事件: 2025 年12 月26 日，公司发布投资者交流记录表示：公司针对MLED领域，推出了MLED 核心检测装 备，助力生产和应用端；推出了MLED核心集成电路等产品，显著提升LED 显示屏显示效果。 投资要点: 深度布局MLED 领域，拥有核心检测装备和核心集成电路产品 公司LED 显控现有包括COEX 系列、4K 带载、130 万带载等在内的多款显示控制产品，其中COEX 系 列产品覆盖了从1080P 到超8K 显示的所有LED 控制系统方案；针对MLED 领域推出了MLED 核心检测 装备、MLED 核心集成电路等产品；在检测装备方面，公司已推出MLEDDemura 系统、MLED 点亮测 试机、MLED 墨色分档机和MLED 全自动返修机等产品，在生产端能够提升MLED 显示面板的良率和 生产效率，助推MLED 显示屏标准化、规模化制造，在应用端能够产生更好的显示效果；在集成电路 方面，公司已推出MLED ASIC 专用控制芯片、高速接口芯片和PWM+PAM 混合驱动芯片，能够显著提 升LED 显示屏显示效果，未来，伴随着MLED 商业化的加速应用与技术的升级发展，公司MLED 相关 产品也将得到 ...

截至发稿，诺瓦星云市值为144亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 每经AI快讯，诺瓦星云（SZ 301589，收盘价：156元）发布公告称，2025年12月26日，诺瓦星云接受远 东宏信等投资者调研，公司财务总监、董事会秘书张争参与接待，并回答了投资者提出的问题。 2024年1至12月份，诺瓦星云的营业收入构成为：视频图像显示控制行业占比100.0%。 （记者 曾健辉） ...

截至发稿，诺瓦星云市值为143亿元。 每经AI快讯，诺瓦星云（SZ 301589，收盘价：154.93元）12月15日晚间发布公告称，公司第三届第九 次董事会会议于2025年12月15日以现场的方式召开。会议审议了《关于召开公司2025年第五次临时股东 会的议案》等文件。 2024年1至12月份，诺瓦星云的营业收入构成为：视频图像显示控制行业占比100.0%。 每经头条（nbdtoutiao）——"一针两千，童颜针年销3亿元"背后：多家关联方注册地"查无此人"，股民 追问"钱呢"！钱氏姐弟几乎"掏空"江苏吴中，公司即将退市 （记者 王晓波） ...

Company Overview - Nova Star Cloud (SZ 301589) announced its third board meeting on November 28, 2025, where it reviewed the proposal to amend the "Fundraising Management System" [1] - As of the report, Nova Star Cloud's market capitalization is 14.6 billion yuan [1] Industry Insights - For the year 2024, the revenue composition of Nova Star Cloud is entirely from the video image display control industry, accounting for 100.0% [1]

Group 1 - The company announced a provision for asset impairment totaling -3.4471 million yuan for the period of September to October 2025, which will increase the total profit for that period by 3.4471 million yuan [1] - The company's revenue for the year 2024 is entirely derived from the video image display control industry, accounting for 100.0% of its total revenue [2] - As of the latest report, the company's market capitalization stands at 8.7 billion yuan [3]

Group 1 - Nova Star Cloud announced a share buyback plan, repurchasing approximately 58,800 shares, which accounts for 0.06% of the total share capital, with a total transaction amount of about 9.91 million yuan [1] - The highest transaction price during the buyback was 170.99 yuan per share, while the lowest was 166.25 yuan per share [1] - As of the announcement, Nova Star Cloud's market capitalization is 15.9 billion yuan [1] Group 2 - For the year 2024, Nova Star Cloud's revenue composition is entirely from the video image display control industry, accounting for 100% [1]

Group 1 - Nova Star Cloud (SZ 301589) announced the convening of its third board meeting on October 28, 2025, to review the proposal for the company's Q3 2025 report [1] - For the year 2024, the company's revenue composition is entirely from the video image display control industry, accounting for 100.0% [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation into a "slow bull" new pattern [1]

Core Insights - On October 10, Calet experienced a decline of 3.42% with a trading volume of 191 million yuan, indicating a negative market sentiment towards the company [1] - The financing data shows that on the same day, Calet had a net financing outflow of 10.98 million yuan, suggesting reduced investor confidence [1] - As of October 10, the total margin balance for Calet was 199 million yuan, which is 5.40% of its circulating market value, indicating a high level of margin activity [1] Company Overview - Calet Cloud Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on January 6, 2012, with its listing date on December 1, 2022 [2] - The company's main business includes the research, production, and sales of specialized display control products in the video image field, with revenue contributions from video processing equipment (44.23%), receiving cards (34.71%), cloud network players (8.24%), and other components [2] - As of June 30, the number of shareholders for Calet was 7,706, a decrease of 3.67% from the previous period, while the average circulating shares per person increased by 3.82% to 6,399 shares [2] Financial Performance - For the first half of 2025, Calet achieved an operating income of 273 million yuan, representing a year-on-year growth of 4.20%, while the net profit attributable to shareholders decreased by 36.93% to 8.08 million yuan [2] - Since its A-share listing, Calet has distributed a total of 106 million yuan in dividends [3]

Group 1 - The company, Kaleite, announced the convening of its 12th meeting of the second board of directors on September 19, 2025, to discuss the stock option incentive plan for 2025 [1] - For the year 2024, the company's revenue composition is entirely from the video image display control industry, accounting for 100.0% [1] - As of the report date, Kaleite has a market capitalization of 6.8 billion yuan [1]

Group 1 - Nova Star Cloud (SZ 301589) announced that on September 12, 2025, it will accept investor research from GF Fund and others, with participation from Chairman and General Manager Yuan Shengchun and CFO Zhang Zheng [1] - For the year 2024, Nova Star Cloud's revenue composition is 100.0% from the video image display control industry [1] - As of the report date, Nova Star Cloud has a market capitalization of 16.4 billion yuan [1]