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]

Core Viewpoint - The company is focusing on the development of AI smart terminals through a collaborative effort with partners to enhance the LED industry's intelligent upgrade [1] Group 1: Company Overview - The company, Zhuhai Ming Technology (洲明科技), is involved in a joint venture with Zhihui and Yuanke Shijie to create Shenzhen Zhixian Robot Technology Co., Ltd [1] - The goal of this collaboration is to provide comprehensive support for AI smart terminals, integrating algorithm models, hardware terminals, and perceptual interaction [1] Group 2: Product Features and Target Market - The smart robot is designed to cater to specific target groups, including nursing homes and elderly individuals living alone [1] - The robot's functionalities include automatic identification of emergencies, early warning, and alarm capabilities, aimed at ensuring the health and safety of its users [1] Group 3: Industry Impact - The initiative aims to promote the "embodiment of display" in various scenarios such as education, meetings, and cultural tourism, thereby driving the intelligent upgrade of the LED industry [1]

Core Viewpoint - The case study highlights how Zhouming Technology utilized LED visual and audio integration solutions to support the 15th National Games, showcasing its innovative approach to smart sports venues and contributing to the economic vitality of the Guangdong-Hong Kong-Macao Greater Bay Area [1][19]. Group 1: Event Overview - The 15th National Games took place from November 9 to 21, 2025, across Guangdong, Hong Kong, and Macao, marking the first joint hosting of a national sports event by these regions [4]. - Zhouming Technology deployed over 10,000 square meters of LED displays and smart lighting products across more than 20 major venues, achieving comprehensive visual coverage for the event [4][5]. Group 2: Technological Integration - Zhouming's audio-visual integration solutions included a full range of products such as LED displays, sound systems, and lighting, all controlled by a centralized platform to ensure synchronized operation [9][10]. - The integration of AI technology into the LED smart lighting system allowed for real-time monitoring and adjustments, reducing energy consumption by over 30% while enhancing the spectator experience [12]. Group 3: Economic Impact - The event generated significant economic activity, with market development revenue reaching 1.84 billion yuan, and tourism in Guangzhou and Shenzhen seeing year-on-year increases of 114.5% and 134.2% in accommodation and entertainment spending, respectively [15][16]. - Zhouming's solutions not only supported the event but also activated the "sports + cultural tourism" economic model, creating a closed-loop economy from event hosting to consumer engagement [15][16]. Group 4: Post-Event Value - Zhouming's solutions are designed for post-event utilization, allowing venues to transition to community sports and educational activities, thereby enhancing public access to sports facilities [17][19]. - The technology implemented will continue to support various events and activities, enriching the cultural and recreational life of the community [19].

洲明科技公告，公司本次注销的回购股份数量为366万股，占注销前公司总股本的0.34%。本次注销完 成后，公司总股本由10.91亿股变更为10.87亿股。 ...

证券代码：300232 证券简称：洲明科技 公告编号：2025-118 深圳市洲明科技股份有限公司 关于部分回购股份注销完成暨股份变动的公告 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。 特别提示： 1、深圳市洲明科技股份有限公司（以下简称"公司"）本次注销的回购股 份数量为3,659,990股，占注销前公司总股本的0.34%。本次注销完成后，公司总 股本由1,091,107,141股变更为1,087,447,151股。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次 3,659,990股回购股份注销日期为2025年12月12日。 根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关法律法规规定，现就本次部分回购股份注销完成的具 体情况公告如下： 一、回购股份审议与实施情况 公司于2022年3月23日召开第四届董事会第三十五次会议，审议通过了《关 于回购公司股份方案的议案》，拟使用自有资金以集中竞价交易方式或法律法规 允许的方式回购部分公司股份，本次回购股份上限为500万股，回购股份下限为 300万股 ...

证券代码：300232 证券简称：洲明科技 公告编号：2025-117 深圳市洲明科技股份有限公司 第二期事业合伙人持股计划第一次持有人会议决议的公告 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。 一、合伙人持股计划持有人会议召开情况 表决结果：同意 3,700 万份，占出席持有人会议的持有人所持份额总数的 100%；反对 0 份，占出席持有人会议的持有人所持份额总数的 0.00%；弃权 0 份，占出席持有人会议的持有人所持份额总数的 0.00%。 2、审议并通过了《关于选举第二期事业合伙人持股计划管理委员会委员的 议案》 1 深圳市洲明科技股份有限公司（以下简称"公司"）第二期事业合伙人持股 计划第一次持有人会议于 2025 年 12 月 3 日召开，会议以通讯表决方式审议相关 议案，召开本次会议的通知已于 2025 年 12 月 1 日以企业微信方式通知各位持有 人。本次会议由公司董事会秘书陈一帆女士主持，应参与表决的持有人为 59 人， 实际参与表决持有人为 41 人，代表公司第二期事业合伙人持股计划份额 3,700 万份，占公司第二期事业合伙人持股计 ...