12月3日，京东方披露最新投资者活动记录表。文件主要内容为回答投资者提问，具体情况如下： 2. 公司如何看待OLED产品结构情况？ 答：下半年折叠产品出货量预计回落，海外品牌LTPO需求占比进一步提升，低端Ramless产品出 货量快速增长，国内OLED市场竞争日趋激烈，产品结构带来短期经营压力。 未来，公司将不断强化技术能力，持续推动产品结构的优化，改善经营业绩。 1.公司如何看待LCD产线稼动率情况及产品价格趋势？ 答：回顾今年，年初TV产品出货受国补、抢出口刺激需求前移，全年出货量、出货面积均有望实 现增长；但受新兴市场需求带动中小尺寸TV产品出货量提升影响，大尺寸化趋势阶段性放缓。IT 产品受换机需求带动，全年出货量有望实现较快增长，MNT产品出货量预计同比持平。 展望未来，IT产品和TV产品需求有望分别受益于换机周期和AI赋能与体育赛事需求拉动。 12月， 因备货需求的释放，根据咨询机构预测，行业有望实现较高的稼动率水平，产品价格有望企稳回 升 。 【集邦Display显示产业交流群】 图片来源：京东方 3. 公司未来的折旧趋势如何？ 答：截至目前公司三条第六代柔性OLED产线已全部完成转固，成都第 ...

Group 1 - The Zhuque-3 rocket successfully completed its flight mission, marking a significant achievement for Blue Arrow Aerospace in developing a new generation of low-cost, high-capacity, reusable rockets [1] - The rocket's first stage recovery test failed due to an abnormal combustion incident, with further analysis underway to determine the cause [1] Group 2 - The National Data Bureau emphasizes the importance of integrating data elements with artificial intelligence to promote digital innovation, highlighting the need for robust data infrastructure, high-quality data sets, and talent development [2] - A new initiative aims to innovate talent cultivation models in the data field, fostering a new ecosystem for digital talent [2] Group 3 - Chengdu's Woge project is set to enter the equipment debugging phase for the first 8.6-generation AMOLED glass processing line, expected to begin trial operations in January 2026 [3] - The project aims to shorten supply chain response times and reduce logistics costs by localizing production, supporting the upcoming BOE B16 project [3] Group 4 - TAE Technologies, supported by Google and Chevron, is advancing the commercialization of neutral beam technology through a joint venture with the UK Atomic Energy Authority, with an investment commitment of £5.6 million [4] Group 5 - China's service trade showed steady growth in the first ten months of 2025, with a total import and export value of 65,844.3 billion yuan, reflecting a year-on-year increase of 7.5% [5] - Service exports reached 29,090.3 billion yuan, up 14.3%, while imports grew by 2.6% to 36,754 billion yuan, resulting in a reduced service trade deficit [5] Group 6 - The Ministry of Industry and Information Technology (MIIT) supports the construction of a world-class modern shipbuilding base on Changxing Island, emphasizing collaboration between central and local governments and industry leaders [6] - The initiative aims to enhance international competitiveness and foster a world-class marine engineering industry cluster [6] Group 7 - Zhejiang Province's draft policy for 2026 aims to boost loans for technology, green, and digital economy sectors, with specific financial support for new quality productivity projects and collaborative innovation initiatives [8][9] Group 8 - The MIIT plans to promote the development and industrialization of emerging marine engineering equipment, focusing on innovation and collaboration to enhance the industry [10] Group 9 - JD.com reported a significant increase in flu medication sales, with a 242% week-on-week rise during the peak flu season, indicating a strong demand for health-related products [11] - Specific flu medications saw remarkable sales increases, with some products experiencing sales growth of over 300% [11]

Group 1 - The Chengdu Woge project has officially commenced equipment installation, marking the start of the construction of the world's first and China's first 8.6-generation AMOLED glass etching precision processing production line, with an investment of 628 million yuan, expected to enter trial operation in mid-January 2026 [2] - The project focuses on breakthroughs in glass-based back-end processes through self-developed ECI technology, significantly enhancing panel precision and production efficiency, and filling a gap in the domestic mid-to-large size AMOLED glass precision processing sector [2] - Woge Optoelectronics is currently a supplier for the glass thinning process of BOE's 8.6-generation AMOLED panel production line, and the Chengdu Woge project will ensure a stable supply chain for BOE's upcoming mass production [2] Group 2 - Chengdu High-tech Zone is developing an industrial ecosystem around leading enterprises like BOE, with five panel production lines established, including the 4.5-generation LCD and the 6th generation AMOLED production lines, aiming for a global market share of over 20% and a national market share exceeding 50% for "Chengdu-made" flexible panels [3] - The local supply rate is continuously improving, with over 40 new display-related enterprises gathered, creating a complete industrial chain from glass substrates to panel manufacturing and terminal applications [3] - The High-tech Zone currently has 28 new display enterprises above designated size, with a projected revenue of 44.5 billion yuan in 2024, representing a year-on-year growth of 4% [3]

证券日报网讯 12月3日，京东方Ａ在互动平台回答投资者提问时表示，12月，因备货需求的释放，根据 咨询机构预测，行业有望实现较高的稼动率水平，产品价格有望企稳回升。 （文章来源：证券日报） ...

要真正发挥政府基金的引导效应，要完善对地方基金的考核评价机制，提升对地方基金股 权投资亏损的包容度，用基金总投资收益替代单个项目投资收益，进一步强化地方基金在支持 基础研发、共性技术突破及未来产业发展上的基石作用。 三要形成完整正确的产业发展理念，协同推进传统产业转型及新兴、未来产业发展。当前多 数地区的产业体系仍以传统产业为主体，传统产业既是就业和税收的重要来源，也是构建现代化 产业体系的基础。在打造现代化产业体系的过程中，地方政府不能片面追求"新"，也要注重传统 产业的高端化、智能化、绿色化改造。地方政府基金不仅要投新、投早、投小，也要加大对技术 改造、设备更新、数字化升级、绿色转型及应用场景打造等关键环节的投资，通过并购重组、混 合所有制改革等方式激发传统产业活力，形成传统、新兴与未来产业协同发展的态势。 二、以政府投行招商模式打造地方产业集群的合肥经验 近年来，合肥以"政府投行"思维开展招商，聚焦集成电路、新能源汽车等战略性新兴产业， 探索出一条以资本赋能产业、以政府投资撬动新兴产业崛起的发展之路，最终形成"引进一个头 部、培育一个产业、激活一域生态"的集群效应。 合肥充分运用政府投行招商模式，实现股 ...

人民财讯12月3日电，据"成都发布"，近日成都沃格项目建设传来消息——首台设备正式搬运进场，标 志着由沃格光电（603773）投资6.28亿元建设的全球首批、国内首条8.6代AMOLED玻璃基光刻蚀精加 工产线即将进入设备调试阶段，预计2026年1月中旬开启全自动蚀刻ECI产线的试运行和产品开发。目 前沃格光电是京东方第8.6代AMOLED面板生产线(简称"B16项目")玻璃减薄工艺的唯一供应商。成都沃 格项目建成投用后，将与即将投产的京东方B16项目形成产业链对接，通过本地化生产大幅缩短供应链 响应周期，降低物流成本与供应链风险，为B16项目量产达标提供保障。 ...

Core Viewpoint - The merger of Shanghai Tianma and Tianma Organic Light Emitting Display is aimed at optimizing the management structure and improving operational efficiency, aligning with the company's future development needs [1][4]. Group 1: Company Overview - Shanghai Tianma was established in 2006 with a registered capital of 1.03 billion RMB, focusing on the manufacturing and sales of displays, electronic materials, and optoelectronic devices [4]. - For the period of January to September 2024, Shanghai Tianma reported revenue of 5.92 billion RMB and a net profit of 270 million RMB [4]. - Tianma Organic Light Emitting was founded in 2013 with a registered capital of 1 billion RMB, specializing in the R&D, design, production, and sales of organic light-emitting displays [4]. - In the same period, Tianma Organic Light Emitting achieved revenue of 21.01 million RMB and a net profit of 2.69 million RMB [4]. Group 2: Merger Details - On December 2, the company announced the completion of the business deregistration procedures for Tianma Organic Light Emitting [1]. - The board of directors approved the merger plan on December 30, 2024, allowing Shanghai Tianma to absorb Tianma Organic Light Emitting, which will be legally dissolved [1]. - Following the merger, all assets, liabilities, rights, and obligations of Tianma Organic Light Emitting will be inherited by Shanghai Tianma [1].

新华财经西安12月3日电（记者刘桃熊、朱程、梁冬）开发区作为产业集聚的重要载体，在推动区域经 济转型升级、实现高质量发展中发挥着不可替代的作用。近年来，陕西省咸阳市创新开发区体制机制， 激活开发区活力，同时优化开发区布局和提升开发区能级，在全省率先实现省级开发区县域全覆盖，开 发区正在成为咸阳市经济高质量发展的主阵地、新引擎和加速器。 省级开发区县域全覆盖 咸阳市以持续深化开发区管理制度改革为抓手，全面激发开发区创新活力和内生动力。《咸阳市创新开 发区管理体制机制若干措施》提出全面推行"党工委（管委会）+公司"运营模式，优化开发区管理体制 机制，探索实行员额制管理，创新财政税收、薪酬管理、运营公司管理等机制，推动开发区实体化、市 场化运营。 咸阳市发展改革委副主任叶中辰介绍，"目前，咸阳高新区、兴平高新区、三原高新区等11个开发区已 实现'党工委（管委会）+公司'运行模式，咸阳高新区、咸阳经开区已率先推行开发区员额制管理。" 在优化开发区布局和提升开发区能级方面，咸阳市按照"一县一区、一区多园"原则，2021年对各类开发 区实施整合优化，形成"2+13"发展格局。目前，咸阳市省级以上开发区14个，其中国家级高 ...

编者按："十五五"规划建议强调坚持有效市场和有为政府相结合的原则，充分发挥市场在资源配置中的 决定性作用，更好发挥政府作用，构建统一、开放、竞争、有序的市场体系。金融市场是推动要素资本 化和证券化的重要媒介，"十五五"时期要实现经济高质量发展，还需各地政府在推进全国统一金融大市 场建设的基础上，从各地发展条件和产业结构出发，加快探索具有地方特色的金融服务体系。申万宏源 研究和新华财经共同策划推出《"金融有为"——地方纵横谈》，从地方发展金融市场面临的核心问题出 发，梳理了过往地方金融改革实践中形成的五大发展模式——区域金融中心模式、科技产业金融循环模 式、政府投行招商模式、金融服务新要素模式、地方特色金融服务模式。值此之际，以期为"十五五"时 期地方探索"金融有为"之路提供一些思路参考。 "十五五"规划建议明确提出建设现代化产业体系，巩固壮大实体经济根基。构建健全、高效、富有竞争 力的产业体系，已成为"十五五"时期各地改革发展的首要任务。地方产业体系的发展一方面受制于当地 资源禀赋及产业结构特征，另一方面也与地方政府的主动招引、主动布局紧密相关。近年来，各地为推 进战略性新兴产业发展，在项目招引、产业政策及配 ...

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：2025-032 | 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 | 国联基金：郑玲、戎凯、杨大志 | | 时间 | 2025 年 12 月 2 日 | | 地点 | 京东方核心能力大楼 | | 上市公司接待人员姓名 | 郭 红 副总裁、董事会秘书 | | | 罗文捷 证券事务代表 | | | 于含悦 董事会秘书室工作人员 讨论的主要内容为回答投资者提问，问答情况如下： | | | 1、公司如何看待 LCD 产线稼动率情况及产品价格趋势？ | | | 答：回顾今年，年初 TV 产品出货受国补、抢出口刺激需 | | | 求前移，全年出货量、出货面积均有望实现增长；但受新兴市 | | 投资者关系活动主要内 | 场需求带动中小尺寸 TV 产品出货量提升影响，大尺寸化趋势 | | 容介绍 | 阶段性放缓。 | | | IT 产品受换机需求带动，全年出货量有望实现较快增长， | | | ...