新型显示技术

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收评:沪指涨0.43% 美容护理及免疫治疗板块涨幅靠前
Xin Hua Cai Jing· 2025-06-03 07:22
Market Performance - Major stock indices in Shanghai and Shenzhen opened lower on June 3 but experienced upward fluctuations during the morning session, with the Shanghai Composite Index and ChiNext Index consolidating at relatively high levels in the afternoon [1] - By the close, the Shanghai Composite Index was at 3361.98 points, up 0.43%, with a trading volume of approximately 468.3 billion; the Shenzhen Component Index closed at 10057.17 points, up 0.16%, with a trading volume of about 673.1 billion; the ChiNext Index ended at 2002.70 points, up 0.48%, with a trading volume of around 307.1 billion [1] Sector Performance - The beauty care and immunotherapy sectors saw significant gains, while other sectors such as precious metals, innovative drugs, CRO concepts, cultivated diamonds, COVID-19 drug concepts, pet economy, weight loss drugs, gaming, dairy, and small banks also experienced notable increases [1] - Conversely, sectors like steel, home appliances, and coal faced declines, although the overall drop was not substantial [1] Institutional Insights - Jifeng Investment Advisory noted that the market is gradually finding a bottom, with medium to long-term investment opportunities emerging, particularly in sectors benefiting from policy support such as consumer goods, semiconductors, and robotics [2] - Guojin Securities highlighted opportunities in gold and innovative drugs, emphasizing the potential for margin improvement and revenue growth in the pharmaceutical sector due to policy guidance [2] - Dongwu Securities recommended focusing on technology growth sectors, thematic catalysts, and areas with improving fundamentals, such as innovative drugs and military electronics [3] Industry Developments - The National Federation of Automobile Dealers Association called for a resistance against "involution-style" competition primarily driven by price wars, advocating for high-quality development in the automotive industry [4] - The National Energy Administration announced measures to optimize the electricity market access environment and enhance the effectiveness of qualification management, including exemptions for new business models in distributed energy [5]
维信诺:拟与昆山政府投资50亿建全球新型显示产业创新中心
WitsView睿智显示· 2025-04-24 05:47
Core Viewpoint - The article discusses the collaboration between Visionox and the Kunshan Economic and Technological Development Zone to establish a new generation display industry innovation center, which is expected to significantly enhance the local electronic information industry cluster and promote technological advancements in flexible AMOLED technology [1][2]. Group 1: Project Overview - The project will utilize approximately 60 acres of industrial land with a total investment of around 5 billion yuan, including 4 billion yuan for equipment, intangible assets, and working capital, and 1 billion yuan for land and factory construction [2]. - The project aims to develop a leading flexible AMOLED technology platform and will focus on three main areas: advanced display technology development, product delivery based on related R&D projects, and research incubation in semiconductor technology [2]. Group 2: Strategic Importance - The project is strategically significant for strengthening and expanding the optoelectronic display industry chain in Kunshan, with potential extensions into integrated circuits and photovoltaics, contributing to the establishment of a new generation information technology industry cluster [2][3]. - The collaboration will lead to the establishment of a project company, with support from the Kunshan Economic and Technological Development Zone management committee, which will coordinate funding from state-owned platforms [2]. Group 3: Company Background and Future Plans - Visionox has been operating in Kunshan since 2006, where it established the first large-scale production line for AMOLED technology in China and is currently upgrading its production lines to meet growing market demand [3]. - The company is also expanding its presence in Hefei, with significant investments in flexible AMOLED production lines, including a 110 billion yuan project for a 6th generation production line and a 550 billion yuan project for an 8.6 generation production line [4].
维信诺:拟与昆山政府投资50亿建全球新型显示产业创新中心
WitsView睿智显示· 2025-04-24 05:47
【WitsView整理】 4月23日晚,维信诺发布公告称,为加快推动昆山新一代电子信息产业集群高 质量发展,公司拟与昆山经济技术开发区管理委员会签署《昆山全球新型显示产业创新中心项目 合作协议》。 维信诺表示,本次合作,在技术创新方面,将推动未来显示技术创新突破,推动AMOLED在消费 电子、车载显示、虚拟现实、医疗探测等各种应用场景加速渗透;在产业发展方面,将进一步推 动新型显示产业链、泛半导体技术研究成果的孵化,对培育未来增长点、加快新一代电子信息产 业集群转型发展具有重要意义。 据悉,该项目需使用工业用地约60亩,总投入约50亿元,其中:设备投资、无形资产、流动资金 等约40亿元,土地、厂房建设约10亿元。总投入涵盖相关固定资产及相关专利。项目为国内领先 高配柔性AMOLED技术开发平台,主要开展三项业务: 1.前沿显示技术开发,包括材料和装备国产化验证、前沿显示底层关键技术研发等; 2.基于相关研发项目进行相关产品交付,包括XR产品和X-ray产品等; 3.泛半导体技术研究孵化,包括钙钛矿项目和玻璃载板项目等。 考虑到该项目对补强、壮大昆山开发区光电显示产业链有重大战略意义,同时能够延伸到集成电 路、 ...
安徽芯瑞达科技股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-22 20:01
安徽芯瑞达科技股份有限公司2024年年度报告摘要 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002983 证券简称:芯瑞达 公告编号:2025-008 本年度报告摘要来自年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 是否以公积金转增股本 □是 √否 公司经本次董事会审议通过的利润分配预案为:以 223,234,615为基数,向全体股东每10股派发现金红 利2.5元(含税),送红股0股(含税),不以公积金转增股本。 一、重要提示 董事会决议通过的本报告期优先股利润分配预案 □适用 □不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品简介 公司一直致力于新型显示材料、模组与终端的全产业链开发设计、生产制造、销售及技术服务的整体方 案解决,产品包括新型显示光源及其在传感、健康领域的延伸应用,显示光电系统或模组,以及车载显 示、商业与智能显示等各种新型高清显示终 ...
维信诺2024年营收大增33%至79亿 毛利率显著提升
Jing Ji Guan Cha Wang· 2025-03-24 06:30
Core Viewpoint - The company, Visionox, reported a significant revenue increase of 33.80% in 2024, reaching 7.929 billion yuan, driven by the growth in high-end product shipments and improved gross margins [4][5]. Financial Performance - Visionox achieved a revenue of 7.994 billion yuan from OLED products, marking a 46.01% increase year-on-year, with a gross margin growth of 35.03% [5][6]. - The company's overseas revenue reached 808 million yuan, reflecting a growth of 43.83% compared to the previous year [5]. Product Development and Market Expansion - Visionox is a pioneer in new display technologies, focusing on OLED displays, and has expanded its product offerings to include AMOLED panels for smartphones, wearables, tablets, laptops, and automotive displays [5][6]. - The company reported a 44.3% year-on-year increase in AMOLED smartphone panel shipments, ranking third globally [5]. - Visionox launched a 14.2-inch automotive AMOLED screen in collaboration with Hongqi, marking a successful entry into the automotive display market [5]. Production Capacity and Technological Advancements - The company optimized its 5.5-generation AMOLED production line in Kunshan and maintained high utilization rates in its 6th-generation flexible AMOLED production line in Gu'an [6]. - Visionox's 8.6-generation AMOLED production line, utilizing the ViP technology, commenced construction in September 2024, focusing on the mid-size AMOLED market [8]. - The company introduced new technologies, including a new luminescent material system and low-power high-performance solutions, enhancing its core competitiveness [8]. Strategic Goals and Market Position - Visionox is progressing towards its mid-term strategic goals, focusing on strengthening its foundation in small-size displays while expanding into mid-size and large-size markets [7]. - The company is enhancing its competitiveness in the OLED and Micro-LED sectors, where foreign manufacturers currently lead, but Visionox is making significant advancements in core technologies [7].
江苏翔腾新材料股份有限公司_招股说明书(注册稿)(2)
2023-03-22 11:46
江苏翔腾新材料股份有限公司 Jiangsu Topfly New Materials Co., Ltd. (南京市栖霞区栖霞街道广月路 21 号) 首次公开发行股票并在主板上市 招股说明书 (注册稿) 声明:本公司的发行申请尚需经交易所和中国证监会履行相应程序。本招股说 明书不具有据以发行股票的法律效力,仅供预先披露之用。投资者应当以正式 公告的招股说明书作为投资决定的依据。 保荐人(主承销商) (上海市静安区新闸路 1508 号) 江苏翔腾新材料股份有限公司 招股说明书(注册稿) 本次发行概况 | 发行股票类型 | 人民币普通股(A 股) | | --- | --- | | 发行股票数量 | 不超过 1,717.1722 万股,且本次发行股份数量占发行后公司总 股本的比例不低于 25%;本次公开发行的股票全部为新股,不 | | | 进行老股转让 | | 每股面值 | 人民币 1.00 元 | | 每股发行价格 | 【】元/股 | | 预计发行日期 | 【】年【】月【】日 | | 拟上市证券交易所和板块 | 深圳证券交易所主板 | | 发行后总股本 | 不超过 6,868.6888 万股 | | 保荐人、主承 ...
江苏翔腾新材料股份有限公司_招股说明书(注册稿)
2023-03-15 23:04
江苏翔腾新材料股份有限公司 Jiangsu Topfly New Materials Co., Ltd. (南京市栖霞区栖霞街道广月路 21 号) 首次公开发行股票并在主板上市 招股说明书 (注册稿) 声明:本公司的发行申请尚需经交易所和中国证监会履行相应程序。本招股说 明书不具有据以发行股票的法律效力,仅供预先披露之用。投资者应当以正式 公告的招股说明书作为投资决定的依据。 保荐人(主承销商) (上海市静安区新闸路 1508 号) 江苏翔腾新材料股份有限公司 招股说明书(注册稿) 期后业绩下滑的重大风险提示 一、2022 年经营业绩下滑 (一)2022 年 1-9 月经营业绩同比下滑 根据天衡会计师事务所(特殊普通合伙)出具的《审阅报告》,发行人 2022 年 1-9 月经审阅但未经审计的主要财务数据如下: 1、合并资产负债表主要数据 | | | | 单位:万元 | | --- | --- | --- | --- | | 项目 | 2022.9.30 | 2021.12.31 | 变动比例 | | 流动资产 | 54,505.54 | 64,819.43 | -15.91% | | 非流动资产 | 9,40 ...