【WitsView整理】 4月23日晚，维信诺发布公告称，为加快推动昆山新一代电子信息产业集群高 质量发展，公司拟与昆山经济技术开发区管理委员会签署《昆山全球新型显示产业创新中心项目 合作协议》。 维信诺表示，本次合作，在技术创新方面，将推动未来显示技术创新突破，推动AMOLED在消费 电子、车载显示、虚拟现实、医疗探测等各种应用场景加速渗透；在产业发展方面，将进一步推 动新型显示产业链、泛半导体技术研究成果的孵化，对培育未来增长点、加快新一代电子信息产 业集群转型发展具有重要意义。 据悉，该项目需使用工业用地约60亩，总投入约50亿元，其中：设备投资、无形资产、流动资金 等约40亿元，土地、厂房建设约10亿元。总投入涵盖相关固定资产及相关专利。项目为国内领先 高配柔性AMOLED技术开发平台，主要开展三项业务： 1.前沿显示技术开发，包括材料和装备国产化验证、前沿显示底层关键技术研发等； 2.基于相关研发项目进行相关产品交付，包括XR产品和X-ray产品等； 3.泛半导体技术研究孵化，包括钙钛矿项目和玻璃载板项目等。 考虑到该项目对补强、壮大昆山开发区光电显示产业链有重大战略意义，同时能够延伸到集成电 路、 ...

Group 1: Technology Developments - OpenAI has launched a new image model, gpt-image-1, which is now available via API and has been adopted by major creative platforms like Adobe and Figma. The model features higher precision, diverse visual styles, and advanced image editing capabilities [2] - Tencent has released version 2.5 of its mixed reality 3D generation model, significantly enhancing modeling precision and increasing effective polygon count by over ten times [4] - Intel has announced a new generation of AI-enhanced software-defined vehicle system-on-chip (SDV SoC) at the Shanghai Auto Show, claiming up to a 10x performance improvement over the previous generation [8] Group 2: Corporate Actions and Financials - Apple and Meta have been fined a total of €700 million (approximately ¥58 billion) by the EU for violating the Digital Markets Act [2] - Neuralink, led by Elon Musk, is planning to raise $500 million with a pre-money valuation of $8.5 billion [10] - Jingfeng Mingyuan intends to acquire 100% of Sichuan Yichong Technology for ¥3.283 billion as part of a major asset restructuring [11] Group 3: Automotive Industry Updates - Huawei's first car under the "Shangjie" brand, developed in collaboration with SAIC, is expected to achieve significant sales upon its launch in Q3 2023 [3] - NIO's chairman Li Bin highlighted the importance of three core technologies—intelligent driving chips, universal operating systems, and smart chassis—in enhancing the experience and safety of smart vehicles [5] - GAC Aion and Didi Autonomous Driving have introduced the world's first mass-produced L4 autonomous vehicle, set for mass production by the end of the year [6] Group 4: Market Trends and Consumer Behavior - iQIYI is entering the live-streaming e-commerce space, leveraging its IP content and celebrity resources to tap into its membership base as a potential e-commerce user group [3] - Alibaba's international site has topped the U.S. App Store shopping charts, indicating a significant rise in its download rankings [4] - The establishment of the Greater Bay Area (Dongguan) Artificial Intelligence Alliance aims to enhance AI capabilities and attract over 300 AI-focused enterprises by 2027 [7]

Market Overview - External disturbances have peaked, and the market is gradually returning to fundamentals [1][21] - U.S. stock markets saw a broad increase, with the Dow Jones up 1.07%, Nasdaq up 2.50%, and S&P 500 up 1.67% [3] - Notable individual stock performances include Tesla rising 5.37% despite a 71% drop in quarterly net profit, and Boeing increasing 6.04% due to better-than-expected quarterly losses [3] Commodity Prices - International oil prices weakened, with WTI crude down 2.20% to $62.27 per barrel and Brent crude down 1.96% to $66.12 per barrel, amid rumors of OPEC+ potentially increasing production [4][7] - Gold prices significantly declined, with COMEX gold futures dropping 3.66% to $3276.30 per ounce [4] Economic Indicators - The Federal Reserve's latest Beige Book indicated little change in U.S. economic activity since early March, with several regions experiencing a "significant deterioration" in outlook amid increasing economic uncertainty [4] Corporate Developments - The People's Bank of China introduced a plan to enhance cross-border financial services in Shanghai, aiming to optimize financial service policies [5] - Xiamen's government announced an upgrade to its housing compensation policy, expanding the range of housing options for those affected by property acquisition [6] - Apple was fined €500 million by the EU for antitrust violations under the Digital Markets Act, marking a significant regulatory action against major tech companies [8] Company Earnings - Wens Foodstuff Group reported a net profit of 2 billion yuan in Q1 2025, reversing a loss from the previous year, primarily due to profitability in the pork sector [11] - Nutrien reported a 374% increase in net profit for Q1 2025, driven by increased sales and prices of potash [12] - Zhongke Electric's Q1 net profit surged 465.8% year-on-year, attributed to increased sales and improved gross margins [13] - Tianqi Lithium expects a net profit of 82 million to 123 million yuan for Q1 2025, a significant recovery from a loss in the previous year [14] Strategic Partnerships - CATL announced the launch of 10 battery swap models in collaboration with major automotive companies, expanding its battery swap network [9] - Four-dimensional Map Technology signed a strategic cooperation agreement with Volcano Engine to enhance automotive intelligence technology [10]

论坛将聚焦于 柔性钙钛矿光伏 、 钙钛矿叠层 ，以及由 柔性钙钛矿所衍生出的前沿消费电子领域 （ 如智能物联、可穿戴设备等室内弱光环境应用） ， 针对实际落地过程中面临的诸多问题及 技术难点 展开深入探讨。 大会邀请了 叶继春、陈炜、周欢萍、易陈谊、 徐雪青、 王睿、胡笑添、钟宇飞 等长期致力于产学研 一体的教授专家，以及 协鑫、通威、正泰 等叠层领域龙头代表企业， 脉络、尚柔、大正微纳、柔烁 光电 等一众柔性领域新兴领先企业也将会发表主题报告。 由 中国科学院宁波材料技术与工程研究所光电信息材料与器件实验室 、 华中科技大学武汉光电国家 研究中心 联合 DT新材料主办 ， 第三届钙钛矿材料与器件产业发展论坛 即将于5月23-24日在苏州 召开。 欢迎报名交流，加速钙钛矿迈向未来 【DT新材料】 获悉，4月24日， 维信诺科技股份有限公司 （以下简称"维信诺"）与 昆山经济技 术开发区管理委员会 就 在 昆山开发区 投资设立 昆山全球新型显示产业创新中心项目 ，拟签署 《昆山全球新型显示产业创新中心项目合作协议》 （以下简称"《项目合作协议》"），项目投资 总额预计约人民币 50亿元 ，并协调相关主体共同成立 ...

澜起科技发布2025年第一季度报告，实现营业收入12.22亿元，同比增长65.78%；归属于上市公司股东 的净利润5.25亿元，同比增长135.14%。受益于AI产业趋势对DDR5内存接口芯片及高性能运力芯片需求 的推动，截至2025年4月22日，预计在2025年第二季度交付的互连类芯片在手订单金额合计已超过人民 币12.9亿元。 今日焦点天齐锂业：预计一季度净利润8200万元至1.23亿元 同比扭亏为盈 天齐锂业公告称，预计2025年第一季度归属于上市公司股东的净利润为8200万元至1.23亿元，上年同期 为亏损38.97亿元。随着国内新购锂精矿陆续入库及库存锂精矿的逐步消化，公司各生产基地生产成本 中耗用的化学级锂精矿成本基本贴近最新采购价格。同时，受自产工厂爬坡及技改的积极影响，公司 2025年第一季度锂化合物及衍生品的产销量实现同比增长。 澜起科技：第一季度净利润5.25亿元，同比增长135% 经营业绩业绩增长 重要事项并购重组 维信诺：拟投资50亿元设立昆山全球新型显示产业创新中心项目 维信诺公告称，公司拟与昆山经济技术开发区管理委员会签署《昆山全球新型显示产业创新中心项目合 作协议》，在昆山开发区 ...

转自：证券日报网 重要公告： 中国交建：一季度新签合同额5530.34亿元 同比增长9.02% 北元集团：一季度净利润同比增长442.29% 方大特钢：一季度净利润同比增长167.99% 杰瑞股份：拟1.5亿元—2.5亿元回购公司股份 海泰科：一季度净利润同比增长5738.82% 沪市重要公告： 澜起科技（688008）公告，公司2025年第一季度实现营业收入12.22亿元，同比增长65.78%；净利 润5.25亿元，同比增长135.14%。 上海雅仕：一季度净利润同比增长129.78% 上海雅仕（603329）公告，公司2025年第一季度实现营业收入8.01亿元，同比增长57.5%；净利润 974.87万元，同比增长129.78% 北元集团：一季度净利润同比增长442.29% 中国交建：一季度新签合同额5530.34亿元 同比增长9.02% 中国交建（601800）公告，2025年一季度，公司新签合同额为5530.34亿元，同比增长9.02%，完成 年度目标的27%。 方大特钢：一季度净利润同比增长167.99% 方大特钢（600507）公告，公司2025年第一季度实现营业收入43.46亿元，同比下降26. ...

Mergers and Acquisitions - Shanghai Yashi plans to acquire 30% equity in Euro-Asia Company, which would result in holding 100% equity if successful [1] - Jizhong Energy intends to acquire 20.02% equity in Duanwang Coal Industry from Jianxin Investment for 898 million yuan, increasing its stake to 83.21% post-transaction [1] Share Buybacks and Increases - Jerry Holdings plans to repurchase shares worth 150 million to 250 million yuan, with a maximum price of 49 yuan per share [2] - Tongkun Holdings' shareholder, Leixin Industrial, intends to increase holdings by 250 million to 500 million yuan [2] External Investments and Daily Operations - Visionox plans to invest 5 billion yuan to establish a global new display industry innovation center project in Kunshan [3] - Siwei Map Technology has signed a strategic cooperation framework agreement with Volcano Engine [4] - Nandu Power plans to list on the Hong Kong Stock Exchange [5] Performance Changes - Tianfu Communication reported a net profit of 338 million yuan in Q1 2025, a year-on-year increase of 21.07% [6] - Yara International reported a net profit of 384 million yuan in Q1, a significant year-on-year increase of 374%, driven by increased sales and prices of potash [7] - Tianqi Lithium expects a net profit of 82 million to 123 million yuan in Q1, marking a turnaround from losses, with increased production and sales of lithium compounds and derivatives [7] - Haitai Technology reported a net profit of 13.92 million yuan in Q1, a year-on-year increase of 5739%, attributed to revenue recognition from molds reaching acceptance status [7] - Lanke Technology's net profit for Q1 2025 was 525 million yuan, up 135.14% year-on-year, benefiting from AI industry trends driving demand for DDR5 memory interface chips and high-performance computing chips [7] - Shanghai Yashi reported a net profit of 9.75 million yuan in Q1 2025, a year-on-year increase of 129.78% [7] - Beiyuan Group's net profit for Q1 was 50 million yuan, a year-on-year increase of 442%, due to rising prices of caustic soda and declining procurement prices of key raw materials [7] - Desay SV reported a net profit of 582 million yuan in Q1, a year-on-year increase of 51.32% [8] - Quectel Wireless Solutions reported a net profit of 588 million yuan in 2024, a year-on-year increase of 548.49% [8] - Aucma corrected its annual performance forecast for 2024, expecting a net loss of 45 million to 50 million yuan [9]

证券代码：002387 证券简称：维信诺 公告编号：2025-043 维信诺科技股份有限公司 关于拟与关联方签署《项目合作协议》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，无虚 假记载、误导性陈述或者重大遗漏。 特别提示： 1、本次拟签订的《昆山全球新型显示产业创新中心项目合作协议》（以下 简称"《项目合作协议》"）属于协议双方加强全面合作而订立的战略合作文件， 具体合作细节尚需各方进一步协商，项目实施后续需要签订相关正式的协议或 合同，具体执行、实施以及后续协议或合同的签订和履行存在一定的不确定性， 以及具体项目同时受相关产业政策、行业周期、市场环境、政府审批等多种因素 影响导致可能存在变更、延期、中止或终止的风险。公司将根据后续项目进展情 况，按照相关法律法规要求履行相应的决策程序和信息披露义务，敬请投资者注 意投资风险。 2、本《项目合作协议》的签署对公司2025年度经营成果的影响需视具体项 目的推进和实施情况而定。公司具体出资金额、出资比例、出资计划及后续具体 实施主体尚存在不确定性，公司将根据实际经营情况及财务状况确定本次投资 金额。合作协议约定的项目投资金额等仅为初步规划或预 ...

Core Viewpoint - Micro LED technology is recognized as a strong competitor in the next-generation display technology landscape due to its advantages in brightness, contrast, response speed, energy efficiency, and lifespan. The industry is witnessing a competitive race for technological development and industrialization in Micro LED [1]. Company Summaries BOE Technology Group - BOE has been investing in Micro LED for years, establishing a complete industrial chain from upstream IC design to downstream applications through strategic control of Huacan Optoelectronics and the Zhuhai Jingxin project [2]. - The company is developing RGB Mini/Micro LED direct display solutions based on COG and COB technologies, alongside Mini LED backlight solutions. It has also partnered with international equipment companies to develop mass transfer technology [2]. - As of March 19, 2025, BOE's Huacan Optoelectronics has achieved product delivery from its 6-inch Micro LED production line, with an annual production capacity of 24,000 wafers and 45,000kk pixel devices [2]. TCL Huaxing - TCL Huaxing has formed a joint venture with Sanan Optoelectronics, focusing on the development of transfer bonding technology for Micro LED [5]. - The joint venture aims to tackle four key technological areas: miniaturization of LED chips, enhancement of luminous efficiency, transfer bonding technology, and optimization of backplane materials and driving algorithms [5]. - The Micro LED pilot line is expected to achieve small-scale trial production by 2025, with an initial investment of 300 million yuan [8]. Visionox - Visionox has established Chengdu Chenxian Optoelectronics to focus on Micro LED technology research and industrialization, particularly using LTPS glass substrates [9]. - The company aims to develop key technologies such as mass transfer, high-precision repair processes, seamless stitching technology, and driving algorithms based on TFT backplanes [9]. - By December 2024, the first mass production line based on TFT technology in mainland China is expected to be operational [10]. Deepin Technology - Deepin Technology has been involved in Micro LED since 2017, establishing a dedicated research institute and focusing on applications in public information display, automotive displays, and transparent displays [11]. - The company has successfully integrated a G3.5 generation Micro LED production line, which covers the entire process from mass transfer to final display module manufacturing [11]. - This production line utilizes LTPS TFT glass substrates and advanced mass transfer technology, enabling the production of borderless Micro LED display products [13]. AU Optronics - AU Optronics collaborates with its key component supplier Ennostar to enhance its Micro LED capabilities, focusing on mass transfer, inspection, repair, and module manufacturing [14]. - The company is constructing a 4.5 generation Micro LED production line, expected to be operational by 2025, to produce a variety of Micro LED products including smartwatches and automotive displays [16]. Innolux - Innolux has established Advanced MicroLux to focus on Micro LED technology research and manufacturing, with a registered capital of 150 million NTD [17]. - The company is concentrating on active matrix driving Micro LED technology and developing key technologies such as color conversion, selective mass transfer, and seamless stitching [17]. - Innolux's Micro LED technology has already been applied in automotive displays and large-size TVs, with plans to expand production capacity to higher generation lines [19]. Industry Outlook - According to TrendForce, the Micro LED chip market is projected to reach approximately $27.9 million in 2024, primarily driven by large display screens. By 2029, the market is expected to grow to $740 million, with a compound annual growth rate of 93% from 2024 to 2029 [20]. - The continuous investment and strategic layout by major panel manufacturers and LED industry players are accelerating the maturity of Micro LED technology, leading to a gradual decrease in production costs [20]. - Micro LED is anticipated to achieve large-scale applications across various sectors, including consumer electronics, commercial displays, automotive displays, and emerging fields like transparent displays and AR/VR, potentially reshaping the display industry landscape [20].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002387 证券简称：维信诺 公告编号：2025-042 维信诺科技股份有限公司 关于全资孙公司为上市公司提供担保的进展公告 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，无虚假记载、误导性陈述或者重大遗 漏。 特别提示： 截至目前，维信诺科技股份有限公司（以下简称"公司"）及控股公司对外担保总额（含对合并报表范围 内子公司担保）已超过公司最近一期经审计净资产的100%，担保金额超过公司最近一期经审计净资产 的50%，公司对合并报表外单位担保金额超过最近一期经审计净资产的30%，敬请广大投资者注意投资 风险。 一、担保情况概述 公司分别于2025年3月20日和2025年4月10日召开第七届董事会第十七次会议和2024年度股东大会，审议 通过了《关于2025年度为公司及子公司提供担保额度预计的议案》，同意2025年度为公司及控股子公司 提供总额度不超过等值人民币226.2亿元的担保，包括公司为子公司担保、子公司之间互相担保、子公 司为公司担保及前述复合担保等。担保额度有效期为公司2024年度股东大会审议通过之日起的12个月 内，担保额度在 ...