（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司2023年是否出口欧盟国家？ 三利谱（002876.SZ）9月9日在投资者互动平台表示，公司产品未出口欧盟国家。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问：公司二季度产能利用率怎样？专业人士说TAC、 PVA这两种材料就占了总成本的75%左右，这样公司纯粹在为上游材料厂商打工 。现在这两种膜材国产 化具体进展如何，预计还要多长时间能规模替代并实现降本增效？贵公司有没有能力研发出这样的膜 材，有没有投资国产材料厂商？ 三利谱（002876.SZ）9月9日在投资者互动平台表示，公司二季度生产经营正常，新产能顺利投产进入 爬坡阶段，具体情况请关注公司定期报告等相关公告；在65寸的偏光片生产中，除了补偿膜还依赖进 口，其他的原材料我们都实现了国产化，降本效果比较好。 （文章来源：每日经济新闻） ...

丨证券研究报告丨 公司研究丨点评报告丨三利谱（002876.SZ） [Table_Title] 稼动率短期拖累业绩，份额继续突破 报告要点 [Table_Summary] 公司发布 2025 年中期报告，上半年公司实现营业收入 16.80 亿元，同比增长 41.97%；归母净 利润 0.38 亿元，同比下降 31.47%；扣非归母净利润 0.35 亿元，同比下降 45.48%。非经常性 项目主要为政府补贴。公司所处偏光片行业正处于国产替代高速阶段，未来三大供应商分立的 趋势逐渐清晰，公司当前份额仍有较大的提升弹性，OLED 偏光片与 VR 头显光学复合膜新产 品潜力可观。 分析师及联系人 [Table_Author] 杨洋 谢尔曼 SAC：S0490517070012 SAC：S0490518070003 SFC：BUW100 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 三利谱（002876.SZ） cjzqdt11111 [Table_Title2] 稼动率短期拖累业绩，份额继续突破 [Table_Summary2] 事件描述 公司发布 2025 年中期报 ...

Core Insights - The Chinese display industry has significantly risen, with domestic manufacturers capturing a substantial share of the global television shipment market and leading in advanced technologies like OLED and Micro-LED [1][8] - The price of large-screen televisions has dramatically decreased, with a 50% drop in the price of 75-inch TVs over the past two years, driven by technological advancements and cost reductions [5][6] Industry Development - The rise of the Chinese display industry is supported by precise government policies and collaborative efforts across the industry chain, with key materials and new display devices being prioritized at the national level [2][4] - Major companies like BOE Technology Group and TCL Huaxing have made significant investments in domestic production lines, overcoming technological barriers and market skepticism [3][4] Technological Advancements - The introduction of Mini-LED technology has improved display quality and facilitated the proliferation of large-screen products, making high-quality, cost-effective large TVs possible [7] - Companies are utilizing advanced cutting techniques on 10.5-generation lines to reduce costs and improve production efficiency for larger panels [7] Market Trends - The demand for large-screen TVs is driven by consumer preferences for immersive experiences and enterprise needs for large interactive displays in various sectors [7][8] - The display industry is evolving towards multiple technology pathways, with a focus on OLED and Micro-LED technologies to maintain competitiveness in the global market [8][9] Future Outlook - The Chinese display industry is poised to continue its growth trajectory, with ongoing investments in innovation and technology to capture higher value in the global supply chain [9]

登录新浪财经APP 搜索【信披】查看更多考评等级 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，不存在虚假记载、误导性陈述或重大 遗漏。 1、公司控股股东及其一致行动人张建军先生资信状况良好，具备相应的资金偿还能力。本次解除质押 事项不存在平仓风险，所持股份的质押风险在可控范围内，不会对公司主营业务、持续经营能力产生影 响，不会导致公司实际控制人变更。若后续出现平仓风险，控股股东将采取补充质押、追加保证金或以 其自有资金偿还质押借款等措施应对上述风险。 2、公司将持续关注相关质押情况及质押风险情况，严格遵守相关规定，及时履行信息披露义务。敬请 广大投资者注意投资风险。 深圳市三利谱光电科技股份有限公司（以下简称"公司"）近日收到控股股东张建军先生的通知，获悉其 将持有的公司部分股份办理了解除质押的手续，具体事项如下： 一、股东部分股份解除质押的基本情况 ■ 二、股东股份累计质押的情况 截至本公告披露日，上述股东所持质押股份情况如下： ■ 三、其他情况说明 四、备查文件 1、股份解除质押登记证明文件； 2、中国证券登记结算有限责任公司股份冻结明细。 特此公告。 深圳市三利谱光电科技股份有限公司 董事 ...

Core Viewpoint - Shenzhen Sanlipu Optoelectronic Technology Co., Ltd. announced the release of share pledges by its controlling shareholder Zhang Jianjun, which involves a total of 6,076,000 shares, accounting for 18.47% of his holdings and 3.49% of the company's total share capital [1][2]. Group 1: Share Pledge Release Details - Zhang Jianjun will release 5,026,000 shares, representing 15.28% of his holdings and 2.89% of the company's total share capital, with the pledge release date on September 6, 2023 [1]. - An additional 1,050,000 shares will be released, which is 3.19% of his holdings and 0.60% of the company's total share capital, with the pledge release date on May 5, 2023 [1]. - The total number of shares released amounts to 6,076,000, which is 18.47% of his holdings and 3.49% of the company's total share capital [1]. Group 2: Current Pledge Situation - As of the announcement date, Zhang Jianjun holds a total of 32,898,092 shares, which is 18.92% of the company, with 19,890,000 shares pledged and 13,814,000 shares unpledged [2]. - The pledged shares represent 41.99% of the total pledged shares, while the unpledged shares account for 7.94% of the total share capital [2]. - The company confirms that the release of these pledges does not pose a risk to its main business or ongoing operations, and there will be no change in the actual control of the company [2].

从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓三利谱。招商国证2000指数增强A（018786）二季度持有股数3.15 万股，占基金净值比例为0.64%，位居第八大重仓股。根据测算，今日浮亏损失约1.32万元。连续3天下 跌期间浮亏损失5.13万元。 9月2日，三利谱跌1.61%，截至发稿，报25.73元/股，成交1.70亿元，换手率4.44%，总市值44.74亿元。 三利谱股价已经连续3天下跌，区间累计跌幅5.96%。 资料显示，深圳市三利谱光电科技股份有限公司位于广东省深圳市光明新区公明办事处楼村社区第二工 业区同富一路5号第1-9栋，成立日期2007年4月16日，上市日期2017年5月25日，公司主营业务涉及偏光 片产品的研发、生产和销售。主营业务收入构成为：TFT96.69%，黑白2.63%，其他0.67%。 招商国证2000指数增强A（018786）成立日期2023年8月1日，最新规模3508.15万。今年以来收益 35.73%，同类排名1052/4222；近一年收益70.61%，同类排名980/3781；成立以来收益45.75%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发 ...

证券代码：002876 证券简称：三利谱 公告编号：2025-038 深圳市三利谱光电科技股份有限公司 关于公司控股股东部分股份解除质押的公告 二、股东股份累计质押的情况 截至本公告披露日，上述股东所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | | 本次解除质 | 本次解除质 | 占其所 | 占公司 | 情况 | | 情况 | | | | 持股数量 | 持股比 | | | | | | 占已 | | | | | | | 押前质押股 | 押后质押股 | 持股份 | 总股本 | 已质押股份 | | 未质押股份 | 占未质 | | 名称 | （股） | 例 | | | | | | 质押 | | | | | | | 份数量（股） | 份数量（股） | 比例 | 比例 | 限售和冻结 | | 限售和冻结 | 押股份 | | | | | | | | | | 股份 | | | | | | | | | | | 数量 | | 数量 ...

Group 1 - The core point of the news is that shareholder Zhang Jianjun has pledged 4.05 million shares of Sanlipu, accounting for 2.33% of the total share capital, with a cumulative pledge of 19.89 million shares, representing 60.46% of his total holdings [1] - Another shareholder, Tang Jiyu, has pledged 4.31 million shares, which is 49.29% of his total holdings [1] - The total pledged shares by the top ten shareholders of Sanlipu after this pledge is significant, indicating a high level of leverage among major shareholders [1] Group 2 - Sanlipu's financial data for the first half of 2025 shows a main revenue of 1.68 billion yuan, a year-on-year increase of 41.97%, while the net profit attributable to shareholders decreased by 31.47% to 37.94 million yuan [3] - The second quarter of 2025 saw a single-quarter main revenue of 874 million yuan, up 36.51% year-on-year, but the net profit attributable to shareholders dropped by 66.25% to 8.31 million yuan [3] - The company has a debt ratio of 62.23%, with investment income at -3.44 million yuan and financial expenses of 51.68 million yuan, indicating potential financial strain [3] Group 3 - Sanlipu primarily engages in the research, production, and sales of polarizers, which are essential materials for display panels in consumer electronics such as mobile phones, computers, and televisions [4] - The main products include TFT series and black-and-white polarizers, made from PVA and TAC films through various processing techniques [4] - The company also provides technical solutions for polarizer products and related products for industrial electronic displays and 3D glasses [4]

每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 每经AI快讯，三利谱（SZ 002876，收盘价：26.76元）8月29日晚间发布公告称，公司近日收到公司控 股股东张建军先生的通知，获悉其将持有的公司部分股份进行了质押及解除质押。截至本公告日，张建 军累计质押股数为1989万股，占其所持股份比例为60.46%。 2025年1至6月份，三利谱的营业收入构成为：偏光片行业占比99.33%，其他业务占比0.67%。 截至发稿，三利谱市值为47亿元。 （记者 王晓波） ...