格隆汇1月4日｜诺瓦星云在互动平台表示，西安西高投鲲鹏创业投资基金合伙企业(有限合伙)已成立， 其中公司持有的基金份额为63.64%；创业投资基金对蓝箭航天的投资也已完成，基金持股比例为 0.3582%。公司直接持有蓝箭航天2,948,214股，持股比例为0.8189%。 ...

格隆汇1月4日｜诺瓦星云在互动平台表示，西安西高投鲲鹏创业投资基金合伙企业（有限合伙）已成 立，其中公司持有的基金份额为63.64%；创业投资基金对蓝箭航天的投资也已完成，基金持股比例为 0.3582%。 ...

南方财经1月4日电，诺瓦星云在互动平台表示，公司直接持有蓝箭航天2,948,214股，持股比例为 0.8189%。 ...

Group 1 - Nova Star Cloud directly holds 2.9482 million shares of Blue Arrow Aerospace [1]

关于西安诺瓦星云科技股份有限公司 北京市中伦（深圳）律师事务所 2025年第五次临时股东会的 法律意见书 二〇二五年十二月 法律意见书 北京市中伦（深圳）律师事务所 关于西安诺瓦星云科技股份有限公司 2025 年第五次临时股东会的 法律意见书 致：西安诺瓦星云科技股份有限公司 北京市中伦（深圳）律师事务所（以下简称"本所"）受西安诺瓦星云科技 股份有限公司（以下简称"公司"）委托，指派陈元婕律师、程彬律师出席并见 证公司 2025 年第五次临时股东会（以下简称"本次股东会"），并依据《中华 人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会 规则》"）以及《西安诺瓦星云科技股份有限公司章程》（以下简称"《公司章 程》"）等有关规定，就本次股东会的召集、召开程序、出席现场会议人员的资 格、召集人资格、会议表决程序及表决结果等事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司本次股东会的有关文件和材料。 本所律师得到公司如下保证，即其已提供了本所律师认为出具本法律意见书所必 需的材料，所提供的原始材料、副本、复 ...

证券代码：301589 证券简称：诺瓦星云 公告编号：2025-097 西安诺瓦星云科技股份有限公司 2025年第五次临时股东会决议公告 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。 特别提示： 1、本次股东会无新增、更改、否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 现场会议时间：2025年12月31日（星期三）下午14:30 网络投票时间：2025年12月31日（星期三） 一、会议召开和出席情况 （一）会议召开情况 1、召开时间 其中，通过深圳证券交易所交易系统进行网络投票的时间为2025年12月31日 9:15-9:25，9:30-11:30和13:00-15:00； 通过深圳证券交易所互联网投票系统投票时间为2025年12月31日9:15至15:00期间的 任意时间。 2、召开地点：陕西省西安市高新区云水三路1699号诺瓦科技园4号楼1层会议室。 3、召开方式：本次股东会采取现场表决与网络投票相结合的方式。 4、召集人：西安诺瓦星云科技股份有限公司（以下简称"公司"）董事会 5、会议主持人：公司董事长袁胜春先生 6、本次股东会会 ...

Group 1: Fixed Income Market Analysis - The report analyzes the recent significant decline in the bond market, attributing it to market reactions to policy announcements and economic forecasts [3][5] - The report highlights that the bond market's bearish sentiment is influenced by expectations of reduced interest rate cuts and concerns over supply-demand imbalances in the coming year [5][6] - It suggests that the market's behavior reflects a tendency to interpret positive news as fully priced in, leading to a more pessimistic outlook [5][6] Group 2: MLED Sector Development - The report discusses the company's strategic focus on the MLED sector, introducing core detection equipment and integrated circuit products to enhance LED display performance [7][8] - It notes that the global LED display market is projected to reach USD 7.971 billion by 2025, with a compound annual growth rate (CAGR) of 7% from 2023 to 2028, indicating significant growth potential for the company [9] - The company has established a comprehensive overseas sales system, achieving a 21.31% year-on-year increase in overseas revenue in the first half of 2025, with overseas revenue accounting for 22.89% of total revenue [11] Group 3: Financial Projections and Investment Rating - The report provides updated financial forecasts, estimating the company's revenue for 2025-2027 to be RMB 3.343 billion, RMB 3.742 billion, and RMB 4.234 billion respectively, with net profit projections of RMB 620 million, RMB 806 million, and RMB 1.106 billion [12] - The earnings per share (EPS) are projected to be RMB 6.70, RMB 8.72, and RMB 11.97 for the respective years, with corresponding price-to-earnings (PE) ratios of 24.80, 19.07, and 13.90 [12] - The report maintains a "Buy" rating for the company, indicating confidence in its growth prospects within the expanding LED display market [12]

格隆汇12月30日丨诺瓦星云(301589.SZ)公布，2025年12月29日，公司通过回购专用证券账户以集中竞 价交易方式实施了第四期回购公司股份的首次回购。本次回购股份数量为119,600股，占公司总股本的 0.13%，最高成交价为168.00元/股，最低成交价为165.56元/股，成交总金额为19,985,840.50元（不含交 易费用）。 ...

证券日报网讯 12月30日，诺瓦星云发布公告称，2025年12月29日，公司通过回购专用证券账户以集中 竞价交易方式实施了第四期回购公司股份的首次回购，本次回购股份数量为119，600股，占公司总股本 的0.13%。 （文章来源：证券日报） ...

Core Insights - The company has launched MLED core detection equipment and core integrated circuit products to enhance the production and application of LED displays [1][2] - The global LED display market is projected to reach $7.971 billion by 2025 and $10.236 billion by 2028, with a CAGR of 7% from 2023 to 2028 [3] - The company has established a comprehensive overseas sales system, with overseas revenue increasing by 21.31% year-on-year in the first half of 2025 [5] Group 1: MLED Development - The company is deeply engaged in the MLED field, offering core detection equipment and integrated circuit products [2] - The MLED core detection equipment includes systems and machines that improve the yield and production efficiency of MLED displays [2] - The MLED core integrated circuits, such as specialized control chips and high-speed interface chips, significantly enhance the display quality of LED screens [2] Group 2: Market Forecast - Trend Force predicts that the global LED display market will grow significantly, benefiting companies that have preemptively invested in MLED technology [3] - The Mini LED direct display market is expected to reach $3.3 billion by 2028, with a CAGR of approximately 40% from 2024 to 2028 [3] Group 3: Video Processing and Cloud Systems - The company has introduced a video processing system that supports various display terminals, enhancing video image quality and screen control [4] - The XR virtual shooting solutions have been applied in numerous domestic and international projects, including TV dramas and advertisements [4] - The cloud-based information release and management system includes both hardware and software products, facilitating multimedia playback and management [4] Group 4: Global Expansion - The company has a service team of over 200 people overseas and emphasizes market penetration through local distributors and technical support [5] - The overseas revenue accounted for 22.89% of total revenue in the first half of 2025, indicating a strong international presence [5] - The company is positioned to benefit from the expanding application scenarios and market opportunities in the LED display sector [5]