每经AI快讯，1月7日，洲明科技公告称，公司全资子公司洲明香港拟作为锚定投资者认购智谱在香港 联交所首次公开发行的股份，获配金额为777.38万港元。 （文章来源：每日经济新闻） ...

格隆汇1月7日｜洲明科技(300232.SZ)公告称，公司全资子公司洲明香港拟作为锚定投资者认购智谱在 香港联交所首次公开发行的股份。经智谱获配结果确认，洲明香港获配智谱6.69万股，获配金额为 777.38万港元。除本次交易外，过去12个月内，公司与元客视界及智谱成立合资公司深圳市智显机器人 科技有限公司，其中公司以自有资金出资2500万元人民币，持股50%。 ...

证券代码：300232 证券简称：洲明科技 公告编号：2026-001 深圳市洲明科技股份有限公司 关于对外投资的自愿性信息披露公告 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。 重要内容提示： 一、对外投资概述 1、本次交易概述 公司全资子公司洲明香港拟使用自有资金作为锚定投资者参与认购智谱在 1 投资标的及认购金额：深圳市洲明科技股份有限公司（以下简称"公司"） 全资子公司 Unilumin(HK)Co.,Limited (以下简称"洲明香港")拟作为锚 定投资者认购北京智谱华章科技股份有限公司（以下简称"智谱"）于 香港联合交易所有限公司（以下简称"香港联交所"）首次公开发行的 股份，经智谱获配结果确认，洲明香港获配智谱 66,900 股，获配金额为 7,773,780 港元，该金额不包括经纪佣金、香港联交所交易费、香港证券 及期货事务监察委员会（以下简称"香港证监会"）交易征费、财务汇 报局交易征费等。 本次对外投资不构成关联交易，亦不构成《上市公司重大资产重组管理 办法》规定的重大资产重组。 除本次交易外，过去 12 个月内，公司与凌云光技术股份有 ...

人民财讯1月7日电，企查查APP显示，近日，屏形智能(深圳)有限公司成立，法定代表人为黄锴，经营 范围包含：动漫游戏开发；人工智能基础软件开发；人工智能应用软件开发；企业形象策划；咨询策划 服务等。企查查股权穿透显示，该公司由魔珐(上海)信息科技有限公司、洲明科技（300232）全资子公 司深圳市前海洲明投资管理有限公司共同持股。 ...

（来源：洲明科技） 在辞旧迎新的年终节点，农历马年正迎光而来。 12月29日，以"谁为中国赢得尊敬"为主题的2025（第二十届）中国品牌人物年会在深圳国际会展中心希尔顿酒店隆重开幕。来自政、商、产、学、媒等领 域逾两千位嘉宾齐聚一堂，共同回顾中国品牌的发展历程，探讨新时代背景下的品牌建设趋势与前行方向。 作为本次年会LED显示屏指定品牌，洲明科技深度参与大会核心环节。活动期间，洲明集团董事长林洺锋荣获"TopBrand 2025中国十大品牌年度人物"。 以实干精神 书写中国品牌人物样本 在29日晚举行的荣耀盛典上，《TopBrand 2025中国十大品牌年度人物》权威榜单正式揭晓。 洲明科技董事长林洺锋荣列其中，与十五运会开幕式总导演、深圳大学中国文化国际传播研究院院长郎昆，高端品牌方法论创始人、慕思集团副董事长、 总裁姚吉庆，全球化智库（CCG）副主任、中国外交学者、中国能源安全研究所所长高志凯等来自文化、制造、学术与消费领域的多位标杆人物一道， 共同构成中国品牌人物的时代群像。 正如中国品牌节主席、品牌联盟董事长王永所言："长期主义，并非固守一条易行之路，而是在征途日益艰难时，仍能找到前行的方向。" 20 ...

Group 1 - The core point of the news is that Zhouming Technology's stock price increased by 2.58% to 7.16 CNY per share, with a total market capitalization of 7.786 billion CNY as of the report date [1] - Zhouming Technology, founded on October 26, 2004, specializes in the production and sales of LED display screens, LED decorative lights, and LED lighting products, providing landscape lighting engineering services [1] - The company's main business revenue composition includes smart displays at 93.70%, smart lighting at 5.06%, other at 0.71%, and cultural creative lighting at 0.54% [1] Group 2 - From the perspective of Zhouming Technology's top ten circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) reduced its holdings by 101,000 shares in the third quarter, holding 7.9753 million shares, which is 0.9% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a total scale of 76.63 billion CNY and has achieved a return of 29.2% this year, ranking 1850 out of 4195 in its category [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has a total asset scale of 122.76 billion CNY and has achieved a best fund return of 207.47% during his tenure [3]

Group 1 - The core viewpoint of the news is that Zhouming Technology's stock has seen a rise of 2.58%, reaching a price of 7.16 yuan per share, with a total market capitalization of 7.786 billion yuan [1] - Zhouming Technology, established on October 26, 2004, specializes in the production and sales of LED display screens, LED decorative lights, and LED lighting products, providing landscape lighting engineering services [1] - The company's main business revenue composition includes smart displays at 93.70%, smart lighting at 5.06%, other at 0.71%, and cultural creative lighting at 0.54% [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has Zhouming Technology as a significant holding, with a reduction of 33,600 shares in the third quarter, now holding 14,000 shares, which accounts for 0.89% of the fund's net value [2] - The fund, Caitong Asset Management CSI 1000 Index Enhanced A, has a current scale of 11.4364 million, with a year-to-date return of 24.4% and a one-year return of 20.65% [2] - The fund manager, Xin Chenchen, has a tenure of 5 years and 114 days, with the best fund return during this period being 39.24% and the worst being -34.95% [2]

Core Insights - The expansion of the Zeiss Optical Industrial 4.0 health vision industry ecosystem in Guangzhou is a significant investment of over 400 million yuan, focusing on AR/VR, OK lenses, and eye health products [2] - Guangdong's super high-definition video and new display technology industry has surpassed 900 billion yuan in revenue, positioning it to become the province's tenth trillion-level industrial cluster [2] - The integration of technology innovation and industrial innovation is driving the emergence of new industries in Guangdong, contributing to the continuous growth of trillion-level industrial clusters [2] Group 1: Industry Developments - The 15th National Games showcased advanced display technologies, including a 2500 square meter holographic transparent screen, highlighting Guangdong's strength in the super high-definition video and new display industry [2][4] - The 4K Garden has developed the first 1200 square meter 8K naked-eye 3D outdoor screen in China, improving traditional naked-eye 3D production efficiency by 60% [5] - TCL's new 8.6 generation printed OLED production line represents a breakthrough in the display industry, expected to accelerate the establishment of a complete industrial chain in Guangdong [6] Group 2: Market Trends - The LED+AI applications are being explored by companies like Absen Technology, indicating a shift towards integrating AI with traditional display technologies [7] - Guangdong is on track to create a record of one trillion-level industrial cluster per year, with the super high-definition video industry as a potential candidate for this milestone [9] - The synergy between existing industries, such as automotive and electronics, is facilitating the rapid development of new industrial clusters in Guangdong [10] Group 3: Innovation and Ecosystem - The establishment of national innovation centers in Guangzhou is enhancing the efficiency of companies in the new display field, addressing critical technological challenges [11] - The ecosystem in Guangdong supports rapid innovation and market responsiveness, exemplified by companies like Thunderbird Innovation, which has achieved a 35% market share in consumer AR glasses [10][11] - The integration of foundational research, technology breakthroughs, and financial support is accelerating the development of high-quality industrial growth in Guangdong [11]

Core Viewpoint - The expansion of the Zeiss Optical Industry's Health Vision Industry Ecosystem in Guangzhou signifies a strategic move towards developing a second growth curve focused on AR/VR, OK lenses, and eye health products, with a total investment exceeding 400 million yuan [1] Industry Overview - The Guangdong super high-definition video and new display industry has achieved significant growth, with revenue surpassing 900 billion yuan last year, positioning it to become the province's tenth trillion-level industrial cluster [1] - The industry is characterized by a comprehensive collaboration across the entire supply chain, from panel manufacturing to content creation, providing robust technical support for major events like the 15th National Games [3][4] - Guangdong has successfully fostered multiple trillion-level industrial clusters, including automotive and new energy sectors, driven by technological innovation and deep integration of industry and finance [1][5] Technological Advancements - The introduction of a 2mm thick 3D floating screen at the Shenzhen Bay Sports Center exemplifies cutting-edge display technology, showcasing China's innovation capabilities in the field [2] - The establishment of TCL Huaxing's 8.6-generation printed OLED production line represents a significant breakthrough in display technology, expected to catalyze the development of a complete industrial ecosystem [3][4] Market Dynamics - The rapid emergence of new industrial clusters in Guangdong is attributed to the existing strong industrial foundation, allowing for quick cross-industry integration and innovation [6] - Companies like Thunderbird Innovation have quickly captured significant market shares in the AR glasses sector, demonstrating the effectiveness of Guangdong's innovation ecosystem [6] Future Prospects - The ongoing integration of AI with traditional display technologies is anticipated to drive the next phase of growth for the super high-definition video and new display industry, potentially leading to a trillion-yuan scale [4] - Guangdong aims to achieve a record of creating one trillion-level industrial cluster annually, with the super high-definition video industry as a key candidate for this milestone [5]

Core Viewpoint - The expansion of the optical industry in Guangzhou, particularly in the AR/VR and eye health product sectors, signifies a strategic move by Zeiss to establish a second growth curve, with total investment exceeding 400 million yuan [1] Group 1: Industry Growth and Investment - The optical industry in Guangzhou is undergoing significant expansion, with a total investment of over 400 million yuan in the third phase of the Zeiss optical industrial project [1] - The ultra-high-definition video and new display technology industry in Guangdong has surpassed 900 billion yuan in revenue, positioning it to become the province's tenth trillion-yuan industrial cluster [1][4] - Guangdong has successfully fostered two trillion-yuan industrial clusters in the automotive and new energy sectors over the past two years, indicating a robust industrial growth trajectory [1] Group 2: Technological Advancements - The recent 15th National Games showcased advanced display technologies, including a 2500 square meter holographic transparent screen, highlighting Guangdong's strength in ultra-high-definition video and new display industries [1][2] - The introduction of a 2mm thick 3D floating screen at the Shenzhen Bay Sports Center exemplifies China's leading position in display technology innovation [2] - The establishment of TCL's 8.6 generation printed OLED production line represents a significant breakthrough in the display industry, aiming to lead the market with advanced technology [3] Group 3: Ecosystem and Collaboration - The integration of technology and industry innovation in Guangdong is creating a "chain reaction" that accelerates the emergence of new industries, supported by financial and talent resources [1][6] - The collaboration between traditional and emerging industries in Guangdong enhances the efficiency of innovation and market responsiveness, as seen in the rapid growth of companies like Thunderbird Innovation Technology [6][7] - The establishment of national innovation centers in Guangzhou for printing and flexible display technologies provides critical support for companies in the new display sector [7]