交易方 华诺星空的经营范围涵盖建筑智能化系统设计；民用航空器零部件设计和生产；软件开 发；计算机软硬件及辅助设备零售；信息系统集成服务；信息技术咨询服务；信息系统运行维护 服务；光电子器件制造；雷达及配套设备制造；通信设备制造；卫星导航多模增强应用服务系统 集成；智能无人飞行器制造；人工智能基础软件开发；智能机器人的研发等多项内容。 交易完成后， 经纬辉开 将不再持有长沙宇顺的股权，其将不再纳入公司合并报表范围。 公告显示，长沙宇顺设立于2007年，经营范围包括液晶显示器（不含国家限制项目）、电子产品 （不含电子出版物）的研发、生产、销售；电子仪器仪表、电子元器件、电脑、通信产品（不含 卫星电视、广播地面接收设施）的销售；自有房屋和电子元器件制造设备的租赁。 6月16日，经纬辉开发布公告称，其拟出售全资子公司 长沙市宇顺显示技术有限公司（以下简 称"长沙宇顺" ） 100%股权， 本次交易的受让方为华诺星空技术股份有限公司(以下简称"华诺星 空")。 华诺星空以支付现金方式向 经纬辉开 承债式收购长沙宇顺100%的股权。截至 该 公告披露日， 长沙宇顺应付 经纬辉开 全资子公司新辉开科技（深圳）有限公司（以下 ...

以下文章来源于LEDinside ，作者Irving LEDinside . TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 6月17日， 芯视佳半导体科技有限公司 （以下简称"芯视佳"） 宣布，公司已在近日成功完成约 6 亿元 的 Pre-A轮融资。 | 序号 | 融资日期 | 融资轮次 | 融资金额 | 投资方 | 关联机构 | | --- | --- | --- | --- | --- | --- | | 1 | 2025-06-17 | Pre-A轮 | 约6亿元 | 创东方投资 领投 | 创东方投资 | | | | | | 校树资本 领投 | 技树员本 | | | | | | 乾成资本 | 乾成资本 | | | | | | 镇江国控集团 | 镇江国控集团 | | 2 | 2022-10-09 | 天使+轮 | 超亿元 | 国中私募股权投资基金（西安）合伙企业（有限合伙） 领投 | 国中资本 | | | | | | 淮南市高新战新产 ...

Group 1: Hong Kong Stocks - Lehua Entertainment (02306) surged over 24% due to strong market performance of its toy IP "WUKUKU," with multiple new products setting sales records and the theme song exceeding 1 billion views [1] - United Energy Group (00467) rose over 7% after signing a 15-year production increase contract with Uzbekistan's UNG, involving 57.8 billion cubic meters of oil and gas production, with an initial investment of $100 million to expand into Central Asia [1] - Smoore International (06969) fell over 3% as shareholder Yiwei Lithium Energy plans to reduce its stake by 3.5% (216 million shares), resulting in a decrease of its holding to 27.23%, no longer being the controlling shareholder [1] - New World Development (00200) dropped over 5% after completing a "2 for 1" rights issue, issuing 758 million shares and raising HKD 771 million, with oversubscription of 13 times [1] - Fourth Paradigm (06682) increased over 7% after launching AI solutions for the manufacturing industry, covering production optimization to supply chain intelligence upgrades [1] - Shandong High-Tech Holdings (00412) rose over 4% as Zhongtai Securities highlighted significant synergy between its new energy and digital infrastructure, with a data center PUE value of 1.15, enhancing financial integration [1] - KANAT Optical (02276) increased over 4% due to an explosion in the smart glasses market (e-commerce transactions up 8 times), with Meta collaborating with Oakley to launch AI glasses, positioning the company with leading 3C enterprises [1] Group 2: Other Notable Stocks - Sipai Health (00314) rose over 7% after partnering with Anruijiaer to develop customized insurance, planning to sell 6 pharmacies for 5.89 million to focus on core medical insurance business [2] - SF Express (09699) increased over 5% after raising its delivery service revenue cap for 2025/26 to HKD 12.8 billion / HKD 20.5 billion, with demand growth exceeding expectations [2] - Liufu Group (00590) fell over 3% as it projected a 40% decline in profits for the 2025 fiscal year, primarily due to gold hedging losses and high base effects from acquisition gains [2] - Zhenjiu Lidu (06979) rose over 4% after announcing Yao Annan as the "Cultural Heritage Ambassador" for liquor, leveraging Huawei-related topics to boost brand visibility [2] - Ideal Auto-W (02015) dropped over 4% as Meituan's Wang Xing sold 5.73 million shares for HKD 600 million, reducing his stake to 20.61% [2] - Health Road (02587) surged over 7% as its liver disease AI management platform was selected for Beijing's digital medical verification program, supporting WHO's "2030 Hepatitis Elimination" goal [2] - Gilead Sciences-B (01672) rose over 5% after its psoriasis oral drug ASC50 completed the first dosing in Phase I clinical trials in the U.S., targeting the IL-17 pathway [2] - China Silver Group (00815) increased over 10% after partnering with Zefeng Gold to acquire a 55% stake in a lead-zinc exploration company, gaining exploration rights over 50.8 square kilometers in Tibet [2] Group 3: U.S. Stocks - Verve Therapeutics (VERV.US) skyrocketed over 80% as Eli Lilly prepares to acquire the gene-editing company for up to $1.3 billion, with $1 billion as an upfront payment and $300 million contingent on specific clinical milestones [4] - Solar energy stocks plummeted, with Sunrun (RUN.US) down over 40%, Solaredge Technologies (SEDG.US) down over 41%, and First Solar (FSLR.US) down over 22%, following a Republican proposal in the U.S. Senate to terminate wind and solar tax credits by 2028, raising concerns about the industry's outlook [4] - Reddit (RDDT.US) rose over 6% after launching the AI advertising tool Reddit Insights, enhancing ad targeting through real-time user trend analysis [4] - Bitcoin-related stocks fell, with CleanSpark (CLSK.US) down over 7% and Riot Platforms (RIOT.US) down over 5%, as Bitcoin prices dropped nearly 2% to $105,580 amid escalating tensions in the Middle East and high leverage positions in the derivatives market [4] - AMD (AMD.US) continued to rise 0.56% after officially launching the Zen5 architecture Ryzen Threadripper processors, covering the workstation and desktop markets, with a market share close to 50% in China for Q1, although there are concerns about its cost-performance ratio [5] - Brain Regen Technologies (RGC.US) surged over 30% after announcing a 38-for-1 stock split, coupled with FDA clinical trial approval news, although its actual business has no revenue and a very small float, indicating significant retail speculation [6] - Jabil (JBL.US) rose over 8%, reaching a new all-time high of $202.5, with Q3 revenue increasing 15% year-on-year to $7.83 billion, raising its full-year revenue forecast to $29 billion and planning a $500 million investment to support AI data center infrastructure [6] - Niu Technologies (NIU.US) increased over 11% after launching its new NX Play electric motorcycle on Douyin, integrating a smart riding system to enhance user experience [6] - T-Mobile US (TMUS.US) fell nearly 4% as SoftBank sold 21.5 million shares at $224 each, a 3% discount, triggering market sell-off [6] - The pharmaceutical sector saw widespread declines, with Eli Lilly (LLY.US) down over 2% and Novo Nordisk (NVO.US) down over 3%, as concerns grew over the potential impact of the U.S. Senate tax bill on the industry, coupled with profit-taking ahead of some companies' earnings reports [6] - The gold sector declined, with Gold Fields (GFI.US) down over 2.1%, and spot gold fell 0.27% to $3,375.53, as easing tensions in the Middle East reduced safe-haven demand, alongside Citigroup's bearish long-term gold price forecast [7]

现场活动照片 以下是对话实录，经36氪编辑—— WAVES新浪潮2025邀你一起走向中国创投的「新纪元」。 这是属于中国创投的新纪元。当下的中国创投市场，既是周期筑底的转折点，也是结构性转型的深化期。在政策主导、国资与资本高度集中的新 生态下，唯有顺应趋势、灵活调整，方能在不确定性中捕捉确定性机遇。 6月11-12日，杭州良渚文化艺术中心，36氪WAVES新浪潮2025大会以「新纪元」为主题，汇聚创投领域顶级投资人、新锐企业创始人，以及深 耕科技、创新、商业的科学家、创作者与学者，共同探讨AI技术革新、全球化浪潮与价值重估等前沿议题，拆解他们眼中的商业理想和未来世 界，一起讨论、寻找、走向中国创投「新纪元」。 6月11日下午，36氪CEO与2025厦门大学火炬创业成长营展开了一场对话。 冯大刚：在座的主要是老师们，所以看到老师们有点紧张，大家知道我们接下来可能很快就会发布一个我们双方的合作，我们会有一个启动仪式，在启动仪 式之前，我们做一个简单的介绍，让大家也了解厦大，了解厦门的火炬高新区，了解我们的创业成长营。 首先问一下郭局长，火炬高新区一直都是厦门乃至整个福建创业创新的高科技产业发展的核心的引擎，请您来 ...

在汽车的定义权从发动机转向智能座舱的时代，"屏幕"就成为 兵家必争之地，几乎没有人怀疑车载显示的增长潜力。但在高 增长的表象下，车载显示市场提前进入了"高增长与低利润并 存"的结构性困境，单纯的规模扩张已无法带来安全感，竞争 的焦点正迅速转向。 作者： 郑晨烨 封图：图虫创意 6月11日，万创投行的董事总经理吴沛东在接受经济观察报记者采访时，将车载显示市场精准地概 括为"结构性红利与竞争性过剩"并存。Wit Display首席分析师林芝也向记者表达了同样的观点， 称车载显示市场正呈现"高增长与低利润并存"的局面。 结构性困境 在汽车的定义权从发动机转向智能座舱的时代，"屏幕"就成为兵家必争之地，几乎没有人怀疑车载 显示的增长潜力。 "随着汽车智能化、网联化的快速发展，车载显示屏在功能、尺寸、显示效果等方面的需求不断提 升。TCL华星在车载显示领域拥有深厚的技术积累和丰富的产品布局，能够为汽车厂商提供多样 化、高性能的显示解决方案，满足市场对智能座舱显示的需求，也希望能获得在这一领域实现业务 快速增长的机会。"TCL华星副总裁刘小兰在今年3月份接受记者采访时曾这样表达对这一业务领域 增长性的看好。 "坦白讲，还 ...

Market Performance - On June 17, 2025, A-shares saw a collective decline with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.12%, and the ChiNext Index down 0.36%. Over 2900 stocks fell, with total market turnover at 1.2371 trillion yuan, a decrease of 6.4 billion yuan from the previous day [2] - Hong Kong stocks also experienced a downturn, with the Hang Seng Index falling 0.34% to close at 23980.30 points, and total trading volume at 202.144 billion HKD. The Hang Seng China Enterprises Index dropped 0.4%, while the Hang Seng Tech Index decreased by 0.15% [2] - In the US market, major indices fell, with the S&P 500 down 0.84% to 5982.72 points, the Nasdaq Composite down 0.91% to 19521.09 points, and the Dow Jones Industrial Average down 0.7% to 42215.8 points [2] New Stock Offerings - There were no new stock subscriptions or listings on this day [3] Foreign Investment Trends - In May, foreign investment in domestic stocks increased compared to the previous month, with a net inflow of 33 billion USD from non-bank sectors, including enterprises and individuals. The trade in goods maintained a high net inflow, while other capital outflows remained stable [4] - The foreign exchange market showed a balanced supply and demand, with banks transitioning to a surplus in foreign exchange settlements and sales. The overall economic stability in China is expected to support the healthy operation of the foreign exchange market [4]

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 部分进口替代相关文章 目录 半导体晶圆制造材料（11种） 先进封装材料（12种） 半导体零部件材料（3种） 1、光刻胶 市场规模： 2023年，全球光刻胶市场规模约90亿美元，国内市场规模约120亿元人民币。预计到2030 年，全球市场将突破150亿美元，国内市场有望增长至300亿元人民币。 国产化率： 约 10% 。g/i 线光刻胶国产化率约 20%，KrF 光刻胶不足 2%，ArF 光刻胶不足 1%，EUV 光刻胶尚空白，高端产品依赖进口。 显示材料（11种） 高性能纤维（12种） 工程塑料（13种） 高性能膜材（6种） 先进陶瓷材料（9种） 高性能合金（4种） 一、半导体晶圆制造材料 国产替代：我国哪些新材料被"卡脖子"了？（附48页PPT） 国产替代：160页PPT详解19种"补链强链"国产新材料（附下载） 国产替代：97页PPT详解半导体材料国产替代进展 国产替代：聚酰亚胺（PI）薄膜国产化与重点企业分析（附63页PPT） 100+页PPT详解半导体零部件行业与国产替代 140页PPT详解半导体 ...

【DT新材料】 获 悉，6月17日 ， 京东方Ａ 公告称，彩虹股份拟出售所持 咸阳彩虹光电科技有限公 司 （简称"彩虹光电"）30%股权。公司根据公司发展战略，为紧抓产业格局整合演进机遇，进一步提 升公司竞争力， 拟收购上述30%股权。本次交易挂牌底价为48.49亿元。 报道称，这笔1.26万亿韩元的投资是LGD在出售中国广州LCD工厂后进行的首次大规模投资。 虽然新 技术的具体内容未公开 ，但业内人士表示，这些技术将应用于下一代移动设备。预计将实现使OLED面 板更薄且提高能效的技术，还将用于建立模块基础设施。 LGD相关人士表示：" 这是为了提前应对全球显示器市场上日益增长的OLED需求的投资，通过开发高 端产品，我们计划为客户提供差异化的价值 。" LCD和OLED，谁会成为最大赢家？ 说明： 本文部分素材来自于 京东方 及 网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种 不同观点，不代表对该观点赞同或支持。如果有任何问题，请联系我们：15355132586（微信同号） 资料显示， 咸阳彩虹光电科技有限公司 成立于2015年11月13日 ，注册资本人民币1,424,727万元。 ...

京东方Ａ公告称，彩虹股份拟出售所持咸阳彩虹光电科技有限公司（简称"彩虹光电"）30%股权。公 司根据公司发展战略，为紧抓产业格局整合演进机遇，进一步提升公司竞争力，拟收购上述30%股 权。本次交易挂牌底价为48.49亿元。 2连板东信和平：公司积极布局区块链、数字钱包等领域研发与应用，部分项目或产品应用场景等存 在较大不确定性 东信和平发布异动公告称，公司股票在连续2个交易日内日收盘价格涨幅偏离值累计超过20%，属于 股票交易异常波动的情况。公司关注到近期市场对数字人民币、稳定币关注度较高，近年来公司持续 聚焦前沿技术，积极布局区块链、隐私计算、数字钱包等领域的研发与应用，但面临新技术研发及商 业应用不达预期的风险，部分项目或产品的应用场景、市场规模尚存在较大不确定性，公司提醒广大 投资者审慎决策、理性投资。 2025.07. 17 6月17日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 京东方A：拟收购彩虹光电30%股权 大秦铁路：聘任张竑毅为总经理 大秦铁路公告，因达到法定退休年龄，公司董事会决定解聘韩洪臣总经理职务。经董事长陆勇提名， 董事会提名委 ...

Core Viewpoint - BOE Technology Group plans to acquire a 30% stake in Xi'an Rainbow Optoelectronics Technology Co., Ltd. for a base price of 4.849 billion yuan, aiming to enhance its competitive edge in the industry [1][2]. Group 1: Acquisition Details - The acquisition involves BOE purchasing 30% of Rainbow Optoelectronics, which is being sold by Rainbow Shares [2]. - The transaction is not classified as a related party transaction or a major asset restructuring under relevant regulations [5]. Group 2: Company Background - Rainbow Optoelectronics was established in 2015 and specializes in the R&D, production, and sales of TFT-LCD panels, modules, and related equipment [5]. - The acquisition aligns with BOE's strategic development goals, aiming to strengthen its industry influence and overall competitiveness [5]. Group 3: Financial Performance - BOE reported a significant improvement in profitability, with a net profit of 1.937 billion yuan for the first quarter, marking a year-on-year increase of 301.20% [6]. - The company’s total revenue for the first quarter was 5.060 billion yuan, reflecting a year-on-year growth of 10.27% [7]. - The overall financial outlook indicates a return to growth, with expectations for continued improvement in profitability as the semiconductor display industry matures [6].