东方证券发布研报称，电子行业面板厂商控产策略持续，叠加世界杯等赛事备货需求，大尺寸面板涨价 有望延续。同时，行业大规模资本开支周期已近尾声，头部厂商未来支出将显著下降，聚焦利润提升。 手机OLED面板虽短期承压，但渗透率提升与降价空间收窄有望缓冲影响，行业格局趋于稳定。 东方证券主要观点如下： 事件 投资建议与投资标的 供需关系向好，大尺寸面板涨价有望持续。相关标的：面板制造厂商TCL科技、京东方A、深天马A、 彩虹股份（600707）、维信诺（002387）、和辉光电等；面板材料厂商路维光电、清溢光电、莱特光 电、沃格光电（603773）、三利谱（002876）、深纺织A等；显示驱动芯片厂商天德钰等；面板模组厂 商京东方精电等。 风险提示：下游需求不及预期，降本进程不及预期，国产化进展不及预期。 部分投资者担忧行业供需关系难以好转。该行认为，电视面板整体需求仍然保持稳定，面板厂商持续推 动控产下大尺寸面板涨价有望持续。从供给侧来看，中大尺寸LCD的供应高度集中，对于涨价策略有望 趋于一致；春节期间大陆面板厂放假控产也有望进一步降低供给产出。从需求侧来看，2026年FIFA世 界杯等运动赛事有望带动备货需求。 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：1.公司用于折叠屏的产品是否量产？据行业研究，2026 年折叠屏出货量增长46%，不知公司是否准备好？2.合肥二期产能今年上半年可否量产？良率能否达 标？能否贡献正向业绩？ 三利谱（002876.SZ）2月4日在投资者互动平台表示，公司折叠产品正处于开发阶段；合肥二期新产能 处于产能爬坡关键阶段，相关产能正按计划稳步释放，后续进展敬请关注公司定期报告及相关公告。 ...

格隆汇2月4日丨三利谱(002876.SZ)在投资者互动平台表示，公司折叠产品正处于开发阶段；合肥二期 新产能处于产能爬坡关键阶段，相关产能正按计划稳步释放，后续进展敬请关注公司定期报告及相关公 告。 ...

格隆汇2月4日丨三利谱(002876.SZ)在投资者互动平台表示，公司在OLED手机产品领域的出货预计将实 现逐年增长，OLED显示技术虽发展迅速，但其在电视、电脑等大尺寸领域的普及，以及折叠屏等创新 形态的规模化应用，仍需一个过程。 ...

南财智讯1月28日电，天禄科技在投资者关系活动中表示，2023年京东方联合偏光片环节本土企业三利 谱与公司共同设立子公司安徽吉光从事TAC膜项目，前瞻性地联合产业各方合力打破日本对TAC膜的垄 断；在当前的地缘关系下，该项目的必要性得到进一步加强，安徽吉光在产业各方的支持下，项目推进 将更为坚决。 ...

Core Viewpoint - Tianlu Technology indicates that the demand for TAC film is expected to reach 1.229 billion square meters by 2025, highlighting the growing importance of this material in the display panel industry [1] Industry Summary - Over 70% of the production capacity for the panel segment is located in mainland China, with a similar expectation for the polarizer segment after capacity consolidation [1] - TAC film accounts for over 50% of the cost of polarizer film materials, making it a critical component affecting the profitability of polarizer manufacturers [1] - The TFT-grade TAC film used in mainland China is primarily imported, with Japanese companies Fujifilm and Konica Minolta holding approximately 75% of the global market share [1] Company Summary - In 2023, BOE Technology Group, as a leader in the panel industry chain, has partnered with local polarizer company Sanli Pu to establish a subsidiary, Anhui Jiguang, to engage in the TAC film project [1] - This collaboration aims to break Japan's monopoly on TAC film and enhance the self-sufficiency of China's panel industry chain [1] - The necessity of this project has been further emphasized by current geopolitical relations, with strong support from various industry stakeholders to ensure the project's advancement [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002876 | 三利谱 | 27.69 | 10.01% | 5.56万 | 1.54亿 | | 000045 | 深纺织A | 13.64 | 10.00% | 28.66万 | 3.83亿 | | 603773 | 沃格光电 | 39.16 | 10.00% | - 18.91万 | 7.16亿 | | 688502 | 成莱光学 | 435.80 | 8.69% | - 2.57万 | 10.94亿 | | 301421 | 波长光电 | 114.10 | 8.10% | 12.78万 | 14.30亿 | | 301045 | 天禄科技 | 36.57 | 7.15% | 5.45万 | 1.95亿 | | 301183 | 东田微 | 150.30 | 6.20% | 6.02万 | 26888 | | 002745 | 木林霖 | 10.50 | 6.06% | 129.44万 | 13.59亿 | | 300582 | 英飞特 | ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年1月21日，三利谱（sz002876）触及涨停，涨停价27.61元，涨幅10.01%，总市值48.15亿元，流通 市值41.24亿元，截止发稿，总成交额9314.70万元。 根据喜娜AI异动分析，三利谱涨停原因可能如下，治理升级+技术专利+资金保障： 1、三利谱近期围绕 公司治理优化、业务发展布局和财务规范管理展开工作。治理结构全面升级，修订31项制度，取消监事 会改设审计委员会等，使治理体系对标上市公司最佳实践，有助于提升公司管理效率和决策科学性。新 增10项专利，覆盖偏光片生产全流程，形成技术护城河，增强了公司核心竞争力。 2、公司获得8.5亿元 银行综合授信额度，授 ...

Group 1 - The core viewpoint of the news is that Sanlipu's stock has shown a modest increase in price and trading activity, with a notable rise in revenue but a decline in net profit for the year [1][2]. Group 2 - As of January 14, Sanlipu's stock price increased by 2.10% to 24.85 CNY per share, with a total market capitalization of 4.321 billion CNY [1]. - The company has seen a year-to-date stock price increase of 3.80%, with a 6.84% increase over the past 20 days and a 6.97% increase over the past 60 days [2]. - Sanlipu's main business involves the research, production, and sales of polarizing film products, with 96.69% of its revenue coming from TFT products [2]. - As of September 30, 2025, Sanlipu reported a revenue of 2.643 billion CNY, representing a year-on-year growth of 41.09%, while the net profit attributable to shareholders decreased by 30.50% to 44.994 million CNY [2]. - The company has distributed a total of 174 million CNY in dividends since its A-share listing, with 65.141 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders increased to 19,600, with an average of 7,588 circulating shares per person, a decrease of 1.70% from the previous period [2].

Group 1 - The company held its first board meeting of 2026 on January 7, where all 8 directors attended, and the meeting was deemed legally valid [2][3] - The board approved the proposal to waive the preemptive rights for capital increase in its associate company, Anhui Jiguang New Materials Co., Ltd., with a unanimous vote [3][9] - The company will not participate in the capital increase of Anhui Jiguang, which will raise its registered capital from RMB 369.02 million to RMB 433.00 million [8][9] Group 2 - The company also approved a proposal to apply for a comprehensive credit facility from banks, amounting to RMB 85 million, to support its business development [27][28] - The credit facility will include various financial products such as working capital loans and trade financing, with the final amounts subject to bank approval [28]