Core Viewpoint - The expansion of the optical industry in Guangzhou, particularly in the AR/VR and eye health product sectors, signifies a strategic move by Zeiss to establish a second growth curve, with total investment exceeding 400 million yuan [1] Group 1: Industry Growth and Investment - The optical industry in Guangzhou is undergoing significant expansion, with a total investment of over 400 million yuan in the third phase of the Zeiss optical industrial project [1] - The ultra-high-definition video and new display technology industry in Guangdong has surpassed 900 billion yuan in revenue, positioning it to become the province's tenth trillion-yuan industrial cluster [1][4] - Guangdong has successfully fostered two trillion-yuan industrial clusters in the automotive and new energy sectors over the past two years, indicating a robust industrial growth trajectory [1] Group 2: Technological Advancements - The recent 15th National Games showcased advanced display technologies, including a 2500 square meter holographic transparent screen, highlighting Guangdong's strength in ultra-high-definition video and new display industries [1][2] - The introduction of a 2mm thick 3D floating screen at the Shenzhen Bay Sports Center exemplifies China's leading position in display technology innovation [2] - The establishment of TCL's 8.6 generation printed OLED production line represents a significant breakthrough in the display industry, aiming to lead the market with advanced technology [3] Group 3: Ecosystem and Collaboration - The integration of technology and industry innovation in Guangdong is creating a "chain reaction" that accelerates the emergence of new industries, supported by financial and talent resources [1][6] - The collaboration between traditional and emerging industries in Guangdong enhances the efficiency of innovation and market responsiveness, as seen in the rapid growth of companies like Thunderbird Innovation Technology [6][7] - The establishment of national innovation centers in Guangzhou for printing and flexible display technologies provides critical support for companies in the new display sector [7]

新华财经上海12月24日电（记者魏雨田）2025年，私募机构参与A股定增的热情高涨。据私募排排网统 计数据显示，按定增上市日口径计算，截至12月23日，全年共有52家私募机构积极布局定增市场，投资 覆盖58只A股标的，合计获配金额达59.8亿元，较2024年同期的48.43亿元增长23.48%；以当日收盘价测 算，目前这些定增项目已为私募带来27.24亿元的整体浮盈，浮盈比例高达45.55%。 李春瑜进一步分析称，电子行业作为AI算力、半导体、汽车电子、消费电子等创新领域的核心载体， 既受益于国产替代的持续推进，又在全球市场具备竞争优势。2025年，随着AI与机器人硬件迭代加 速、终端需求逐步回暖，叠加政策端持续扶持，电子行业的盈利能力与成长确定性显著增强。从定增投 向来看，电子企业募资多用于产能扩张、技术研发与产业链整合，这与私募机构长期价值投资理念高度 契合；同时，电子板块估值修复明显、浮盈空间可观，进一步强化了私募的配置意愿。 "2025年A股市场企稳回升与政策红利形成共振，定增项目的折价优势为私募机构提供了天然的安全 垫，叠加多元化的退出渠道，使得定增策略吸引力进一步增强。"排排网集团旗下融智投资FO ...

人民财讯12月24日电，江西省人民政府印发《江西省"人工智能+"行动方案》，其中提出，加大具身智 能、消费电子等领域传感器研发生产，加快智能穿戴、虚拟现实等领域产品创新，支持企业开展光通 信、显示、音视频等模组研发应用。支持有基础的地方加强企业培育和项目招引，承接核心城市外溢标 注业务，争取纳入全国数据标注试点。鼓励标注企业加强智能化处理工具和平台研发，培育壮大数据处 理和数据服务产业。 ...

2025年的A股市场，日交投屡破2万亿元大关，结构性行情不断演绎，科技创新渐成叙事主 线。截至12月24日发稿，上证指数、深证成指、创业板指年内分别上涨17.58%、29.28%、 50.51%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3941.06 | 21.08 | 0.54% | 6025亿 | 17.58% | | 399001 | 深证成指 | 13464.22 | 95.23 | 0.71% | 8674亿 | 29.28% | | 881001 | 万得全A | 6366.43 | 51.06 | 0.81% | 14829亿 | 26.77% | | 000680 | 科创综指 | 1621.88 | 19.30 | 1.20% | 1508亿 | 44.98% | | 399006 | 创业板指 | 3223.21 | 18.20 | 0.57% | 3946 Z | 50.51% | | 899050 | 北证50 | 14 ...

中国质量新闻网讯 日前，福建省电子工业质量管理协会2025年终会员大会成功举办。本次大会 以"质量为先、人工智能"为主题，聚焦电子行业高质量发展与人工智能技术的深度融合，吸引了来自全 省电子行业的众多企业代表、专家学者及政府相关部门领导齐聚一堂，共谋产业发展新篇章。 协会会长、远卓检验认证公司总经理李蓉以《固本拓新，协同赋能》为题，作了一份数据详实、路 径清晰的年度报告。她不仅总结了2025年在行标、团标制定、QC小组星级评价等方面的扎实工作，更 首次系统性提出了构建"质量数字生态"的愿景。2026年，协会将重点推动"NQI（国家质量基础设施） 数字化服务接口"的探索，并计划举办面向智能质检、可靠性AI分析的专业赛道，引领会员单位从"质量 管控"转向"质量智慧运营"。 在授牌与表彰环节，协会与福建省三江技师学院共建的"电子工业人才联合培训基地"正式揭牌，旨 在深化产教融合、推动校企协同育人。此外，冠捷电子科技（福建）有限公司凭借在全国质量大赛中的 卓越表现，荣获"优秀创新实践奖"。大会还举行了新会员授牌仪式，包括福建省测试技术研究院在内的 多家新成员单位加入协会，进一步壮大了行业力量。 大会在兼具产教融合典范 ...

Wind统计显示，12月23日，申万31个一级行业中有18个行业获融资净买入，其中，电子行业获融资净 买入额居首，当日净买入27.65亿元；获融资净买入居前的行业还有电力设备、机械设备、通信、有色 金属、化工、医药生物等。 个股方面，12月23日，有1975只个股获融资净买入，净买入金额在3000万元以上的有171股。其中，13 股获融资净买入额超2亿元。寒武纪-U获融资净买入额居首，净买入8.79亿元；融资净买入金额居前的 还有英维克、胜宏科技、紫金矿业、新易盛、阳光电源、天赐材料、工业富联、中际旭创等股。 ...

12月22日晚间，南亚新材发布2025年度向特定对象发行A股股票预案，公司计划募集资金总额不超过9 亿元，用于建设"基于AI算力的高阶高频高速覆铜板研发及产业化项目"和补充流动资金，旨在抢抓AI算 力基础设施升级机遇，巩固公司在高端电子材料领域的竞争力。 南亚新材主营覆铜板、粘结片产品。全球服务器及数据存储领域快速增长，带动高阶高频高速覆铜板需 求激增。业绩面上，2024年以来，南亚新材业绩回暖，2025年前三季度盈利1.58亿元，同比增长 180.79%。 长江商报消息 ●长江商报记者 潘瑞冬 南亚新材（688519.SH）拟加码高阶高频高速覆铜板产能。 AI算力红利释放业绩回暖 南亚新材主营业务是覆铜板和粘结片等复合材料及其制品的设计、研发、生产及销售。 2020年，南亚新材上市，上市以来公司业绩表现波动。2020年至2023年，公司的营业收入分别为21.21 亿元、42.07亿元、37.78亿元、29.83亿元，归母净利润分别为1.36亿元、3.99亿元、4497万元、-1.29亿 元。2023年，公司业绩双降，并陷入亏损。 对于2023年业绩亏损，公司表示，受国际形势和宏观经济环境等因素的影响，产品市 ...

Core Viewpoint - The article discusses Nanya Technology's plan to raise up to 900 million yuan through a private placement of A-shares, primarily to fund the development and industrialization of high-end, high-frequency, and high-speed copper-clad laminates based on AI computing power [1]. Group 1: Project Details - The project aims to establish an annual production capacity of 7.2 million high-end high-frequency high-speed copper-clad laminates and 16 million meters of bonding sheets, with a construction period of 24 months, trial production in the third year, and full production by the fifth year [1]. - The project is currently in the process of completing filing and environmental assessment procedures [1]. Group 2: Market Demand and Growth - Copper-clad laminates and printed circuit boards are crucial components in modern electronic information products, used in various sectors including consumer electronics, computers, communications, data centers, automotive electronics, aerospace, and industrial control [1]. - The demand for high-performance copper-clad laminates is expected to grow significantly due to the increasing requirements for signal transmission speed and loss in AI servers, 5G communications, and optical modules, with the AI copper-clad laminate market projected to reach approximately 2.2 billion USD by 2025, a 100% increase year-on-year [1]. Group 3: Company Performance - Nanya Technology's main business includes the design, research and development, production, and sales of copper-clad laminates and bonding sheets, and it is recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise [2]. - For the first three quarters, the company reported revenue of 3.663 billion yuan, a year-on-year increase of 49.87%, and a net profit attributable to shareholders of 158 million yuan, up 180.79% year-on-year [2]. - The company has achieved an 81.22% cumulative capacity utilization rate for its initial project aimed at producing 15 million square meters of high-frequency and high-speed electronic circuit substrates for 5G communications [2].

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Guangzhou Shiyuan Electronic Technology Company Limited 廣州視源電子科技股份有限公司 (the "Company") (A joint stock company incor ...

Group 1 - The company currently supplies automotive PCBs primarily serving electronic drive systems and body electronics [1] - The company is also producing products for millimeter-wave radar and advanced driver assistance systems [1]