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京东方A(000725) - 关于控股子公司在全国中小企业股份转让系统正式挂牌的公告
2025-04-08 10:15
京东方科技集团股份有限公司控股子公司京东方能源科技股份有限 公司股票于2025年4月8日起在全国中小企业股份转让系统挂牌公开转让, 相关信息如下: 证券简称:能源科技,证券代码:874526。 交易方式:集合竞价交易。 所属层级:基础层。 | 证券代码:000725 | 证券简称:京东方 | A | 公告编号:2025-012 | | --- | --- | --- | --- | | 证券代码:200725 | 证券简称:京东方 | B | 公告编号:2025-012 | 京东方科技集团股份有限公司 关于控股子公司在全国中小企业股份转让系统 正式挂牌的公告 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。 特此公告。 京东方科技集团股份有限公司 董 事 会 2025 年 4 月 8 日 公 开 转 让 说 明 书 已 于 2025 年 2 月 27 日 在 www.neeq.com.cn 或 www.neeq.cc上进行披露,供投资者查阅。 ...
利好来了!国务院国资委出手





21世纪经济报道· 2025-04-08 06:18
作 者丨 见习记者李益文 编 辑丨陈思颖 尹华禄 黎雨桐 4月8日下午,据央视新闻消息,国务院国资委8日表示, 将全力支持推动中央企业及其控股上市公司主动作为,不断加大增持回购力度,切实 维护全体股东权益,持续巩固市场对上市公司的信心,努力提升公司价值,充分彰显央企责任担当。 同时,加大对央企市值管理工作的指导, 引导中央企业持续为投资者打造负责任、有实绩、可持续、守规矩的价值投资优质标的,为促进资本市场健康稳定发展作出贡献。 此前,A股市场回购与增持热潮已持续升温。截至8日1 3时3 0分左右, 当日已有近3 0家公司宣布加入股票增持回购行列,涉及金额最高超3 0 0 亿元。 继宁德时代(3 0 0 7 5 0 .SZ)、中国核电(6 0 1 9 8 5 .SH)之后,贵州茅台( 6 0 0 5 1 9 .SH)、招商蛇口( 0 0 1 9 7 9 .SZ)、荣盛石化(0 0 2 4 9 3 .SZ)等一 众龙头企业也相继公布了新一轮回购及增持计划。据Wi n d数据不完全统计,从4月7日盘后到截至目前,总共有7 0余家公司发布了回购公告, 2 0余家公司发布了增持公告。与此同时,"国家队"也同步表态加码, ...
万和财富早班车-2025-04-08
Vanho Securities· 2025-04-08 02:13
Domestic Financial Market - The Ministry of Foreign Affairs emphasizes China's commitment to true multilateralism and the protection of the multilateral trading system centered around the WTO [4] - The Ministry of Commerce held a roundtable meeting with representatives from over 20 US-funded enterprises [4] - The Ministry of Industry and Information Technology hosted a seminar on AI terminal benchmarks and intelligent classification [4] Industry Updates - As of the end of March, China's gold reserves reached 73.7 million ounces, with the central bank expanding its reserves for five consecutive months, impacting related stocks such as Zijin Mining and Chifeng Jilong Gold [5] - The first cross-provincial and cross-border freight station in the country has been officially launched, reducing costs by approximately 30%, affecting stocks like Baoshai Technology and SF Holding [5] - Display panel manufacturers maintained a capacity utilization rate above 80% in Q1 2025, influencing stocks such as BOE Technology Group and TCL Technology [5] Company Focus - Lianhua Holdings reported a significant increase in product sales and revenue in Q1 2025, with net profit expected to grow by 103% to 144% year-on-year [6] - Beijing-Shanghai High-Speed Railway signed a strategic cooperation framework agreement with the China Railway Economic Planning Research Institute [6] - Huaneng Hydropower achieved a power generation of 21.292 billion kWh in Q1 2025, a year-on-year increase of 31.22%, with grid-connected power reaching 21.104 billion kWh, up 31.42% year-on-year [6] - Heng Rui Medicine licensed its self-developed SHR7280 project to Merck KGaA, which will pay an upfront fee of €15 million [6] Market Review and Outlook - On April 7, the Shanghai and Shenzhen markets opened significantly lower due to US tariff policies and declines in external markets, with the Shanghai Composite Index closing down 7.34% at 3096 points and the ChiNext Index dropping 12.5%, marking its largest single-day decline [7] - The market faced accelerated declines due to sudden trade conflicts, but technical analysis suggests that the market may rebound after filling previous gaps [8] - The A-share market remains in a low valuation zone, with the manufacturing PMI returning above the growth line, and expectations for more favorable policies to be introduced [8]
京东方A(000725) - 关于董事长提议回购公司股份的提示性公告
2025-04-07 23:57
京东方科技集团股份有限公司 关于董事长提议回购公司股份的提示性公告 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。 二、提议回购股份的原因和目的 | 证券代码:000725 | 证券简称:京东方 | A | 公告编号:2025-011 | | --- | --- | --- | --- | | 证券代码:200725 | 证券简称:京东方 | B | 公告编号:2025-011 | 特别提示: 2025年4月7日,京东方科技集团股份有限公司(以下简称"公司") 收到公司董事长陈炎顺先生《关于提议回购公司部分股份的函》,具 体内容如下: 一、提议人的基本情况及提议时间 (一)提议人:公司董事长陈炎顺先生 (二)提议时间:2025年4月7日 基于对公司价值的高度认可,为维护广大投资者利益,结合公司 财务状况及经营状况,公司董事长陈炎顺先生提议公司以自筹资金回 购公司部分社会公众股份,用于注销并减少公司注册资本,通过增厚 每股收益,提升公司长期价值。 三、提议内容 (一)拟回购股份的种类:公司发行的社会公众股份(A 股或 B 股)。 (二)回购股份的用途:回购的股份 ...
超10亿,寰采星拟在浙江建设G8.6代FMM量产项目
WitsView睿智显示· 2025-04-07 09:07
WitsView面板价格交流群 群聊: RENDFORCE 【 WitsView整理 】 据报道,寰采星拟投资超10亿元在浙江宁波建设高世代精密金属掩膜版(Fine Metal Mask,简称FMM)量产线,用于生产G8.6代OLED用精密金属掩膜版,以满足未来几年国内面 板企业高世代OLED产能对精密金属掩膜版(FMM)的需求。 据悉,FMM是OLED蒸镀环节中的关键材料,对于OLED显示屏的分辨率和成像质量至关重要。随着 OLED面板市场的持续增长,中国面板厂的产能扩展速度超过了海外厂商。然而,随着国内面板产能 的提升,FMM的供需平衡可能面临一定压力。 目前,日商DNP主要向韩国厂商供应高规格FMM,这使得国内面板厂在高端产品的采购上可能面临困 境。因此,FMM国产替代的需求日益增大。 随着消费市场对中大尺寸OLED需求的强烈增长,各大面板厂纷纷布局高世代OLED面板产线,将其视 为确保未来显示行业竞争优势的关键战略。目前,韩国的三星显示、国内的京东方、维信诺等主要显 示面板厂商已陆续投资建设G8.6代OLED产线。 据悉,寰采星成立于2019年,是国内首家专注于OLED蒸镀用FMM产业化的企业,同时具 ...
京东方展示业内首款L型曲面OLED车载中控屏
WitsView睿智显示· 2025-04-01 09:30
Core Viewpoint - BOE has introduced the industry's first 15.6-inch L-shaped curved OLED vehicle central control screen, showcasing advanced technology in display design and functionality [1]. Group 1: Product Features - The screen utilizes a thermal bending full lamination process, enhancing the 3D shaping capability of OLED displays [1]. - It features a thin design with a thickness of only 2.5mm, achieved through multi-layer integration of display panels and touch controls in a vacuum environment [1]. - The screen's core component is a 15.6-inch concave vehicle display module, designed with a fixed bending angle of 135° and a bending radius of 35mm, accommodating the natural arm extension of drivers [1]. Group 2: Technical Specifications - The resolution of the curved OLED display reaches 2880*1800, with a brightness exceeding 800 nits, ensuring clear visibility under strong light conditions [1]. - It boasts a million-level ultra-high contrast ratio and millisecond-level response speed, allowing real-time feedback of vehicle dynamic information [1].
【国信电子胡剑团队|LCD行业月报】预计3月LCD TV面板价格延续增长
剑道电子· 2025-03-26 03:26
Core Viewpoint - The LCD TV panel prices are expected to continue rising in March 2025, driven by stable demand and the impact of China's trade-in policy [3][10]. Group 1: Market Overview - From February 2025 to the present, the panel index has increased by 2.24%, underperforming compared to major indices like the Shanghai Composite and Shenzhen Component [3][8]. - As of March 13, 2025, the total market capitalization of the A-share panel industry is 562.467 billion yuan, with an overall price-to-book ratio of 1.61x, which is at the 61.0% percentile of the past five years [3][8]. Group 2: Price & Cost - In February 2025, the prices for various sizes of LCD TV panels were as follows: 32-inch at $38, 43-inch at $64, 50-inch at $103, 55-inch at $129, and 65-inch at $177, with month-on-month increases of 2.7%, 1.6%, 1.0%, 0.8%, and 1.1% respectively [10]. - The prices for IT panels in February 2025 remained stable for most sizes, with a slight increase for the 23.8-inch panel [10]. Group 3: Supply & Demand - In January 2025, the global shipment area for large-size LCD panels increased by 7.34% year-on-year, with a total shipment of 71.494 million units, reflecting a 12.42% year-on-year growth [14][17]. - The average size of LCD TVs is projected to increase, contributing to the growth in demand for LCD panels [20]. Group 4: Performance Review - In January 2025, the global revenue for large-size LCD panels was $5.426 billion, showing a year-on-year increase of 6.85% [37]. - Major LCD manufacturers in China reported a total revenue of 510.133 billion yuan in 2023, with a slight year-on-year growth of 0.94% [42]. Group 5: Investment Recommendations - The report recommends focusing on key players in the LCD panel supply chain, particularly BOE Technology Group [7].
【国信电子胡剑团队|LCD行业月报】预计3月LCD TV面板价格延续增长
剑道电子· 2025-03-26 03:26
点击 关注我们 报告发布日期:2025年3月20日 报告名称:《LCD行业月报- 预计3月LCD TV面板价格延续增长 》 分析师:胡剑 S0980521080001/胡慧 S0980521080002/ 叶 子 S0980522100003 / 詹浏洋 S0980524060001 / 张大为 S0980524100002/李书颖S0980522100003 联系人:连欣然 完整报告请扫描下方二维码 国信研究 LCD行业月报-预计3月LCD TV面板价格延 续揭长 2025-03-20 | 胡剑 胡慧 叶子 张大为 连欣然 行情&业绩回顾:2025年2月至今面板(申万)指数 上涨2.24%,3Q24中国主要LCD厂商平均毛利率同环比下 滑行情回顾:2025年2月至今面板(申万)指数上涨2.24% ,跑输上证指数、深证成指、沪深300指数1.09pct、3.4 8pct、0.24pct;其中深天马A、龙腾光电分别上涨1.07% 、1.35%,京东方A、TCL科技、彩虹股份分别下跌3.36 %、6.39%、8.14%。估值方面,截至3月13日A股面板行 业总市值5624.67亿元,整体PB (LF) 为1.61 ...
京东方A(000725) - 关于“22BOEY1”公司债券本息兑付暨摘牌公告
2025-03-20 10:02
| 证券代码:000725 | 证券简称:京东方 A | 公告编号:2025-010 | | --- | --- | --- | | 证券代码:200725 | 证券简称:京东方 B | 公告编号:2025-010 | | 债券代码:149861 | 债券简称:22BOEY1 | | 京东方科技集团股份有限公司 关于"22BOEY1"公司债券本息兑付暨摘牌公告 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。 特别提示: 京东方科技集团股份有限公司2022年面向专业投资者公开发行 可续期公司债券(数字经济)(第一期)(简称"22BOEY1"、"本期 债券"、债券代码149861)将于2025年3月25日支付自2024年3月25日 至2025年3月24日期间的利息及本期债券的本金并摘牌。本期债券兑 付兑息的最后交易日、债权登记日为2025年3月24日,凡在2025年3 月24日(含)前买入并持有本期债券的投资者享有本次派发的利息及 本金;2025年3月24日卖出本期债券的投资者不享有本次派发的利息 及本金。 京东方科技集团股份有限公司(以下简称"公司")于2022 ...
京东方A(000725) - 008-2025年3月13日投资者关系活动记录表
2025-03-13 13:02
Group 1: LCD Industry Demand and Pricing - The demand for LCD TVs is strong due to the "old-for-new" policy in the domestic market and inventory buildup in overseas markets, with an average screen size of 51.6 inches globally in 2024, up by 1.1 inches year-on-year [1] - In China, the average screen size for LCD TVs is projected to be 65.8 inches in 2024, an increase of 3.4 inches year-on-year [1] - LCD TV panel prices have been rising since January 2025, with expectations for continued increases in March 2025 due to strong terminal demand [2] - The average utilization rate in the LCD industry has been above 80% since November 2024, indicating a recovery in production capacity [2] Group 2: Flexible AMOLED Business Progress - The company shipped approximately 140 million flexible AMOLED panels in 2024, showing a significant year-on-year growth and an improved product structure with a higher proportion of high-end products [3] - The company is actively expanding into automotive and IT sectors for mid-size innovative applications to capture market opportunities [3] Group 3: Production Line Developments - The 8.6-generation AMOLED production line project was initiated in March 2024 and is expected to achieve mass production by the end of 2026, enhancing the company's competitiveness in the semiconductor display industry [4] - The overall depreciation for the company is expected to slightly increase in 2024 due to new production lines, with fluctuations in depreciation anticipated in 2024 and 2025, followed by a potential decrease starting in 2026 [5] Group 4: Capital Expenditure and Strategic Focus - The company plans to repurchase minority shareholder equity based on operational performance and cash flow, with future capital expenditures aligned with strategic planning [5] - The focus of future capital expenditures will be on the semiconductor display business and extending the value chain into IoT innovations, sensors, MLED, and smart medical engineering [5]