Group 1 - The company, Aikida Microelectronics (秋田微), primarily engages in the research, design, production, and sales of liquid crystal display and touch control products [1] - The company's products are applicable in the field of intelligent robotics [1]

（文章来源：证券日报） 证券日报网讯秋田微8月13日在互动平台回答投资者提问时表示，公司控股股东深圳市汉志投资有限公 司为上市公司向银行等金融机构申请授信额度提供信用担保，不存在将其持有的上市公司股份进行质押 的情况。 ...

Market Overview - The optical and optoelectronic sector rose by 0.54% on August 4, with Baoming Technology leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Top Performers - Baoming Technology (002992) closed at 64.00, up 6.56% with a trading volume of 58,500 shares and a transaction value of 366 million [1] - Fuzhijing Technology (002222) closed at 40.39, up 5.02% with a trading volume of 215,700 shares and a transaction value of 860 million [1] - ST Yushun (002289) closed at 21.38, up 5.01% with a trading volume of 57,400 shares and a transaction value of 122 million [1] Underperformers - Chenfeng Technology (603685) closed at 15.21, down 3.37% with a trading volume of 78,300 shares [2] - Aorui Technology (600666) closed at 3.92, down 2.97% with a trading volume of 2,230,600 shares and a transaction value of 873 million [2] - Dongtian Micro (301183) closed at 64.59, down 1.90% with a trading volume of 83,800 shares and a transaction value of 539 million [2] Capital Flow - The optical and optoelectronic sector experienced a net outflow of 50.83 million from institutional investors, while retail investors saw a net inflow of 328 million [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - O-film (002456) had a net inflow of 201 million from institutional investors, while it faced a net outflow of 60.02 million from retail investors [3] - Fuzhijing Technology (002222) saw a net inflow of 83.78 million from institutional investors but a net outflow of 90.93 million from retail investors [3] - Baoming Technology (002992) had a net inflow of 10.49 million from institutional investors, with a slight net outflow from retail investors [3]

Group 1 - The company, QiuTian Microelectronics (秋田微), primarily engages in the research, design, production, and sales of liquid crystal display and touch control products [2] - The company has not yet ventured into the printed circuit board (PCB) product sector [2]

Core Viewpoint - Akitamicro (300939.SZ) primarily engages in the research, design, production, and sales of liquid crystal display and touch control products, and has not yet ventured into the printed circuit board (PCB) product sector [1] Company Summary - Akitamicro focuses on liquid crystal display and touch control products [1] - The company has not entered the printed circuit board (PCB) market [1]

秋田微最新一期业绩显示，截至2025一季报，公司营业总收入2.68亿元、同比增长19.41%，归属净利润 1948.43万元，同比减少19.09%，扣非净利润1799.82万元，同比减少21.25%，流动比率4.986、速动比率 4.350、资产负债率17.15%。 天眼查商业履历信息显示，深圳秋田微电子股份有限公司，成立于2004年，位于深圳市，是一家以从事 仪器仪表制造业为主的企业。企业注册资本12000万人民币，实缴资本6000万人民币。公司法定代表人 为黄志毅。 通过天眼查大数据分析，深圳秋田微电子股份有限公司共对外投资了6家企业，参与招投标项目11次， 知识产权方面有商标信息17条，专利信息177条，此外企业还拥有行政许可58个。 来源：金融界 金融界消息 截至2025年7月30日收盘，秋田微（300939）报收于31.73元，下跌1.18%，换手率2.14%， 成交量2.57万手，成交金额8137.93万元。 资金流向方面，今日主力资金净流出1242.33万元，占比成交额15.27%。其中，超大单净流出602.77万 元、占成交额7.41%，大单净流出639.56万元、占成交额7.86%，中单净流 ...

Core Viewpoint - Akita Micro (300939) primarily focuses on non-consumer products, including monochrome liquid crystal displays, monochrome liquid crystal display modules, color liquid crystal display modules, and capacitive touch screens, which are utilized in various applications such as industrial control and automation, Internet of Things (IoT) and smart living, healthcare, and automotive electronics [1] Group 1 - The main products of the company include monochrome liquid crystal displays and modules [1] - The company also produces color liquid crystal display modules and capacitive touch screens [1] - The applications of these products span across industrial control, IoT, healthcare, and automotive electronics [1]

Core Viewpoint - The establishment of the Thailand production base by QiuTianWei is a strategic move aimed at long-term development and serving the global market [1][3]. Group 1: Thailand Production Base - The Thailand production base will focus on core business areas including new flat panel display devices, backlight sources, and embedded software development [1][3]. - The base is led by QiuTianWei (Thailand) Co., Ltd., which completed its registration in October 2023 and acquired approximately 23.59 acres of industrial land in December 2023 [3]. - The first phase of the project will deploy TFT-LCM modules, full lamination, and SMT production lines, emphasizing research and manufacturing of liquid crystal display devices [3][4]. Group 2: Shenzhen Project - In addition to the Thailand base, QiuTianWei is investing 380 million yuan in the construction of the Chunhua Technology Building in Shenzhen, covering an area of 9,678.98 square meters with a total building area of 54,159.24 square meters [3][4]. - The Shenzhen project includes a 9-story factory, a 20-story dormitory, and a 2-story basement, with construction expected to start in October 2024 and complete the main structure by April 2025 [3][4]. Group 3: Financial Performance - In 2024, QiuTianWei achieved a revenue of 1.085 billion yuan, representing a year-on-year growth of 9.02%, while the net profit attributable to shareholders decreased by 25.91% to 90.61 million yuan [6].

Group 1 - The company, QiuTian Micro (300939.SZ), primarily engages in the research, design, production, and sales of liquid crystal display and touch control products [1] - The company has not ventured into the business of co-packaged optics [1]

Company Overview - Shenzhen Akitain Microelectronics Co., Ltd. focuses on electronic paper technology, which is characterized by low energy consumption and a wide range of applications, including electronic price tags and e-readers [2][3]. Market Potential - The global electronic paper terminal product market is projected to reach approximately $13 billion in 2024 and exceed $20 billion by 2028, with a compound annual growth rate (CAGR) of over 10% [2]. Product Development - As of December 31, 2024, the company has established mass production capabilities for electronic paper products and achieved small batch shipments [3]. - The company has applied for 32 patents related to electronic paper technology, with 6 invention patents and 8 utility model patents granted [3]. Sales and Export - In 2024, overseas sales accounted for 41.38% of total revenue, with major markets including North America, Europe, and Asia [3]. Impact of Tariffs - The company is minimally affected by U.S. tariffs, as direct exports to the U.S. are low. Recent trade agreements have led to the cancellation of 91% of tariffs on Chinese goods [4]. Automotive Sector - The company's products are utilized in automotive electronics, including dashboards and central control panels, with clients such as BYD and Nissan [4]. Future Growth Strategies - The company plans to seek investment opportunities that align with its strategic goals and enhance its competitive edge, focusing on high-potential sectors [5]. - The company has terminated certain fundraising projects to improve capital efficiency, reallocating funds to the electronic paper module production line [5]. Financial Performance - The company reports stable production and operational conditions, with future profit growth expected from product innovation and market demand alignment [6].