证券代码：002983 证券简称：芯瑞达 | |  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（ 现场调研 ） | | | 财通资管 杨佳睿 安信基金 郭陈杰 | | 参与单位名称及人 | | | 员姓名 | 太平养老 高瑜 | | | 广发证券 张云添 | | | （以上排名不分先后） | | 时间 | 2026年2月4日 | | 地点 | 合肥市方兴大道6988号芯瑞达科技园 | | 上市公司 | | | 接待人员姓名 | 董事会秘书兼财务总监：唐先胜 | | 投资者关系活动主 | 问题1、AI+AR眼镜的研发与产业化进度 | | 要内容介绍 | 回答： | | | 公司依托在Mini/Micro-LED 领域的长期研发与工程化沉淀，协同 | | | 中国科学技术大学、合肥工业大学等高校科研力量，联合推进面向 | | | AR-AI显示的 MicroLED 微显示全彩化技术与核心光机攻关。目前相关 | | | 样机验证工作正在有序展开。相关进展，公 ...

2月5日，鹏鼎控股盘中下跌2.07%，截至09:35，报60.46元/股，成交1.86亿元，换手率0.13%，总市值 1401.49亿元。 资金流向方面，主力资金净流出1919.06万元，特大单买入780.88万元，占比4.20%，卖出1790.70万元， 占比9.63%；大单买入3122.09万元，占比16.79%，卖出4031.32万元，占比21.68%。 鹏鼎控股今年以来股价涨19.53%，近5个交易日涨6.63%，近20日涨14.40%，近60日涨26.17%。 今年以来鹏鼎控股已经1次登上龙虎榜，最近一次登上龙虎榜为1月22日，当日龙虎榜净买入3.21亿元； 买入总计7.90亿元 ，占总成交额比24.89%；卖出总计4.68亿元 ，占总成交额比14.77%。 资料显示，鹏鼎控股(深圳)股份有限公司位于广东省深圳市宝安区新安街道海滨社区海秀路2038号鹏鼎 时代大厦A座27层，成立日期1999年4月29日，上市日期2018年9月18日，公司主营业务涉及主要从事各 类印制电路板的设计、研发、制造与销售业务。主营业务收入构成为：通讯用板62.70%，消费电子及 计算机用板31.60%，汽车/服务器用板4. ...

1月29日，探路者盘中上涨2.07%，截至10:59，报14.27元/股，成交2.31亿元，换手率1.87%，总市值 126.10亿元。 探路者所属申万行业为：纺织服饰-服装家纺-运动服装。所属概念板块包括：户外用品（露营）、 MiniLED、模拟芯片、户外露营、芯片概念等。 截至9月30日，探路者股东户数4.11万，较上期减少29.16%；人均流通股21485股，较上期增加41.16%。 2025年1月-9月，探路者实现营业收入9.53亿元，同比减少13.98%；归母净利润3303.70万元，同比减少 67.53%。 分红方面，探路者A股上市后累计派现5.09亿元。近三年，累计派现3041.77万元。 责任编辑：小浪快报 资金流向方面，主力资金净流出1721.20万元，特大单买入1764.07万元，占比7.63%，卖出4582.75万 元，占比19.82%；大单买入7055.22万元，占比30.51%，卖出5957.74万元，占比25.77%。 探路者今年以来股价涨31.76%，近5个交易日涨1.06%，近20日涨33.12%，近60日涨48.18%。 资料显示，探路者控股集团股份有限公司位于北京市昌平区北 ...

1月28日，鹏鼎控股盘中下跌2.00%，截至10:44，报59.28元/股，成交8.97亿元，换手率0.65%，总市值 1374.14亿元。 截至9月30日，鹏鼎控股股东户数7.55万，较上期增加22.75%；人均流通股30570股，较上期减少 18.48%。2025年1月-9月，鹏鼎控股实现营业收入268.55亿元，同比增长14.34%；归母净利润24.08亿 元，同比增长21.95%。 资金流向方面，主力资金净流出5201.24万元，特大单买入6514.98万元，占比7.26%，卖出9030.90万 元，占比10.06%；大单买入2.22亿元，占比24.78%，卖出2.49亿元，占比27.78%。 鹏鼎控股今年以来股价涨17.20%，近5个交易日涨8.77%，近20日涨15.44%，近60日涨13.63%。 今年以来鹏鼎控股已经1次登上龙虎榜，最近一次登上龙虎榜为1月22日，当日龙虎榜净买入3.21亿元； 买入总计7.90亿元 ，占总成交额比24.89%；卖出总计4.68亿元 ，占总成交额比14.77%。 资料显示，鹏鼎控股(深圳)股份有限公司位于广东省深圳市宝安区新安街道海滨社区海秀路2038号鹏鼎 时 ...

Core Viewpoint - The company is leading the establishment of the China Glass Circuit Board Industry Alliance to promote continuous innovation in GCP technology and enhance collaboration across the industry chain, aiming for higher performance, lower costs, and improved yield in large-scale applications [1] Group 1: MiniLED and MicroLED Developments - In the MiniLED product sector, the company has achieved mass production and shipment of glass-based MiniLED backlight display products and is collaborating with leading TV brand clients to develop and mass-produce glass-based MiniLED television products [1] - In the MicroLED field, the company is working with several domestic and overseas clients on product research and development, with glass-based optical module CPO products recently completing batch sample deliveries [1] Group 2: Strategic Collaborations and Innovations - The company is engaging in strategic collaborations in the advanced packaging of computing chips and is continuously advancing the iteration and upgrade of glass stacking technology [1] - The microfluidic biochip products are set to enter the mass production and shipment phase soon [1]

Core Viewpoint - Shanghai Stock Exchange has raised inquiries regarding Woge Optoelectronics' plan to issue stocks to specific targets, focusing on the rationality of its glass-based MiniLED display backlight module investment project and the risks of capacity digestion [1] Group 1: Investment Project Details - The total investment for the project is 2.006 billion yuan, with an expected annual sales revenue of 3.116 billion yuan upon full production, and a post-tax internal rate of return of 14.26% [1] - The company currently has an annual production capacity of 60,000 units, with a capacity utilization rate of approximately 30% [2] Group 2: Expansion Plans and Market Outlook - The fundraising aims to expand production capacity to 6.05 million units per year within two years, which can meet the production needs of 800,000 to 1 million 85-inch televisions, representing only 0.32%-0.40% of the global television shipment volume in 2025 and 5.93%-7.41% of MiniLED television shipments [2] - The global shipment volume of MiniLED is expected to reach 13.5 million units in 2025, driven by a surge in demand for large-sized televisions, indicating a broad industry outlook [2] Group 3: Customer and Order Status - The company has established mass production cooperation with AUO and has terminal coverage with major clients such as Hisense and Xiaomi, with 15 core customers in mass production or verification stages [2] - As of the end of October 2025, the company has orders worth 3.5 million yuan and has developed targeted capacity digestion plans, with each product category's capacity being relatively low compared to the corresponding market share, indicating no significant capacity digestion risks [2]

Group 1 - The company is a direct supplier to Tesla, focusing on robotics, industrial AI, industrial AR/VR, Industry 4.0, and smart manufacturing [2] - The company plans to invest up to 9 billion yuan in cloud computing services, integrating optical chips, cloud computing, big data, artificial intelligence, and smart storage [2] - The company's products have been utilized in major global sporting events such as the Qatar World Cup and the Paris Olympics, emphasizing its involvement in virtual reality, MiniLED, artificial intelligence, and ultra-high-definition video [2]

Core Viewpoint - The stock of Xinruida has achieved a three-day limit-up, indicating strong market interest in the company's advancements in MiniLED, AI glasses, and automotive display sectors [1] Group 1: Stock Performance - Xinruida's stock has been on a three-day limit-up streak, with a trading halt at 9:25 AM today and a transaction volume of 0.79 hundred million yuan, resulting in a turnover rate of 2.36% [1] Group 2: Business Developments - The market is highly focused on the company's technological research and business progress in MiniLED, AI glasses, and automotive display fields [1] - The company is leveraging Mini/Micro-LED technology in collaboration with universities to tackle MicroLED full-color technology [1] - Xinruida is also advancing the core optical and mechanical components for AI+AR glasses, with prototype validation underway [1] - The automotive display business has been identified as a second growth curve, with domestic and international clients already secured for mass shipments [1] Group 3: Market Dynamics - The collaborative layout in related fields is driving sectoral synergy, enhancing the company's market position [1]

Strong Individual Stocks - As of November 27, the Shanghai Composite Index rose by 0.29% to 3875.26 points, while the Shenzhen Component Index fell by 0.25% to 12875.19 points, and the ChiNext Index decreased by 0.44% to 3031.3 points [1] - A total of 63 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Guosheng Technology (603778), Maoye Commercial (600828), and Yue Wanniang (301111) [1] - The top 10 strong stocks with specific data include: - Guosheng Technology: 14 days with 9 limit ups, turnover rate of 9.46%, and a closing price of 6.34 [1] - Maoye Commercial: 3 consecutive limit ups, turnover rate of 0.42%, and a closing price of 4086 [1] - Yue Wanniang: 2 consecutive limit ups, turnover rate of 23.97%, and a closing price of 8.92 [1] Strong Concept Sectors - The top three concept sectors based on A-share performance are Organic Silicon Concept, Sci-Tech Innovation Newly Listed Stocks, and Silicon Energy [2] - The top 10 concept sectors with their respective performance data include: - Organic Silicon Concept: increased by 3.29% [3] - Sci-Tech Innovation Newly Listed Stocks: increased by 2.12% [3] - Silicon Energy: increased by 1.99% [3]

Core Viewpoint - 康冠科技 is experiencing a decline in stock price and trading volume, with a market capitalization of 15.335 billion yuan and a recent drop of 1.76% in share price [1] Group 1: Company Overview - 康冠科技 specializes in the research, production, and sales of smart display products, with a revenue composition of 52.41% from smart TVs, 28.76% from smart interactive display products, 12.95% from innovative display products, and 5.88% from component sales [7] - The company was founded in 1995 and went public on March 18, 2022, with its headquarters located in Shenzhen, Guangdong Province [7] - As of September 30, 2025, 康冠科技 reported a total revenue of 10.78 billion yuan, a year-on-year decrease of 5.37%, and a net profit attributable to shareholders of 503 million yuan, down 9.92% year-on-year [8] Group 2: Market Position and Strategy - 康冠科技 has been actively expanding its own brand business, launching products such as smart beauty mirrors under its brand "福比特 (FPD)" since its establishment in 2007 [2] - The company has been recognized as a "专精特新" (specialized, refined, distinctive, and innovative) small giant enterprise, which signifies its strong innovation capabilities and high market share in niche markets [3] Group 3: Financial and Trading Analysis - The company’s overseas revenue accounts for 86.24%, benefiting from the depreciation of the Chinese yuan [3] - Recent trading data indicates a net outflow of 202.31 million yuan from main funds, with a lack of clear trends in major holdings [4][5] - The average trading cost of the stock is 22.84 yuan, with the current price near a support level of 21.74 yuan, indicating potential volatility [6]