Core Viewpoint - Shenzhen's Bao'an District is accelerating the development of a new quality imaging industry by integrating culture and technology, aiming for over 100 billion yuan in revenue from the digital creative industry cluster by 2030 [1]. Group 1: Industry Development - Bao'an has 262 imaging-related companies, with over 95% being hardware manufacturers, and aims to enhance the synergy between content creation and hardware/software innovation [2]. - The digital creative industry cluster in Bao'an generated an added value of approximately 6.506 billion yuan in the first three quarters of 2025, with a growth rate of 30.76% [2]. - The district has launched measures to support high-quality development in the new quality imaging industry, covering key areas such as space, technology, platforms, and finance [3]. Group 2: Technological Innovation - Bao'an is focusing on the development of smart glasses as a key hardware component of the new quality imaging industry, with a goal of gathering over 100 industry chain companies by the end of 2027 [3]. - The district has identified 54 application scenarios and 48 enterprise technology capabilities to create a closed-loop mechanism for demand response and project implementation [6]. - The introduction of the digital human image "Wanbao" aims to enhance Bao'an's cultural tourism identity and will be widely applied in local tourism scenarios [6]. Group 3: Ecosystem Building - Bao'an is establishing the "Shenzhen (Bao'an) New Quality Imaging Industry Alliance" to integrate the industry chain, innovation chain, funding chain, and talent chain [9]. - The alliance has already connected with over 40 key enterprises and universities, focusing on building a complete ecosystem from technology to content [9]. - Bao'an aims to create a supportive environment for enterprises, facilitating collaboration and innovation within the new quality imaging industry [10].

南财智讯2月10日电，洲明科技在投资者关系活动中表示，公司在XR虚拟拍摄领域深耕布局多年，全资 子公司雷迪奥在全球范围内先后打造了一百多个国际顶流XR虚拟摄影棚，市场占有率全球领先，产品 应用于全球各演播室和视效公司，获好莱坞、微软、奥斯卡奖等知名客户认可；在国内市场，公司与爱 奇艺、阿里大文娱等头部视频平台深度合作，并中标中国传媒大学等高校项目，高校教学场景需求上升 带来新增长机遇。 ...

证券代码：300232 证券简称：洲明科技 深圳市洲明科技股份有限公司投资者关系活动记录表 编号：2026-001 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 具体名单详见附件 时间 2026 年 2 月 5 日 下午 15 点 2026 年 2 月 10 日 下午 15 点 地点 公司会议室 上市公司接待人 员姓名 董事会秘书 陈一帆 投资者关系活动 主要内容介绍 本次投资者关系活动以现场会议的方式进行，接待人员与 投资者进行了沟通交流，主要内容如下： 一、 投资者交流问答 1、公司业务未来主要的增长点情况介绍? 答：公司未来的业务增长主要依托以下三个战略方向：一 是技术升级带来的市场拓展：公司深耕 Mini/Micro LED 微小 间距显示技术（采用半导体级封装工艺），持续突破像素密度 与显示性能边界，应用场景已从传统工程屏延伸至中小型会议 室、家庭影院等超高清消费级显示场景，打开增量市场空间。 二是创新应用场景的需求涌现：随着数字内容产业快速发展， XR 虚拟拍摄影棚、LED 电影屏、裸眼 3D 显示、建筑装 ...

Core Viewpoint - Shenzhen Absen Optoelectronics Co., Ltd. has been awarded the "Manufacturing Single Champion" title by the Ministry of Industry and Information Technology for the third consecutive time, marking it as the first and only company in the LED industry to achieve this honor, reflecting its long-term commitment to innovation and leadership in the display technology sector [2][20]. Group 1: Recognition and Achievements - The "Manufacturing Single Champion" title is a national honor established to recognize companies that have achieved excellence in specific fields and possess global competitiveness [3][21]. - Absen has been recognized as a "Manufacturing Single Champion" in 2019 and 2022, symbolizing the pinnacle of China's manufacturing capabilities in niche markets [5][24]. - The company has maintained its position as a leader in technology innovation, market share, and brand influence in the LED display sector, achieving industry and global leadership [6][25]. Group 2: Product Innovation and Development - Absen has introduced innovative LED display products such as holographic transparent screens and texture screens, addressing industry pain points and customer needs [9][27]. - The company follows a dual technology strategy with COB and MIP, creating a diverse product matrix that includes various series of LED displays for different applications [11][29]. - As of December 2025, Absen has over 3,500 patents and has participated in the formulation of more than 190 international, national, and industry standards, showcasing its comprehensive industry chain layout in the Mini/Micro LED field [13][31]. Group 3: Future Directions - In the AI era, Absen aims to focus on customized industry models and AI applications, transforming displays into intelligent service platforms for various sectors such as government, education, and marketing [16][34]. - The company is committed to providing smarter, more integrated, and innovative display solutions for diverse industries, continuing its legacy of excellence and innovation [18][36].

Group 1 - The core viewpoint of the news is that Zhouming Technology experienced a decline in stock price and trading volume, with significant financing activities indicating a mixed sentiment among investors [1][2]. Group 2 - On January 30, Zhouming Technology's stock fell by 4.74%, with a trading volume of 635 million yuan. The financing buy amount was 64.97 million yuan, while the financing repayment was 68.54 million yuan, resulting in a net financing outflow of 3.57 million yuan [1]. - As of January 30, the total balance of margin trading for Zhouming Technology was 490 million yuan, with the financing balance accounting for 5.74% of the circulating market value, which is above the 60th percentile level over the past year [1]. - In terms of securities lending, on January 30, Zhouming Technology had a securities lending repayment of 14,100 shares and a securities lending sale of 115,100 shares, amounting to 901,200 yuan at the closing price. The securities lending balance was 1.05 million yuan, which is below the 20th percentile level over the past year [1]. Group 3 - Zhouming Technology, established on October 26, 2004, and listed on June 22, 2011, is headquartered in Shenzhen and specializes in the production and sales of LED displays, LED lighting, and related services. The main business revenue composition includes smart displays (93.70%), smart lighting (5.06%), and others [2]. - As of September 30, the number of shareholders of Zhouming Technology was 41,800, an increase of 13.02% compared to the previous period, while the average circulating shares per person decreased by 11.52% [2]. - For the period from January to September 2025, Zhouming Technology achieved an operating income of 5.623 billion yuan, a year-on-year increase of 3.74%, while the net profit attributable to the parent company was 126 million yuan, a year-on-year decrease of 1.21% [2]. Group 4 - Zhouming Technology has distributed a total of 538 million yuan in dividends since its A-share listing, with 331 million yuan distributed in the last three years [3]. - As of September 30, 2025, among the top ten circulating shareholders, Hong Kong Central Clearing Limited was the third-largest shareholder with 37.31 million shares, an increase of 15.60 million shares compared to the previous period. Meanwhile, the Southern CSI 1000 ETF held 7.98 million shares, a decrease of 101,000 shares [3].

Core Insights - Shenzhen is rapidly developing a "new quality imaging" industry chain, with over 500 companies participating in the recent "Baoying Smart Sharing" conference, showcasing technological advancements and policy implementations [2][3] Industry Overview - The "new quality imaging industry" is defined as a new digital resource industry driven by next-generation imaging devices and AI technologies, integrating artistic expression, technological innovation, and cultural value [3] - Shenzhen has established a trillion-level industrial cluster in ultra-high-definition display and smart terminals, with a global market share of over 92% in panoramic cameras [4] Key Players and Market Dynamics - Leading companies such as Yingshi Innovation and DJI are at the forefront, supported by a collaborative ecosystem of small and medium enterprises, creating a robust supply chain [4] - In Bao'an District, Yingshi Innovation leads the panoramic camera market with an 85.8% global market share, while Zhouming Technology dominates the XR virtual shooting sector with a 70% share [4] Government and Policy Support - The Shenzhen government has designated specific areas for software industry concentration, enhancing the "soft and hard collaboration" advantage in Bao'an [5] - The first national special support policy for the new quality imaging industry was launched at the conference, addressing key challenges in talent and funding [5] Future Prospects - Despite challenges such as a talent gap and reliance on core components, Shenzhen is leveraging its manufacturing cluster and cultural-tech integration to strengthen its market position [6] - The "Shenzhen imaging chain" aims to evolve from a source of innovation to a leading area, focusing on platform development, resource aggregation, and transformation facilitation [6]

Group 1 - The article discusses the recent developments and performance of Zhouming Technology, highlighting its strategic initiatives and market positioning [1] - Zhouming Technology has reported significant growth in revenue, with a year-on-year increase of 25% in the last quarter, reaching a total of 1.5 billion [1] - The company is focusing on expanding its product offerings and enhancing its technological capabilities to maintain a competitive edge in the industry [1] Group 2 - The article emphasizes the importance of innovation in the LED industry, noting that companies that invest in R&D are likely to outperform their competitors [1] - Zhouming Technology is actively pursuing partnerships and collaborations to leverage new technologies and improve its market reach [1] - The overall market for LED products is expected to grow at a compound annual growth rate (CAGR) of 15% over the next five years, indicating a robust demand for advanced lighting solutions [1]

Core Viewpoint - Zhouming Technology is actively involved in the digital content production, stage art design, and core technical support for major events like the 2025 Spring Festival Gala, showcasing its capabilities in large-scale event technology [2] Group 1 - Zhouming Technology has been a service provider for multiple CCTV Spring Festivals, Lantern Festivals, and New Year's Eve events [2] - The company is collaborating with the Central Radio and Television Station's technical bureau and the Spring Festival Gala director group for the 2025 event [2] - The company has completed the setup of approximately 800m² display screens for the 2025 Yunnan Spring Festival Gala and 1500m² display screens for the 2025 Central Radio and Television Station Spring Festival Opera Gala [2]

Core Insights - The solar street light market in China is experiencing significant growth potential, transitioning from initial application to market promotion and scaling up towards intelligent upgrades, driven by technological advancements and increasing demand [1][11] Market Overview - The market size of China's solar street light industry is projected to grow from 291 million yuan in 2019 to 385 million yuan in 2024, with a compound annual growth rate (CAGR) of 5.76% [1][12] - By 2025, the market size is expected to reach 407 million yuan [1] Industry Development - The solar street light industry has evolved from the 1970s, initially limited by low efficiency and storage capacity, to widespread application in urban and rural areas since the 21st century [7][11] - The production volume of solar street lights is forecasted to increase from 543,500 units in 2019 to 642,600 units in 2024, with a CAGR of 3.41% [11][12] - Sales volume is expected to rise from 458,200 units in 2019 to 571,000 units in 2024, with a CAGR of 4.5% [11][12] Technological Advancements - Continuous improvements in photovoltaic and storage technologies are leading to enhanced efficiency and cost optimization, facilitating the transition towards intelligent solar street lights [1][11] - The efficiency of single crystal PERC cells has surpassed 23%, and new battery technologies are emerging, significantly reducing initial investment costs and extending the lifespan of solar street lights [11] Industry Chain - The solar street light industry chain includes upstream raw material supply (solar panels, lithium batteries, LED lights), midstream manufacturing and assembly, and downstream applications in parks, squares, and urban roads [8][11] Key Players - Major companies in the solar street light industry include Qunshang Co., Ltd., Zhouming Technology, and Jiawei New Energy, among others [2][13] - The competitive landscape is characterized by a mix of national brands and numerous regional manufacturers, with a shift towards comprehensive solutions that integrate smart control systems [13] Future Trends - The integration of smart management platforms and IoT technologies is expected to transform solar street lights into critical nodes for urban data collection and management [15] - Innovations in materials and storage technologies will drive performance improvements, with a focus on higher efficiency solar cells and advanced battery solutions [17] - Aesthetic design and scene-specific customization are becoming focal points for competition, moving beyond basic functionality to enhance visual appeal and environmental integration [18]

深圳市洲明科技股份有限公司 关于控股股东、实际控制人部分股份解除质押、部分股份质押延期购 回的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 证券代码：300232 证券简称：洲明科技 公告编号：2026-003 深圳市洲明科技股份有限公司（以下简称"公司"）于近日接到公司控股股 东、实际控制人林洺锋先生的通知，获悉林洺锋先生将其所直接持有公司的部分 质押股份办理了解除质押、部分质押股份办理了延期购回的业务，现将相关情况 说明如下： 一、股份解除质押的基本情况 | | 是否为控股 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 本次解除质 | 占其直接所 | 占公司总股 | 质押起始日 | 解除日期 | 质权人 | | 姓名 | 大股东及其 | 押股份数量 | 持股份比例 | 本比例 | | | | | | 一致行动人 | | | | | | | | 林洺锋 | 是 | 26,500,000 | 9.85% | 2.44% | 2025-1-16 ...