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国星光电拟定增募资9.81亿元 加码Mini/Micro LED等新兴赛道
Ju Chao Zi Xun· 2025-07-12 02:51
近年来,随着国家政策支持力度加大,LED行业迎来新发展机遇期。小间距LED、光电子器件、智能电 子终端等细分领域展现出巨大市场潜力。国星光电通过此次定增,旨在优化产品结构,将资源向高增长 领域倾斜,以提升整体盈利能力。在LED行业快速迭代的背景下,公司特别重视前瞻性技术布局,以应 对市场竞争和技术变革。 7月11日,国星光电发布2025年度定向增发预案,拟募资不超过9.81亿元加码Mini/Micro LED等新兴领 域。本次发行对象包括控股股东佛山电器照明在内的不超过35名特定投资者,募集资金将重点投向超高 清显示、光电传感、智慧家居、智能车载、研发实验室等五大核心领域。 市场分析指出,随着超高清视频产业推进、智能家居普及和汽车智能化加速,Mini/Micro LED等新兴技 术的应用场景持续拓展。国星光电此次定增项目紧扣行业发展趋势,实施后将显著增强公司在关键领域 的技术实力和市场竞争力。公司表示将严格按照监管要求推进发行工作,确保募集资金合理使用,为投 资者创造更大价值。 在超高清显示领域,公司将重点建设Mini/Micro LED及显示模组产品生产线,把握下一代显示技术发展 机遇。光电传感方面,将推进 ...
《受到召唤·敦煌》“超高清第二现场”国际传播版在京首映
Xin Jing Bao· 2025-07-08 06:30
新京报讯(记者刘臻)近日,中国国家话剧院音乐话剧《受到召唤·敦煌》"超高清第二现场"国际传播版,在2025 全球数字经济大会举办期间成功首映。来自法国、瑞士、新加坡、中国香港和中国澳门等14个国家和地区的国际 组织代表,及近900名海内外观众共同见证中国"超高清第二现场"迈出了国际化的重要一步。 音乐话剧《受到召唤·敦煌》剧照。 音乐话剧《受到召唤·敦煌》是国家话剧院2024年推出的原创作品,由香港资深音乐人金培达作曲,中国国家话剧 院院长田沁鑫编剧、导演,中国国家话剧院优秀青年演员张艺兴主演,讲述了两代"敦煌守护人"跨越百年守护敦 煌文化的故事。演出突破舞台艺术和技术边界,采用"AI+2D动画+3D+即时影像+真人表演"的多媒介融合形式, 打破传统镜框式舞台表演,全球首创音乐话剧在万人场馆演出,观众反响热烈,创造出开票即售罄的佳绩,成功 将优秀中华传统文化传播到青年群体中。 当晚首映的"超高清第二现场"国际传播版,是基于音乐话剧《受到召唤·敦煌》现场演出制作的超高清影像,以流 畅沉浸的高动态范围、广色域内容呈现,让现场观众沉浸式体验《受到召唤·敦煌》璀璨瑰丽的舞台艺术世界,让 敦煌从历史深处走来,向世界舞台 ...
建设全国文化和科技融合新高地,山东发布文化产业科技创新行动计划
Qi Lu Wan Bao Wang· 2025-07-04 03:26
齐鲁晚报·齐鲁壹点记者 范佳 7月4日,山东省政府政策例行吹风会举行,邀请省委宣传部负责同志、省科技厅负责同志等解读山东省 支持文化和科技深度融合协同创新系列政策。 会上,山东省创新发展研究院党组书记、院长刘峰介绍,经省政府研究同意,《山东省文化产业科技创 新行动计划(2025—2027年)》(以下简称"《行动计划》")已于近期发布实施。 《行动计划》主要内容包括主要目标、重点任务和组织推进三部分。 主要目标方面,《行动计划》提出,到2027年,突破20项以上具有自主知识产权的重大关键技术,打造 10个以上标杆应用场景,培育20家左右具有山东特色的文化和科技融合重点企业,将山东建设成全国文 化和科技融合的新高地。 重点任务方面,主要涉及五个方面。 第一方面,聚力突破文化和科技融合的"新技术"。加大前沿交叉、关键共性和系统集成技术攻坚强度, 掌握一批具有自主知识产权的引领性技术。 第二方面,聚力研发文化和科技融合的"新装备"。加快新一代新型交互、显示、智能等装备研发速度, 推动新装备在文化领域的产业化应用。 第三方面,聚力打造文化和科技融合的"新载体"。加快产业创新平台、数据应用平台、重大基础设施、 科技产业园 ...
1080p飞升4k,浙大开源原生超高清视频生成方案,突破AI视频生成清晰度上限
量子位· 2025-07-01 03:51
为什么AI生成的视频总是模糊卡顿?为什么细节纹理经不起放大?为什么动作描述总与画面错位? 其中一个重要原因在于,现有的开源千万级视频数据集分辨率基本低于1080P(1920×1080),且大部分视频的说明(caption)简单粗糙, 不利于大模型学习。 当主流视频生成模型还在720P画质挣扎时,浙江大学APRIL实验室联合多家高校推出的 高质量开源UHD-4K(其中22.4%为8K)文本到视频 数据集——UltraVideo ,破解了这一困局。 浙大APRIL实验室团队 投稿 量子位 | 公众号 QbitAI 该数据集涵盖广泛主题(超过100种),每个视频配备9个结构化字幕及一个总结性字幕(平均824词)。 作为全球首个开源4K/8K超高清视频数据集, UltraVideo 配合结构化语义描述框架,让视频生成实现从"勉强能看"到"影院级质感"的跨越式 进化。 团队基于42K精选视频微调的UltraWan-4K模型,实现三大突破: 方法:四阶过滤打造高质量4K视频数据集 当前视频生成面临两大瓶颈: 分辨率陷阱 :模型在低清数据训练后,直接生成4K视频会出现严重失真。如图2所示,naïve Wan-T2V-1.3 ...
超高清成上海电视节热词,它将如何改变家庭娱乐?
Di Yi Cai Jing· 2025-06-27 13:07
Core Insights - The "Ultra HD" technology has become a focal point during the 30th Shanghai Television Festival, with the National Radio and Television Administration designating this year as the "Year of Ultra HD Development" to promote the collaborative development of the ultra HD industry across the entire value chain [1][2] Group 1: Industry Developments - The 30th Shanghai Television Festival hosted discussions on the production paths of ultra HD content, the empowerment of ultra HD ecosystems by artificial intelligence, and the integration of ultra HD with cultural tourism and commerce [3] - Shanghai Broadcasting Television Station has made significant advancements in the ultra HD audiovisual industry, establishing core capabilities and a rich ecosystem in channels, technology, content, and applications [3][4] - The first 4K ultra HD channel "Happy Theater" launched in July 2020, and over ten ultra HD panoramic sound films have been produced, including "Wuyishan: Our National Park" and "Never Fading Waves" [3][4] Group 2: Upcoming Initiatives - The launch of the Oriental TV 4K ultra HD comprehensive channel is scheduled for September 28, focusing on documentary, variety shows, sports events, and high-end interviews to enhance the ultra HD program library [3][4] - Shanghai Broadcasting Television Station plans to implement an ultra HD optical network construction project to cover 8 million users in 2 to 3 years, supporting the popularization of ultra HD smart home applications [4] Group 3: Technological Innovations - The "Ultra HD Colorful Audiovisual Ecosystem Empowerment Plan" has been initiated to build a national talent training system for the ultra HD audiovisual industry, aiming to supply more versatile talents [6] - The ultra HD technology is expected to transform family entertainment and lifestyle, providing immersive experiences through high-definition displays and sound [9] Group 4: Content Creation Trends - The shift in content creation aesthetics from "blurred beauty" to "clear beauty" is noted, with ultra HD technology opening new possibilities for filmmakers and requiring higher standards for content quality [10][11] - The "Ultra HD Creation List" was released, featuring six works that showcase how ultra HD technology enhances detail, texture, and color vibrancy [11] Group 5: Future Perspectives - The application of ultra HD technology is not limited to film production but extends to various life scenarios, enhancing user experiences across different contexts [9] - Filmmakers express that ultra HD serves as a "magnifying glass" for authenticity, capturing intricate details and emotional nuances in performances [13]
告别“接口乱象”:GPMI技术引领视听电子产业自主创新
Huan Qiu Wang· 2025-06-27 10:20
【环球网科技报道 记者 张阳】趁着国补的优惠政策,很多家庭购买了新的电视机,不知道大家有没有注意到电视的背后有着大量不同种类的接口,USB、 HDMI、AV接口等等不一而足,甚至有些电视就以丰富的扩展借口作为卖点。不过,虽然这些接口看似十分丰富,能够扩展不同设备充分发挥电视大屏幕的 显示优势,但是也带来了,接口绑定,线束复杂凌乱的问题。 那么能不能有一种解决方案,让一个接口所有设备通用,一根线缆既能满足高清影音的传输要求,又能连接所有扩展设备呢? GPMI 产业政策落地,应用领域进一步拓展 6月19日,一场名为"GPMI产业生态推进会暨电视操作复杂治理标准研讨会"的会议在北京召开,让高清显示行业看到了曙光。这次会议汇聚了来自工信部、 广电总局、电子标准院、中国移动、中国联通、中国电信以及海信、TCL、海尔、创维、康佳、华为终端等视听电子产业链各领域的企事业单位代表,共同 探讨由深圳8K超高清视频产业合作联盟主导研发的GPMI技术的产业发展与标准制定。会议期间,多项重要成果和公告相继发布,为GPMI技术的未来发展 奠定了坚实基础。 会上,工业和信息化部电子信息司副司长徐文立和国家广播电视总局科技司副司长苗勃分别 ...
诺瓦星云(301589) - 2025年6月26日投资者关系活动记录表
2025-06-26 08:38
2024 年,公司海外业务增长较快,境外收入较 2023 年 增长了 32.03%,境外收入占比为 19.10%。其中,欧美地区 收入保持稳定增长,东南亚、拉美等地区收入增速较快。2025 年,公司将继续加大海外市场发展力度,增加国际市场的工 作人员,积极参加海外展会等推广活动,海外经销体系进一 步拓宽和下沉,进一步提升公司在全球范围内的影响力。 | | ☑特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 (请文字说明其他活动内容) | | | 参与单位名称 | 平安资管顾皓卿、张旭欣、龚彦恺、童飞、王晶 | | | 及人员姓名 | 广发证券王钰翔、王娅婕、孟祥杰 | | | 时间 | 年 月 日 2025 6 26 | | | 地点 | 公司会议室 | | | 上市公司 | 财务总监、董事会秘书:张争 | | | 接待人员姓名 | | | | | 本次投资者关系活动以现场调研的方式进行,以会谈的 | | | | 形式进行了充分的沟通和 ...
《曙光》主创团队亮相白玉兰电视论坛,共话超高清时代影视创作新征程
Yang Shi Wang· 2025-06-26 06:31
出品方陕西省榆林市委宣传部部长徐刚出席此次论坛,陕西省榆林市易马城影视演艺有限公司、北京歌华传媒集团下属北京电视艺术中心有限公司 的相关人员作为出品方代表参加了此次论坛。此外,该剧的总制片人张逸松、总导演赵宁宇、编剧阮品棋、演员佟瑞欣、侯勇、王劲松、王可如作 为主创代表登台并发言,分享了《曙光》的创作经验、技术应用与艺术思考,为超高清时代影视行业的发展提供了诸多有价值的思路和启示。 超高清技术:从"历史再现"到"触手可及"的革命叙事 6月23日,第三十届上海电视节白玉兰电视论坛正式举行。众多业内知名导演、编剧、演员齐聚一堂,围绕创作理念、市场需求、技术创新等方面 展开深入交流。 为积极响应国家广电总局"超高清发展年"的工作部署,为影视行业高质量发展注入强劲动力,本届白玉兰电视论坛正式发布"超高清创制片单", 《我们的河山》《曙光》《大生意人》《张謇》《樱桃琥珀》《太平年》六部超高清大制作剧集惊艳亮相,在画面质感、色彩表现、细节呈现等方 面展现出了极高水准,为观众带来了前所未有的视觉盛宴。 活动现场 烽火岁月,光影铸魂。重大革命题材电视剧《曙光》聚焦1947年6月至1948年3月这一关键历史时期,深度讲述中共中 ...
打造世界级超高清视频显示产业,广东“刷屏”全球|活力中国调研行
Core Insights - Guangzhou is positioning itself as the "World Display Capital," with a manufacturing output of 219.6 billion yuan in the ultra-high-definition display industry in 2023, leading the nation in panel production capacity at over 5 million square meters per month [1][8] - The ultra-high-definition display industry is one of Guangdong's ten strategic pillar industries and a key focus for Guangzhou's high-quality manufacturing development [1][8] - The market for ultra-high-definition displays is becoming increasingly competitive, with various regions, including Beijing and Sichuan, intensifying their efforts [1][9] Company Insights - Visionox, known as the "Screen King," has achieved full-scale production at its smart manufacturing base for interactive display products, with an automation coverage rate of up to 80% [3][5] - Visionox has shipped over 770 million LCD TV main control boards globally, indicating that one in three TVs produced worldwide uses its components [3][7] - The company is diversifying its product offerings, including the development of intelligent robots for various applications, driven by a focus on innovation and alignment with national 4K and 8K ultra-high-definition industry development plans [5][6] Industry Development - Guangdong has established itself as a leader in the ultra-high-definition display industry, having initiated several unique projects, including the first national ultra-high-definition industry fund and the first national ultra-high-definition industry alliance [8][9] - The region has seen the emergence of over ten billion-level leading enterprises and numerous specialized companies across various segments of the industry chain [9] - There is a call for increased talent acquisition and retention in high-level positions within the industry, particularly in OLED material research and Micro-LED optical design, to enhance the region's competitive edge [9][10]
超高清音视频接口技术洞察白皮书
艾瑞咨询· 2025-06-25 08:19
Core Viewpoint - The article emphasizes the emergence of the General-Purpose Multimedia Interface (GPMI) as a revolutionary technology in the ultra-high-definition audio and video industry, addressing the limitations of existing interface technologies and providing a comprehensive solution for future industry needs [1][3]. Group 1: Development Overview - GPMI has been developed to overcome the challenges faced by existing interface technologies, which lack extensibility and compatibility for future diverse applications [3][5]. - The GPMI ecosystem includes a wide range of partners across the industry chain, from terminal manufacturers to cable and connector manufacturers, content protection companies, chip developers, and standard-setting organizations, creating a complete and organic industrial ecosystem [2][21]. Group 2: Advantages Analysis - GPMI technology boasts seven significant advantages: bidirectional multi-stream, bidirectional control, high power supply, ecological compatibility, ultra-fast transmission, quick wake-up, and full-chain security, which collectively enhance user experience and support future industry development [25][26]. - The technology supports mixed bidirectional transmission of video and data streams, allowing for greater flexibility in device connectivity and interaction [29]. - GPMI's Type-B interface can provide up to 480W of power, significantly improving device connectivity and user experience [36]. Group 3: Application Scenarios - GPMI technology is being applied in various fields, including smart TVs, interconnectivity between large and small screens, and video wall applications, enhancing audio and video transmission quality and efficiency [46][57]. - The first commercial application of GPMI technology was realized by Haier, which launched a smart TV that integrates GPMI, allowing seamless connectivity with mobile devices [57]. Group 4: Future Outlook - The GPMI technology is expected to evolve through three stages: enhancing personal and family applications, advancing automotive electronics, and supporting industrial applications, thereby creating a smart interconnected ecosystem [65][67]. - The GPMI ecosystem is anticipated to drive innovation and standardization across the audio and video industry, with over 50 core industry partners collaborating to optimize products and enhance consumer experiences [62].