证券日报网讯1月30日，诺瓦星云（301589）在互动平台回答投资者提问时表示，在供应链管理方面， 公司针对关键原材料布局多家战略供应商，保障供应稳定性，并密切关注关键原材料的价格变化，采取 积极的应对策略。同时，公司也在不断挖掘下游场景中的高附加值领域，开发高毛利产品。关于公司产 品毛利率的具体情况，请关注公司后续发布的定期报告。 ...

Group 1 - The core viewpoint of the article is that Nova Star Cloud's products have a wide range of applications in various fields such as information dissemination, conference activities, and exhibition displays [2] - Currently, the company's products are utilized in hospital information displays and conference room screens [2]

Core Viewpoint - Nova Star Cloud (301589) has signed a strategic supplementary agreement with Dahua Co., Ltd. (002236) to deepen their strategic cooperation, focusing on enhancing user experience and industry upgrades [1] Group 1: Strategic Cooperation - The agreement was signed on January 13, 2026, and aims to jointly develop smart commercial display solutions and LED ecological products [1] - Both companies will collaborate to promote the standardization and upgrade of product series [1] Group 2: Service Enhancement - The partnership will enhance the linkage of cloud service platforms to create refined scene solutions [1] - There will be an improvement in after-sales maintenance service capabilities [1]

Group 1 - The company, Nova Star Cloud (301589), emphasizes the importance of communication and engagement with investors [1] - The company actively seeks to gather opinions and demands from investors [1]

Core Viewpoint - Nova Star Cloud emphasizes the importance of MLED technology in expanding LED displays from professional markets to commercial and consumer markets [1] Group 1: Technology Development - The company has launched core integrated circuits and core testing equipment, continuously iterating and upgrading these technologies [1] - Products in the ultra-high-definition video field cover 4K and 8K resolutions, with ongoing research for 16K product technology [1] Group 2: Future Directions - The company will continue to track the development of new technologies in MLED and ultra-high-definition video industries, reinforcing technological innovation [1] - There is a commitment to provide technical support for the large-scale commercialization of MLED applications and the upgrade of the ultra-high-definition video industry [1]

Core Viewpoint - The acceleration and upgrade of MLED (MiniLED & MicroLED) technology are expanding the application scenarios of LED displays from professional markets to commercial and consumer markets [1] Group 1: Company Strategy - The company has made advanced layouts in the MLED field and is continuously collaborating with leading enterprises and research institutions to strengthen technological breakthroughs [1] - The company aims to facilitate the entry of MLED displays into the consumer market through these collaborations [1]

关于控股股东、实际控制人部分股份质押的公告 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。 证券代码：301589 证券简称：诺瓦星云 公告编号：2026-002 西安诺瓦星云科技股份有限公司 三、其他说明 截至本公告披露日，公司控股股东、实际控制人所质押的股份不存在平仓或 被强制过户风险，质押风险在可控范围内。本次质押行为不会对公司生产经营及 公司治理等方面产生实质性影响，不会导致公司控制权发生变更。公司将持续关 注相关质押情况及质押风险情况，严格遵守相关规定，及时履行信息披露义务。 敬请广大投资者注意投资风险。 四、备查文件 1. 股份质押登记证明文件； 一、股东股份质押基本情况 二、股东股份累计质押情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | 本次质 | | | 占公 | 已质押股份情况 | | 未质押股份数量 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 押前质 | 本次质押 | ...

Core Viewpoint - Nova Star Cloud has established itself as a global leader in the LED display control sector, with a market share exceeding 60%, driven by its algorithmic advantages and comprehensive video display solutions [3][4][5]. Group 1: Company Overview - Founded in 2008, Nova Star Cloud focuses on algorithm-driven solutions for LED display and ultra-high-definition video applications, providing end-to-end solutions from display control to video processing [3]. - The company has grown to nearly 3,000 employees and achieved annual revenue exceeding 3 billion yuan [4]. Group 2: Technological Edge - The core competitive advantage of Nova Star Cloud lies in its proprietary algorithms, which have been developed through extensive research and innovation, resulting in over 1,000 technological breakthroughs in key areas of LED technology [4]. - The company has invested significantly in R&D, with expenditures of 319 million yuan, 442 million yuan, and 540 million yuan from 2022 to 2024, maintaining a consistent R&D expense ratio of around 15% of revenue [4]. Group 3: Market Position and Growth - Nova Star Cloud serves over 4,000 clients globally, including leading companies in the LED display industry, and has a strong presence in both commercial and consumer display sectors [5]. - The company is strategically positioned to capitalize on the rapid growth of the Mini LED market, which is projected to reach a global market size of 3.3 billion USD by 2028, with a compound annual growth rate of approximately 40% from 2024 to 2028 [7]. Group 4: Global Expansion - The company has implemented a global expansion strategy, focusing on establishing a robust overseas sales network and a service team of over 200 personnel to enhance customer engagement and support [9]. - In the first half of 2025, Nova Star Cloud reported a 21.31% year-on-year increase in overseas revenue, which accounted for 22.89% of total revenue, with significant growth in regions such as Southeast Asia and Latin America [9]. Group 5: Financial Performance and Shareholder Returns - Since its listing, Nova Star Cloud has prioritized shareholder returns, distributing a total of 498 million yuan in cash dividends for the 2023 fiscal year and 78.31 million yuan for 2024 [10]. - The company aims to maintain a focus on its core business and steady operations to enhance performance and continue rewarding investors [10].

Group 1 - The core point of the article is that Nova Star Cloud (301589) disclosed its equity holdings in Blue Arrow Aerospace, indicating a direct ownership of 0.8189% and an indirect ownership of 0.2280% [1] Group 2 - The company provided this information in response to investor inquiries on its interactive platform [1] - For detailed information, the company referred to its prospectus [1]

Group 1 - The company Nova Star Cloud (301589.SZ) directly holds 0.8189% of Blue Arrow Aerospace's shares [2] - The company indirectly holds 0.2280% of Blue Arrow Aerospace's shares [2] - For detailed information, refer to the company's prospectus [2]