沃尔德688028 时间: 2025年7月10日星期四 55.57分综合得分 当日主力成本 较强 21.50 元 5日主力成本 趋势方向 主力成本分析 21.58 元 21.06 元 20日主力成本 21.33 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 1次 跌停 1 次 技术面分析 21.69 短期压力位 21.25 短期支撑位 21.73 中期压力位 19.94 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★好友反攻★ 底部反转 ★多方炮★ 在底部出现有上涨可能，在中间出现有可能是上涨中继，顶部出现是复合见顶信号 资金流数据 2025年07月10日的资金流向数据方面 关联行业/概念板块 通用设备 -0.32%、工业母机 -0.47%、OLED -0.19%、培育钻石 -0.20%等 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） | 主力资金净流出91.14万元 | | --- | | 占总成交额-3% | | 超大单净流出27.03万元 | | 大单净流出64.11万元 | | 散户资金净流出5 ...

以下文章来源于LEDinside ，作者Irving LEDinside . TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 7月9日，天马微电子宣布成功点亮7英寸Micro LED车载标准品。 图片来源：天马微电子 据悉，该产品基于TFT 基玻璃背板与Micro LED像素技术打造，具有61%的高透光率，且亮度高 达1700nits，色域NTSC＞120%，对比度达100万：1，以及微秒级的响应速度，适配车载显示 应用环境，解决传统车载屏遮挡视线问题，驾驶员可透过屏幕查看路况，同步获取导航等信息。 此外，产品还支持模块化设计，能够横纵向自由拼接，适配HUD抬头显示、中控屏等单屏场景， 及全景HUD系统等多屏组合需求。展望未来，该产品还将加速Micro LED在车载、透明显示等高 端市场的应用。 天马表示，本次点亮新品是公司在Micro LED领域技术积累的成果，代表着其G3.5 Micro LED产 线已实现全制程贯通，攻克背板驱动、巨量 ...

Core Insights - The Chinese color TV industry is projected to reach a market size of approximately 240 billion yuan in 2024, with a compound annual growth rate of 11.45% over the past five years [1][4] - Chinese brands are expected to account for over 44% of global TV shipments in 2024, with Hisense, TCL, and Xiaomi ranking among the top five globally, collectively holding nearly 45% market share [1] - The high-end market remains dominated by South Korean brands, with Samsung and LG capturing 80% of the market for TVs priced above $2,500 [1] Market Trends - The growth in the Chinese TV market is primarily driven by product structure upgrades, with a significant push from the "old-for-new" policy stimulating demand for high-end products [4] - The average retail price of TVs in China is expected to exceed 4,000 yuan per unit in 2024, reflecting a trend towards larger, more technologically advanced, and aesthetically pleasing products [4] Competitive Landscape - Leading manufacturers in the domestic TV sector include Hisense, TCL, Skyworth, Xiaomi, and Changhong, each with distinct technological advancements and market strategies: - Hisense is a leader in MINILED technology and holds a 47% market share in the global 100-inch TV segment, focusing on gaming scenarios through its VIDDA sub-brand [5] - TCL is recognized as a pioneer in global MINI LED technology, leveraging its supply chain advantages to produce high-end models like the 98Q10K PRO [5] - Skyworth leads in eye-care technology and has a strong presence in the internet TV space through its subsidiary, focusing on content services [5] - Xiaomi capitalizes on its internet ecosystem, emphasizing high cost-performance models and holding a 19.5% market share in the MINI LED segment [5] - Changhong utilizes military technology for its product development and has a comprehensive IoT ecosystem, with plans to launch AI-driven TV models [5]

每经记者｜黄海 每经编辑｜魏官红 重启募资加码车载显示组件项目计划未满三个月，伟时电子（605218.SH，股价22.2元，市值47.25亿 元）再次就上海证券交易所（以下简称上交所）审核问询函进行回复。 今年6月3日，伟时电子曾发布公告，对上交所下发的《关于伟时电子向特定对象发行股票申请文件的审 核问询函》（以下简称问询函）进行回复。据该份回函，上交所曾就伟时电子前次募投项目多次延期的 原因、本次募投项目与前次募投项目的差异等方面进行了问询。 在6月3日披露的回函中，伟时电子曾表示，针对两次募投项目均规划的显示模组产品，本次募投项目的 相关产品将更多聚焦于Mini-LED及超大屏技术，相较于前次募投项目产品存在技术升级，并非简单重 复建设。 最新公告中，公司进一步强调了新募投项目在Mini-LED及超大屏技术上的针对性，伟时电子补充称， 公司现有产品仍主要聚焦于传统技术及中型尺寸，而本次募投项目规划的背光显示模组产品，则为 Mini-LED及超大屏技术相关产品，与现有主流产品存在技术代际上的更新，以顺应当前显示模组产品 的技术发展趋势。 据了解，伟时电子本次募投项目规划产品均为公司已量产产品。其中，募投项目 ...

Core Insights - Matson is a Hawaii-based shipping vessel operator with a fleet of 26 ships and three under construction, focusing on key shipping routes between China and the USA, as well as between the US non-contiguous states like Alaska [1] Company Overview - The company operates in significant shipping lanes, indicating its strategic importance in the logistics and transportation sector [1] Fleet Information - Matson's current fleet consists of 26 ships, with an additional three vessels under construction, showcasing its commitment to expanding operational capacity [1]

海信素以技术创新在电视领域独树一帜。2025年，其独创的 RGB-MiniLED技术成为电视画质的革命性突破。该技术通过精细调控，让电视色彩呈现精准无 误，画面鲜艳夺目，动态画面流畅顺滑，色彩还原度极高。以往传统电视常见的色彩偏差问题，在海信RGB-MiniLED技术面前迎刃而解。 近日，海信技术实验室亮相央视《超级生产线》。在 2025 年世俱杯的激情赛场上，海信作为官方合作伙伴，凭借前沿科技，为全球体育爱好者打造了一场 全方位的观赛与生活盛宴，展现出从传统家电制造商向智能生活引领者的华丽转身。 熬夜看球后，高质量睡眠至关重要。海信新风空调化身健康守护者，以双向流换新风技术和超静音设计，重新定义睡眠环境。它不仅能调节室内温度，更能 有效改善空气质量，将清新空气引入室内，排出污浊空气，减少空气中的有害物质。超静音运行模式，让用户在安静舒适的环境中安然入睡，提升深度睡眠 时间，为熬夜看球的球迷们补充精力，守护身体健康。 新鲜的食材让食物更加美味，也意味着不需要在这个炎热的夏天频繁出去采买。海信真空冰箱展现出卓越的创新能力。传统冰箱主要依靠冷冻和冷藏延长食 材保存期，而海信真空冰箱采用真空磁场保鲜技术，有效隔离外 ...

Acquisition Overview - Merck将以每ADS 107美元的价格收购Verona Pharma的所有已发行股份[14,47]，总交易价值约为100亿美元[14,47]（约98亿美元扣除约2亿美元的现金、投资和债务[47]），预计将于2025年第四季度完成[14,47] - 这项以科学为驱动的业务发展[14]，加强并补充了心肺产品组合[14] - Ohtuvayre®是20多年来的首个新型吸入性COPD维持治疗药物[14]，这是一个巨大的疾病领域，存在着显著未被满足的医疗需求[14] Ohtuvayre® Clinical Data - Ohtuvayre®是一种磷酸二酯酶3（PDE3）和磷酸二酯酶4（PDE4）的双重抑制剂[24]，是20多年来首个用于COPD维持治疗的新型吸入机制[24] - 在两项3期试验中，Ohtuvayre®在肺功能方面表现出具有临床意义的改善，平均FEV1 AUC0-12h从基线相比安慰剂显著改善+87 mL和+94 mL[25,27] - 汇总数据显示，在ENHANCE-1和ENHANCE-2研究中，Ohtuvayre®降低了24周内的年度中度或重度加重率[28,29]，ENHANCE-2研究中，Ensifentrine 3 mg组的年度事件率为0.24，安慰剂组为0.42[29]，风险比为0.57[29]，降低了43%[29] Commercial Opportunity - 美国约有860万接受维持治疗的COPD患者[35,40]，其中约50%仍然持续有症状[36,40]，针对持续有症状的患者是启动重点[40]，人数约为430万[40] - 2025年第一季度，处方量约为25000张[42]，约60%的处方是续方[42]，自上市以来约有5300名处方医生[42]，相比2024年第四季度，处方医生增加了约50%[42] - Ohtuvayre®代表着到2030年代中期的一个数十亿美元的商业机会[14,43] Financial Impact - 预计该交易将在最初的12个月内对非GAAP每股收益产生约0.16美元的负面影响[47]，这代表着与为交易融资相关的成本，部分被Ohtuvayre®的业绩所抵消[47]，预计将在2027年实现非GAAP每股收益的增厚[47]，并在2028年全年实现增厚[47]

Investment Rating - The report maintains a "Positive" investment rating for the home appliance industry, indicating an expected return that is stronger than the market benchmark by more than 5% [5][20]. Core Insights - The report highlights that TV panel prices have shown signs of weakening, with expectations for continued decline in the second half of the year. Despite potential weakening in domestic demand for color TVs, the trend of price increases is expected to persist due to the rapid adoption of MiniLED technology, which will drive up the average industry price [3][7]. - Leading color TV manufacturers are anticipated to benefit from structural optimization and the price drop in panels, creating a "scissors effect" that will enhance profit margins in the second half of the year. The report specifically recommends focusing on Hisense Visual (600060, Buy) [3][7]. - The report suggests that the cyclical fluctuations in panel prices are likely to weaken, with mid-term prices expected to stabilize. This is attributed to a shift in manufacturing power from overseas to mainland China, where over 70% of panel shipments originate, and a decrease in the willingness of manufacturers to increase supply significantly [7][11]. Summary by Sections Panel Price Trends - TV panel prices have been declining for two consecutive months, with July prices expected to continue this trend. The average price for a 55-inch TV panel is $124 (down $2 from June), and for a 65-inch panel, it is $174 (also down $2). Year-on-year, the price drop for 55-inch panels has expanded to -4% [7][9]. - The report notes that the domestic subsidy policy is entering a new phase, with demand resilience but reduced momentum. Additionally, the end of the tariff buffer period in July-August may suppress overseas procurement demand [7][9]. MiniLED Technology Impact - The report anticipates that the penetration rate of MiniLED TVs will approach 20% in Q3 2024 and exceed 30% in Q4 2024. The online market share of MiniLED products during the 618 shopping festival reached 41%, a significant increase of 22.1 percentage points compared to the previous year [7][11]. - The concentration of MiniLED TV sales is expected to increase, with leading manufacturers projected to capture significant market shares, enhancing their competitive edge [7][11]. Market Dynamics - The report indicates that the global retail volume of color TVs is stabilizing around 200 million units, with a slight downward trend. The demand for larger screens is expected to maintain low-speed growth, contributing to a more stable supply-demand relationship in the panel market [7][11].

近期，LTPO OLED市场规模持续扩张，成为OLED显示技术的主流方案。国盛证券认为，国产LTPO OLED快速追赶，下游屏厂份额提升将提振国产全产业链发展。在产业链布局上，我国已有多家企业在 进行相关材料与设备的开发，但与国外领先国家OLED产业相比仍有待完善。若此次京东方顺利突破苹 果高端OLED显示供应，有望为国产OLED产业链打开进一步发展空间。 截至7月8日，半导体产业ETF近1年净值上涨41.94%，指数股票型基金排名570/2901，居于前19.65%。 从收益能力看，截至2025年7月8日，半导体产业ETF自成立以来，最高单月回报为20.82%，最长连涨月 数为3个月，最长连涨涨幅为45.46%，涨跌月数比为8/6，上涨月份平均收益率为8.89%，历史持有1年盈 利概率为100.00%。截至2025年7月8日，半导体产业ETF成立以来超越基准年化收益为1.50%。 截至2025年7月4日，半导体产业ETF成立以来夏普比率为1.10。 截至2025年7月9日 09:40，中证半导体产业指数(931865)上涨0.24%，成分股芯源微(688037)上涨 3.30%，金海通(603061)上涨1 ...

[Music] Good afternoon everyone. My name is Fiona and today I will be talking about how we can unlock climate action through student passions. Climate change feels like an insurmountable challenge.It's everywhere in the news, in the rising temperatures, and in the storms that grow more intense each year. And yet, progress often feels slowed and disconnected from our daily lives. Why is that the case.Well, history shows us that when students feel directly connected to p solutions, they take action. The Montr ...