Core Viewpoint - The company is focusing on the rapid growth of the MLED industry, with significant product developments and an expanding overseas market presence, while also addressing talent management and future applications in AR/VR technology. Group 1: MLED Industry Outlook - According to Loto Technology, the global market size for Mini LED direct display is expected to reach $3.3 billion by 2028, with a compound annual growth rate (CAGR) of approximately 40% from 2024 to 2028, indicating a strong growth trajectory for the MLED industry [2] - The company has launched core detection equipment and integrated circuits for MLED, which enhance production efficiency and display quality, supporting the standardization and large-scale manufacturing of MLED displays [2] Group 2: Overseas Market Performance - In 2024, the company's overseas business grew rapidly, with foreign revenue increasing by 32.03% compared to 2023, accounting for 19.10% of total revenue; in the first half of 2025, foreign revenue grew by 21.31% year-on-year, making up 22.89% of total revenue [3] - The company has established a comprehensive overseas sales system and a wide partner network globally, positioning itself for sustained high growth in international markets [3] Group 3: Future Applications and Talent Management - The acceleration of MLED technology has expanded its application from professional to consumer markets, with current uses in virtual shooting, naked-eye 3D, and meetings; the company plans to explore high-value applications in AR/VR glasses [4] - The company is focusing on talent acquisition and development, implementing comprehensive incentive measures and optimizing training systems to maximize employee potential and foster a performance-driven culture [5] Group 4: Financial Performance - In the 2025 mid-year report, the company reported a main revenue of 1.533 billion yuan, a year-on-year decrease of 1.93%; net profit attributable to shareholders was 294 million yuan, down 9.33% [6] - The second quarter of 2025 saw a main revenue of 912 million yuan, an increase of 3.41% year-on-year, while net profit for the quarter was 192 million yuan, a decrease of 4.95% [6] - The company has a debt ratio of 30.52% and a gross profit margin of 58.57% [6]

每经头条（nbdtoutiao）——"史上最丑"与"丑上最薄"：iPhone 17系列背后的新战事 每经AI快讯，诺瓦星云（SZ 301589，收盘价：179.27元）发布公告称，2025年9月10日，诺瓦星云接受 富国基金等投资者调研，公司财务总监、董事会秘书张争参与接待，并回答了投资者提出的问题。 2024年1至12月份，诺瓦星云的营业收入构成为：视频图像显示控制行业占比100.0%。 截至发稿，诺瓦星云市值为166亿元。 （记者 曾健辉） ...

Group 1: MLED Market Outlook - The global market size for Mini LED direct display is expected to reach billions of dollars by 2028, with a compound annual growth rate (CAGR) of approximately 40% from 2024 to 2028 [2] - Domestic MLED manufacturers are actively expanding production, indicating a strong growth trajectory for the MLED industry [2] - The company has launched core detection equipment and integrated circuits for MLED, enhancing production efficiency and display quality [3] Group 2: Overseas Market Performance - In 2024, overseas revenue grew by 32.03% compared to 2023, accounting for 19.10% of total revenue [4] - In the first half of 2025, overseas revenue increased by 21.31% year-on-year, with an overseas revenue share of 22.89% [4] - The company has established a comprehensive overseas sales system and a broad partner network, positioning for sustained growth in international markets [4] Group 3: Product Applications in AR/VR - MLED technology is expanding from professional to consumer markets, with applications in virtual shooting, naked-eye 3D, and meetings [4] - The company is actively exploring high-value potential applications in the AR/VR glasses sector [4] Group 4: Talent Management Strategies - The company focuses on leveraging existing talent and recruiting industry experts, implementing comprehensive incentive measures [4] - A systematic optimization of internal training and development is in place, offering diverse career paths for employees [4] - An effective performance evaluation and incentive mechanism has been established to foster a culture of value distribution based on effort [5]

证券日报网讯 9月8日晚间，诺瓦星云发布公告称，公司2025年第四次临时股东会于2025年9月8日召 开，审议通过了《关于使用部分超募资金偿还银行贷款的议案》等议案。 （文章来源：证券日报） ...

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年第四次临时股东会的 法律意见书 二〇二五年九月 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 年第四次临时股东会的 1 法律意见书 人员的资格、召集人资格及会议表决程序、表决结果是否符合《公司法》《股东 会规则》等法律、法规、规范性文件及《公司章程》的规定发表意见，不对会议 审议的议案内容以及该等议案所表述的事实或数据的真实性及准确性发表意见。 本所及本所律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则（试行）》等规定及本法律意见书出具日 以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信 用原则，进行了充分的核查验证，保证本法律意见书所认定的事实真实、准确、 完整，所发表的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大 遗漏，并承担相应法律责任。 本所同意将本法律意见书作为本次股东会的公告材料，随同其他会议文件一 并报送有关机构并公告。除此以外，未经本所同意，本法律意见书不得为任何其 他人用于任何其他目的。 法律意见书 致 ...

2025年第四次临时股东会决议公告 证券代码：301589 证券简称：诺瓦星云 公告编号：2025-074 西安诺瓦星云科技股份有限公司 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。 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。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间 现场会议时间：2025年9月8日（星期一）下午14:30 网络投票时间：2025年9月8日（星期一） 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9月8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9月8日9:15至15:00期间的任 意时间。 （二）会议出席情况 1、股东出席的总体情况 通过现场和网络投票的股东91人，代表股份18,186,371股，占公司有表决权股份总数 的20.0729％。 其中：通过现场投票的股东0人，代表股份0股，占公司有表决权股份总数的0.0000％。 2、召开地点：陕西省西安市高新区云水三路 ...

Group 1 - The core viewpoint of the article is that advancements in artificial intelligence technology present new development opportunities for the video image display control industry [1] - The company is closely monitoring trends in artificial intelligence technology and actively exploring its applications within the industry [1] - The company has already applied artificial intelligence technology to some of its products through independent research and development, enhancing the visual experience for users [1] Group 2 - The company is committed to continuously exploring artificial intelligence technology to provide users with superior product experiences in the future [1]

（文章来源：证券日报） 证券日报网讯诺瓦星云9月5日发布公告，在公司回答调研者提问时表示，公司推出的PWM+PAM混合 驱动芯片可针对每一帧图像，在脉宽调制的基础上，实时调节显示屏上每一颗LED灯的驱动电流，释放 每一颗发光芯片的极致潜力，呈现出"五高两低"的技术特点，即高峰值亮度、高动态范围、高灰阶级 数、高刷新、高色准、低功耗、低温升，能够实现对图像的精准调控和色彩的极致还原，显著提升LED 显示屏的显示效果。目前，公司PWM+PAM混合驱动芯片已经量产，并在相关厂家有所应用。 ...

Group 1 - The company Nova Star Cloud announced its R&D investments for the years 2022 to the first half of 2025, which are 319.18 million, 441.96 million, 540.27 million, and 248.51 million respectively [2] - The proportion of R&D investment to operating income for the same periods is 14.68%, 14.47%, 16.47%, and 16.21% [2] - As of June 2025, the company holds a total of 1,222 domestic patents (671 of which are invention patents), 34 foreign patents (25 of which are invention patents), 245 software copyrights, and 19 integrated circuit layout designs [2]

Group 1 - Nova Star Cloud (SZ 301589) announced that on September 4, 2025, it will accept a research visit from Dapu Asset, with the company's CFO and board secretary Zhang Zheng participating in the reception and answering investor questions [1] Group 2 - For the year 2024, Nova Star Cloud's revenue composition is entirely from the video image display control industry, accounting for 100.0% [2]