Group 1 - The company, China Merchants China Fund, has signed an investment agreement to inject 30 million RMB into Shanghai JBD Display Technology Co., Ltd. as part of its Series B financing round [1] - JBD, established in October 2015, specializes in the research and manufacturing of MicroLED technology, with R&D departments and factories located in Hefei and Shanghai, China [1][2] - JBD is recognized as a leader in the mass production and application of MicroLED micro-display chips for augmented reality (AR) glasses, boasting industry-leading features such as high brightness, low power consumption, and compact size [2] Group 2 - The company anticipates strong demand for consumer-grade AR products in the future, positioning MicroLED as a promising display solution for lightweight AR glasses [2] - JBD's founding team has extensive experience in optoelectronic materials and devices, providing the company with a significant technological advantage in the MicroLED micro-display sector [2] - With ongoing product iterations and the commercialization of downstream AR terminals, JBD is expected to have a favorable development outlook as a leading player in the MicroLED micro-display field [2]

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。 【LEDinside】 AI人工智能等技术驱动下，AR眼镜市场热度持续回升，并带动了上游近眼显示项 目的投资热度上升。就在近日，国内又有企业宣布拟建设一项大型硅基OLED(Micro OLED)微显示 背板项目，以满足下游近眼显示企业与终端客户的需求。 奕瑞科技 拟建 硅基OLED微显示背板项目，总投资18亿元 5月23日晚，奕瑞科技 发布 对全资子公司增资暨对外投资的公告， 宣布 拟投资不超过18亿元用于 硅基OLED微显示背板生产项目，其中 对 项目实施主体，即 全资子公司奕瑞影像科技（合肥）有 限公司 （ 简称：" 奕瑞合肥 "） 增资6亿元 。 | 证券代码:688301 | 证券简称:奕瑞科技 | 公告编号:2025-035 | | --- | --- | --- | | 转债代码:118025 | 转债简 ...

Core Viewpoint - A-shares experienced a slight increase followed by a decline, with the gaming and controllable nuclear fusion sectors showing strength [1] Market Performance - The three major A-share indices opened slightly lower, with the Shanghai Composite Index rising nearly 0.5% at one point before retreating [1] - As of the midday session, the Shanghai Composite Index fell by 0.30%, the Shenzhen Component Index decreased by 0.71%, and the ChiNext Index dropped by 1.28% [1] - The North Star 50 Index saw a slight increase of 0.11% [1] Sector Performance - Leading sectors included gaming, controllable nuclear fusion, and airport shipping [1] - Underperforming sectors included chemical pharmaceuticals, CRO concepts, and complete automobiles [1] Trading Volume - Nearly 2,500 stocks declined across the two markets, with a total trading volume exceeding 640 billion yuan during the half-day session [1]

1、 《 Comac Medical Group 收购 ILIFE Consulting 》 摘要 ■ 英国总部、由 EdgeCap Partners 支持的 Comac Medical Group 宣布收购法国巴黎的专业合同研究 组织（CRO） ILIFE Consulting 。 ■ ILIFE 专注于 肿瘤学 、 罕见病 和 复杂的早期生物技术临床试验 ，这些均为创新密集、增长潜力大 的医疗细分领域。 ■ ILIFE 拥有深厚的法国及西欧市场经验，增强 Comac 在西欧地区的立足点，与其在英国、德国和美 国的近期扩展形成协同效应。 ■ ILIFE 创始人兼 CEO Marina Iché 将继续担任领导职务并成为集团重要股东，有助于确保企业文化与 服务连续性，支持未来增长战略。 ■ 背后私募股权基金 EdgeCap Partners 专注于欧洲高质量中型企业，管理层具有 Morgan Stanley、 Citi、Goldman Sachs 等顶级机构背景，具备强大资本与并购执行力。 ■ 对投资者而言，此次并购显著加强了 Comac 在早期临床试验领域的技术与服务能力，提升其吸引 新兴生物技术客户的竞争 ...

今天，A股三大指数午后集体回调。全市场成交额11826亿元，较上日增加429亿元。医药板块逆势走 强，CRO、减肥药、化学制药等方向领涨。 14:00左右， 多只沪深300ETF量能显著放大 。截至收盘，华泰柏瑞沪深300ETF成交额近34亿元，易方 达沪深300ETF、嘉实沪深300ETF成交额显著放量。 截至收盘，沪指跌0.94%，深证成指跌0.85%，创业板指跌1.18%。板块方面，可控核聚变、贵金属、创 新药、维生素等板块涨幅居前，港口、游戏、算力、电力等板块跌幅居前。 赛力斯全天成交额超100亿元 赛力斯涨停，全天成交额超100亿元。 关注" 新华网财经 "视频号 更多财经资讯等你来看 渤海证券称，长期来看，美国居高不下的债务和赤字率、潜在的再通胀风险、全球复杂的地缘局势以及 多国央行购金等因素均对金价形成支撑。当前宏观情绪缓和背景下需关注短期波动，而长期基本面利好 因素仍存，黄金具备战略配置价值。 知名黄金分析师Jordan Roy-Byrne认为，黄金价格在年底有可能达到3700美元/盎司。金价将在未来12个 月内达到4400美元至4500美元/盎司。此外，白银价格也将突破100美元/盎司。 （ ...

金十数据5月22日讯，三大指数今日低开，早盘震荡，午后加速下跌。截至收盘，沪指收跌0.94%，深 证成指收跌0.85%，创业板指收跌1.18%。盘面上，港口航运板块领跌，兵装重组概念、游戏股走低； 可控核聚变板块走强，贵金属板块午后冲高，CRO概念、医疗服务板块涨幅居前。赛力斯涨停，成交 额超106亿元。沪深两市成交额1.18万亿元，全市场超4200只个股下跌。 A股收评：创业板指收跌1.18% 全市场超4200只个股下跌 ...

【WitsView整理】 5月22日， 韩国微显示技术厂商Raontech 宣布， 其已开发出新款0.24英 寸、分辨率为1440x1440 （ 2.5K ） 的LCoS ( 硅基液晶 )微显示器 P24，并 已 向潜在客户提 供样品。 图片 来源：RaonTech Raontech 表示，P24的屏幕尺寸为0.24英寸，与现有产品相似，但像素数量从原来的100万个提 升 至 200万个，实现了1440x1440的分辨率。 据悉， LCoS是一种反射型显示器，其结构是在硅基底上设置液晶显示器，通过改变入射光的相位 来进行图像显示。 Raontech 指出，P24通过引入新的电路和工艺技术，将原先4μm级的像素缩小到3μm，实现了 8500 PPI， 因此P24尽管尺寸较 小， 仍 能实现高分辨率 显示 。 Raontech 表示， 通过推出P24，进一步扩展了 公司包含 LCoS、OLEDoS和LEDoS在内的微型 显示技术产品组合 。 目前， Raontech 公司正同时进军低分辨率信息型智能眼镜和超高分辨率智 能眼镜两个 应用 市场。在 此前 美国举行的SID 2025 展会上，Raontech 展示了包 ...

Group 1: Hong Kong Stock Market - Nuclear power stocks strengthened, with China General Nuclear Power Corporation Mining rising over 8% and China General Nuclear Power Corporation increasing over 2% due to Trump's upcoming executive order aimed at simplifying reactor approval processes and strengthening fuel supply chains to promote the nuclear energy industry [1] - CRO concept stocks led the gains, as Trump's drug pricing policy is expected to benefit the domestic CXO industry, with institutions indicating a fundamental turning point has emerged; Zhaoyan New Drug surged over 11%, Tigermed rose over 10%, Kanglong Chemical increased over 6%, and WuXi AppTec gained 2% [1] - Gold stocks generally declined, with Chifeng Jilong Gold Mining and Shandong Gold falling over 3% as gold prices dropped below $3,300 [1] - Automotive stocks mostly rose, with Great Wall Motors increasing over 3%, BYD rising over 4%, Li Auto up over 4%, and Leap Motor gaining nearly 2%; the China Passenger Car Association expects retail sales of new energy vehicles to reach 980,000 units in May [1] - Country Garden saw a nearly 4% increase as over 70% of noteholders joined the restructuring support agreement [1] Group 2: US Stock Market - Vigil Neuroscience experienced a surge of over 241% following a premium acquisition by Sanofi, which announced it would acquire Vigil for $470 million in cash, potentially rising to $600 million based on future development milestones; the acquisition price represents a 236% premium over Vigil's closing price [2] - Sunrun, the largest rooftop solar company in the US, plummeted 37.05% due to the House of Representatives passing the "Beautiful Act," which significantly cuts green energy subsidies, leading to a sharp decline in the solar panel sector [2] - Fannie Mae and Freddie Mac stocks surged over 50% and 41%, respectively, following Trump's mention of privatization plans [2] - Nike's stock rose over 2% as the company plans to implement widespread price increases on products in the US market, expected to take effect as early as this week [2]

Group 1: Market Outlook - Morgan Stanley is optimistic about the Chinese stock market, with a baseline expectation for the MSCI China Index at 80 and a target for the CSI 300 Index at 4150 points [1] - UBS sees foreign capital inflow as a significant trading logic for the Chinese stock market in the coming quarters, with Hong Kong stocks expected to outperform A-shares [1] - Deutsche Bank analysts express concerns about fiscal balance in countries outside the US, highlighting Japan's low demand for 20-year bonds as a sign of fiscal stress [1] Group 2: Economic Indicators - Barclays analysts predict a potential further decline in the US dollar, but strong economic data may limit the extent of the drop [2] - ANZ analysts note that the downgrade of the US credit rating by Moody's has reignited interest in gold due to concerns over economic slowdown and rising inflation [3] - CBA forecasts gold prices to reach $3750 per ounce in Q4, driven by safe-haven demand and a weakening dollar [4] Group 3: Industry Insights - CICC reports that the domestic nutrition and health food industry has significant long-term growth potential, with a market size exceeding $35 billion [5] - CITIC Securities indicates that the pesticide industry in China is accelerating consolidation, with leading companies enhancing competitiveness through mergers and acquisitions [6] - CITIC Securities also highlights that the domestic wind turbine industry is expected to enter a phase of simultaneous growth in volume and price due to improved supply-demand dynamics [7]

Company Overview - Dell Technologies is expected to report quarterly earnings of $1.70 per share, reflecting a year-over-year increase of +33.9% [3] - Revenues are anticipated to reach $23.1 billion, which is a 3.9% increase from the previous year [3] Earnings Expectations - The consensus EPS estimate has been revised 0.14% lower in the last 30 days, indicating a slight reassessment by analysts [4] - The Most Accurate Estimate for Dell is higher than the Zacks Consensus Estimate, leading to an Earnings ESP of +5.02%, suggesting a likelihood of beating the consensus EPS estimate [10][11] Historical Performance - In the last reported quarter, Dell Technologies exceeded the expected earnings of $2.53 per share by delivering $2.68, resulting in a surprise of +5.93% [12] - Over the past four quarters, Dell has consistently beaten consensus EPS estimates [13] Market Sentiment - The stock's movement may be influenced by how actual results compare to expectations, with potential for a price increase if results exceed estimates [2] - The Zacks Rank for Dell is currently 3 (Hold), which indicates a moderate outlook [11] Industry Context - In comparison, HP is expected to report earnings of $0.80 per share, showing a year-over-year decline of -2.4%, with revenues projected at $13.36 billion, up 4.3% [17] - HP's consensus EPS estimate has been revised up by 8.7% over the last 30 days, but it currently has an Earnings ESP of -1.25%, making it challenging to predict a beat [18]