近年来，张家港积极布局特色半导体产业，持续强链补链延链，培育引进规上企业超40 家，产业规模超百亿元，正加速迈向更具竞争力的半导体产业高地。 韩卫在致辞中说，当前，张家港正加快构建"4+4+N"传统、新兴、未来产业体系，奋力打造高质量发展 的强劲增长极。衷心希望京东方华灿光电以此次投产为契机，加速释放产能，大力开拓市场，为张家港 市高质量发展提供更多优质增量。真诚期待京东方科技集团进一步深化和张家港的合作，带动更多 ...

Group 1 - The global tablet panel shipment is projected to reach approximately 76 million units in Q3 2025, representing a year-on-year growth of 4% and remaining stable quarter-on-quarter [1] - Brand tablet panel demand is expected to be around 42.5 million units in Q3 2025, showing a year-on-year decline of 3% and a quarter-on-quarter decline of 9% due to high inventory levels and a gap in national subsidy policies [1] - Demand for non-brand tablet panels remains strong, with total shipments reaching 33.5 million units in Q3 2025, reflecting a year-on-year growth of 16% and a quarter-on-quarter growth of 14% [1] Group 2 - OLED panel shipments reached 3.8 million units in Q3 2025, marking a significant year-on-year increase of 36%, driven by strong demand from high-end tablets like the iPad Pro and the successful launch of Huawei's MatePad Mini [2] - The introduction of new products in the Samsung Galaxy Tab S series also contributed to increased OLED panel demand, indicating a robust growth trajectory for OLED technology [2] - It is anticipated that OLED panels will enter a structural expansion phase in 2026 as brands like Apple and Huawei expand their offerings into mid-range products [2] Group 3 - Despite maintaining year-on-year growth, LCD LTPS and Oxide panels experienced a quarter-on-quarter decline in Q3 2025 due to the impact of national subsidy policies [3] - The Oxide technology is expected to gain traction in the mid-range tablet market, potentially becoming the mainstream technology route for domestic brands due to its cost advantages [3] - LTPS demand is projected to shift focus from mainstream products to high-resolution applications, with a technological upgrade towards 3.5K and above resolutions to maintain competitiveness in the high-end PPI sector [3]

Core Viewpoint - The report from Guosen Securities indicates that BOE Technology Group Co., Ltd. (京东方) has achieved year-on-year growth in revenue and net profit attributable to shareholders in Q3 2025, particularly in the OLED sector, where the company has successfully launched mass production of the LTPO project for core clients [1] Company Performance - BOE's OLED shipment volume is expected to achieve double-digit growth for the entire year, driven by the increasing penetration of foldable devices and the expansion of high-end technology routes [1] - The company is well-positioned to optimize the product structure in the industry, which is anticipated to improve overall profitability [1] Industry Outlook - Upcoming sports events, such as the World Cup, are expected to boost demand for TV products in the first quarter of the next year [1] - The replacement cycle and AI integration are projected to drive demand for IT products, alongside the trend towards larger screen sizes, which will further increase industry demand [1] - The industry is expected to reach a supply-demand balance in the future, with a focus on on-demand production in the LCD sector, leading to stable profitability [1] Investment Rating - The company’s strategy in the OLED mid-size application is viewed positively, maintaining an "outperform the market" rating [1]