每经记者｜黄海 每经编辑｜杨夏 近日，史上最长"618"正式落下帷幕。在"国补"（消费品以旧换新的国家补贴政策）拉动下，今年"618"期间，以手机、平板电脑、笔记本电脑为代表的消费 电子产品销量同比增幅明显。 作为全球主要的电子产品消费市场，近年来，中国已经成为世界电子产品生产、创新高地之一。人工智能、智能汽车、虚拟现实等技术蓬勃发展下，各厂商 对上游半导体材料、显示材料等的需求也持续攀升。 当下的半导体、显示领域有哪些新趋势？头部企业又如何看待日益激烈的行业竞争？近日，默克电子科技中国董事总经理隋郁接受了《每日经济新闻》记者 的独家专访。 电子科技是德国默克集团的三大重要业务之一。2024年，默克集团净销售额合计212亿欧元（约合人民币1667亿元），其中电子科技业务全年净销售额约38 亿欧元（约合人民币299亿元），中国作为战略性关键市场之一，长期以来一直是电子科技业务的创新之地和增长之源。 自2022年下半年担任默克电子科技中国首位中国籍董事总经理以来，隋郁对集团做"最本土化的跨国企业"的决心感知愈加深刻。"无论对我，还是对整个中 国团队，集团都有非常大的信任⋯⋯中国地区事业群的架构、布局是完全不一样的 ...

与此同时，京东方"第N曲线"代表——钙钛矿光伏业务也首度亮相资本市场，显示公司在屏显领域之外 的硬核科技能力。 另外值得关注的是，今年以来，京东方在资本运作方面动作频频。今年4月，公司旗下控股子公司能源 科技挂牌新三板，是首个独立孵化并挂牌的子公司；日前，京东方宣布拟以48亿元收购彩虹光电30%股 权，进一步巩固在LCD行业的龙头地位。 面板行业未来技术演进的方向在哪？如何进一步培育支撑企业成长的"未来业务"？公司在资本运作方面 还有哪些规划？在本次活动上，京东方董事长陈炎顺，京东方副董事长、京东方精电执行董事兼主席高 文宝等高管，向包括21世纪经济报道记者在内的媒体做出详尽解答。发展"第N曲线" 京东方资本战略的重心正在从规模扩张转向股东价值创造的新阶段。2015年至2024年，公司连续10年实 施现金分红，累计现金分红金额近220亿元人民币。 作为国内面板行业的"一哥"，京东方(000725.SH)对面板技术前景的判断，具有风向标意义。 在7月8日举行的京东方2025年投资者日活动上，京东方一众高管亮相，与投资者、产业伙伴等就技术、 市场、产业链协同等话题展开交流。尽管当前新型显示技术迭出，但他们的一致判 ...

并入 TCL科技 合并范围； TCL科技 对深圳市华星光电半导体显示技术有限公司21.5311%股权 的收购已于2025年7月1日完成工商变更，进一步提升 公司 的竞争优势 。 7月9日晚，TCL科技、瑞联新材相继披露2025年及上半年业绩预告，两家公司均预计报告期内业 绩同向上升。 TCL科技：预估上半年 半导体 显示业务净利润超46亿元 2025年上半年，TCL科技预计实现营收 826亿元-906亿元，同比增长3%-13%；归属于上市公 司股东的净利润 18亿元-20亿元，同比增长81%-101%；扣除非经常性损益后归属于上市公司 股东的净利润 15亿元-16.5亿元，同比增长168%-195%。 报告显示，TCL科技聚焦半导体显示、新能源光伏和半导体材料业务的核心主业发展。 其中，半导体显示业务预计上半年实现净利润超46亿元，同比增长超70%。 大尺寸显示领域，供 给侧格局进一步优化，高端化及大尺寸化趋势拉动面积需求继续 增长， 主要产品价格相对稳定、 随需求淡旺季窄幅波动；公司充分发挥产线布局、产品技术和效率效益优势，盈利增强。中尺寸领 域，t9产能顺利爬坡，IT产品销量和收入大幅增长，业务盈利持续改 ...

《白皮书》显示，中国足球在基础设施、商业、职业发展、舆论和文化五大环境上出现持续改善的迹 象，推动环境持续改善的因素不仅包括政府的顶层设计，更重要的是来自深植中国大众的足球热情，而 以海信为代表的科技企业在长期与足球赛事的深度合作中实现了与足球产业的紧密融合，科技让中国足 球正焕发出新的生机和活力。 趋于正向和理性 中国足球环境持续改善 过去几年，经历了一段时间波折的中国足球事业开始出现新的变化，集中体现在足球环境的持续改善。 一是中国足球基础设施建设快速完善。《白皮书》显示，2019年全国足球场总量为11.73万块，至2024 年增至16.10万块，五年净增加4.37万块，每万人拥有足球场地1.14块，已经超过此前政策制定的0.9块/ 万人标准。长期支持足球事业发展的体育赛事赞助商是市场力量中的一环，通过捐赠等多种公益形式， 来自赞助商的市场力量丰富了中国足球基础设施，增加了足球运动的普及度。 北京时间7月10日凌晨3点，2025年世俱杯半决赛迎来了巴黎圣日耳曼和皇家马德里两大豪门球队的"世 纪对决"，最终大巴黎以一场4比0的完胜，将皇马淘汰出局，强势挺进决赛。7月13日，世俱杯将迎来本 届赛事的巅峰对决， ...

Core Viewpoint - The company, Weishi Electronics, is responding to inquiries from the Shanghai Stock Exchange regarding its fundraising and investment projects, particularly focusing on the new lightweight vehicle display components project and its differentiation from previous projects [1][2]. Group 1: Fundraising and Project Details - Weishi Electronics is planning to build production capacity for 4.33 million lightweight structural components and 1.85 million new vehicle backlight display modules [2]. - The company has previously faced delays in its backlight display module and smart display component expansion project, with completion now expected by October 2025 [2]. - The new fundraising project emphasizes Mini-LED and large-screen technology, representing a technological upgrade compared to previous projects, rather than a simple replication [2][3]. Group 2: Production Capacity and Market Demand - The company has already achieved a certain scale of mass production for Mini-LED and large-screen display modules, with core technologies and production processes validated by downstream customers [3]. - The total expected demand for the projects that have received notification letters is approximately 40.15 million units, with an estimated annual contribution of 8.03 million units, covering 65.29% of the new production capacity for vehicle backlight display modules [5]. - The company is addressing the demand for lightweight structural components by transitioning from external procurement to in-house production, with several lightweight structural components already in mass production [5][6]. Group 3: Regulatory Concerns and Market Position - The Shanghai Stock Exchange has raised concerns regarding the rationality of the new production capacity, asking the company to explain the relationship between existing and new capacities, utilization rates, market competition, and order status [4]. - The company anticipates that the lightweight structural components will support the production capacity of the new investment project, with a projected annual increase of approximately 4 million lightweight structural components based on a 50% penetration rate in future projects [6].

Group 1: TCL Technology Performance - TCL Technology forecasts revenue for the first half of 2025 to be between 82.6 billion to 90.6 billion yuan, representing a year-on-year growth of 3% to 13% [1] - The company expects net profit attributable to shareholders to be between 1.8 billion to 2 billion yuan, showing a significant year-on-year increase of 81% to 101% [1] - The semiconductor display business is a key driver for revenue and profit growth, with expected net profit exceeding 4.6 billion yuan, a year-on-year increase of over 70% [1] Group 2: Business Segments and Market Trends - In the large-size display sector, the company benefits from an optimized supply-side structure and a trend towards high-end and large-size products, leading to continued growth in area demand [1] - The mid-size segment sees significant growth in IT product sales and revenue, with ongoing improvements in business profitability [1] - The small-size OLED business has shown notable success due to its high-end strategy [1] Group 3: Future Outlook - TCL Technology has integrated LG Display (China) Co., Ltd. into its consolidated scope starting from the second quarter of 2025 [1] - The acquisition of a 21.5311% stake in Shenzhen Huaxing Optoelectronic Semiconductor Display Technology Co., Ltd. was completed on July 1, 2025 [1] Group 4: TCL Zhonghuan Performance - In the first half of 2025, TCL Zhonghuan is expected to report a net profit attributable to shareholders ranging from -1.2 billion to -1.35 billion yuan [2] - The company faces operational pressure due to an imbalance in supply and demand across the industry chain, alongside declining product prices and inventory impairment [2]

超百亿收购终于落地，TCL科技（000100）(000100.SZ)大手笔加码显示业务布局。 7月6日晚间，TCL科技发布新增股份上市报告书，公司收购深圳华星半导体21.5311%股权事项已经完 成。公司通过发行股份及支付现金方式实施本次收购，新增的9.86亿股份将于7月10日上市。 高达115.62亿元的交易完成后，TCL科技将合计控制深圳华星半导体84.2105%的股份。 长江商报记者发现，近年来，TCL科技大手笔布局显示业务。2024年9月，TCL科技官宣拟通过控股子 公司TCL华星，收购LG Display Co.,Ltd.(简称"LGD")及其关联方持有的乐金显示(中国)有限公司(简 称"LGDCA")80%股权，交易价格为112亿元。标的公司将在2025年二季度纳入公司合并报表范围。 其实，严格意义而言，TCL科技的大手笔收购，实际上是回购。 华星半导体于2016年成立，初期由TCL旗下平台全资控股，后引入外部股东。2024年，TCL科技开始回 购华星半导体的股份。截至目前，外部股东三星显示还持有标的5.02%股份。 TCL科技表示，本次收购深圳华星半导体少数股权，有利于上市公司进一步强化主业、提 ...

□ 本报记者李源李鑫津 通讯员戴家军 盛夏时节，扬州江都高新区重大项目建设现场塔吊林立、机器轰鸣，一派热火朝天的施工景象。作为江 都经济发展的主阵地之一，高新区以"拼抢实"的作风全力推进重大项目建设，博恒新材料、派莱特光学 等一批战略性新兴产业项目取得突破性进展。值得一提的是，在胡润研究院刚刚发布的《2025全球独角 兽榜》上，扬州两家企业入选，来自高新区的纳力新材料首次登榜。 5月9日，江都高新区获省政府批复正式"去筹转正"。一字之变背后，是传统产业"老树新花"、新兴产 业"聚链成群"、未来产业"抢滩布局"的澎湃交响，更是当地"无事不扰、有事必应"营商环境的坚实托 举。江都区委书记朱莉莉表示，"省级高新区不是终点，而是以'高'立标、以'新'破局的新起点。我们要 让每一寸土地都成为创新的土壤，让每一个企业都能在这片沃土上拔节生长。" 扬州博恒新能源材料科技有限公司的车间里，全球首条新能源材料专用超薄增强薄膜生产线近日正式投 产。"这条线打破国外对高端新能源基膜的垄断，产品能让锂电池更轻、更安全。"公司副总经理缪金焕 难掩激动。而就在投产前一周，企业还因设备试产急需《工业产品生产许可证》而焦虑，江都高新区管 委 ...

Group 1 - Muyuan Foods expects a significant increase in net profit for the first half of 2025, projecting a profit of 10.5 billion to 11 billion yuan, representing a year-on-year growth of 924.6% to 973.39% [1][2] - The increase in profit is attributed to a rise in pig sales volume and a decrease in breeding costs compared to the previous year [2][3] Group 2 - TCL Technology anticipates a net profit of 1.8 billion to 2 billion yuan for the first half of 2025, reflecting a year-on-year increase of 81% to 101% [1][4] - The company's revenue is projected to be between 82.6 billion and 90.6 billion yuan, with a growth rate of 3% to 13% compared to the same period last year [1][4] - The semiconductor display business is expected to achieve a net profit exceeding 4.6 billion yuan, marking a growth of over 70% [3] Group 3 - TCL Zhonghuan is projected to incur a net loss of 4 billion to 4.5 billion yuan in the first half of 2025, compared to a loss of 3.064 billion yuan in the same period last year [4][5] - The loss is attributed to a decline in product prices and inventory impairment due to supply-demand imbalances in the industry [5] Group 4 - Shanghai Pharmaceuticals expects a net profit of 4.45 billion yuan for the first half of 2025, representing a year-on-year increase of approximately 52% [6] - The increase is partly due to the acquisition of a 10% stake in Shanghai Hutchison Pharmaceuticals, which has been consolidated into the financial statements [6] Group 5 - Northern Rare Earth anticipates a net profit of 900 million to 960 million yuan for the first half of 2025, indicating a year-on-year increase of 1882.54% to 2014.71% [7] - The growth is driven by improved production management, cost reduction, and increased sales of key products [7] Group 6 - Ganfeng Lithium expects a net profit of 600 million to 640 million yuan for the first half of 2025, reflecting a year-on-year increase of 100.73% to 114.12% [13] - The growth is attributed to significant revenue increases and effective cost control measures [13] Group 7 - Foster anticipates a net profit decrease of 49.05% for the first half of 2025, projecting a profit of 473 million yuan [17] - The decline is due to oversupply in the photovoltaic industry and intensified market competition, leading to lower sales prices [17]

Core Viewpoint - The company, Lekai Film, has decided to exit the solar photovoltaic (PV) business due to increasing competition and declining profitability, shifting its focus towards optoelectronic display and green carbon-neutral new businesses [1][4]. Group 1: Company Background and Business Transition - Lekai Film, originally known for its film products, transitioned to the solar PV industry in 2011, which became a significant revenue source for the company [2][3]. - The company has faced losses due to rising raw material costs and market demand changes, leading to a decline in its core business [2][3]. - The solar battery backplane products have seen a shift from positive to negative gross margins in 2024, prompting the company to halt production of these products [3][4]. Group 2: Financial Performance and Market Conditions - Despite the rapid growth of the solar industry in 2022, prices across the supply chain began to decline, resulting in a significant reduction in profit margins for Lekai Film [2][3]. - The company reported that its solar business, which was once a major revenue contributor, has not provided substantial profits, with increasing competition and transportation costs impacting profitability [3][5]. Group 3: New Business Initiatives - Lekai Film is accelerating its development in optoelectronic display and green carbon-neutral businesses, including the acquisition of 100% of Lekai Optoelectronics and the construction of a new TAC film production line [4][5]. - The company is also entering the high-performance separation membrane sector, which is expected to create a new business ecosystem focused on resource recycling [5][6]. - The TAC film production line is currently operating at full capacity, with projected revenues of 78.19 million yuan in 2024, indicating a profitable venture [5][6].