Core Insights - The LED display industry is undergoing a transformation from "one-way display" to "two-way interaction" driven by AI technology, which is seen as a key opportunity to redefine user experience and commercial potential [2][5][8] - Leading companies like Absen, Unilumin, and Leyard are elevating "LED+AI" to a strategic level, viewing it as a new engine for future growth and industry technological transformation [2][3][4] Company Strategies - Absen has positioned "LED+AI" as a core strategic direction since last year, focusing on user needs and aiming to enhance product performance and experience through AI [2][3] - Unilumin has also elevated "LED+AI" to a top strategic priority, transitioning from a display hardware manufacturer to an "AI intelligent light display ecosystem leader" [3][4] - Leyard is actively deploying its "AI+" strategy, achieving significant progress in smart service platforms and interactive products, which will drive the industry towards greater intelligence and interactivity [4] Technological Innovations - The strategic upgrade in the industry is reflected in three dimensions: quality enhancement through AI algorithms, energy efficiency via intelligent control, and smart interaction breaking the limitations of traditional displays [2][3] - Companies are developing AI solutions that adapt to different environments, enhancing user experience and creating value [2][3] Market Applications - Real-world applications of AI in LED displays include smart shopping guides, immersive experiences in cultural tourism, and interactive classrooms, which traditional displays cannot achieve [3][6] - Absen's AI solutions, such as the AI virtual digital human "Xiao Ai" and AI digital dressing solutions, have received positive feedback and are aimed at enhancing retail conversion rates [6][7] Ecosystem Development - The competition in the LED commercial display industry is shifting from product competition to ecosystem competition, with companies building comprehensive capabilities that integrate hardware, software, and content [7][8] - Unilumin's strategy includes focusing on vertical scenes, establishing a commercial closed loop for AI products, and expanding into international markets [7][8] Future Trends - The industry is expected to deepen in three directions: AI-driven performance enhancement, intelligent upgrades in interaction experience, and continuous diversification and expansion of application scenarios [8]

Core Viewpoint - The LED display industry is undergoing a transformation from "one-way display" to "two-way interaction," driven by the integration of AI technology, which is seen as a key opportunity to redefine user experience and commercial potential [2][5][8]. Group 1: Industry Trends - The integration of AI into LED displays is not merely a technological addition but a fundamental shift that enhances user experience and expands commercial opportunities [2][8]. - Major companies like Absen, Unilumin, and Leyard are elevating "LED+AI" to a strategic level, viewing it as a new engine for growth and technological transformation in the industry [2][3][4]. - The competition in the LED display sector is shifting from product-based competition to ecosystem-based competition, focusing on comprehensive capabilities that include hardware, software, and content [7][8]. Group 2: Company Strategies - Absen has positioned "LED+AI" as a core strategic direction, aiming to enhance product performance and user experience through AI, while also focusing on low-carbon energy consumption and intelligent interaction [2][3]. - Unilumin aims to transition from a hardware manufacturer to an "AI intelligent light display ecosystem leader," emphasizing the deep integration of LED technology with AI capabilities [3][4]. - Leyard is actively deploying AI to upgrade the display industry, achieving significant progress in smart service platforms and interactive products [4]. Group 3: Application Scenarios - Real-world applications of AI in LED displays include smart shopping guides, immersive experiences in tourism, and interactive classrooms, which traditional display devices cannot achieve [1][6]. - Absen has showcased innovative solutions such as AI virtual digital humans and AI digital dressing solutions, which enhance retail conversion rates and user engagement [6][7]. - The industry is exploring various application scenarios, including virtual film production and tourism, with a focus on customized AI solutions to meet specific market needs [6][7]. Group 4: Future Outlook - The industry is expected to deepen the integration of AI, enhancing display performance, interactive experiences, and diversifying application scenarios [8]. - Recent government initiatives promoting the implementation of "Artificial Intelligence+" are likely to accelerate the penetration of AI technology in the LED display sector, creating greater development opportunities [8].

Market Overview - The optical optoelectronics sector experienced a decline of 1.41% on September 3, with Absen leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Absen (300389) closed at 15.19, down 8.44% with a trading volume of 255,000 shares and a turnover of 397 million yuan [1] - Huaying Technology (000536) fell by 7.63% to 5.45, with a trading volume of 2.14 million shares and a turnover of 1.204 billion yuan [1] - Other notable declines include Linjie Sensor (300701) down 5.35%, Qianzhao Optoelectronics (300102) down 5.29%, and Fuguang Co., Ltd. (688010) down 4.60% [1] Capital Flow - The optical optoelectronics sector saw a net outflow of 764 million yuan from institutional investors, while retail investors contributed a net inflow of 513 million yuan [1] - The table of capital flow indicates that major stocks like Su Da Weige (300331) and O-film (002456) experienced significant net outflows from institutional and retail investors [2]

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) announced significant trading activity on September 3, 2025[1] Market Volatility - Kaipu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) experienced significant trading activity on August 30, 2025[1] - ST Chuntian (600381) had notable trading activity on September 3, 2025[1] Other Notable Announcements - ST Er Ya (600107) reported trading activity on September 3, 2025[1] - Shanghai Electric Power (600021) had significant trading activity on September 3, 2025[1] - ST Gao Hong (000851) reported trading activity on September 3, 2025[1]

New Stock Issuance - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - KaiPu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) announced on August 30, 2025, regarding its stock activities[1] Trading Alerts - JiShi Media (601929) issued a notice on August 30, 2025, regarding trading activities[1] - XianDao Intelligent (300450) and DeChuang Environmental (603177) both reported updates on September 2, 2025[1] - Huahai Pharmaceutical (600521) and *ST HuiCheng (002168) also provided trading updates on September 2, 2025[1] Abnormal Fluctuations - Several companies, including Changjiang Materials (001296) and WanBangDe (002082), reported abnormal fluctuations on August 28, 2025[3] - Longjing Technology (301396) and Jinli Yongci (300748) also noted significant trading irregularities on August 27, 2025[3] - The report includes multiple links to announcements regarding trading activities and fluctuations for various companies[3]

证券日报网讯 9月1日晚间，艾比森发布公告称，公司股票于2025年8月28日、8月29日、9月1日连续3个 交易日收盘价格涨幅偏离值累计超过30%，属于股票异常波动情形。公司已披露2025年半年度报告及利 润分配预案，未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信 息；公司近期生产经营情况正常，内外部经营环境未发生重大变化；公司、控股股东和实际控制人不存 在关于本公司的应披露而未披露的重大事项。 （文章来源：证券日报） ...

Group 1 - The stock of Shenzhen Absen Optoelectronics Co., Ltd. experienced an abnormal fluctuation, exceeding 30%, which is classified as an unusual trading situation according to the Shenzhen Stock Exchange trading rules [1] - The company's board of directors has verified the situation and confirmed that there are no undisclosed significant information or major events that could impact the stock price during the abnormal trading period [1] - The company has disclosed its 2025 semi-annual report and profit distribution plan, which is pending approval from the shareholders' meeting [1] Group 2 - The board of directors confirmed that there are no undisclosed matters that should be reported according to the relevant regulations of the Shenzhen Stock Exchange [1] - The company has not identified any need to correct or supplement previously disclosed information [1]

证券代码：300389 证券简称：艾比森 公告编码：2025-042 深圳市艾比森光电股份有限公司 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，没有 虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 深圳市艾比森光电股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 8 月 28 日、8 月 29 日、9 月 1 日连续 3 个交易日收盘价格涨幅偏离值累 计超过 30%，根据《深圳证券交易所交易规则》相关规定，属于股票异常波动的 情形。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会就相关事项进行了核实，现将有关 情况说明如下： 1、公司于 2025 年 8 月 28 日披露了 2025 年半年度报告，具体内容详见公司 在巨潮资讯网上披露的《2025 年半年度报告》和《2025 年半年度报告摘要》。 关于股票交易异常波动公告 2、公司于 2025 年 8 月 28 日披露了 2025 年半年度利润分配预案，本次利润 分配预案尚需提交公司股东大会审议，具体内容详见公司在巨潮资讯网上披露的 《关于 2025 年半年度利润分配预案的公告》。 3、公司未 ...

Core Viewpoint - Absen's financial performance in the first half of 2025 shows a modest revenue growth with significant profit increases, indicating strong operational efficiency and market positioning [1][2]. Financial Performance - The company achieved a revenue of 1.819 billion yuan, a year-on-year increase of 1.15% [1]. - Net profit attributable to shareholders reached 116 million yuan, up 30.84% year-on-year [1]. - The net profit excluding non-recurring gains and losses was 107 million yuan, reflecting a substantial growth of 90.64% year-on-year [1]. - The net cash flow from operating activities was 231 million yuan, showing a remarkable increase of 1900.58% [2]. Market Position and Strategy - Absen is a leading brand in the global LED display technology and applications sector, recognized as a national champion in manufacturing [2]. - The company has established a robust distribution network with over 6,000 channel partners across more than 140 countries and regions [2]. - In the domestic market, Absen's revenue was 442 million yuan, demonstrating a counter-trend growth of 10.40% [2]. - The overseas revenue was 1.377 billion yuan, experiencing a slight decline of 1.51% year-on-year, but the export volume of display screens increased by 15.23%, outperforming the industry average [2]. Product and Innovation - Absen's products are widely used in various applications, including advertising, stage performances, exhibitions, commercial displays, data visualization, and conference rooms [3]. - The company is actively investing in cutting-edge technologies such as Micro LED, virtual shooting, and creative displays to maintain its competitive edge [3].

Group 1 - The core viewpoint of the news is that Absen (300389.SZ) has reported an increase in institutional and public fund holdings as of August 27, 2025, indicating growing investor confidence [1] - A total of 15 institutional investors disclosed holdings in Absen A-shares, with a combined holding of 25.4015 million shares, representing 6.88% of the total share capital [1] - The top ten institutional investors accounted for 6.80% of the total shares, with an increase of 1.00 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds increased their holdings compared to the previous period, with a holding increase ratio of 0.30% [1] - Two new public funds disclosed their holdings this period, including Hu Gang Shen Dividend LOF and Ping An CSI 2000 Enhanced Strategy ETF [1] - Regarding foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.31% compared to the previous period [2]