Core Viewpoint - The panel industry in China is experiencing a recovery, with many companies reporting improved performance and reduced losses for the first half of 2025, despite facing challenges from external trade environments and declining terminal demand [1][3][6]. Group 1: Company Performance - Huaying Technology expects a net loss of 466 million to 486 million yuan for the first half of 2025, an improvement of 13.81% to 17.36% compared to a loss of 564 million yuan in the same period last year [3]. - BOE Technology and Huacan Optoelectronics forecast a reduced loss, with net profit expected to be between -150 million to -90 million yuan, reflecting a year-on-year increase of 39.13% to 63.48% [3][4]. - TCL Technology anticipates revenue of 82.6 billion to 90.6 billion yuan, a year-on-year growth of 3% to 13%, with net profit expected to be between 1.8 billion to 2 billion yuan, representing an increase of 81% to 101% [4][5]. Group 2: Market Trends - The overall TV market in China showed a slight increase in shipments, with a total of 1,662.5 million units shipped in the first half of 2025, a growth of only 1.4% year-on-year [7]. - The large-size LCD TV panel shipments in May 2025 reached 19.3 million units, a year-on-year decline of 7.5%, indicating a downward trend in demand [7]. - Despite the challenges, the trend towards larger screens is expected to continue, with predictions of over 2.4 million units in the ultra-large screen market by 2026 [8].

证券代码：300323 证券简称：华灿光电 公告编号：2025-032 京东方华灿光电股份有限公司 2025年半年度业绩预告 一、本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况：预计净利润为负值 | 项 | 目 | 本报告期 | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 亏损：15,000.00 | 万元– | 9,000.00 | 万元 | 亏损：24,642.35 | 万元 | | 扣除非经常性损 益后的净利润 | | 亏损：25,000.00 | 万元– | 19,000.00 | 万元 | 亏损：30,109.85 | 万元 | 二、与会计师事务所沟通情况 本期业绩预告相关财务数据为京东方华灿光电股份有限公司（以下简称"公司"） 财务部门初步测算的结果，未经注册会计师审计。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 三、业绩变动原因说明 报告期 ...

Market Overview - The Shanghai Composite Index is at 3377.32 points, above the six-month moving average, with a gain of 0.52% [1] - The total trading volume of A-shares today is 887.15 billion yuan [1] Stocks Performance - A total of 335 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Haixin Energy Technology (15.52%) - Tengyuan Cobalt Industry (14.25%) - Aerospace Development (9.29%) [1] Detailed Stock Data - The following stocks have shown notable performance: - Haixin Energy Technology: Today's gain of 20.06%, turnover rate of 7.04%, latest price at 3.71 yuan [1] - Tengyuan Cobalt Industry: Today's gain of 14.50%, turnover rate of 15.34%, latest price at 54.57 yuan [1] - Aerospace Development: Today's gain of 9.94%, turnover rate of 6.84%, latest price at 7.96 yuan [1] - Other stocks with lower deviation rates include: - Jihigh Development - Guosheng Technology - Jiangfeng Electronics, which have just crossed the six-month moving average [1]

Core Points - The Shanghai Composite Index closed at 3365.07 points, below the five-day moving average, with a change of 0.15% [1] - The total trading volume of A-shares reached 683.87 billion yuan [1] - A total of 820 A-shares have prices that surpassed the five-day moving average [1] Individual Stock Performance - SanDe Technology (300515) had a price increase of 19.98% with a deviation rate of 13.78% from the five-day moving average [2] - HaiXin Energy Technology (300072) saw a price increase of 20.06% with a deviation rate of 12.77% [2] - QiLin Information Security (688152) experienced a price increase of 13.18% with a deviation rate of 9.66% [2] - Other notable stocks include TengYuan Cobalt (301219) with a 14.39% increase and a 9.34% deviation rate, and Jiangsu BoYun (301003) with a 14.60% increase and a 9.11% deviation rate [2]

Group 1 - Company GuoDeWei plans to repurchase shares with a total investment of between 100 million to 150 million yuan, with a maximum repurchase price of 53 yuan per share, expecting to buy back between 1.89 million to 2.83 million shares, accounting for 0.78% to 1.17% of total share capital [1] - Company Shuangliang Energy has won a bid for the Gansu Energy Chemical Qinyang 2×660MW coal power project, with a total bid amount of 237 million yuan, representing 1.82% of the company's projected revenue for 2024 [1] - Company China Pacific Insurance reported a total premium income of 227.17 billion yuan from its two subsidiaries in the first five months, with a year-on-year growth of 10.2% for its life insurance subsidiary and 0.5% for its property insurance subsidiary [1][2] Group 2 - Company LuKang Pharmaceutical has received a drug registration certificate for injectable Cefoperazone Sodium, a third-generation cephalosporin with broad-spectrum antibacterial properties [3] - Company 吉祥航空 reported a 4.97% year-on-year increase in passenger turnover in May, with a seat occupancy rate of 86.14%, up 3.70% year-on-year [4][5] - Company DuRui Pharmaceutical's subsidiary has also received a drug registration certificate for injectable Cefoperazone Sodium [6] Group 3 - Company KeLan Software announced that part of the shares held by its controlling shareholder will be auctioned, involving 5.09 million shares, accounting for 1.07% of the total share capital [7] - Company HuaCan Optoelectronics received a government subsidy of 87.84 million yuan, which is expected to positively impact the company's pre-tax profit for 2025 [8] - Company JinZhi Technology has won a bid for projects from the State Grid and China Resources New Energy, with a total bid amount of 84.41 million yuan [9] Group 4 - Company Vision China completed a capital increase for its subsidiary, raising 100 million yuan to accelerate its layout in the AI field [11] - Company Youa Co. received a profit distribution of 96.03 million yuan from its investment in Changsha Bank [13] - Company WanBangde's subsidiary obtained a patent for a deuterated compound, enhancing the chemical stability and reducing toxicity [16] Group 5 - Company DongCheng Pharmaceutical completed the enrollment of all 488 participants in the Phase III clinical trial for Fluorine-18 PSMA peptide injection, aimed at prostate cancer diagnosis [17] - Company China Merchants Expressway announced that its first phase of medium-term notes for 2024 will pay interest on July 2, 2025, with a total issuance of 2.5 billion yuan and an interest rate of 2.35% [18] - Company JinPu Titanium's subsidiary has temporarily suspended production for maintenance due to falling product prices and high production costs [20] Group 6 - Company BeiLu Pharmaceutical received a marketing authorization for Iodinated Contrast Injection in Hungary, marking another approval in the EU [22] - Company LiXing Co. obtained an overseas investment certificate for its wholly-owned subsidiary in Singapore, with a total investment of 2.16 million yuan [24] - Company LangKun Technology won a garbage collection service project with a bid amount of 21.57 million yuan [26] Group 7 - Company KeRui International plans to transfer 55% of its subsidiary Tianjin ZhiRui's equity for 41.96 million yuan [28] - Company Nanjing JuLong intends to invest 130 million yuan to build a production project for special materials with an annual output of 40,000 tons [30] - Company NanShan Intelligent plans to use up to 50 million yuan of idle funds for cash management in safe and liquid financial products [32] Group 8 - Company GuangLian Aviation completed the business change registration for its subsidiary, involving the introduction of strategic investors [34] - Company XiaoFang Pharmaceutical signed a cooperation agreement to develop a new drug for hair loss treatment [36] - Company GuiZhou SanLi plans to sign a 150 million yuan technology transfer and development contract with Guangdong Pharmaceutical University [38] Group 9 - Company ST SiLong's subsidiary received a drug registration certificate for Famotidine injection, used for treating upper gastrointestinal bleeding [52] - Company ZhongKe Information's executive plans to reduce holdings of up to 180,000 shares, accounting for 0.06% of total share capital [53] - Company KeLun Pharmaceutical's injectable Cefoperazone Sodium/Chloride Sodium injection received drug registration approval [54] Group 10 - Company LuXin Investment plans to transfer 10.06% of its stake in LuXin HuiJin for 203 million yuan, aiming to focus on its main business [56] - Company Western Gold plans to acquire 100% of Xinjiang MeiSheng for 1.655 billion yuan [58] - Company JinTou City Development intends to swap assets worth 5.862 billion yuan, changing its main business to urban centralized heating [60]

Group 1 - The company Huazhan Optoelectronics (300323) announced that its wholly-owned subsidiary, Guangdong Huazhan Optoelectronics, has received government subsidy funds amounting to RMB 87.8468 million, which accounts for 14.37% of the company's most recent audited net profit attributable to shareholders [1] - The government subsidy is in the form of monetary funds and is related to revenue, although it has not yet been received, it is expected to be sustainable [1] - The anticipated impact on the company's pre-tax profit for the year 2025 is estimated to be RMB 87.8468 million [1]

证券代码：300323 证券简称：华灿光电 公告编号：2025-031 京东方华灿光电股份有限公司 关于全资子公司获得政府补助的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、获得补助的基本情况 京东方华灿光电股份有限公司（以下简称"公司"）全资子公司京东方华灿光电（广 东）有限公司（以下简称"广东华灿"）近日获得政府补助资金人民币 8,784.68 万元， 占公司最近一个会计年度经审计的归属上市公司股东净利润绝对值的比例为 14.37%。 具体情况如下： | 获得补助 | 收到补助 | | 补助形式 | 补助金额 | 与资产/ | 是否已经 实际收到 | 是否与日 常经营活 | 是否具有 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 的主体 | 时间 | | | （万元） | 收益相关 | | | 可持续性 | | | | | | | | 相关款项 | 动相关 | | | 广东华灿 | 2025 年 | | | | | | | 目前具有 | | | 6 12 | 月 | 货币 ...

Group 1: Company Position and Market Strategy - The company is a leading LED chip supplier globally, ranking in the top tier of the domestic chip industry, with a vision to become a global leader in semiconductor innovation [2][3]. - The company has established mature capabilities in chip design, epitaxy growth, and wafer manufacturing in the Micro LED field, actively collaborating with industry partners to drive technological innovation [3]. Group 2: Product Development and Market Applications - The company is focusing on high-end display, automotive, and AR/VR sectors while exploring commercialization paths for Micro LED in new application scenarios [3]. - Micro LED chips can be applied in AI glasses with display functions, and the company is currently enhancing performance and yield in this area [4][5][8]. Group 3: Financial Performance and Profitability Goals - The company aims to achieve profitability after three consecutive years of losses, emphasizing cost reduction, operational efficiency, and market expansion as core strategies [6][9]. - The overall gross margin has improved by 6.89% compared to 2023, indicating progress towards the goal of turning losses into profits [9]. Group 4: Production Capacity and Market Demand - The company maintains a high production capacity utilization rate, ensuring alignment with market demand through effective capacity management [10].

证券代码：300323 证券简称：华灿光电 公告编号：2025-030 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，京东方华灿光电股份有限公司（以下简称"公 司"）将参加由湖北证监局、湖北省上市公司协会与深圳市全景网络有限公司联合举办 的"2025 年湖北辖区上市公司投资者集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与本 次互动交流，活动时间为 2025 年 6 月 12 日（星期四）14:00-16:40。届时公司高管将 在线就公司 2024 年度业绩、公司治理、发展战略、经营状况等投资者关心的问题，与 投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 京东方华灿光电股份有限公司董事会 二零二五年六月九日 1 京东方华灿光电股份有限公司 关于参加湖北辖区上市公司2025年投资者 网上集体接待日活动的公告 ...

京东方华灿光电股份有限公司 关于公司为全资子公司提供担保的公告 证券代码：300323 证券简称：华灿光电 公告编号：2025-029 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、 担保情况概述 京东方华灿光电股份有限公司（以下简称"公司"）于 2025 年 3 月 25 日召开第六届董事 会第十三次会议、第六届监事会第十一次会议，于 2025 年 4 月 17 日召开 2024 年年度股东 会，审议通过《关于 2025 年度公司及子公司向相关银行申请综合授信额度及为子公司提供担 保的议案》，同意公司 2025 年度为合并报表范围内子公司申请的银行综合授信额度提供相应 担保，担保总额度不超过人民币 25 亿元（本次审议为新增担保，不包含存量担保或续保）；其 中公司为全资子公司京东方华灿光电（浙江）有限公司（以下简称"浙江华灿"）、京东方华灿 光电（苏州）有限公司（以下简称"苏州华灿"）向银行申请综合授信提供担保，担保额度分 别不超过人民币 14 亿元、9 亿元，综合授信范围包括但不限于流动资金贷款、项目贷款、信 用证、银行承兑汇票、银行保函、应收账款贸 ...