Core Viewpoint - The Shanghai Municipal Economic and Information Commission has issued the "Action Plan for the High-Quality Development of the Next-Generation Display Industry (2026-2030)", aiming to establish a complete industrial chain and advanced technology levels by 2030 [1] Summary by Relevant Sections - **Industry Goals** - By 2028, the plan aims to create a complete industrial chain, a well-developed industrial ecosystem, and leading technological levels in the next-generation display industry [1] - By 2030, the competitiveness of the next-generation display industry, supporting capabilities, and regional competitiveness are expected to reach internationally advanced levels [1] - **Industry Development Strategy** - The action plan emphasizes deep integration with the national industrial chain and aims to cultivate a number of strong segments within the industry [1] - The focus is on enhancing the resilience and completeness of the industrial chain [1]

Core Viewpoint - The release of international standards for quantum dot light conversion films marks a significant breakthrough for China in the field of nano-display technology, establishing a framework for reliability evaluation and product specifications [1] Group 1: International Standards - China has led the development of international standards for quantum dot light conversion films, including testing methods for optical stability under extreme conditions [1] - The standards provide a unified basis for assessing product reliability, which is crucial for the industry [1] Group 2: Industry Impact - The implementation of these standards is expected to facilitate large-scale production and widespread application of quantum dot light conversion films [1] - This development is anticipated to activate the trillion-yuan display industry, enhancing its growth potential [1]

北京时间7月14日凌晨3:00，世俱杯决赛，切尔西爆冷以3：0大胜巴黎圣日耳曼，勇夺冠军。2025年世 俱杯开赛一个多月以来，海信作为FIFA首个VAR（视频助理裁判）显示官方合作伙伴，助力裁判精准 判罚，让球迷过足了"身临其境"观赛的瘾。 过去一个月，足球热浪跨越洲际持续升温：世俱杯赛场群雄逐鹿，豪门俱乐部的巅峰对决、火星四溅的 绝杀时刻与悬念迭起的比赛进程，点燃了海内外球迷的观赛激情。以海信为代表的中国科技企业在长期 与足球赛事的深度合作中，以科技赋能足球，实现了与足球产业的紧密融合。 "由于近年围绕足球赛事、转播的新兴技术层出不穷，科技对足球事业的支撑力显著增强。"近日，由 《经济观察报》联合中国式现代化研究院共同发布的以"'足'够热爱：当代中国球迷的坚守"为主题的 《中国足球环境及未来发展白皮书（2025）》（下称《白皮书》）认为，科技与足球的深度融合，正重 塑足球这项全世界最大的运动，使之不断焕发出新的生机和活力。 "赛场上总有中国的身影" "虽然中国球队没有出现在世俱杯赛场，但是场上却总能看到中国的身影，"一位飞跃万里海洋现场观看 比赛的中国球迷满脸自豪地开玩笑说。确实，中国科技品牌如今在全球舞台 ...

Group 1 - BOE has made significant progress in the construction of its future display industrial park and education equipment sector, with new developments in Beijing and Lanzhou [1][4] - The future display industrial park in Beijing was officially inaugurated on July 4, 2025, during the Global Digital Economy Conference, focusing on ultra-high-definition industry integration and innovation [1][3] - The park aims to create a complete ecosystem for future display technology innovation, integrating AI, AIGC, virtual reality, and 5G/6G technologies [1][3] Group 2 - The education equipment production line and training base project signed in Lanzhou on July 7, 2025, involves an investment of 200 million yuan, aimed at upgrading the education equipment industry in the region [4][6] - BOE Yiyun has been providing integrated solutions for various educational institutions since 2020, including customized hardware and software products [4][6] - The company showcased various sizes of interactive smart panels at the 83rd China Education Equipment Exhibition in April 2024, emphasizing the benefits of larger screens in reducing visual fatigue for students [6]

Core Industry Insights - The ultra-high-definition video display industry is one of the ten strategic pillar industries in Guangdong, with Guangzhou projected to achieve an output value exceeding 200 billion yuan in 2024, reflecting a nearly 8% year-on-year growth [1] - The production capacity for ultra-high-definition panels, display modules, polarizers, and ultra-high-definition TV boards ranks among the top in the country [1] Application and Market Reach - Smart screens have a wide range of applications beyond traditional devices like TVs and tablets, including interactive blackboards in classrooms and smart appliances [6] - The core components of these smart screens are in high demand globally, indicating a robust market presence [2] Manufacturing and Technology - A major smart manufacturing facility produces 10 million display motherboards annually, with one in three televisions globally using its motherboards [7] - Each motherboard contains over 1,700 components, with more complex displays having up to 2,000 components [7] Quality Control and Efficiency - The manufacturing process employs AI and machine vision for quality control, achieving micron-level precision in component inspection, significantly improving efficiency by over two times [9] - The facility has established a pilot line for testing new technologies and materials in production, contributing to a 16.8% growth in overseas business in 2024 [10] Industry Cluster Development - The new display industry chain is rapidly clustering, with over 130 large-scale enterprises in the Guangzhou Development Zone, covering the complete industry chain [11] - The ultra-high-definition industry cluster is expected to surpass 900 billion yuan in revenue in 2024, moving towards a trillion-yuan industry cluster, thus injecting new momentum for high-quality development [11]

Group 1 - The "Investment Chengdu" Global Investment Conference held on June 18, 2025, saw significant project signings, with Chengdu Industrial Investment Group achieving notable partnerships in the "Star Computing Plan" global headquarters and engine projects [1] - The "Star Computing Plan" aims to establish a chain fund that will enhance the satellite internet and application industry ecosystem in Chengdu, marking a significant step in the city's industrial development [4][5] - Chengdu Industrial Investment Group has been actively investing in strategic emerging industries, with the Heavy Industry Fund supporting various innovative projects, including flying cars and reusable rocket production bases [4][5] Group 2 - Since its establishment in December 2020, the Heavy Industry Fund has invested in over 110 companies, focusing on "invisible champions" and specialized small giants within the industry [5] - The fund has successfully attracted and nurtured over 20 leading enterprises, with a total investment of nearly 30 billion yuan, driving industry investments exceeding 220 billion yuan [7] - The recent investment of 1 billion yuan in the aviation industry project reflects a deepening of central-local strategic cooperation, aimed at enhancing local leading enterprises and upgrading the aviation supply chain [8]

Core Viewpoint - The television consumption has entered an era where the size of the screen should match the size of the wall, indicating a shift in consumer preferences towards larger screens and high-quality visual experiences [2][5][6]. Group 1: Market Trends and Performance - In 2024, the global television market is expected to reach 208 million units, with a year-on-year growth of 3.48%, driven by major sports events [1]. - Hisense's market share in the global display sector has surpassed 30%, with the company maintaining a strong position as the second-largest player globally [1][3]. - The sales of 100-inch televisions have surged by 400%, reflecting a growing consumer demand for larger screens [5][6]. Group 2: Technological Innovations - Hisense has introduced the world's first RGB-Mini LED television, showcasing its commitment to technological differentiation and innovation [4]. - The company has achieved a significant market share in laser display products, holding nearly half of the market [4]. - Hisense is focusing on user-centered solutions, addressing consumer pain points through products like mobile smart screens and laser projectors [4]. Group 3: Marketing and Brand Positioning - Hisense leverages sports marketing by sponsoring major events like the World Cup and European Cup to enhance its global brand presence [1][2]. - Collaborations with popular games and esports have led to a 56% increase in sales for co-branded products, indicating effective engagement with younger audiences [5][6]. Group 4: Future Directions and Sustainability - The company is committed to integrating display technology into various environments, including homes, businesses, and vehicles, promoting a vision of "display everywhere" [6][7]. - Hisense has established a zero-carbon factory, with 100% of its energy sourced from green electricity, reflecting its commitment to sustainable manufacturing practices [20][22]. - The company aims to enhance its competitive edge through digital transformation and automation in manufacturing processes [20][22].

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]

Core Insights - The display industry in China is experiencing a recovery, with major panel manufacturers like BOE, TCL Huaxing, and Tianma showing improved profitability in 2024 and achieving record revenues in Q1 2025 [1][2] - The new display industry is transitioning from scale competition to value competition, with a projected annual output value exceeding 740 billion yuan in 2024, reflecting a nearly 16% year-on-year growth [1] Group 1: LCD TV Panel Performance - The LCD TV panel market has benefited from factors such as large sporting events, a trend towards larger sizes, and "old-for-new" policies, leading to improved performance for manufacturers like BOE, TCL Huaxing, and Rainbow [2] - BOE's financial report indicates strong profitability from its 10.5-generation lines in Hefei and Wuhan, with significant year-on-year growth in LCD business for Q1 2025 [2] - TCL Huaxing has expanded its production capacity for large-size panels, with 58% of its shipments being 65 inches or larger, and has strengthened its competitiveness through the acquisition of LGD's Guangzhou factory [2] Group 2: Global Market Trends - Global TV panel shipments and area are expected to grow in 2024, with a stable average utilization rate above 80% in Q1 2025, despite a potential cooling in demand due to changing international trade conditions [3] - The LCD panel supply is expected to stabilize in 2025, with China accounting for 88% of global 8th generation and above LCD capacity, indicating a higher industry concentration [3] Group 3: AMOLED Market Growth - The AMOLED market is expanding rapidly, with BOE achieving a shipment of nearly 140 million flexible OLED products in 2024, and TCL Huaxing also reporting significant growth in flexible OLED shipments [4] - Despite revenue growth in AMOLED business, profitability remains a challenge for several manufacturers, including BOE and Tianma, who are focusing on cost reduction and efficiency improvements [5] Group 4: Automotive Display Market - The automotive display panel market is experiencing strong growth, with global shipments reaching 200 million units in 2024, driven by the rise of smart vehicles and the electric vehicle market [6] - Tianma's automotive display revenue grew over 40% in 2024, while BOE's automotive business revenue surpassed 10 billion yuan [6] Group 5: Upstream Material Companies - The new display industry is shifting towards value competition, with upstream material companies like Sijinjing and Shenfang Textile achieving solid growth in 2024 [8] - Sijinjing maintained a 33% share of the global large-size polarizer market, while Rainbow's glass substrate revenue grew by 21.87% [9] - The overall supply chain is improving, with local production rates increasing and a focus on collaborative innovation across the industry [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605588 证券简称：冠石科技 公告编号：2025-016 南京冠石科技股份有限公司 关于2024年度拟不进行利润分配的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 南京冠石科技股份有限公司（以下简称"公司"）2024年度不派发现金红利、不送红股、不以资本公积 金转增股本。 ● 本次利润分配方案已经公司第二届董事会第二十四次会议、第二届监事会第二十次会议审议通过，尚 需提交公司2024年年度股东大会审议。 ● 公司不触及《上海证券交易所股票上市规则》第 9.8.1 条第一款第（八）项规定的可能被实施其他风 险警示的情形。 一、利润分配方案内容 （一）利润分配方案的具体内容 经信永中和会计师事务所审计，公司2024年度归属于母公司所有者的净利润为-15,455,120.37元，本年 度母公司实现的净利润为10,412,812.45元，截至2024年12月31日，母公司口径期末未分配利润为人民币 166,102,108.53元。经公司第二届董 ...