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惠科暂时中止IPO
Sou Hu Cai Jing· 2025-10-13 08:46
插播:加入LED显示交流群,请加VX:hangjia199. 公开资料显示,,惠科主营业务为半导体显示面板等核心显示器件以及智能显示终端的研发、制造和销售。 近日,据深交所官网最新信息显示,惠科股份有限公司(以下简称"惠科")主板IPO审核状态已变更为"中止",原因系招股书中财务资料超过有效期,需 补充提交。 2022年6月,惠科曾向深交所递交了首次公开发行股票并在创业板上市申请,后于2023年8月申请撤回申请文件。 对于本次IPO,2024年惠科股份重启上市辅导,2025年6月30日,惠科股份向深交所主板递交招股书获受理;7月11日,深交所官网显示,惠科IPO已进入 问询阶段。但据中国证券业协会公布2025年第二批首发企业现场检查抽签名单显示,惠科股份主板IPO由于文件中记录的财务资料已过有效期,需要补充 提交而再次中止。 据其招股说明书显示,惠科拟募资85亿元,重点投向长沙OLED及Oxide显示技术研发升级(合计55亿元)、绵阳Mini-LED智能制造项目(20亿元),其 余10亿元用于补充运营资金及偿贷。其中,"绵阳Mini-LED智能制造项目"将加大公司Mini LED产品的产线布局,持续研发高性能 ...
汇成股份跌2.14%,成交额11.48亿元,近5日主力净流入2420.82万
Xin Lang Cai Jing· 2025-10-10 07:52
来源:新浪证券-红岸工作室 10月10日,汇成股份跌2.14%,成交额11.48亿元,换手率7.10%,总市值164.64亿元。 异动分析 5、根据2024年年报,公司海外营收占比为54.15%,受益于人民币贬值。 (免责声明:分析内容来源于互联网,不构成投资建议,请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1.27亿,占比0.11%,行业排名121/165,该股当前无连续增减仓现象,主力趋势不明 显;所属行业主力净流入-205.43亿,连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-1.27亿-1295.32万2420.82万1.43亿2.65亿 主力持仓 先进封装+存储芯片+OLED+芯片概念+人民币贬值受益 1、据2023年2月投资者关系活动记录表: Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合,公司掌握的凸块制造技术是Chiplet的基础之一。在研发端,公司将以客户需求为导 向,基于凸块制造技术,纵向拓展技术边界,积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 2、2025年4月3日公告:公司投 ...
韩媒:LGD 65英寸OLED电视面板成本预计将快降至500美元以下
WitsView睿智显示· 2025-10-10 07:28
近日,韩媒《 朝鲜日报 》报道, 韩国与中国在高端电视显示技术上的竞争日趋激烈, 韩国方面 继续聚焦 有机发光二极管(OLED) 技术发展,持续优化OLED面板成本。 韩媒表示, 据业内人士透露,LG Display生产的65英寸OLED电视面板成本预计很快将降至500 美元(约合人民币3650元)以下。 而在2024年, LG Display 已 通过良率提升与产线优化, 将 OLED电视面板 成本从 2020年 的 1000美元降至约600美元,预计 今年OLED面板成本 进一步下探。LG Display还 计划在2026 年通过改变显示驱动IC(DDI)结构等设计创新继续压缩成本。 近 年,LG Display持续扩大OLED产能并稳定产线良率,实现 OLED 成本 的持续下降 。业内分 析认为,这一趋势有望使LG Display在OLED业务上实现每年超过1万亿韩元(约合人民币52亿 元)的营业利润。 相关行业 人士指出,OLED电视的成本优势与成熟供应链, 将 使其在未来一至两年内仍将稳居高 端电视市场的主导地位 。( 集邦Display整理 ) #OLED #LGD #电视 ( 2025年10月3 ...
厦门天马购入26台OLED相关设备
WitsView睿智显示· 2025-10-09 10:35
10月2日,据媒体pinpointnews报道,韩国半导体及显示设备企业Unisem在近期向中国厦门天马 显示科技有限公司交付了26台蒸发式冷却设备,这些设备将用于补充该公司第6代柔性OLED生产 线的产能优化升级项目。 蒸发式冷却设备是一种利用水蒸汽带走热量,从而实现空气冷却的装置。在半导体和显示器制造过 程中,保持恒定的温度和湿度对于产品质量至关重要。因此,这类冷却设备被视为确保工艺稳定性 的隐形关键设备。 此次投资属于天马对现有生产线的补充性投入,而非新建生产线。有业界人士表示,补充投资可能 会提高现有产线的稼动率,并在长期内带来新的投资。 资料显示,厦门天马显示科技有限公司主要负责运营一条第6代柔性AMOLED产线(TM18)。该 产线总投资约480亿元,产品主要面向智能手机、智能穿戴、车载显示等领域。 Unisem专注于半导体和显示器制造工序相关的空调及环境设备领域,公司产品包括冷却设备、洗 涤器、温湿度控制装置等核心设备,并供应给国内外客户。 图片来源:Unisem 报道称,预计从明年开始,显示器行业将在大尺寸OLED和Micro OLED领域迎来新一轮投资周 期。因此,有分析预测,Unisem可 ...
总投资3.1亿,透明OLED大屏项目签约浙江湖州
WitsView睿智显示· 2025-10-09 10:35
9月30 日,南太湖发布消息, 日前,透明OLED大屏显示产品及交通显示产品制造基地项目签约 浙江湖州 。 该项目计划总投资3.1亿元,其中固定资产投资3亿元,预计全部达产后年产17万台显示产品整 机,年营收5亿元以上,年上交税收超2000万元。 资料显示, 项目投资方宁波视睿迪光电有限公司是一家显示设备研发、生产与销售企业, 公司 主营透明OLED、数字标牌等高性能产品,广泛应用于商业连锁、智慧交通、数字政企、文博文 旅、建筑装饰等领域,客户涵盖海信、浪潮、京东方、华星光电、飞利浦、小米、海康、大华等行 业内 知名 企业。 ( 来源: 南太湖发布、集邦Display整理 ) #OLED 图片来源: 南太湖发布 点击免费报名 >> TrendForce集邦咨 10 30 2025 TrendForce Self-emissive Display Industry Seminar 1 2025年10月30日 (周四) 8:30-17:05 (0) 金茂深圳JW万豪酒店 司 TrendForce、LEDinside、集邦Display 签到 8:30-9:30 甘草致旺 | 9:30-9:35 | / 113 - ...
江化微涨2.02%,成交额2.72亿元,主力资金净流入318.39万元
Xin Lang Cai Jing· 2025-10-09 05:20
江化微所属申万行业为:电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括:电子化学品、光刻 胶、中芯国际概念、增持回购、OLED等。 截至6月30日,江化微股东户数5.15万,较上期减少20.31%;人均流通股7483股,较上期增加25.48%。 2025年1月-6月,江化微实现营业收入5.80亿元,同比增长11.30%;归母净利润4806.96万元,同比减少 15.51%。 分红方面,江化微A股上市后累计派现1.77亿元。近三年,累计派现9982.07万元。 10月9日,江化微盘中上涨2.02%,截至13:00,报21.18元/股,成交2.72亿元,换手率3.36%,总市值 81.68亿元。 资金流向方面,主力资金净流入318.39万元,特大单买入832.16万元,占比3.06%,卖出1001.75万元, 占比3.68%;大单买入7175.78万元,占比26.39%,卖出6687.81万元,占比24.60%。 江化微今年以来股价涨27.21%,近5个交易日涨0.52%,近20日涨7.29%,近60日涨16.31%。 资料显示,江阴江化微电子材料股份有限公司位于江苏省江阴市周庄镇长寿云顾路581号,成立日期 ...
国内首条8.6代AMOLED玻璃基光刻蚀精加工项目封顶
WitsView睿智显示· 2025-10-01 02:11
Core Viewpoint - Wog Glass announced the completion of the main building for the world's first and China's first 8.6-generation AMOLED glass-based lithography precision processing project in Chengdu High-tech Zone, with a total investment exceeding 628 million yuan [2][4]. Group 1: Project Overview - The project includes the main production building, auxiliary production facilities, power facilities, and warehouses, covering an area of approximately 56 acres [4]. - The completed main building has three floors and a total construction area of 59,000 square meters [4]. - Upon completion, Chengdu Wog will become the world's first intelligent production line capable of mass production of 8.6-generation AMOLED thinning, providing core support for leading companies like BOE [4]. Group 2: Future Plans - In the next three months, the company will accelerate the renovation of the factory, installation of power facilities, and procurement and debugging of production equipment [4]. - The goal is to complete the first batch of thinning wafer testing by mid-January 2026, ensuring seamless integration with BOE's 8.6-generation AMOLED production line [4]. Group 3: Financial Performance - In the first half of 2025, the company's operating income was approximately 1.19 billion yuan, a year-on-year increase of 14.2%, while the net profit attributable to shareholders was a loss of approximately 54.15 million yuan [5]. - In the same period of 2024, the operating income was about 1.04 billion yuan, with a net profit loss of approximately 30.42 million yuan [5].
汇成股份涨2.54%,成交额11.58亿元,近3日主力净流入4438.72万
Xin Lang Cai Jing· 2025-09-30 07:54
Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is experiencing growth in its advanced packaging and testing services for integrated circuits, benefiting from the depreciation of the RMB and increasing demand in the semiconductor industry [2][3]. Company Overview - Hefei Xinhui Microelectronics was established on December 18, 2015, and went public on August 18, 2022. Its main business focuses on gold bumping technology and comprehensive testing services for display driver chips, with 90.25% of revenue coming from this segment [7]. - As of June 30, 2025, the company reported a revenue of 866 million yuan, representing a year-on-year growth of 28.58%, and a net profit of 96.04 million yuan, up 60.94% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the RMB [3]. - The company has invested 89.41 million yuan in R&D during the reporting period, a 13.38% increase compared to the previous year [2]. Market Activity - On September 30, the stock price of the company increased by 2.54%, with a trading volume of 1.158 billion yuan and a turnover rate of 7.13%, leading to a total market capitalization of 16.258 billion yuan [1]. - The average trading cost of the stock is 15.61 yuan, with the stock currently near a resistance level of 20.05 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 0.64% to 20,300, with an average of 28,512 shares held per shareholder, an increase of 0.65% [7]. - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8].
黑牡丹跌2.06%,成交额5438.83万元,主力资金净流出261.28万元
Xin Lang Cai Jing· 2025-09-30 03:55
9月30日,黑牡丹(维权)盘中下跌2.06%,截至11:27,报7.60元/股,成交5438.83万元,换手率 0.69%,总市值78.43亿元。 黑牡丹今年以来股价涨60.71%,近5个交易日跌2.19%,近20日涨6.74%,近60日涨48.15%。 责任编辑:小浪快报 资料显示,黑牡丹(集团)股份有限公司位于江苏省常州市青洋北路47号,成立日期1993年5月28日,上 市日期2002年6月18日,公司主营业务涉及城镇化建设业务、纺织服装业务和产业投资业务。主营业务 收入构成为:工程施工46.67%,地产业务27.94%,纺织服装20.86%,其他3.52%,土地前期开发 1.02%。 分红方面,黑牡丹A股上市后累计派现27.20亿元。近三年,累计派现3.91亿元。 黑牡丹所属申万行业为:房地产-房地产开发-住宅开发。所属概念板块包括:土地流转、创投、 OLED、新型城镇化、储能等。 机构持仓方面,截止2025年6月30日,黑牡丹十大流通股东中,香港中央结算有限公司位居第五大流通 股东,持股722.80万股,相比上期增加25.89万股。南方中证房地产ETF发起联接A(004642)位居第六 大流通股东,持 ...
炬光科技跌2.00%,成交额3.65亿元,主力资金净流出861.68万元
Xin Lang Cai Jing· 2025-09-30 03:27
Core Viewpoint - Juguang Technology's stock price has experienced significant fluctuations, with a year-to-date increase of 140.36% but a recent decline of 9.94% over the last five trading days [1] Group 1: Stock Performance - As of September 30, Juguang Technology's stock price was 153.11 CNY per share, with a market capitalization of 13.758 billion CNY [1] - The stock has seen a trading volume of 365 million CNY and a turnover rate of 2.62% [1] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent net purchase of 89.4535 million CNY on September 11 [1] Group 2: Financial Performance - For the first half of 2025, Juguang Technology reported a revenue of 393 million CNY, representing a year-on-year growth of 26.20% [2] - The company recorded a net profit attributable to shareholders of -24.9407 million CNY, showing a year-on-year increase of 11.30% [2] Group 3: Business Overview - Juguang Technology, established on September 21, 2007, specializes in high-power semiconductor laser components and laser optical components [2] - The revenue composition includes laser optical products (48.73%), semiconductor laser products (18.92%), automotive application solutions (12.62%), and other segments [2] - The company is classified under the electronics-semiconductor-discrete devices industry and is involved in various concept sectors such as 3D printing and consumer electronics [2] Group 4: Shareholder Information - As of June 30, 2025, Juguang Technology had 11,900 shareholders, with an average of 7,583 circulating shares per shareholder [2] - The company has distributed a total of 65.8705 million CNY in dividends since its A-share listing [3] - Notable institutional shareholders include Xingquan Trend Investment Mixed Fund and Golden Eagle Technology Innovation Stock A, with both reducing their holdings [3]