证券代码：300812 证券简称：易天股份 编号：2025-002 深圳市易天自动化设备股份有限公司 投资者关系活动记录表 | | 特定对象调研 | | ☐分析师会议 | | --- | --- | --- | --- | | 投资者关系活动 | ☐媒体采访 | | ☐业绩说明会 | | 类别 | ☐新闻发布会 | | ☐路演活动 | | | ☐现场参观 | | | | | ☐其他电话会议 | | | | 形式 | 现场 | ☐网上 | ☐电话会议 | | 参与单位名称及 | 华福证券：卢大炜先生 | | | | 人员姓名 | 中邮基金：沈路遥先生 | | | | 时间 | 2025 年 7 月 | 9 | 日（星期三）10:00-11:30 | | 地点 | 深圳市易天自动化设备股份有限公司会议室 | | | | 上市公司接待人 | 副总经理、董事会秘书：王亚丽女士 | | | | 员姓名 | 证券事务代表：莫凤艳女士 | | | | | 一、介绍公司概况 | | | | | | | 简要介绍公司及子公司发展历程、主营业务、整体经营情况、核 | | | 心优势及未来发展规划等情况。 | | | | | ...

Core Viewpoint - Shaanxi Xianyang is transforming quartz sand into liquid crystal televisions, producing one TV every 8 seconds and exporting to over 30 countries, showcasing a complete industrial chain in the electronic display sector [1][3]. Group 1: Production and Capacity - The newly established G8.5+ substrate glass production line in Xianyang has improved efficiency by over 20%, significantly enhancing the core competitiveness of the facility [3][4]. - The total production capacity of high-generation substrate glass at the Xianyang base will exceed 5.8 million pieces, meeting over 10% of the demand in the Chinese market [3][4]. Group 2: Technological Advancements - The production line utilizes the internationally advanced "overflow pulling method," involving processes such as cutting, grinding, cleaning, and testing to produce high-generation substrate glass [4]. - The company has established a comprehensive intellectual property system covering the entire industrial chain of substrate glass, ensuring self-control over production [4]. Group 3: Industry Ecosystem and Future Plans - Xianyang High-tech Zone has attracted over 40 upstream and downstream enterprises, forming a dual-leader industrial ecosystem of "panel + substrate" [6]. - The "Action Plan for Cultivating a Trillion-Level New Display Industry Innovation Cluster" aims to integrate the new display industry with big data, IoT, and AI, targeting a scale of 100 billion RMB by 2035 [6].

Core Viewpoint - The panel industry is experiencing growth driven by tariff stocking and national subsidy policies, while companies are diversifying their technology and application layouts to prepare for future developments [2][19]. Group 1: Company Investments and Projects - Huike is the most active panel manufacturer in new display project construction, with multiple projects entering various stages, including a total investment of 80 billion yuan for an electronic paper display module project and 50 billion yuan for an intelligent manufacturing complex [3][4]. - BOE is advancing multiple projects, including the world's first 6-inch Micro LED production line, with an annual production capacity of 24,000 Micro LED wafers and 45,000 Micro LED pixel devices [6][7]. - TCL Huaxing is strengthening its LCD business through acquisitions, including the purchase of LGD's Guangzhou 8.5-generation line, with a total investment of approximately 254 billion yuan [8][9]. - LG Display is focusing on OLED technology, with a significant investment of 1.26 trillion won (approximately 66.56 billion yuan) for an OLED panel factory in South Korea [11][12]. - Hefei Guoxian is constructing the world's first 8.6-generation AMOLED production line with a total investment of 550 billion yuan [13]. - Deep Tianma has completed the mass production of its new 8.6-generation display panel production line with a total investment of 330 billion yuan [14][15]. Group 2: Future Growth Potential - OLED technology is expected to dominate the small-size panel market, with an estimated shipment of 3.4 million OLED display panels in 2025, a 69% increase from 2024 [19]. - Mini LED backlight technology is projected to see significant growth in the TV market, with shipments expected to exceed 11.5 million units in 2025, accounting for 6% of the global TV market [19]. - Micro LED technology is still in its early stages, with an estimated market value of 27.9 million USD in 2024, expected to grow to 740 million USD by 2029 as technology advances [20]. - The electronic paper technology is anticipated to gain traction in various applications due to its unique advantages, such as low power consumption and lightweight design [19]. Group 3: Overall Industry Trends - Panel manufacturers are solidifying their LCD technology while investing heavily in OLED, Mini LED, Micro LED, and electronic paper technologies to enhance their competitive edge in the future display industry [21]. - The investment in OLED technology is the highest among panel manufacturers, followed by LCD, MLED, and electronic paper [21].

李轩表示，本届商博会首设以新质生产力为主要内容的战略性新兴产业专题，重点呈现人工智能、 低空经济、新型显示等前沿领域突破性成果；数字技术展区全面展示AI大模型、虚拟现实、智能终端 等新技术；人工智能展区的仿生人形机器人、智能仿生手等充满科技感的展品成为打卡新热点。 2025（中国）亚欧商品贸易博览会6月30日闭幕。本届商博会以"共商亚欧合作 共享丝路繁荣"为主 题，展览面积达14万平方米，50个国家（地区）和国内29个省区市、新疆生产建设兵团、自治区14个地 （州、市）参展参会，境内外1800余家企业参展、1000余家企业参会。展会期间近26万人次入馆，共举 办65场贸易投资促进活动、新品和成果发布活动。 新华社乌鲁木齐7月2日电（记者周生斌、贺小童）记者从2日举行的2025（中国）亚欧商品贸易博 览会成果新闻发布会上获悉，本届商博会共签订经贸合作项目365个，总金额4179.24亿元，展馆现场成 交额18.9亿元，意向销售额32.52亿元。 新疆维吾尔自治区商务厅党组书记李轩在成果发布会上表示，本届商博会展览规模创下历史新高， 境内外采购商及专业观众注册人数突破万人。同时，商博会"朋友圈"不断扩大，国际影响 ...

| | √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） | | 活动参与人员 | 国海证券，盘京投资 | | 时间 | 2025 年 6 月 27 日 | | 地点 | 北京环洋大厦 | | 形式 | 现场交流 | | 上市公司 接待人员 | 陈志坚 投资者关系经理 | | | 一、公司情况介绍 | | | 维信诺是全球领先的新型显示整体解决方案创新型供应 | | | 商，聚焦于新型显示业务，研发、生产和销售 小尺 AMOLED | | | 寸、中尺寸显示器件，以及 Micro-LED 显示屏，应用领域涵盖 | | | 智能手机、智能穿戴、平板、笔记本电脑、车载显示、超大尺 | | | 寸等方面，并开拓布局智慧家居、工控医疗和创新商用等领域 | | 交流内容及 | 的应用和服务。公司与荣耀、小米、OPPO、vivo、华米、中兴、 | | 具体问答记录 | 努比亚、摩托罗拉、谷歌等全球领先的智能手机、智能穿戴的 | | | 头部品牌终端 ...

Core Viewpoint - The transaction between Rainbow Display Device Co., Ltd. and BOE Technology Group involves the transfer of a 30% stake in Xi'an Rainbow Optoelectronics Technology Co., Ltd. for approximately 4.85 billion yuan, aimed at enhancing the integration and innovation in the new display industry [1][3][4]. Group 1: Transaction Details - Rainbow Display has signed a share transfer agreement with BOE, allowing BOE to acquire 30% of Xi'an Rainbow Optoelectronics for about 4.85 billion yuan [1][4]. - The transfer price aligns with the assessed value of the equity, which was determined to be approximately 1.68 billion yuan as of September 30, 2024 [4]. - The payment will be made in three installments: 30% within five working days of the agreement, 60% upon registration of the share transfer, and the remaining 10% within one year [4]. Group 2: Company Strategy and Market Position - The transfer is part of Rainbow Display's strategy to optimize its main business structure and enhance its resilience against risks, aligning with the development needs of its glass substrate business [3][5]. - Rainbow Optoelectronics, established in 2015, is the operational entity for Rainbow Display's LCD 8.6 generation line, serving major clients including Hisense, TCL, Xiaomi, and Samsung [3][6]. - The transaction is expected to leverage Rainbow Optoelectronics' strengths in the OLED field, which could help BOE address its technological gaps [5]. Group 3: Financial Performance - In 2024, Rainbow Display reported revenues of 11.664 billion yuan, a year-on-year increase of 1.73%, with net profits rising by 87.55% to 1.24 billion yuan [6]. - BOE's 2024 revenue reached 198.381 billion yuan, up 13.66%, with a net profit of 5.323 billion yuan, reflecting a significant growth in its core display device business [6].

6月22日， 深圳市光明区工业和信息化局 公示， 2024年光明区材料产业新型显示材料测试验证 线建设项目拟资助计划 名单 ，TCL华星光电技术有限公司 获得拟资助金额人民币5000万元。 TCL华星是 TCL科技旗下子公司，同时也是 全球知名的半导体显示企业 ，主要从事大尺寸TFT- LCD 显示器件的生产、加工与销售，主要产品为大尺寸TFT-LCD 显示器件，包括 TFT-LCD 显 示器件和前端制程的半导体显示配套材料，并根据客户需求提供定制化生产服务。 TCL华星现有产品主要应用于电视机、商显等领域。下游行业客户以全球TV行业大品牌客户为主 如TCL电子、三星电子、小米、长虹、 LGD 、SONY 等企业。 此外， TCL华星 正在 推行HVA/HFS/IPS/IJP OLED/FMM OLED/MLCD/MLED为代表的多元 技术路线战略，以应对 新型显示产业竞争升级 的格局。 业绩方面，2024年 TCL华星营业收入为896.68亿元，净利润为55.44亿元。 近期， TCL科技方面发布公告，拟通过发行股份及支付现金的方式购买深圳市重大产业发展一期 基金有限公司持有的深圳市华星光电半导体显示技术有 ...

央视网消息：今年上半年即将过去，这半年以来，在我们身边涌现出了许多新产品、新科技。仅前四个月，我国消费品就新增了809万种，目前我国消费品 品种总量已经突破2亿。不仅是数量多，这些产品的科技含量也在不断提高，变得更加智能。越来越多创新产品走入我们的生活，让衣食住行用等各个方面 悄然发生着改变。 "折上加折"还能"卷" 手机屏幕不"屏"常 探访柔性屏生产线 感受"毫米级"可靠实力 在未来，从手机屏幕到平板电脑屏幕、笔记本电脑屏幕，甚至车载显示屏幕，柔性屏都有更多的空间施展拳脚。而这样颠覆传统的屏幕，到底是怎么制造出 来的？背后又藏了多少黑科技？ 经过层层关卡终于进到车间，结果却见不到屏幕的影子，到处都是巨大的机器，柔性屏的生产全流程都是在这些密闭设备里进行。工作人员告诉记者，就像 给手机贴膜，一点灰尘就会影响整个效果，生产中更是这样，灰尘会直接影响屏幕的品质。 科技公司战略合作总监 高远峰：一块屏幕从无到有，经过蒸镀、封装、切割等接近1000道工序，要20多天时间才能够生产出来。占地100个足球场大小的工 厂，实现了百分之百自动化。 新产品打开新机遇，大家生活中最常见的电子产品手机里藏着哪些新机遇？ 总台央视记 ...

| | □分析师会议 特定对象调研 | | | | | --- | --- | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访 □业绩说明会 | | | | | | □新闻发布会 | | □路演活动 | | | | □现场参观 | | □其他 | | | 参与单位名称 | 国金电子 林承瑜、张胤 | 丁彦文 | 财通基金 | | | 及人员姓名 | 浙商证券 | 杨世祺 | 中银资管 | 李倩倩 | | | 国金证券 陈传红 邓跃辉、李敬尧 | | 睿亿投资 | | | 时间 | 2025年6月16日-2025年6月19日 | | | | | 地点 | 惠州市仲恺高新区陈江街道渡头路199号、电话会议 | | | | | 上市公司接待 | 副总经理、董事会秘书：刘俊丽女士 | | | | | 人员姓名 | 证券事务代表：李姝涵女士 | | | | | | 1、公司的车载显示业务发展如何？ | | | | | | 随着新能源汽车的积极推进、智能化座舱渗透率的不断提升、新场景 | | | | | | 需求的增多，而以Mini-LED技术为代表的新型显示技术因极具亮眼的显示 | | ...

6月17日晚，京东方发布公告称，根据公司发展战略，为紧抓产业格局整合演进机遇，进一步提升 公司竞争力，拟通过公开竞价方式收购彩虹显示器件股份有限公司（以下简称"彩虹股份"）持有 的咸阳彩虹光电科技有限公司（以下简称"彩虹光电"）30%股权，挂牌底价为48.49亿元。 目前该交易仍在公开征集受让方阶段，尚未确定最终受让方，尚未签署最终交易协议。 2024年，彩虹股份实现营业收入116.64亿元，同比增长1.73%；实现归属于上市公司股东的净利 润达12.40亿元，同比增长87.55%；实现归属于上市公司股东的扣非净利润为10.37亿元，同比 增长187.29%；2025年第一季度，彩虹股份实现营收29.66亿元，同比增长1.77%；归母净利润 为3.22亿元，同比增长16.09%；归母扣非净利润为3.06亿元，同比增长22.03%。 文：集邦Display整理 #京东方 #彩虹股份 #LCD #液晶面板 京东方表示，本次收购彩虹光30%股权，符合京东方发展战略，能够助力公司继续巩固和扩大竞 争优势，强化京东方在行业内影响力，促进公司业务整体竞争力提升。 资料显示，彩虹光电专注于高世代（TFT-LCD）液晶面板研 ...