格隆汇12月11日丨激智科技(300566.SZ)在互动平台表示，公司目前没有产品应用于光通信领域。 ...

格隆汇12月11日丨激智科技(300566.SZ)在互动平台表示，公司目前没有产品应用于光通信领域。 ...

来源：新浪财经 日前，激智科技发布公告称，控股股东的一致行动人宁波激扬投资咨询有限公司近日通过集中竞价交易 方式，在2025年12月4日至5日减持激智科技股份63.4万股，占公司总股本的0.24%。 与此同时，激智科技公告将注销2022年和2023年回购的全部股份，共计163.69万股，以减少公司注册资 本。 激智科技最新财务数据显示公司经营面临明显压力。2025年前三季度，公司实现营业收入16.28亿元， 同比下降0.69%。净利润表现同样不容乐观，归母净利润为1.67亿元，同比下降1.32%。 从季度数据看，下滑趋势在中期更为明显。2025年上半年，公司营业收入10.74亿元，同比下降4.02%； 归母净利润1.17亿元，同比下降6.46%。 公司解释称，营收下降主要系光伏背板产品销售收入减少所致。这一业务板块的变化反映出公司在光伏 产业链中面临的竞争压力。 2024年，公司应收账款周转天数为120.59天，同比上升24%；2025年前三季度，应收账款周转天数为 150.43天，同比再增30%。 这意味着公司账面利润中有大量是未实际收到的款项，回款质量变差，经营活动的现金回收能力令人担 忧。 激智科技的现 ...

南财智讯12月8日电，激智科技公告，公司控股股东张彦先生及其一致行动人宁波激扬投资咨询有限公 司在减持期间通过集中竞价交易方式合计减持公司股份63.4万股，占公司总股本的0.24%。本次权益变 动后，张彦及其一致行动人合计持股比例由22.24%减少至22.00%，权益变动已触及1%整数倍，且减持 计划期限届满。本次减持符合相关法律法规及已披露的减持计划，不会导致公司控制权发生变更，对公 司治理结构和持续经营无重大影响。 ...

证券代码：300566 证券简称：激智科技 公告编号：2025-066 宁波激智科技股份有限公司 关于控股股东及其一致行动人权益变动触及 1% 整数倍暨 减持计划期限届满的公告 本公司控股股东张彦先生及其一致行动人宁波激扬投资咨询有限公司保证 向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 宁波激智科技股份有限公司（以下简称"公司"）于2025年8月16日在巨潮 资讯网（http://www.cninfo.com.cn）披露了《关于控股股东的一致行动人减持计 划的预披露公告》（公告编号：2025-046）。持有公司股份10,945,420股（占公 司股份总数比例4.15%，占剔除公司回购专用账户股份后总股本比例4.21%）的 股东宁波激扬投资咨询有限公司（以下简称"激扬投资"）拟自该减持计划公告 之日起15个交易日后（2025年9月8日起）的三个月内以大宗交易方式和集中竞价 交易方式减持股份不超过2,736,355股，即本次拟减持的股份占公司总股本的比例 不超过1.05%（公司总股本按最新披露的剔除回购专用账户 ...

依托在光学膜制备领域多年积累的技术沉淀，激智科技研发团队针对量子点膜的关键配方与制备工艺开 展联合攻关，创新采用配方优化技术、高水汽阻隔复合技术及精密涂布技术，成功破解了量子点膜稳定 性差、易氧化失效等行业共性痛点，公司所研发的高性能量子点膜已顺利通过下游客户验证。作为国家 级制造业单项冠军企业，激智科技此次"高性能量子点膜"的研发突破，有效提升了我国在全球显示产业 链中的核心竞争力，为下一代显示技术革新筑牢产业根基 作为国家级制造业单项冠军企业，激智科技凭借多元光学膜产品布局夯实了国内市场地位，更以技术突 破打破国外垄断，提升了我国在全球显示产业链中的话语权。在消费电子与智能车载产业政策红利持续 释放的背景下，激智科技发展路径清晰，有望持续以材料创新赋能下游产业升级，在高端光学膜领域的 领跑之路上实现更大突破，为我国显示产业高质量发展注入持久动力。 在中央释放消费潜力、畅通经济循环指示精神下，产业创新与政策支持正形成强大合力。11月26日，工 业和信息化部等6部门联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》，明确提出 到2027年形成3个万亿级消费领域和10个千亿级消费热点，其中消费电子、智 ...

Core Insights - Ningbo Jizhi Technology's "high-performance quantum dot film" has been recognized as one of the first batch of new materials in Zhejiang Province for 2025, marking a significant technological breakthrough in high-end display core materials and breaking the long-standing monopoly of foreign companies [1][2] Group 1: Product Recognition and Market Impact - The recognition of the quantum dot film signifies its technological innovation and market application value, contributing to the core competitiveness of China's display industry [1][2] - Quantum dot film enhances color performance in displays, increasing the NTSC color gamut from 72% to over 100%, which is crucial for 4K/8K TVs, high refresh rate monitors, VR devices, and automotive display modules [2] Group 2: Technological Advancements - Jizhi Technology's R&D team has addressed industry challenges such as material stability and oxidation through innovative techniques, including formula optimization and high moisture barrier composite technology [2] - The successful development of the high-performance quantum dot film positions Jizhi Technology as a national champion in manufacturing, enhancing China's global competitiveness in the display supply chain [2] Group 3: Future Development Plans - Jizhi Technology plans to leverage this recognition to focus on four key industries: optics, photovoltaics, automotive, and batteries, while promoting mass production of innovative products [3] - The company aims to increase R&D investment with a mission to improve human life through advanced film technology, aspiring to become a leading functional film company [3]

Core Insights - The article emphasizes the strategic importance of new materials in the context of global technological competition and industrial chain restructuring, highlighting the need for domestic innovation to reduce reliance on foreign technologies [2][4]. Semiconductor Wafer Manufacturing Materials - The global photoresist market is projected to reach approximately $15 billion by 2030, with a current domestic market size of about 12 billion RMB, indicating significant growth potential [7]. - The domestic photoresist localization rate is around 10%, with high-end products heavily reliant on imports [7]. - Major foreign players in the photoresist market include Tokyo Ohka Kogyo, Dow Chemical, and Sumitomo Chemical, which dominate the market shares [8]. - Domestic companies such as Beijing Kehua and Suzhou Ruihong are making strides in production, but high-end products still face challenges [9]. Advanced Packaging Materials - The global market for high-performance epoxy encapsulants is expected to grow to $3.5 billion by 2030, with a current domestic market size of 4 billion RMB [39]. - The localization rate for epoxy encapsulants is around 30%, with high-end products still dependent on imports [39]. - Key foreign companies include Sumitomo Bakelite and Henkel, while domestic players include Hengshuo Huawai and Jiangsu Zhongpeng New Materials [40]. Semiconductor Components - The global market for electrostatic chucks is projected to reach $2.5 billion by 2030, with a current domestic market size of 2 billion RMB [56]. - The localization rate for electrostatic chucks is approximately 10%, with high-end products largely dominated by foreign manufacturers [56]. - Major foreign companies include Applied Materials and Lam Research, while domestic companies are beginning to emerge [57]. Display Materials - The global OLED materials market is expected to exceed $10 billion by 2030, with a current domestic market size of about 8 billion RMB [64]. - The localization rate for OLED materials is around 20%, with high-end materials still reliant on foreign sources [65].

Group 1 - The core viewpoint of the article is that the company, Jizhi Technology, has clarified the application of its quantum dot film products, which are primarily used in VR glasses and televisions, and have not yet been applied in perovskite and other fields [1] Group 2 - The company has engaged with the public through an interactive platform to provide insights into its product applications [1]

Group 1 - The core viewpoint of the article is that the company has not yet applied its quantum dot film technology in the perovskite field, focusing instead on products for VR glasses and televisions [2][3] - The company responded to an investor inquiry regarding the potential application of its quantum dot film technology in the perovskite sector, indicating no current plans or developments in that area [2]