11月27日，据韩媒"fnnews"消息，LG Display已开始为其位于韩国京畿道坡州市的OLED工厂 AP4生产线订购设备。据悉，DMS、ICD和TopRun AP Solution等公司目前已收到相关设备的订 单。 报道称，LG Display正在大力推进AP4生产线的扩建，这条6代OLED面板产线主要采用的玻璃基 板尺寸为1500mm * 1850mm。此前，LG Display已于2023年底完成扩建投资，将AP4工厂的 第6代基板月产能从3万片提升至4.5万片。时隔两年，LG Display再次启动OLED生产线投资，计 划通过此次设备采购新增1.5万片产能，目标是在明年下半年将该产线月产量提升至6万片。 据悉，为支持此次产能扩张，LG Display已于今年6月在董事会批准了一项规模达1.26万亿韩元的 投资计划。 有业内人士表示："随着LG Display向美国苹果公司供应的OLED产品数量增加，相关领域投资也 呈现出重启的态势。随着LG Display为其扩建后的OLED工厂引进新设备，其设备供应商也对通过 供应合同提升业绩充满期待。" 报道称，继DMS、ICD和Toprun AP Sol ...

Black Friday is officially here, and with it, some of the year's best discounts on tech products, including TVs. I've been reviewing displays for more than a decade, and this year's Black Friday TV deals are especially strong across OLED, QLED, and LED models — including several at or near their lowest prices ever.One of my favorite TV deals so far is for the Samsung S90F, which is down to $1,398 for the 65-inch model. The S90F is my pick for the best TV overall, delivering excellent contrast and color perf ...

东山精密所属申万行业为：电子-元件-印制电路板。所属概念板块包括：MLED、OLED、汽车轻量 化、光通信、充电桩等。 11月28日，东山精密盘中上涨2.01%，截至11:07，报75.06元/股，成交15.81亿元，换手率1.55%，总市 值1374.80亿元。 资金流向方面，主力资金净流入2919.47万元，特大单买入2.59亿元，占比16.40%，卖出2.92亿元，占比 18.45%；大单买入4.93亿元，占比31.19%，卖出4.31亿元，占比27.30%。 东山精密今年以来股价涨157.67%，近5个交易日涨15.96%，近20日涨9.58%，近60日涨23.17%。 今年以来东山精密已经9次登上龙虎榜，最近一次登上龙虎榜为11月6日，当日龙虎榜净买入3.73亿元； 买入总计15.19亿元 ，占总成交额比19.97%；卖出总计11.46亿元 ，占总成交额比15.07%。 资料显示，苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼，成立日期1998年10月28日，上市日期2010年4月9日，公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔 ...

Core Viewpoint - Jinlong Electromechanical has shown a significant increase in stock price and positive financial performance, indicating potential growth opportunities in the electronic components sector [1][2]. Financial Performance - As of November 28, Jinlong Electromechanical's stock price rose by 20.62% year-to-date, with a recent increase of 9.02% over the last five trading days [1]. - For the period from January to September 2025, the company achieved a revenue of 1.212 billion yuan, representing a year-on-year growth of 14.32%, while the net profit attributable to shareholders was 29.6625 million yuan, up 149.28% year-on-year [2]. Stock Market Activity - The company experienced a net inflow of main funds amounting to 3.4233 million yuan, with significant buying activity from large orders [1]. - Jinlong Electromechanical has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 68.7741 million yuan on May 8 [1]. Business Overview - Jinlong Electromechanical, established on November 11, 1993, specializes in the R&D, production, and sales of motors, silicone plastic structural components, and touch display products [2]. - The company's revenue composition includes structural components (48.45%), touch display modules (39.14%), motors (10.31%), and electronic atomizers and related accessories (1.16%) [2]. Shareholder Information - As of September 30, the number of shareholders decreased to 41,600, while the average circulating shares per person increased by 10.03% [2]. Dividend Information - Since its A-share listing, Jinlong Electromechanical has distributed a total of 311 million yuan in dividends, with no dividends paid in the last three years [3].

Core Viewpoint - Tongcheng New Materials has shown a mixed performance in stock price and financial results, with a notable increase in revenue and profit year-on-year, while facing recent stock price declines [1][2]. Financial Performance - As of September 30, 2025, Tongcheng New Materials achieved a revenue of 2.523 billion yuan, representing a year-on-year growth of 4.06% [2]. - The net profit attributable to shareholders for the same period was 494 million yuan, reflecting a year-on-year increase of 12.65% [2]. - Cumulatively, the company has distributed 1.493 billion yuan in dividends since its A-share listing, with 847 million yuan distributed over the past three years [3]. Stock Market Activity - On November 28, the stock price of Tongcheng New Materials rose by 2.28%, reaching 40.36 yuan per share, with a trading volume of 300 million yuan and a turnover rate of 1.25% [1]. - The total market capitalization of the company is approximately 24.867 billion yuan [1]. - Year-to-date, the stock price has increased by 17.08%, but it has seen a decline of 5.85% over the last five trading days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 60,200, a rise of 27.61% from the previous period [2]. - The average number of circulating shares per shareholder is 9,914, which is a decrease of 21.42% [2]. - Notable institutional shareholders include Penghua Zhongzheng Fine Chemical Industry Theme ETF and Guotai Zhongzheng Semiconductor Materials Equipment Theme ETF, with new entries and changes in holdings among the top ten circulating shareholders [3]. Business Overview - Tongcheng New Materials specializes in the research, production, sales, and trade of fine chemical materials, with its main revenue sources being rubber additives (70.06%), electronic materials (26.69%), and fully biodegradable materials (3.25%) [1]. - The company is classified under the basic chemical industry, specifically in rubber additives, and is involved in sectors such as photolithography, semiconductors, and OLEDs [1].

11月28日，星星科技盘中上涨2.05%，截至09:40，报4.49元/股，成交5059.00万元，换手率0.51%，总市 值101.85亿元。 资金流向方面，主力资金净流出359.49万元，特大单买入102.87万元，占比2.03%，卖出0.00元，占比 0.00%；大单买入522.95万元，占比10.34%，卖出985.31万元，占比19.48%。 星星科技今年以来股价涨2.51%，近5个交易日涨6.40%，近20日涨6.40%，近60日跌4.47%。 资料显示，江西星星科技股份有限公司位于浙江省台州市台州湾新区三甲街道甲南大道3505号，成立日 期2003年9月25日，上市日期2011年8月19日，公司主营业务涉及手机、平板电脑等产品视窗防护屏、触 控显示模组的研发和制造;智能消费电子高精密结构件的研发、制造和销售。主营业务收入构成为：电 动自行车29.12%，电动摩托车18.53%，结构件类12.93%，电动车配件12.90%，触控显示类12.86%，视 窗防护屏类12.66%，其他1.00%。 星星科技所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：低价、小盘、 OLED、特 ...

Core Viewpoint - Jinlong Electromechanical has shown a significant increase in stock price and financial performance, indicating potential growth opportunities in the electronic components sector [1][2]. Financial Performance - As of September 30, Jinlong Electromechanical achieved a revenue of 1.212 billion yuan, representing a year-on-year growth of 14.32% [2]. - The net profit attributable to the parent company for the same period was 29.6625 million yuan, marking a substantial increase of 149.28% year-on-year [2]. - The company's stock price has increased by 19.96% year-to-date, with a recent 5-day increase of 2.85% and a 20-day increase of 5.66% [1]. Stock Market Activity - The stock price of Jinlong Electromechanical rose by 2.46% to 5.41 yuan per share, with a trading volume of 29.6333 million yuan and a turnover rate of 0.69% [1]. - The company has seen a net inflow of main funds amounting to 84,900 yuan, with large orders accounting for 2.33% of total purchases [1]. - Jinlong Electromechanical has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 68.7741 million yuan on May 8 [1]. Company Overview - Jinlong Electromechanical, established on November 11, 1993, and listed on December 25, 2009, is located in Dongguan, Guangdong Province [1]. - The company's main business includes the research, production, and sales of motors, silicone plastic structural components, and touch display products [1]. - The revenue composition of the company is as follows: structural components 48.45%, touch display modules 39.14%, motors 10.31%, electronic atomizers and related accessories 1.16%, and others 0.95% [1]. Shareholder Information - As of September 30, the number of shareholders for Jinlong Electromechanical was 41,600, a decrease of 9.11% from the previous period [2]. - The average circulating shares per person increased by 10.03% to 19,327 shares [2]. Dividend Information - Since its A-share listing, Jinlong Electromechanical has distributed a total of 311 million yuan in dividends, with no dividends paid in the last three years [3].

星星科技所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：小盘、低价、 特斯拉、OLED、新能源车等。 截至9月30日，星星科技股东户数9.38万，较上期减少8.27%；人均流通股23904股，较上期增加 48.82%。2025年1月-9月，星星科技实现营业收入12.13亿元，同比增长41.32%；归母净利润-566.02万 元，同比增长95.57%。 星星科技今年以来股价跌0.23%，近5个交易日涨2.10%，近20日涨3.31%，近60日跌6.02%。 责任编辑：小浪快报 资料显示，江西星星科技股份有限公司位于浙江省台州市台州湾新区三甲街道甲南大道3505号，成立日 期2003年9月25日，上市日期2011年8月19日，公司主营业务涉及手机、平板电脑等产品视窗防护屏、触 控显示模组的研发和制造;智能消费电子高精密结构件的研发、制造和销售。主营业务收入构成为：电 动自行车29.12%，电动摩托车18.53%，结构件类12.93%，电动车配件12.90%，触控显示类12.86%，视 窗防护屏类12.66%，其他1.00%。 11月25日，星星科技盘中上涨2.10%，截至13:23，报4. ...

11月25日，晶瑞电材盘中上涨2.03%，截至10:45，报16.06元/股，成交7.72亿元，换手率4.58%，总市值 172.32亿元。 责任编辑：小浪快报 截至9月30日，晶瑞电材股东户数11.14万，较上期增加19.81%；人均流通股9585股，较上期减少 10.67%。2025年1月-9月，晶瑞电材实现营业收入11.87亿元，同比增长11.92%；归母净利润1.28亿元， 同比增长19202.65%。 分红方面，晶瑞电材A股上市后累计派现2.48亿元。近三年，累计派现1.17亿元。 机构持仓方面，截止2025年9月30日，晶瑞电材十大流通股东中，国泰中证半导体材料设备主题ETF （159516）位居第五大流通股东，持股880.61万股，相比上期增加493.62万股。南方中证1000ETF （512100）位居第七大流通股东，持股775.54万股，相比上期减少6.78万股。华夏中证1000ETF （159845）位居第九大流通股东，持股460.64万股，相比上期减少6300.00股。香港中央结算有限公司退 出十大流通股东之列。 晶瑞电材今年以来股价涨72.60%，近5个交易日涨5.24%，近20日跌1 ...

11月21日，韩国媒体The Elec发布消息称，根据20家韩国显示设备企业公布的第三季度财报，与 去年相比，有7家公司实现扭亏为盈，亏损公司数量从去年的9家减少至2家这一转变不仅得益于企 业自身的成本控制与业务拓展，更与中国面板厂商在8.6代OLED产线上的大规模投资密切相关。 与去年同期相比，今年实现营业利润增长的企业有：Sunic Systems、Device、DONG A ELTEK、TOPTEC、Youngwoo DSP、KC、SFA。这7家企业的营业利润增长主要源于销售额的 大幅增长。 其中，增幅最大的公司为Device（638%）、Sunic System（587%），这两家企业第三度的营 收从侧面反映了中国面板企业的投资情况。 Sunic System去年第三季度曾录得16亿韩元的亏损，而今年第三季度则成功实现195亿韩元的盈 利，实现扭亏为盈，主要得益于公司向京东方8.6代OLED生产线（B16）首阶段提供的沉积设备 合同正式生效。 京东方去年3月在四川成都启动了第8.6代OLED B16生产线的建设，投资额达630亿元人民币。 该生产线以玻璃基板为原料，月产能为3.2万片。目前，一期工程（ ...