1.《哪吒2》海外票房预计超过1亿美元 据界面新闻，在6月15日举办的上海国际电影节开幕论坛上，光线传媒董事长王长田透露，《哪吒之魔童闹 海》正版的衍生品销售额目前应该已经达到了数百亿，未来完全有可能达到上千亿。 王长田表示，《哪吒之魔童闹海》的海外票房预计会超过1亿美元，目前电影的海外票房已经突破五千万美 元， 点评：《哪吒2》海外票房破亿，展现国漫全球影响力，文化输出新标杆。 2.今年前5个月我国对中亚五国进出口快速增长 6月15日消息，据海关统计，我国对中亚五国进出口由2013年的3120.4亿元扩大至2024年的6741.5亿元，增 长116%，年均增速达7.3%，高出同期我国整体进出口年均增速2.3个百分点。今年前5个月，我国对中亚五 国进出口2864.2亿元，同比（下同）增长10.4%，规模创历史同期新高。其中，出口1881.8亿元，增长 5.6%；进口982.4亿元，增长21%。 3.1至5月全国铁路完成固定资产投资2421亿元，同比增长5.9% 6月15日，据中国国家铁路集团有限公司消息，今年1月至5月，铁路建设优质高效推进，全国铁路完成固定 资产投资2421亿元，同比增长5.9%，有效发挥了 ...

证券研究报告 | 2025年06月15日 转债市场周报 转债呈现较强韧性，关注低价个券信用挖掘 核心观点 固定收益周报 上周市场焦点（6 月 9 日-6 月 13 日） 股市方面，上周权益市场整体呈现震荡格局，全球地缘冲突加剧的背景 下黄金、原油价格大幅上涨，稀土永磁相关出口管制措施推出等，带动 有色和石油石化板块表现居前，或受部分地区以旧换新补贴活动暂停等 消息影响，食饮、家电等消费板块调整幅度较大。 债市方面，上周债市总体走强，5 月通胀依然低迷、出口同比回落至 4.8%， 资金成本继续下行、隔夜资金利率创今年以来新低，以及地缘政治冲突 加剧、市场风险偏好有所回落等均对债市形成利好；周五 10 年期国债 利率收于 1.64%，较前周下行 1.07bp。 转债市场方面，上周转债个券多数收跌，中证转债指数全周-0.02%，价 格中位数-0.63%，我们计算的算术平均平价全周-0.95%，全市场转股溢 价率与上周相比+0.61%。个券层面，金陵（足球概念）、锦鸡（活性染 料）、海波（钢结构工程）、联得（显示模组设备）、志特（建筑铝膜） 转债涨幅靠前；正裕（汽车减震器与零部件&已公告强赎）、华体（智 能交通系统） ...

Group 1 - The company plans to issue shares to specific targets in 2025 through a simplified procedure, which was approved in the board meeting held on June 13, 2025 [1][3][4] - The announcement regarding the share issuance was disclosed on June 14, 2025, on the Shanghai Stock Exchange website [1][2] - The issuance is subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission [1] Group 2 - The board meeting was attended by all nine directors, and the meeting procedures complied with relevant laws and regulations [3][5] - The board approved several proposals related to the share issuance, including the conditions for the simplified procedure and the specific plan for the issuance [4][6][7] - All proposals received unanimous support from the directors, with no votes against or abstentions [5][6][7] Group 3 - The company has also disclosed a report on the use of previously raised funds, detailing the actual amounts raised and their allocation [28][29] - The report indicates that the funds from the 2020 public offering and the 2022 targeted issuance have been fully utilized as planned [29][30] - The company has provided detailed accounts of the funds' storage and usage, ensuring transparency in financial management [30][31][34] Group 4 - The company corrected its 2023 annual report, clarifying the sales figures of its major customers, which did not affect the overall financial performance [23][24][25] - The correction involved separating the sales figures of two customers that were previously combined, ensuring accurate reporting [23][24][25]

随着苹果需求的拉动，8.6代OLED市场争夺战已正式打响。三星显示凭借先发优势，有望成为首家量产 企业。而中国厂商亦不甘落后。京东方建设8.6代IT OLED产线，设备导入进度较原计划提前4个月，目 标量产时间已从2025年底提前至10月。而维信诺（Visionox） 近期加紧采购核心设备，最快或于2025年 底实现量产。相比之下，LG Display 仍持观望态度，表示将"待市场稳定后再决定投资"。 自2017年首次在iPhone X上采用OLED屏幕以来，苹果持续扩大该技术的应用范围：2018年Apple Watch 全系搭载OLED面板，2020年iPhone 12系列全面转向OLED，2023年首款OLED iPad Pro问世。而2025 年，苹果计划将OLED技术引入MacBook Pro，进一步推动高端IT设备的显示升级。 市场研究机构DSCC预测，2025年平板电脑和笔记本电脑采用的混合OLED面板需求量将达1890万台， 较2023年（810万台）和2024年（预计1210万台）增长56%以上。苹果的强势入局，叠加三星显示、京 东方等供应链的产能扩充，预示着IT设备OLED化进程将全面加速。 ...

Group 1 - The phenomenon of "involution" in competition is squeezing normal profit margins and damaging the healthy development of industries [1] - In industries with slowing demand growth and relative overcapacity, companies tend to imitate rather than innovate, leading to homogeneous low-price competition and irrational market share grabbing [1] - To resolve "involution" competition, it is necessary to optimize and expand market space while effectively governing market order through collaboration among enterprises, industry associations, and government departments [1] Group 2 - Promoting inclusive industry development requires innovation leadership, encouraging companies to increase innovation investment and leveraging the role of industry associations [2] - Industry associations should facilitate communication and cooperation among companies, enhance the sense of responsibility for maintaining industry health, and share industry development trends [2] - Establishing self-regulatory rules within industries can help eliminate violations, protect intellectual property, and encourage latecomers to learn from leading companies [2] Group 3 - Regions should strengthen research on industry life cycles, value chains, and organizational forms to create regional industrial brand characteristics and alleviate "involution" competition among enterprises [3] - Local industries should be developed based on resource endowments, avoiding blind expansion and focusing on cultivating industries with comparative advantages [3] - Promoting advanced industrial organization involves effective collaboration between large "chain leader" enterprises and supporting small and medium-sized enterprises to avoid low-level competition [3]

Group 1 - Companies in mountainous areas of Fujian are successfully leveraging innovation to overcome resource limitations and establish themselves in the manufacturing sector [1][2] - Sanxiang New Materials Co., Ltd. in Shouning County specializes in high-purity zirconia materials, achieving a purity of 99.8% and becoming a national-level "specialized and innovative" small giant enterprise [1] - Fujian Shanshan Technology Co., Ltd. focuses on lithium battery anode materials and reported a revenue exceeding 2.2 billion yuan last year, with significant growth in orders this year [2] Group 2 - The development of the new display industry in Wuping County has created a complete industrial chain, attracting companies to the region due to its favorable industrial environment [2] - Fujian Tiao Xing Intelligent Technology Co., Ltd. has invested 120 million yuan in producing non-standard LCD displays, with an expected annual output value of 150 million yuan [2] - The Fujian Provincial Department of Industry and Information Technology emphasizes the importance of local特色产业 (characteristic industries) as a foundation for economic development in mountainous counties [3]

深圳市隆利科技股份有限公司投资者关系活动记录表 证券代码：300752 证券简称：隆利科技 | | □分析师会议 特定对象调研 | | | --- | --- | --- | | 投资者关系活 动类别 | □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 | 广发证券 马英皓 周靖翔、邓心怡、左少逸、赵森 | 诺安基金 | | | 天弘基金 张磊 郭敏、曾国富 | 信达澳亚 | | | 建信基金 许晴晖 郭晓莹 | 融通基金 | | | 鹏华基金 蔡春根 丁俊枫 | 嘉合基金 | | 及人员姓名 | 国投瑞银 周俊松 谭智汨 | 金信基金 | | | 华泰资产 叶文强 廖家瑞 | 东方红基金 | | | 万家基金 陈飞达 高兵、刘力 | 华商基金 | | | 大成基金 徐一清 梁简泓 | 交银施罗德 | | | 华福电子 李琦 | | | 时间 | 2025年6月11日-2025年6月13日 | | | 地点 | 电话会议 | | | 上市公司接待 | 副总经理、董事会秘书：刘俊丽女士 | | | 人员姓名 | 证券事务代表：李 ...

【惠科】 6月13日，惠科宣布推出 全球首款a-Si车载 Tri-gate（ TRD ） +TDDI屏幕 。 惠科表示，这款12.3英寸车载屏是国内首创将a-Si材料的Tri-gate技术与incell触控屏整合在一起 的产品。相较于LTPS屏幕技术，它拥有高信赖性、低成本等优势，显著提升了车载屏幕的驱动效 率和稳定性。产品具体特点如下： TDDI一体化设计 此次研发的12.3英寸车载显示屏基于a-Si材料实现Tri-gate（TRD）驱动，使其在相同分辨率 下，减少驱动芯片和外围元器件的使用，降低成本。同时，零件的减少也带来了空间的节省，使 其可以在更小的空间集成更多晶体管，以此支持驱动2K/4K甚至更高分辨率的屏幕。 此外，该产品还支持多点触控、戴手套操作、湿手操作，满足各种人机交互场景需求。 窄边框 这款车载显示屏利用Tri-gate架构搭配GDL电路可实现极窄边框设计，能有效提升屏幕的屏占 比，进一步提升视觉体验。 该产品还通过快速响应和分区精准控光，提升画面的明暗对比度（1800:1），使亮部更明亮、 暗部更深邃，尤其在Mini-LED背光系统中，画面细节呈现更清晰，减少残影和模糊感。此外， 屏幕表 ...

这款车载显示屏利用Tri-gate架构搭配GDL电路可实现极窄边框设计，能有效提升屏幕的屏占 比，进一步提升视觉体验。 该产品还通过快速响应和分区精准控光，提升画面的明暗对比度（1800:1），使亮部更明亮、 暗部更深邃，尤其在Mini-LED背光系统中，画面细节呈现更清晰，减少残影和模糊感。此外， 屏幕表面反射率的降低，可以进一步提升画面清晰度。 【惠科】 6月13日，惠科宣布推出 全球首款a-Si车载 Tri-gate（ TRD ） +TDDI屏幕 。 惠科表示，这款12.3英寸车载屏是国内首创将a-Si材料的Tri-gate技术与incell触控屏整合在一起 的产品。相较于LTPS屏幕技术，它拥有高信赖性、低成本等优势，显著提升了车载屏幕的驱动效 率和稳定性。产品具体特点如下： TDDI一体化设计 此次研发的12.3英寸车载显示屏基于a-Si材料实现Tri-gate（TRD）驱动，使其在相同分辨率 下，减少驱动芯片和外围元器件的使用，降低成本。同时，零件的减少也带来了空间的节省，使 其可以在更小的空间集成更多晶体管，以此支持驱动2K/4K甚至更高分辨率的屏幕。 此外，该产品还支持多点触控、戴手套操作、湿 ...

Group 1 - The second "Belt and Road" Technology Exchange Conference was held in Chengdu from June 10 to 12, focusing on new display technologies and international capacity cooperation [2] - The conference gathered leading companies, industry associations, and experts to discuss innovative mechanisms and models for technology collaboration along the "Belt and Road" [2][5] - The conference highlighted advancements in projection technology, with a focus on commercial market innovations by companies like XGIMI Technology [2] Group 2 - A new generation of electronic paper display technology was introduced, achieving a significant breakthrough with 50 frames per second color dynamic electronic paper [3] - The ultra-high-definition industry is projected to reach a scale of 8 trillion yuan by 2030, driven by multiple factors including user demand and policy support [3] - The integration of culture and technology is becoming a national strategy, positioning the ultra-high-definition audio and video industry as a pillar of the national economy [3] Group 3 - XGIMI Technology is prioritizing its vehicle-mounted business, establishing a dedicated division and increasing investment in R&D and market expansion [4] - The vehicle-mounted business is seen as a new chapter for XGIMI, leveraging its core competencies in optical and projection technologies [4] - XGIMI has secured eight vehicle-mounted business contracts, with production expected to commence in 2025 [4]