在全球平板显示领域，2024年，国际贸易环境的不确定性扰动北美市场需求预期，而国内市场则受"以 旧换新"政策确定性刺激影响，液晶电视面板大尺寸化趋势加速，各大面板厂商的产品结构也持续向中 高端升级。 转自：新华财经 新华财经上海5月18日电（记者 高少华）全球平板显示行业经历近两年市场洗牌后逐步进入供应存量时 代，随着低端落后产能的清退，行业格局正在实现重塑。 国产面板龙头企业京东方科技集团股份有限公司相关负责人近日接受记者采访时认为，面板行业在消化 了前两年库存压力后，如今按需生产已成为行业共识；2024年公司业绩向好主要受益于国家"以旧换 新"补贴政策刺激中国区消费，2025年政策延续下预计产品结构将持续向中高端升级；京东方的"屏之物 联"战略正在加快落地，将在"1+4+N+生态链"发展架构基础上积极构建产业发展的"第N曲线"。 供给端进入存量时代，行业整合优化可能性增大 值得关注的是，随着近年来中国台湾地区企业、日本企业现有面板产线日趋老旧，多为低世代线，面对 当前大陆面板厂商争相布局G8.5、G8.6甚至G10.5的竞争，相关产线不具优势，未来或将陆续退出。与 此同时，中国大陆当前也无新增产线投资，而 ...

Group 1: Industry and Market Overview - The international trade environment's uncertainty is affecting North American market demand, while domestic demand is stimulated by the "trade-in" policy, accelerating the trend towards larger LCD TVs and upgrading product structures to mid-to-high end [1][2] - Panel manufacturers are adhering to a "demand-driven production" strategy, adjusting production line utilization rates based on market demand, leading to a healthy inventory level in the industry [1][2] Group 2: Company Performance - In 2024, the company achieved a revenue of CNY 198.38 billion, representing a year-on-year growth of 13.66% [5] - The company maintains its leading position in the semiconductor display field, with global first-place shipments in five application areas: smartphones, tablets, laptops, monitors, and TVs [3] - R&D investment reached CNY 13.2 billion in 2024, a 16% increase year-on-year, accounting for nearly 7% of revenue [5] Group 3: Shareholder Returns - From 2015 to 2024, the company has implemented cash dividends for ten consecutive years, totaling nearly CNY 22 billion [6] - The company plans to distribute at least 35% of the net profit attributable to the parent company as cash dividends annually from 2025 to 2027 [7] - In 2024, the company intends to distribute CNY 1.87 billion in cash dividends, which is 35% of the consolidated net profit [7] Group 4: Product and Technology Innovations - The company has launched the world's first foldable screen and continues to lead in high-end TV innovations with its UB Cell technology [3][4] - As of 2024, the company has filed over 100,000 patents, with more than 90% being invention patents [3] Group 5: Future Outlook and Challenges - The average utilization rate of the LCD industry has been above 80% since Q1 2025, but is expected to be adjusted based on demand fluctuations [9] - The company aims to achieve a shipment target of 170 million flexible AMOLED units in 2025, building on a shipment of approximately 140 million units in 2024 [10]

由 中国科学院宁波材料技术与工程研究所光电信息材料与器件实验室 、 华中科技大学武汉光电国家 研究中心 联合 DT新材料主办 ， 第三届钙钛矿材料与器件产业发展论坛 即将于5月23-24日在苏州 召开。 论坛将聚焦于 柔性钙钛矿光伏 、 钙钛矿叠层 ，以及由 柔性钙钛矿所衍生出的前沿消费电子领域 （ 如智能物联、可穿戴设备等室内弱光环境应用） ， 针对实际落地过程中面临的诸多问题及 技术难点 展开深入探讨。 大会邀请了 叶继春、陈炜、周欢萍、易陈谊、 徐雪青、 王睿、胡笑添、钟宇飞 等长期致力于产学研 一体的教授专家，以及 协鑫、通威、正泰 等叠层领域龙头代表企业， 脉络、尚柔、大正微纳、柔烁 光电 等一众柔性领域新兴领先企业也将会发表主题报告。 欢迎报名交流，加速钙钛矿迈向未来 【DT新材料】 获悉，近日，有投资者在互动平台上向京东方A询问钙钛矿业务方向进展情况， 京东方 有关负责人表示，在战略升维"第N曲线"理论指导下，公司已布局钙钛矿光伏与玻璃基封装业务，并已 取得阶段性成果；此外，持续深化"AI+"战略，强化多模式产品创新，助力工业制造与运营管理升级。 京东方目前已建成25mm*25mm手套箱实验室， ...