21智讯1月14日电，天禄科技在投资者关系活动中表示，自2025年12月以来，受体育赛事备货等因素影 响，品牌厂采购积极，推动TV面板出货量上升，在厂商普遍采取"按需生产"策略背景下，TV面板价格 有望上涨。MNT面板方面，部分品牌客户释放补库存需求，叠加TV及其他产品对产能的挤压以及海外 产能收缩，导致部分尺寸产品出现结构性供给紧张，价格环比上涨。整体面板稼动率在需求前移和备货 拉动下，预计将延续2025年12月的高水准。 ...

资金流向方面，主力资金净流出573.76万元，特大单买入122.70万元，占比2.52%，卖出560.15万元，占 比11.51%；大单买入912.51万元，占比18.74%，卖出1048.82万元，占比21.54%。 1月14日，三利谱盘中上涨2.10%，截至11:08，报24.85元/股，成交4868.08万元，换手率1.33%，总市值 43.21亿元。 分红方面，三利谱A股上市后累计派现1.74亿元。近三年，累计派现6514.08万元。 机构持仓方面，截止2025年9月30日，三利谱十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股535.73万股，相比上期增加164.77万股。 责任编辑：小浪快报 三利谱今年以来股价涨3.80%，近5个交易日涨0.32%，近20日涨6.84%，近60日涨6.97%。 资料显示，深圳市三利谱光电科技股份有限公司位于广东省深圳市光明新区公明办事处楼村社区第二工 业区同富一路5号第1-9栋，成立日期2007年4月16日，上市日期2017年5月25日，公司主营业务涉及偏光 片产品的研发、生产和销售。主营业务收入构成为：TFT96.69%，黑白2.63%，其他0.6 ...

1月14日，长信科技盘中上涨2.05%，截至10:11，报6.47元/股，成交1.63亿元，换手率1.02%，总市值 161.60亿元。 资金流向方面，主力资金净流入1583.64万元，特大单买入1737.94万元，占比10.63%，卖出528.92万 元，占比3.24%；大单买入3584.81万元，占比21.93%，卖出3210.19万元，占比19.64%。 长信科技今年以来股价涨6.77%，近5个交易日涨5.37%，近20日涨8.74%，近60日涨5.20%。 资料显示，芜湖长信科技股份有限公司位于中国(安徽)自由贸易试验区芜湖片区汽经二路以东，成立日 期2006年1月19日，上市日期2010年5月26日，公司主营业务涉及车载电子、超薄液晶显示面板、柔性玻 璃盖板(UTG)、消费电子等业务。主营业务收入构成为：触控显示器件材料100.00%。 长信科技所属申万行业为：电子-光学光电子-面板。所属概念板块包括：AI手机、低价、智能穿戴、大 数据、车联网（车路云）等。 截至12月19日，长信科技股东户数12.06万，较上期减少0.91%；人均流通股20614股，较上期增加 0.92%。2025年1月-9月，长 ...

资金流向方面，主力资金净流入133.29万元，特大单买入4129.99万元，占比7.10%，卖出4357.20万元， 占比7.49%；大单买入9546.04万元，占比16.42%，卖出9185.54万元，占比15.80%。 截至12月31日，华映科技股东户数24.30万，较上期减少4.13%；人均流通股11369股，较上期增加 4.31%。2025年1月-9月，华映科技实现营业收入10.39亿元，同比减少21.03%；归母净利润-7.22亿元， 同比增长14.94%。 分红方面，华映科技A股上市后累计派现15.92亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，华映科技十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股1596.40万股，相比上期减少531.33万股。 责任编辑：小浪快报 华映科技今年以来股价涨7.79%，近5个交易日涨6.26%，近20日涨1.74%，近60日涨10.04%。 资料显示，华映科技(集团)股份有限公司位于福建省福州市马尾区儒江西路6号，成立日期1995年5月25 日，上市日期1993年11月26日，公司主营业务涉及从事LCD显示面板、液晶 ...

Group 1 - The core viewpoint of the news is that Visionox has shown a slight increase in stock price and trading activity, with a current market capitalization of 12.697 billion yuan [1] - As of January 12, Visionox's stock price rose by 2.02% to 9.09 yuan per share, with a trading volume of 177 million yuan and a turnover rate of 1.41% [1] - The company has experienced a year-to-date stock price increase of 5.45%, with a 3.89% increase over the last five trading days and a 4.48% increase over the last twenty days [1] Group 2 - Visionox reported a total revenue of 6.051 billion yuan for the period from January to September 2025, reflecting a year-on-year growth of 3.50% [2] - The company recorded a net profit attributable to shareholders of -1.623 billion yuan for the same period, which is a year-on-year increase of 9.67% [2] - As of December 31, the number of shareholders decreased by 2.54% to 66,800, while the average circulating shares per person increased by 2.60% to 20,876 shares [2] Group 3 - Visionox has cumulatively distributed 53.2384 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 11.0486 million shares, an increase of 2.8175 million shares from the previous period [3]

1月12日，深华发A盘中上涨2.02%，截至10:14，报15.12元/股，成交5169.12万元，换手率1.91%，总市 值42.81亿元。 深华发A所属申万行业为：电子-光学光电子-面板。所属概念板块包括：小盘等。 截至9月30日，深华发A股东户数2.84万，较上期减少0.07%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，深华发A实现营业收入6.83亿元，同比增长12.65%；归母净利润2126.69万元，同比增长 49.31%。 分红方面，深华发AA股上市后累计派现1.03亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流入104.17万元，大单买入716.88万元，占比13.87%，卖出612.70万元，占 比11.85%。 深华发A今年以来股价涨9.01%，近5个交易日涨6.78%，近20日跌6.03%，近60日涨5.88%。 资料显示，深圳中恒华发股份有限公司位于广东省深圳市福田区华发北路411栋华发大厦东座六楼，成 立日期1981年12月8日，上市日期1992年4月28日，公司主营业务涉及物业经营、液晶显示器整机组装业 务、注塑件业务、泡沫件业务等。主营业务收入构 ...

Core Viewpoint - The revenue performance of major Taiwanese panel manufacturers in December 2025 shows strong growth for large-size panels, while small and medium-sized manufacturers exhibit mixed results [1][2]. Group 1: Revenue Performance - AUO's December revenue reached NT$ 55.59 billion (approximately RMB 5.559 billion), with a month-on-month increase of 4.8%, marking a nine-month high [2]. - Innolux reported December revenue of NT$ 47.31 billion (approximately RMB 4.731 billion), a significant month-on-month increase of 25.18% and a year-on-year increase of 19.22%, achieving a 45-month high [2]. - Han's Semiconductor's revenue in December was NT$ 2.07 billion (approximately RMB 0.207 billion), showing a year-on-year decrease of 4.09% [1]. - Lianji Technology's December revenue was NT$ 1.56 billion (approximately RMB 0.156 billion), down 10.62% year-on-year [1]. - Ralco Technology's December revenue was NT$ 0.36 billion (approximately RMB 0.036 billion), with a year-on-year decrease of 17.22% but an impressive annual cumulative revenue growth of 55.13% [1][2]. - Hualing's December revenue was NT$ 0.40 billion (approximately RMB 0.04 billion), with a month-on-month increase of 6.29% [1]. Group 2: Business Developments - In December, AUO showcased smart medical solutions at the Taiwan Medical Technology Exhibition, with a compound annual growth rate of 20% in its smart medical business over the past five years, expecting to maintain double-digit growth [3]. - On December 2, Innolux completed the acquisition of Pioneer, aiming to leverage its advantages in audio, HMI, and software platforms to create a comprehensive smart cockpit system [4]. - Innolux announced the termination of its collaboration with Japan Display (JDI) due to the inability to reach a commercialization agreement [4]. - Han's Semiconductor announced the closure of its Nanke plant, focusing on reallocating resources to areas with lower capital expenditure needs and higher profit margins [4]. Group 3: Market Outlook - Looking ahead to January 2026, the market is expected to see a rise in television panel prices, supported by strong procurement momentum from TV brands and pre-holiday stockpiling, while notebook panel demand is anticipated to weaken, impacting related companies' revenues [5][8].

每经AI快讯，1月9日，面板板块短线上扬，深天马A涨停，京东方A、GQY视讯、汇创达、TCL科技、 凯盛科技、宸展光电跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - TCL Technology has shown a positive stock performance with a year-to-date increase of 4.41% and a market capitalization of approximately 98.6 billion yuan as of January 9 [1]. Financial Performance - For the period from January to September 2025, TCL Technology achieved a revenue of 135.943 billion yuan, representing a year-on-year growth of 10.50% [2]. - The net profit attributable to shareholders for the same period was 3.047 billion yuan, marking a significant year-on-year increase of 99.75% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for TCL Technology was 671,100, a decrease of 2.22% from the previous period [2]. - The average number of circulating shares per shareholder increased by 2.27% to 26,965 shares [2]. Dividend Distribution - Since its A-share listing, TCL Technology has distributed a total of 14.683 billion yuan in dividends, with 2.491 billion yuan distributed over the last three years [3]. Major Shareholders - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 945 million shares, an increase of 91.023 million shares from the previous period [3]. - China Securities Finance Corporation is the fifth largest shareholder, maintaining its holding of 411 million shares [3]. - Huatai-PB CSI 300 ETF and other ETFs have also increased their holdings, indicating growing institutional interest [3].

1月9日，京东方A盘中上涨2.07%，截至09:47，报4.44元/股，成交7.09亿元，换手率0.44%，总市值 1661.18亿元。 截至9月30日，京东方A股东户数104.59万，较上期减少4.36%；人均流通股36118股，较上期增加 4.60%。2025年1月-9月，京东方A实现营业收入1545.48亿元，同比增长7.53%；归母净利润46.01亿元， 同比增长39.03%。 分红方面，京东方AA股上市后累计派现220.88亿元。近三年，累计派现52.97亿元。 机构持仓方面，截止2025年9月30日，京东方A十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股27.05亿股，相比上期增加6.58亿股。华泰柏瑞沪深300ETF（510300）位居第六大流通股 东，持股6.26亿股，相比上期减少2763.99万股。易方达沪深300ETF（510310）位居第八大流通股东， 持股4.52亿股，相比上期减少1442.91万股。华夏沪深300ETF（510330）位居第十大流通股东，持股 3.37亿股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入1163.80万元，特大单买入80 ...