Core Insights - Shaanxi Province's Xianyang City has planned 356 key construction projects with a total investment of 215.69 billion yuan, aiming for an annual investment of 72.85 billion yuan, achieving 40.38% of the annual target by the end of April [1][6] - The city is focusing on effective investment through a multi-faceted approach, including clear pathways, resource guarantees, and a chain ecosystem to enhance investment quality and quantity [1][2] Investment Projects - Major projects include a hydrogen production project in Yongshou County, a specialized tire manufacturing project in the High-tech Zone, and a key materials production project in Binzhou City, all aimed at enhancing energy transition and national competitiveness [2] - The Xianyang Digital Innovation Port has opened, serving as a new landmark for digital transformation and showcasing the city's commitment to high-quality development [5] Project Planning and Reserve - Xianyang has actively planned and reserved projects in infrastructure, technological innovation, and public welfare, with 2,133 projects identified and a funding requirement of 128.32 billion yuan [3] - The city has submitted 697 project applications, seeking 52.105 billion yuan in funding, with a focus on central budget projects and special bonds [3] Project Execution and Monitoring - A monthly scheduling and supervision mechanism has been established to monitor the progress of policy investment projects, with a current opening rate of 100% for 122 policy projects [4] - The city aims to enhance project planning and funding acquisition to support high-quality development through effective project execution [4] Technological and Structural Upgrades - Xianyang is promoting investment structure optimization through technological advancements, focusing on equipment updates, digital empowerment, and energy-saving measures [7] - The city aims for a 25% increase in industrial equipment investment by 2027, with a target of over 90% for digital design tool adoption among large-scale industrial enterprises [9] Policy and Service Optimization - The "Xianqi Tong" smart service platform has been developed to streamline policy access and improve service efficiency for enterprises, enhancing the overall investment environment [10] - Xianyang is committed to providing comprehensive support for project construction, ensuring that 80% of land for provincial key projects is secured [11][12]

Core Viewpoint - The company plans to invest in a silicon-based OLED microdisplay backplane production project in collaboration with Visionary Technology and specific clients [1] Group 1: Investment Details - The company intends to invest no more than 1.8 billion yuan in the project, with an additional 600 million yuan allocated for capital increase in its wholly-owned subsidiary, Yirui Hefei [1] - The investment will be funded through the company's own funds and a deposit provided by Visionary Technology [1] Group 2: Production Capacity - Upon completion of the project, the company will add a production capacity of 5,000 silicon-based OLED microdisplay backplanes per month [1] - The project aims to achieve large-scale mass production of the backplanes [1]

Group 1 - The company plans to increase capital by 600 million yuan for its wholly-owned subsidiary, Yirui Hefei, and invest up to 1.8 billion yuan in the construction of a silicon-based OLED microdisplay backplane production project [1] - The project is expected to have a construction period of 12 months, an internal rate of return of 11.01%, and a payback period (after tax) of 6.7 years [1] - The funding sources for the project will be the company's own and self-raised funds, as well as a performance bond from Shiya Technology Co., Ltd. [1] Group 2 - The project aims to add a production capacity of 5,000 silicon-based OLED microdisplay backplanes per month to meet the demands of specific customers and Shiya Technology [1]

中国通号：中标总计约37.89亿元轨道交通市场重要项目 5月23日晚，中国通号（688009）发布公告称，公司在2025年3月至4月共中标十一个轨道交通市场重要 项目，包括铁路市场8个和城市轨道交通市场3个。以上项目中标金额总计约为37.89亿元，约占该公司 中国会计准则下2024年经审计营业收入的11.67%。因为上述项目跨年分期实施，对2025年当期业绩影 响有不确定性。 资料显示，中国通号成立于2010年12月，主营业务是轨道交通控制系统及其衍生业务，同时开展轨道交 通配套工程施工业务、市政信息化及其配套工程总承包业务和海外轨道交通建设相关业务等。 所属行业：机械设备–轨交设备Ⅱ–轨交设备Ⅲ 新柴股份：拟使用不超过5亿元闲置资金购买理财产品 5月23日晚，新柴股份（301032）发布公告称，公司计划使用不超过5亿元的闲置自有资金购买安全性 高、流动性好、中低风险的结构性存款、收益凭证等理财产品。该计划旨在提高资金使用效率，增加现 金资产收益。 资料显示，新柴股份成立于2007年6月，主营业务是非道路用柴油发动机及相关零部件的研发、生产与 销售。 所属行业：机械设备–通用设备–其他通用设备 5月23日晚， ...

【WitsView整理】 5月21日，京东方 在 投资者关系活动上透露LCD、AMOLED业务的最新进 展。 资料显示， 京东方成都 项目总投资630亿元人民币，设计产能为每月3.2万片玻璃基板，基板尺 寸为2290mm x 2620mm。该产线主要聚焦中尺寸AMOLED面板，用于中高端笔记本电脑、平板 电脑等IT类产品，同时也具备生产柔性OLED智能手机面板的能力。 值得注意的是， 目前，京东方已在成都、重庆、绵阳投建了三条第6代柔性AMOLED生产线，再 加上国内首条第8.6代AMOLED生产线的投建，未来将运行4条AMOLED生产线。 关于财务方面， 京东方 披露 公司 2024年折旧总额约为380亿元，其中北京、合肥、重庆、福州 四条8.5代LCD生产线已全部完成折旧，同时B7、B11、B12三条OLED产线也完成转固。随着新 产线的陆续投运和部分产线折旧到期，公司预计今年折旧将达到峰值，并将持续优化产线布局，提 升盈利能力。 在资本支出方面，京东方表示，LCD生产线已从快速扩张期过渡至成熟期，未来资本开支将更加 聚焦于战略方向。"屏之物联"战略将成为主要引导，公司将围绕半导体显示核心业务，延伸价值 ...

关税协议阶段性落地，看好消费电子板块修复机会 3D 打印：1）近期华工科技全资子公司华工激光拟与立铠精密成立合资公 司，重点突破 3D 增材 SLM 制造技术。2）设备供应商：与 3C 制造商的深 度协同，使民用消费品领域正成为布局重点。3）3D 打印产业链上游正迎 来关键的国产化突破阶段：国内产业链建设取得显著进展，铂力特、中航 迈特在金属材料，锐科激光在激光器等领域持续突破，有望打破国外技术垄 断。航空航天领域已解决技术可行性问题。 果链：1）iPhone16 系列当前在不同销售体系中已出现价格分层：目前苹 果官网与直营门店售价保持不变，授权门店则统一执行下调后的挂牌价， 而电商平台通过限时发券和补贴，将部分型号价格进一步压至 6000 元以 下，满足"以旧换新"补贴门槛。2）重视创新驱动： 苹果的首款折叠屏 iPhone 将采用类似书籍的折叠形式（即大折叠），而非翻盖式设计。该机型 在折叠状态下屏幕尺寸为 5.7 英寸，而在展开后屏幕尺寸将接近 8 英寸。采 用集成 Touch ID 的侧面按键。立讯精密凭借扎实的技术积累和稳定的量产 能力获得苹果等国际头部客户的高度认可，在供应链中占据重要地位。 行业 ...

2、目前 LCD 行业稼动率情况？ 答：LCD 行业平均稼动率自 2024 年 11 月开始回升， 2025 年一季度，行业平均稼动率逐步提升，并持续保持在 80% 以上。进入二季度，随行业需求的回落，面板厂将灵活调整产 线稼动率，并坚持"按需生产"。 3、公司如何看待 LCD 产品价格趋势？ 京东方科技集团股份有限公司 投资者关系活动记录表 编号：2025-011 | 投资者关系活动类别 | √特定对象调研 □分析师会议 | | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | 参与单位名称 | 中信建投：孙芳芳 | | | | 平安资产：王晶 | | | | 国寿资产：刘卓炜 | | | | 中再资产：周嵩尧 | | | | 华夏久盈资产：谢达成 | | | | 阿杏投资：林乔松 | | | 时间 | 2025 年 5 月 21 日 | | | 地点 | 京东方核心能力大楼 | | | 上市公司接待人员姓名 | 罗文捷 证券事务代表 | | | 张 | 妍 董事会秘书室工作人员 ...

《科创板日报》21日讯，TrendForce集邦咨询公布5月面板价格，电视面板价格与笔电面板价格继续保 持稳定，显示器面板价格上涨。 ...

Group 1 - The demand for TV panels is gradually weakening in May, leading brand manufacturers to adjust orders and request price concessions from panel manufacturers due to rising inventory levels [1] - Panel manufacturers are implementing a series of capacity adjustment measures to stabilize panel prices, with expectations that prices will remain flat in May [1] - TV brand manufacturers are hoping for price reductions from panel manufacturers to offset the cost pressures arising from increased tariffs, which could aid in the promotional rhythm for the second half of the year [2] Group 2 - The demand for LCD monitor panels remains strong, driven by tariff issues, with some brand manufacturers increasing stock ahead of a three-month exemption period for high tariffs [2] - Prices for LCD monitor panels are expected to continue rising in May, with specific increases noted for various sizes, such as a $0.2 increase for non-backlit modules and $0.1 for 21.5-inch and 27-inch panels [2] - In the laptop market, while there are urgent orders due to varying progress in Southeast Asia, the overall demand remains stable, with expectations that laptop panel prices will remain flat in May [2]

根据Tr e n dFo r c e集邦咨询旗下显示器研究中心《 Tr e n dFo r c e 2 0 2 5面板价格预测月度报告 》 最 新调研数据， 2 0 2 5年5月，电视面板价格与笔电面板价格继续保持稳定，显示器面板价格小涨。 具体内容如下： | 应用别 | 尺寸 | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | TEE | 를 | म्येश | 与前月差异(%) | | | 电视 | ee .. M | 3840x2160 | Open-Cell | 173 | 182 | 177 | 0.0 | 0.0% | | | SE. M | 3840x2160 | Open-Cell | 122 | 130 | 127 | 0.0 | 0.0% | | | MEEP | 1920x1080 | Open-Cell | ૯૫ | 67 | રિર | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 35.0 ...