证券日报网讯1月29日，新相微在互动平台回答投资者提问时表示，公司与江原科技基于共同的发展愿 景和产业使命，达成战略合作，合作正在推进中。除此之外，公司持续深化AI+显示领域的战略布局， 积极携手更多合作伙伴，共同探索更多元化的合作模式与应用场景，助推AI+显示产业高质量发展。公 司将根据项目进展依法履行信息披露义务，请以公司公开披露信息为准。 ...

01三大趋势，定义AI显示屏新形态 2026年，AI显示屏的发展呈现出三条清晰路径：形态革命、技术回归与角色重塑。 物理形态上，屏幕正从固定尺寸的玻璃向"柔性数字画布"转变。 2026年，AI显示屏正式告别"单向展示"的工具属性，迈入"双向交互、智能服务"的价值爆发期。作为具 身智能落地的核心载体，AI显示屏凭借"有形象、会思考、能办事"的特质，成为千行百业数字化转型的 关键入口。据行业预测，本年度国内AI交互显示屏市场规模将突破860亿元，政务、文旅、零售等领域 的渗透率同比提升40%以上。在这场产业变革中，魔珐科技凭借全栈3D AIGC技术积淀，以"魔珐有 灵"虚拟人服务平台为核心，为AI显示屏注入智能灵魂，通过虚拟数字员工的规模化落地，重构人机交 互范式，引领2026年AI显示屏产业走向高质量发展。 技术层面上，竞争焦点已从分辨率、刷新率等参数回归到光学本质。 在AI显示屏的具体落地中，魔珐科技的"魔珐有灵"成为了一个典型代表。这款3D AI数字人智能体平 台，专注解决企业线上线下（300959）全场景的智能交互需求。 魔珐科技成立于2018年，是一家以3D AI数字人和生成式人工智能为核心技术的头部A ...

Core Insights - The strategic partnership between Shanghai Xinxiang Microelectronics Co., Ltd. and BOE Technology Group's Huacan Optoelectronics aims to develop Micro LED-based optical interconnect technology to enhance AI computing power [1][2][7] Group 1: Partnership Overview - The collaboration leverages the complementary strengths of Xinxiang Micro in display driver chips and Huacan Optoelectronics in LED chip manufacturing [1][2] - The focus is on developing Micro LED optical modules for high-speed data communication, which are expected to revolutionize bandwidth density and energy efficiency [2][6] Group 2: Research Directions - The partnership will explore three main areas: - Development of Micro LED optical modules for intelligent computing centers to meet the growing demand for high bandwidth and low latency [3] - Creation of Micro LED micro-display modules for AR/AI smart glasses, addressing challenges in resolution, power consumption, and size [4] - Innovation in Adaptive Driving Beam (ADB) modules for smart car lights, enhancing vehicle interaction experiences [5] Group 3: Industry Impact - The collaboration aims to build China's core competitiveness in Micro LED optical interconnect and new display technologies, facilitating the integration of AI and display applications [6][7] - The partnership is expected to accelerate the commercialization of Micro LED technology in various sectors, including AI terminals, smart vehicles, and intelligent computing centers [7]

Core Viewpoint - The company, Visionox, showcased its innovative display technologies at CES 2026, emphasizing solutions for future work, travel, and entertainment, aiming to enhance user experience through advanced display technologies and AI integration [1]. Group 1: Innovations in Display Technology - Visionox made its overseas debut of two innovative solutions: the anti-glare AMOLED laptop solution and the flexible AMOLED dual-screen dynamic curved display for vehicles, addressing user pain points such as glare and visual fatigue [2]. - The anti-glare AMOLED solution significantly reduces reflections and glare, ensuring clear visibility in bright environments, thus enhancing user comfort and focus [2]. - The flexible AMOLED dual-screen solution features an industry-leading narrow bezel of 3.8mm, allowing for a seamless visual experience and improved safety while driving [2]. Group 2: AI Integration and User Experience - The integration of advanced display technologies is crucial for optimizing AI user experiences, with a focus on creating seamless interactions and eliminating visual distractions [3]. - Visionox's low-power, high-performance display technologies support AI-driven collaboration, enhancing productivity across various applications [4]. Group 3: Future of Work and Travel - Visionox's display technologies are designed to transition from traditional tools to efficiency partners, with significant improvements in brightness, power consumption, and lifespan compared to conventional AMOLED screens [4]. - The company aims to transform in-car displays from mere information screens to intelligent driving partners, enhancing user interaction and safety through innovative solutions like dynamic curved displays and touch-sensitive controls [5]. Group 4: Future of Entertainment - Visionox's solutions aim to create immersive experiences by eliminating visual distractions and adapting to user needs, thus enhancing the overall viewing experience [6][7]. - The company introduced technologies that achieve high screen-to-body ratios and adaptive forms, ensuring a seamless and engaging interaction with content [7].

Core Viewpoint - A-share listed companies are showing a positive growth trend in their 2025 performance forecasts, with 60 out of 108 companies predicting favorable results, indicating a pre-joy ratio of approximately 55.56% [1] Group 1: Performance Forecasts - Among the companies that disclosed their 2025 performance forecasts, 18 companies expect their net profit to increase by over 100% year-on-year, excluding those that turned losses into profits [2] - Notable companies with significant profit increases include Zhongke Lanyun, Chuanhua Zhili, Kangchen Pharmaceutical, Bai'ao Saitou, and Tianci Materials [2] Group 2: Individual Company Highlights - Zhongke Lanyun anticipates a net profit of 1.4 billion to 1.43 billion yuan, representing a year-on-year increase of 366.51% to 376.51%. The company attributes this growth to strategic investments in high-growth areas such as GPU and advanced packaging testing [3] - Chuanhua Zhili expects a net profit of 540 million to 700 million yuan, with a year-on-year increase of 256.07% to 361.57%. The growth is driven by optimized marketing strategies and improved asset structures in its chemical and logistics businesses [4] - China Shipbuilding Defense forecasts a net profit of 940 million to 1.12 billion yuan, reflecting a year-on-year increase of 149.61% to 196.88%, attributed to improved production efficiency and increased investment income [4] Group 3: Industry Trends - Industries such as semiconductors, biomedicine, chemicals, machinery, and non-ferrous metals are experiencing notable performance recoveries among listed companies [4] - Companies like Chifeng Gold and Zijin Mining are seeing significant profit growth due to rising gold prices, with Chifeng Gold expecting a net profit of 3 billion to 3.2 billion yuan, a year-on-year increase of 70% to 81% [5] Group 4: International Market Expansion - Companies are actively expanding their overseas businesses, contributing to rapid growth in performance. For instance, Bai'ao Saitou expects a revenue of approximately 1.351 billion yuan, a year-on-year increase of 37.75%, driven by strong R&D capabilities and brand influence [5] - Aibisen anticipates a net profit of 240 million to 290 million yuan, with a year-on-year increase of 105.32% to 148.09%, supported by a well-established global channel network and local operations [6][7] - Huace Navigation expects a net profit of 670 million to 690 million yuan, with a year-on-year increase of 14.84% to 18.27%, driven by a focus on global expansion and rapid growth in overseas markets [7]

Group 1: Company Overview and Performance - In 2025, the company achieved a net profit of approximately 240 million to 290 million CNY, representing a year-on-year growth of 105.32% to 148.09% [6] - The expected operating revenue for 2025 is about 4.156 billion CNY, an increase of approximately 13.46% compared to 2024 [7] - The company’s overseas revenue reached approximately 3.193 billion CNY, growing by about 8.94%, while domestic revenue was around 963 million CNY, with a year-on-year increase of approximately 31.56% [8] Group 2: Technological and Market Strengths - The company has invested significantly in R&D, holding multiple patents, with products like the COB curved screen and virtual studio setting industry benchmarks [3] - The brand value is estimated at 16.6 billion CNY, and the company has been recognized as a top management company by Deloitte for four consecutive years [4] - The company has established a "patent + talent + demand" R&D model, collaborating with universities to quickly convert customer needs into innovative products [4] Group 3: Future Development Plans - In 2026, the company will focus on three core areas: deepening technology implementation, capturing incremental markets, and optimizing global layout [5] - The company aims to accelerate the application of AI + display scenarios in commercial and cultural tourism sectors [5] Group 4: Competitive Advantages - The company maintains a leading position in technology through continuous innovation and product performance enhancement [11] - A robust service system has been established, providing comprehensive support from consultation to maintenance [12] - The company has built a cost advantage by optimizing production processes and supply chain management [12] - A global sales network with over 6,000 partners covers more than 140 countries, enhancing market penetration [12] - The organizational culture emphasizes collaboration and efficiency, fostering a cohesive work environment [12]

据中国光学光电子行业协会液晶分会预测，2025年，中国新型显示产业的产值规模将接近8000亿元，同 比增速在5%左右，全球市场占比近54%。 （文章来源：上海证券报） 人民财讯12月31日电，车载前挡玻璃实时显示导航和商铺信息；客厅墙面随语音指令瞬间切换为高清巨 幕；会议室桌面可直接"生长"出三维立体模型……2025年，显示技术不断突破传统屏幕的物理形态，深 度融合各类介质，成为无处不在的智慧界面。同时，国内新型显示产业通过融合柔性电子、全息成像等 前沿技术，持续推动产业升级，不仅深刻改变人机交互模式，也为开拓万亿级市场注入新动能。 "十五五"规划建议为产业发展明确了核心方向："加强原始创新和关键核心技术攻关""坚持智能化、绿 色化、融合化方向""构建以先进制造业为骨干的现代化产业体系"。对于新型显示产业而言，如何在上 述方向中锚定坐标，并实现从技术"领先"到生态"引领"的跨越，是必须面对和思考的关键命题。 ...

Core Insights - The new display industry in China is projected to reach a production value of 740 billion yuan in 2024, with a year-on-year growth of 12%, and a global market share exceeding 49% [2] - By 2025, the industry is expected to approach 800 billion yuan in production value, with a global market share nearing 54% [2] - The industry has transitioned from a "point model" to a "chain model," establishing a new ecosystem characterized by interconnectedness and synergy [2] Industry Development - The Chinese new display industry has moved from catching up to being a global leader, dominating 55% of the panel market and 43% of the materials market [2] - The industry has formed clusters in regions such as the Yangtze River Delta and the Pearl River Delta, with Anhui province achieving a full industry chain layout [3] - OLED technology is expanding from mobile devices to larger screens, with significant cost reductions anticipated for higher generation production lines [3] Technological Advancements - The global market for silicon-based OLED displays is expected to grow at a compound annual growth rate of 94.11%, from 1.27 billion yuan in 2024 to 67.93 billion yuan by 2030 [4] - The integration of AI and display technology is creating new application scenarios, enhancing human-computer interaction through intelligent interfaces [6] - Companies are developing innovative "AI-native" display solutions, such as flexible AMOLED displays with advanced features [6] Strategic Pathways - The industry is encouraged to strengthen top-level design and coordination, focusing on high-quality development while maintaining LCD production advantages [7] - There is a need for breakthroughs in common key technologies and the establishment of a multi-level innovation system from research to industrialization [7] - Enhancing supply chain autonomy and optimizing intellectual property strategies are essential for high-quality development [7]

Core Insights - The article discusses the rapid advancements in display technology, predicting a future where displays are integrated into various environments and applications, significantly transforming human-computer interaction and creating new market opportunities [1][2]. Industry Overview - China's new display industry has evolved from catching up to leading in certain areas, now holding over 49% of the global market share and 55% of the panel market share, with a projected industry value of 740 billion yuan in 2024, a 12% increase year-on-year [2]. - The industry is transitioning from a "point model" to a "chain model," establishing a new ecosystem that promotes synergy across the supply chain [2]. Technological Advancements - OLED technology is pushing the boundaries of display capabilities, expanding from mobile devices to larger screens, with significant cost reductions expected in production [4]. - The micro-display technology is anticipated to drive a new wave of industry transformation, particularly in the XR device market, with a projected annual growth rate of 94.11% for silicon-based OLED displays from 2024 to 2030 [4][5]. Strategic Directions - The "14th Five-Year Plan" emphasizes original innovation, key technology breakthroughs, and the establishment of a modern industrial system centered on advanced manufacturing [1]. - Four strategic paths for the new display industry include enhancing top-level design, breaking through common key technologies, strengthening supply chain collaboration, and optimizing intellectual property strategies [8]. Market Dynamics - The display industry is forming clusters in regions like the Yangtze River Delta and the Pearl River Delta, with provinces like Anhui achieving significant revenue and production capacity [3]. - The integration of AI with display technology is expected to create new interactive applications, enhancing user experience and driving the evolution of human-computer interaction [7].

Core Insights - The Tianma Microelectronics Global Innovation Conference (TIC 2025) was held in Wuhan, focusing on the future of display technology and showcasing Tianma's technological strengths [1] - Tianma aims to transition from being a leader in small to medium-sized displays to becoming a global leader in the display ecosystem [3][14] Display Technology Innovations - Tianma unveiled 11 cutting-edge display technologies across OLED, automotive displays, IT displays, and Micro-LED, marking a new era of AI-integrated and boundary-less display technology [3] - The "Tianxuan" brand's panoramic immersive screen features a 49.6-inch, 8K, 1.25-meter integrated curved design, enhancing the driving experience by merging the screen with the windshield [4] - The IRIS HUD panoramic display projects driving information onto the windshield with a brightness of 12,000 nits and a power consumption reduction of 40%, making it accessible beyond high-end models [6] - The L-shaped curved central control screen and the flexible rollable screen demonstrate innovative designs that enhance user interaction and aesthetic integration with vehicle interiors [8][10] Connectivity and Future Directions - Tianma introduced a full-domain pure electric scanning intelligent flat antenna designed for high-speed data transmission, supporting the need for constant connectivity in vehicles [12] - The conference highlighted Tianma's commitment to defining product forms and leading scenario innovation in the display industry, marking a new phase for China's display sector [14]