2026年A股第二个交易日，上证指数放量拉升，创出十年新高。截至收盘，沪指涨1.50%，收报4083.67点。沪深两市成交额达到28326亿元，较周一放量 2651亿元。 盘面上，脑机接口、商业航天、保险、券商、有色金属等涨幅居前。 由每日经济新闻App举办的掘金大赛第81期比赛于1月5日开始，多位选手跑步入场，抓住了机会。报名时间为1月1日到1月16日，比赛时间为1月5日到1月 16日。大赛为模拟炒股，模拟资金50万元。每期比赛结束，正收益就获现金奖励！报名就拿福利！冲刺月度积分王大奖！ | | | 大赛风云榜 | | ? | | --- | --- | --- | --- | --- | | 日榜 | 周榜 | 总榜 | 选股胜率榜 | 最大回 | | | | 每经网友 118598 | | 22.61% > | | | | Kevin | | 19.47% > | | 3 | | 龙头飙升 | | 18.64% > | | 4 | | 每经网友 | | 18.59% > | | | | 79775 | | | | 5 | | 阿刘 | | 17.39% | 每期比赛的税前现金奖励为：第1名奖励688元， ...

每经AI快讯，"A股绿色报告"项目监控到的数据显示，京东方A（000725）控股子公司鄂尔多斯市源盛 光电有限责任公司MLEDBP设备更新及技术改造项目环评审批获原则同意。该项目总投资额达1.86亿 元。该审批信息于2025年12月15日被相关监管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在 让上市公司环境信息更加阳光透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境 监管数据，筛选监控上市公司及其旗下公司（包括分公司、参股公司和控股公司）的环境表现，加以专 业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周报，定期动态更 新上市公司环境风险榜。 上期（总第227期）A股绿色周报显示，共有4家上市公司在近期暴露了环境风险。 (记者 刘志远 魏官红) 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 ...

Core Viewpoint - The company is focusing on improving the efficiency and lifespan of perovskite solar cells to address the challenges of industrialization and scale production [2] Group 1: Technological Development - The company is conducting empirical calibration of perovskite product lifespan to solve the industrialization challenges of perovskite thin-film solar cell technology [2] - A demonstration power station with a capacity of hundreds of kWh has been established, with plans to build multiple outdoor demonstration stations under various environmental conditions for comprehensive stability assessment [2] - The company is accelerating research to provide lifespan solutions that meet ISOS and IEC standards [2]

（编辑 王雪儿） 证券日报网1月6日讯 ，京东方A在接受调研者提问时表示，钙钛矿相较于传统晶硅太阳能电池核心优势 在于其理论成本更低、工艺更为简化，制备温度较低；同时具备柔性、抗冲击、抗隐裂等优质特性，使 组件在运输和应用中更可靠。钙钛矿柔性电池可以实现显著的轻量化，并且可以弱光发电，在室内、阴 天等弱光环境下仍能保持较高效率。 ...

Core Viewpoint - The company is accelerating the demonstration application of perovskite technology, establishing itself as a leader in the integration of photovoltaic technology in building applications. Group 1: Perovskite Technology Application - The company has established the world's first perovskite BIPV (Building Integrated Photovoltaics) application project, known as the Zero Carbon House [1] - It has received the first and only certification for perovskite technology from the National Building Photovoltaic Evaluation Label and the "Energy Storage Application Award" from the Asian Photovoltaic Association [1] - The company has successfully implemented several demonstration projects for perovskite BIPV and developed standardized products such as photovoltaic tiles and photovoltaic roofs [1] Group 2: Collaboration and Innovation - In the consumer electronics sector, the company is collaborating with leading firms to advance the development of innovative products like photovoltaic price tags and autonomous vehicles [1] - This collaboration significantly expands the application scenarios for perovskite technology [1]

Core Viewpoint - The article discusses the current trends and forecasts in the LCD television panel industry, highlighting production adjustments by major manufacturers in response to seasonal demand and market conditions [2][3]. Supply and Demand Dynamics - Major LCD panel manufacturers, including BOE, TCL CSOT, and HKC, plan to implement production halts of five to ten days around the Lunar New Year to reduce labor costs and mitigate inventory risks, leading to a projected decrease in overall LCD TV panel utilization rates by 3.5 percentage points to 87.7% in Q1 [2]. - The overall supply area of TV panels is expected to decrease by 3.8% in Q1 due to reduced working days in February and planned production cuts by the three major manufacturers [2]. - The Chinese government's continued promotion of trade-in policies, including a 15% subsidy for first-level energy-efficient TVs, along with preparations for the 2026 FIFA World Cup, is anticipated to soften the decline in TV panel demand area to a seasonal decrease of only 1.8% [2]. Market Trends and Future Outlook - Looking ahead to 2026, the trend of increasing TV panel sizes is expected to continue, although demand for ultra-large panels may slow due to weaker market demand and high base effects [3]. - Manufacturers are expected to adjust their product mix to shift market demand from smaller sizes (23.6 inches, 32 inches) to larger sizes (43 inches, 50 inches), which will help increase the average size of TV panels and overall demand area [3]. - The industry faces uncertainties due to international factors and rising memory prices, making it crucial for manufacturers to enhance production scheduling and order flexibility to respond quickly to market changes [3][4]. - In the long term, the lack of new capacity and large investments in LCD TV panels is viewed as a positive signal for panel prices and industry health [4].

Group 1 - The core viewpoint of the article indicates that in January 2026, TV panel prices are expected to rise across the board, while monitor panel prices are anticipated to remain stable, and some laptop panel prices are projected to decrease [3][6][7] - The demand for TV panels is expected to remain stable due to strong purchasing momentum from certain TV brands, allowing panel manufacturers to maintain high utilization rates [3][6] - It is predicted that the prices of 32-inch, 43-inch, 55-inch, and 65-inch TV panels will increase by $1 each in January [3][6] Group 2 - For monitor panels, despite a generally weak market demand, mainstream panel prices are expected to remain stable in January [6][12] - The article suggests that starting from the first quarter, TV panel prices will enter a rising cycle, which may also stimulate demand for LCD monitor panels [6][12] - The potential impact of production cuts in February could further influence the prices of LCD monitor panels, making it a key focus for the next one to two months [6][12] Group 3 - In January, the demand for laptop panels is expected to weaken, with some brands having overstocked in the previous quarter, leading to a slowdown in demand momentum [7][12] - The article notes that due to shortages and significant price increases in memory components, brand clients are likely to enhance their bargaining power regarding other major components, putting downward pressure on laptop panel prices [7][12] - It is anticipated that laptop panel prices will show a downward trend in January, with IPS models expected to decrease by $0.2, while TN models are projected to remain stable [7][12]

Group 1 - The core viewpoint of the article highlights that major LCD TV panel manufacturers, including BOE, TCL CSOT, and HKC, plan to implement production cuts of five to ten days around the Chinese Lunar New Year to reduce labor costs and mitigate the risk of rising inventory, leading to a projected decrease in overall LCD TV panel utilization rate by 3.5 percentage points to 87.7% in Q1 [2] - The overall supply of TV panels is expected to decrease by 3.8% in Q1 due to the planned production cuts and fewer working days in February, while the demand for TV panels is anticipated to decline by only 1.8% due to the continued promotion of the old-for-new policy in China, which includes a 15% subsidy for energy-efficient TVs and the stocking up for the 2026 FIFA World Cup [2] Group 2 - In 2026, the TV panel industry will continue to pursue a strategy of increasing screen sizes, although demand for ultra-large TV panels is expected to slow due to weaker market demand and high base effects, prompting manufacturers to adjust their product mix towards larger sizes like 43 inches and 50 inches [3] - The international situation remains uncertain, and factors such as soaring memory prices could impact future TV panel demand, making it crucial for manufacturers to enhance production capacity management and order flexibility to respond quickly to market changes [3] - In the long term, the lack of new capacity and large investments in LCD TV panels is seen as a positive signal for panel prices and industry health [3]

东北证券研报指出，BOE（京东方）中国日前首条第8.6代AMOLED生产线首款产品提前5个月成功点 亮。这是继该产线提前封顶后，项目建设的又一重大里程碑，标志着京东方在中尺寸OLED技术研发、 工艺调试与量产准备方面率先取得关键性突破，为后续产品量产交付奠定坚实基础。该产线采用兼容柔 性OLED与Hybrid OLED的FMM产品工艺，与其他技术路线相比，在良率、生产销量、成品品质和发光 效率上具有明显优势。据相关媒体披露，华硕、OPPO等消费电子厂商已经与BOE敲定首批B16订单， 预计B16将开创全球中尺寸OLED高端化全新里程碑。维持"买入"评级。 ...

Group 1 - UDC announced a long-term OLED materials supply and licensing agreement with Tianma Microelectronics, reinforcing their collaboration in advancing OLED technology globally [1] - UDC has been collaborating with Tianma since 2016, with previous agreements extending their partnership in OLED technology [1] - UDC's core product, phosphorescent OLED (PHOLED) materials, is essential for manufacturing high-performance OLED devices, supported by over 6,500 patents [1] Group 2 - UDC reported a cumulative revenue of $477.7 million (approximately 3.336 billion RMB) for the first three quarters of 2025, with material sales revenue of $257.4 million and licensing income of $202.6 million, maintaining net profit at $175.7 million compared to the previous year [3] - In November 2025, UDC reached a final agreement with Merck Group to acquire a portion of OLED-related patent assets, covering over 300 authorized and pending patents globally [4] - The acquired patents focus on advanced OLED device structures and related material technologies, with an average remaining validity of about 10 years, enhancing UDC's patent coverage in key emitting materials [4]