参展商 杨寒琳：我们今年成功实现量产以后，给下游企业也带来了一个补链的支撑。现在中国企业就能够成功生产出高质量OLED显示屏的显示材料。 除了新材料的突破，在展会现场，同样吸引人的，还有形式多样的机器人。 第二十届中国国际中小企业博览会目前正在广州举办。作为我国目前规模最大、规格最高、专门面向和服务中小企业的国际展会，这次来参会的企业可 不一般，很多都是具有创新基因、拥有"独门绝技"的专精特新企业。这些企业到底带来了哪些与众不同的新技术新产品？ 新技术新产品 "小巨人"破瓶颈链未来 0:00 / 2:28 画面中的这款钢材，用手就能轻易弯曲、撕开。虽然厚度只有A4纸的1/6，却能经受住30万次以上的弯折考验。工作人员告诉记者，这款钢材既柔韧又 轻薄，是生产高端电子产品的重要原材料。例如，用于显示屏的掩膜版，就是用这款手撕钢精加工而成的。 画面中的这款人形机器人，可以流畅地书写毛笔字，工作人员告诉记者，因为搭载了自研的多模态感知系统，它具备视觉、听觉等全方位环境交互能 力。 参展商 邱恒：全身有超过40个自由度，同时它有超过十几个"面部表情"，跟人的互动性能是非常好的。 支撑机器人灵巧运作的关键，离不开核心零部 ...

二、半导体 知识星球-材料汇(1000+份报告) ,链接如下: https://t.zsxq.com/WNpPc 或者扫一扫一下二维码 一、报告总目录（标签） 知识星球材料汇文章标签汇总 一、投资 #新材料投资 #投资笔记 8848 #半导体 #半导体材料 #光刻胶 #电子特气 #靶材 #硅片 #湿电子化学品 #CMP #掩膜版 #先进封装 #封装基板 #封装材料 #玻璃通孔TGV #晶圆清洗材料 #凸点 #硅通孔TSV #芯 片黏接材料 #光敏绝缘介质材料 #PSPI #BCB #玻璃基板 #电镀液 #重布线层RDL #环氧塑 封料 #硅微粉 #金刚线 #HBM #封装设备 #底部填充料 #固晶胶 #热界面材料 #陶瓷基板 #半导体设备 #光刻机 #蚀刻机 #薄膜沉积 #离子注入 #DUV #涂胶显影设备 #量测设备 #第三代半导体 #碳化硅 #氦化荡 #第四代半导体 #氧化荡 #光模块 #硅光子 #铜酸锂 #石英制品 #硅上绝缘体 #托盘 #静电卡盘 #碳化硅CVD #半导体零部件 #晶圆制造工艺 41882 三、新能源#新能源 #新能源 #锂电池 #钢离子电池 #硅基负极 #复合集流体 #隔膜 #正极材 ...

Group 1 - The 11th Guangzhou International Investment Conference showcased 19 key projects in Zengcheng District with a total investment of 15.6 billion yuan, expected to generate an annual output value of 52.7 billion yuan upon completion [1] - Zengcheng is focusing on building a "12613" modern industrial system, promoting key industries such as "chip-display-vehicle," new materials, and low-altitude economy to accelerate the rise of a trillion-level industrial cluster [2] Group 2 - Zengcheng has successfully launched projects in semiconductor and new display technologies, including the first domestic 12-inch smart sensor wafer manufacturing breakthrough, and has attracted over 30 upstream and downstream enterprises in the new display sector [3] - The automotive industry in Zengcheng has gathered more than 190 enterprises, aiming to create an automotive and new energy vehicle industry cluster worth over 100 billion yuan [3] Group 3 - The district has established a robust innovation ecosystem, with over 1,000 high-tech enterprises and R&D investments exceeding 12 billion yuan for three consecutive years, maintaining an annual growth rate of over 15% [4] - Zengcheng has built a multi-level innovation platform system, including 4 national-level platforms and 29 provincial-level platforms, enhancing the capacity for innovation support [4] Group 4 - The district is developing a comprehensive incubation system, with the Qiaomengyuan serving as a key incubator, having introduced 1,317 quality innovation and entrepreneurship projects [6] - The Guangzhou (Zengcheng) Intelligent Sensor Industrial Park is the first provincial-level intelligent sensor industrial park in the Greater Bay Area, focusing on MEMS core technology [6] Group 5 - The Guangzhou High-end Electronic Information New Materials Industrial Park is the only high-end electronic chemical products park in Guangzhou, crucial for ensuring the supply chain security of chip manufacturing and panel production [8] - The low-altitude economy industrial park is strategically located in the best airspace in Guangzhou, implementing a comprehensive layout to capture the development opportunities in the low-altitude economy [8]

"企业存在的意义，就两个字'有用'。"奥来德董事长轩景泉的话语直白有力——做解决行业痛点的产 品，做推动产业升级的技术。站在成立20周年的新起点，奥来德如何持续深耕"材料+设备"双赛道，再 启新程？近日，上海证券报记者实地探访其生产基地，探寻这家硬科技企业的突围密码。 从"追光者"到"造光者" 走进奥来德有机材料合成车间，记者看到工作人员和生产设备均处于高速运转状态。工作人员正熟练地 操作系统，设置反应温度、压力、搅拌转速等参数，并将灰白色的原材料粉末填入反应釜中。 "这看似普通的粉体，相当于整个OLED屏幕发光的'灯芯'，是最关键的材料。"奥来德生产部经理李明 介绍，这些按克计算的有机发光材料，在OLED产业链中专利壁垒很高，决定着屏幕的色彩饱和度、亮 度和寿命。 回溯2005年创业初期，OLED行业基本被少数海外企业垄断。在一次偶然的机会中，轩景泉接触到吉林 大学超分子实验室的OLED材料项目，他敏锐地意识到，这是一条前景广阔的全新赛道，于是义无反顾 地投身于OLED领域。 从手机屏幕到车载中控，从折叠平板到VR眼镜，显示屏已成为人们感知世界的"窗口"。随着技术进 步，OLED屏幕凭借轻薄、低功耗、高显示 ...

近年来，夜间经济的繁荣发展逐渐成为城市活力的标志之一。利亚德、洲明科技、艾比森等行业龙头企 业依托优势，跨界加码文旅夜游。不过，由于地方政府财政收支紧张，应收账款高企成为上述企业面对 的现实难题。2025年，在国内文旅产业复苏背景下，城市更新、景区提升、夜间经济带来"光显+内 容"需求，但对企业而言仍需克服回款挑战。 LED显示企业跨界加码文旅夜游 调查发现，2025年LED显示企业供给过剩风险或将引发新一轮价格竞争压力。与此同时，传统厂商也通 过成本控制与跨间距市场渗透策略争夺存量市场，倒逼全行业利润空间收缩，在此背景下行业企业加码 文旅夜游，拓展新的增长空间。 根据洛图科技（RUNTO）发布的《中国大陆小间距LED显示屏市场分析季度报告》，2025年第一季 度，中国小间距LED显示屏市场延续"量额背离"走势，技术普惠化导致同质化竞争加剧，头部厂商主动 发起价格攻势，降价消化库存。 对于龙头上市公司来说，出货量的增长并未带来销售额的增加，2024年利亚德、洲明科技、艾比森等企 业LED显示板块销售额均出现下滑，2025年一季度业绩整体亦不乐观。2024年，利亚德智能显示板块营 业收入较上年同比下降6.03% ...

Core Viewpoint - The announcement by Huaying Technology (Group) Co., Ltd. outlines a new external guarantee decision-making system aimed at enhancing internal control over external guarantee activities, thereby reducing operational risks and protecting the rights of the company, shareholders, and other stakeholders [1][2]. Group 1: External Guarantee System - The external guarantee system is based on multiple legal and regulatory documents, including the Company Law and Securities Law, as well as the company's articles of association [1]. - External guarantees include various forms such as loan guarantees and bank letters of credit, and must adhere to principles of legality, prudence, mutual benefit, and safety [1]. - Any individual is prohibited from signing relevant documents on behalf of the company without approval from the board of directors or shareholders [1]. Group 2: Approval Process - The shareholders' meeting serves as the highest decision-making body, while the board of directors exercises decision-making authority within the scope authorized by the shareholders' meeting [2]. - For external guarantees, a majority of the entire board must approve, with at least two-thirds of the attending directors required to agree [2]. - Different types of external guarantees must be approved by either the board of directors or the shareholders' meeting as per regulations [2]. Group 3: Risk Management and Compliance - Written guarantee contracts and counter-guarantee contracts must be established, clearly outlining relevant terms [2]. - Detailed regulations are in place regarding risk management, information disclosure, and responsibilities of related parties to ensure compliance and controllability of external guarantee activities [2].

联得装备表示， 若公司能够签订正式项目合同并顺利实施，将对公司未来的经营业绩产生积极影 响，且不会影响公司经营的独立性。 值得一提的是，据必联网此前发布的公告显示，联得装备旗下的自动贴合机(M-lami)、绑定机 （FOP）、偏光片贴片机都已中标京东方 第8.6代AMOLED生产线项目 。 资料显示，联得装备主营业务是新型半导体显示智能装备、汽车智能座舱系统装备、半导体封测设 备、新能源设备的研发、生产、销售及服务。 2024年，联得装备实现营收13.96亿元，同比增长15.63%；归属于上市公司股东的净利润约2.43 亿元，同比增长37.06%；2025年第一季度，公司实现营收3.67亿元，同比增长5.08%；归母净 利润4279.88万元，同比下降6.42%。（集邦Display整理） #显示设备 #京东方 #OLED 【集邦Display显示产业交流群】 6月26日，深圳市联得自动化装备股份有限公司（下文简称"联得装备"）宣布，据必联网披露的 《京东方第8.6代AMOLED生产线项目评标结果公示公告（1）》，公司为该项目第一中标候选 人。 公告显示，项目招标人为成都京东方显示技术有限公司，拟中标设备为 ...

Core Viewpoint - Visionox Technology, a manufacturer of silicon-based OLED microdisplays, has initiated its IPO process on the Sci-Tech Innovation Board, aiming to raise 2.015 billion yuan [1] Group 1: Company Overview - Visionox Technology is a leading global provider of microdisplay solutions, specializing in silicon-based OLED microdisplays and offering value-added services such as strategic product development and optical systems [4] - The company is the first in the world to achieve mass production of silicon-based OLED microdisplays using a 12-inch wafer backplane and possesses comprehensive self-research capabilities across the entire stack of "display chip + microdisplay + optical system" [4] - Visionox plays a crucial role in China's silicon-based OLED industry chain and is recognized as a leading enterprise in the new display industry by the Ministry of Industry and Information Technology [4] Group 2: Market Position and Competition - The silicon-based OLED microdisplay market has been dominated by foreign manufacturers, but its importance is increasing due to rapid growth in downstream applications [4] - In 2024, Visionox is projected to be one of only two companies achieving over one million shipments in the industry, ranking second globally and first domestically with a market share of approximately 35.2% [4] Group 3: Financial Performance - Visionox has not yet achieved profitability, with revenues of 190 million yuan, 215 million yuan, and 280 million yuan from 2022 to 2024, and net losses of 247 million yuan, 304 million yuan, and 247 million yuan during the same period [5] - The company attributes its lack of profitability to rapid industry growth, significant investments in production lines, and the need for substantial R&D expenditures to maintain competitive advantages [5] Group 4: Governance and Fundraising - Visionox has a special voting rights structure, where the controlling shareholder holds 61.79% of the voting rights, allowing for significant control over company management [6] - The IPO aims to raise 2.015 billion yuan for expanding production lines for ultra-high-resolution silicon-based OLED microdisplays and building a research and development center, which will enhance production capacity and technical strength [6] - The company aims to solidify its industry position and promote the development of the entire supply chain in China through the implementation of the fundraising projects [6]

地图之上，深圳西北，石岩湖的波光里，曾映照过工业时代初期的粗犷轮廓——厂房林立，机器轰鸣， 那是属于"工业第一街"的峥嵘岁月。时代的罗盘已悄然转向。当"新质生产力"的浪潮奔涌而至，这片沉 淀了深厚工业底蕴的土地在"智、造、城"的维度坐标系中重绘发展轨迹。一场关乎未来城市形态与产业 文明的变革，正以石岩为策源地展开。 "造"的淬炼——"工业第一街"的焕"新"密码 全国31个制造业大类，其独占27席，石岩几乎是一部微缩的中国制造业百科全书，然而，在新的产业语 境下，遇上"新质生产力"浪潮，这个"产业全能选手"如何突破"大而全"的惯性束缚？石岩给出的答案藏 在一组数字里：12个旧园区率先完成了蝶变，土地的产出效益由1.17亿元每万平方米，提升至2.2亿元每 万平方米，数字的背后是资源配置效率的优化，为更高能级的产业腾挪出的空间。被激活的制造业土壤 上奔涌着新质生产力的热潮，三大战略性新兴产业集群——超高清显示、功率半导体、新能源，正以一 种"聚木成林"的方式迅速崛起。5家百亿级"巨舰"领航，超40家国家级专精特新"小巨人"企业星罗棋 布，形成了三大千亿级产业集群，让"石岩智造"的成色愈发闪亮。 走进创维创新谷，一个 ...

Core Viewpoint - The company, Visionary Technology Co., Ltd., has had its IPO application accepted by the Shanghai Stock Exchange, indicating a significant step towards public listing despite ongoing financial losses and high customer concentration risks [1][3]. Financial Performance - For the reporting period from 2022 to 2024, Visionary Technology is projected to achieve revenues of approximately 190 million yuan, 215 million yuan, and 280 million yuan respectively, while incurring net losses of 247 million yuan, 304 million yuan, and 247 million yuan, totaling a cumulative loss of about 798 million yuan [1][2]. - The company's total assets are expected to grow from 2.26 billion yuan in 2022 to 3.15 billion yuan by the end of 2024, while the equity attributable to shareholders is projected to decrease from 1.56 billion yuan in 2022 to 2.16 billion yuan in 2024 [2]. - The operating revenue for 2024 is estimated at 280 million yuan, up from 215 million yuan in 2023 and 190 million yuan in 2022 [2]. Cash Flow and Investment - The company has faced negative cash flow from operating activities, with net cash flows of -223 million yuan, -287 million yuan, and -75.62 million yuan over the reporting periods [3]. - A significant portion of revenue is allocated to research and development, with R&D expenses accounting for 95.93% of operating revenue in 2024, indicating a strong focus on innovation [2]. Customer Concentration and Market Position - Visionary Technology has a high customer concentration, with the top five customers contributing 75.59%, 76.62%, and 73.61% of total revenue in the respective years [3]. - The company has established strategic partnerships with key players in the XR field, which are crucial for future financial performance and operational development [3]. Risks and Challenges - The company faces risks related to project completion, production capacity, and market demand fluctuations, which could adversely affect future operations and profitability [4].