投资者关系活动主要内容介绍 本次调研活动以腾讯会议线上调研方式召开，由深圳莱宝高科技股份有限 公司（以下简称"公司"）董事会秘书向参与调研人员主要介绍了公司主营业 务情况、近期生产经营情况、所处行业发展现状及未来发展趋势、产品相关技 术发展现状及未来发展趋势、以及公司与地方政府合作投资的微腔电子纸显示 器件（MED）项目等相关情况，并进行相关沟通交流。 本次调研活动的主要沟通内容如下： 证券代码：002106 证券简称：莱宝高科 深圳莱宝高科技股份有限公司 投资者关系活动记录表 编号：2025-010 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 √其他（腾讯会议线上调研） 参与单位名称及 人员姓名 华福证券有限责任公司上海分公司：王鑫旸 时间 13:30-14:55 地点 深圳市光明区光源四路 9 号 公司光明工厂二期办公楼八楼 董事会秘书办公室 上市公司接待人 员姓名 董事会秘书：王行村 1、公司与地方政府合作投资的微腔电子纸显示器件（MED）项目的目的 和对公司可能带来的主要影响。 答：如公司 2023 年 10 月 21 日发布的公 ...

【集邦Display整理】 6月1日消息， AOC与京东方联合发布AOC爱瞳圆偏光电竞显示器 Q27G4SL/WS。 #京东方 #显示器 ▶ 关于集邦 相比传统线偏振光技术，AOC爱瞳圆偏光电竞显示器Q27G4SL/WS采用的BOE圆偏光技术，在屏 幕表面搭载独特的圆偏光护眼层，可模拟自然界阳光的特性，其发出的光矢量均匀旋转，人眼不同 区域均匀接受光线，大幅减少光线对晶状体和视网膜的定向刺激，为用户提供更接近自然光的护眼 体验。同时，辅以硬件级低蓝光与DC不频闪技术，从源头降低有害蓝光辐射与屏闪烁干扰。 除护眼优势外，Q27G4SL/WS具有2K分辨，300Hz高刷新率，1ms灰阶响应时间，拥有100% sRGB 和95% DCI-P3色域覆盖率，支持10Bit 色深与 ΔE<2 色准，支持Adaptive-Sync同步技 术。 图片来源： AOC 目前，AOC爱瞳圆偏光电竞显示器Q27G4SL/WS已在京东平台正式开售，售价为人民币1599 元。 据悉， 传统线偏振光技术显示器因光线在同一方向上振动，长时间集中刺激人眼同一区域，易引 发 人眼睫状肌持续紧张，诱发干涩、酸胀等视觉疲劳症状。 上下滑动查看 ...

Group 1 - The company received a loan commitment of 1.8 billion RMB from China Construction Bank for stock repurchase financing [1] - The loan has a term of 3 years and will support the company's plan to repurchase shares [1] - The planned repurchase amount is between 1.5 billion RMB and 2 billion RMB, with a maximum repurchase price of 6.11 RMB per share [1]

证券代码：688055 证券简称：龙腾光电 公告编号：2025-015 昆山龙腾光电股份有限公司 关于董事会换届选举的公告 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、准确性和完整性依法承担法律责任。 公司于 2025 年 5 月 30 日召开了第二届董事会第十三会议，审议通过了《关 于董事会换届选举暨提名第三届董事会非独立董事候选人的议案》、《关于董事 会换届选举暨提名第三届董事会独立董事候选人的议案》。经董事会提名委员会 对第三届董事会董事候选人任职资格审查，董事会同意提名陶园先生、曹春燕女 士、顾丽萍女士、杨晓峯先生、林怡舟先生为公司第三届董事会非独立董事候选 人（简历详见附件）；提名施小琴女士、陆建钢先生、邢恺先生为公司第三届董 事会独立董事候选人（简历详见附件）。独立董事候选人施小琴女士、陆建钢先 生已经参加独立董事培训并取得证券交易所认可的相关培训证明材料，邢恺先生 暂未取得上海证券交易所认可的独立董事培训证明，其承诺将尽快参加上海证券 交易所组织的独立董事培训并取得相关培训证明，其中独立董事候选人施小琴女 士为执业注册会计师，邢恺先生为非 ...

金十数据5月30日讯，沃格光电公告，拟向特定对象发行A股股票募集资金不超过15亿元，发行股票数 量不超过6704.32万股（含本数）。募集资金扣除发行费用后的净额拟用于玻璃基MiniLED显示背光模 组项目（拟投入106,000.00万元）和补充流动资金及偿还银行贷款（拟投入44,000.00万元）。 沃格光电：拟定增募资不超过15亿元 ...

Group 1: BOE Technology Group (京东方A) - The LCD industry supply and demand situation is improving, shifting focus from scale and market share competition to high-profit applications, high-value products, advanced technology, and high-value brands [1] - By Q1 2025, the average operating rate of the LCD industry is expected to gradually increase and maintain above 80% [1] - LCD TV panel prices have been rising since January 2025, with expectations of a gradual cooling in Q2 [1] - The company’s 8.6-generation MOLED production line in Chengdu has started equipment installation four months ahead of schedule [1] - In 2024, the IT segment is projected to account for the highest share of the company’s display device business revenue at 34% [1] - The company anticipates depreciation of approximately 38 billion in 2024, expecting to reach a peak this year [1] - The company is open to industry consolidation and will consider multiple factors for participation [1] Group 2: Haixiang New Materials (海象新材) - The company has not yet launched PET flooring products and has no related revenue; PET flooring will coexist with PVC flooring rather than completely replace it [2] - The revenue growth relies on stable sales in non-US regions, recovery in the US market, and expansion in the domestic market [2] - The company has taken measures to mitigate the impact of customs traceability issues [2] - The impact of US tariffs is minimal, as the company has established production capacity in Southeast Asia [2] - There are currently no plans to set up a factory in the US in the short term [2] Group 3: Beijia Clean (倍加洁) - In 2024, the production capacity utilization rate for toothbrushes is 57.68%, while for wet wipes it is 28.98% [3] - The annual production capacity for toothpaste is expected to increase to 120 million units, with new clients such as Comfort and Shuke [3] - The company focuses on its own brands in toothpaste, toothbrushes, and orthodontic oral care products, with a comprehensive layout on e-commerce platforms [3] - The ODM business is the main focus, with moderate investment in self-owned brands [3] - The US market accounts for 24% of total revenue, with some small clients canceling orders; the company is responding through its Vietnam base [3] - The associate company, Weimei Zi, is projected to have a net profit of 32.96 million in 2024, with a loss in Q1 2025 [3] - The controlling subsidiary, Shan'en Kang, is expected to incur losses in 2024 but aims to turn profitable in Q1 2025, focusing on major client development and the KK bacteria niche market [3] - The company aims for double-digit revenue growth in 2025, with the Vietnam production base project still under construction [3] Group 4: ICBC Credit Suisse Asset Management (工银瑞信基金) - As of now, the total asset management scale of the company is 778.131 billion, ranking 13th out of 210 [4] - The asset management scale for non-monetary public funds is 422.31 billion, also ranking 13th out of 210 [4] - The company manages 474 public funds, ranking 12th out of 210 [4] - There are 85 fund managers under the company, ranking 10th out of 210 [4] - The best-performing public fund product in the past year is the ICBC North Securities 50 Index A, with a latest net value of 1.54 and a growth of 66.21% in the past year [4] - The latest public fund product raised by the company is the ICBC Stable and Profitable 120-Day Rolling Bond A, which is a long-term bond type with a subscription period from May 6, 2025, to May 28, 2025 [4]

转自：北京日报客户端 5月26日，总投资290亿元的京东方第6代新型半导体显示器件生产线在京实现全面量产。作为全球技术 最先进、产能最大的VR（虚拟现实）用液晶显示器生产基地，该生产线将发挥技术引领和产业集聚优 势，满足"元宇宙"、高端消费电子、智能出行等领域的显示需求，加速全球虚拟现实产业和数字经济发 展，助力北京国际科技创新中心建设。 作为全球技术最先进的液晶显示屏生产基地，京东方第6代新型半导体显示器件生产线总投资290亿元， 占地面积42万平方米，设计月产能达5万片。该生产线以LTPO（低温多晶氧化物）和LTPS（低温多晶 硅）技术为核心，聚焦VR显示面板、中小尺寸高附加值IT显示面板、车载显示面板等高端产品的研发 与生产。 在虚实交融的数字文明浪潮中，屏幕已从信息媒介跃升为跨越现实与虚拟、链接当下与未来的纽带。人 们日常生活中接触的一块块屏幕，不仅来自电视、电脑、手机，还来自头盔、眼镜、车载终端等多种设 备。26日，16英寸240赫兹高端电竞笔记本屏幕、2.24英寸的VR显示器件等一批在该产线实现量产的显 示产品现场亮相，并交付给了联想、雷神、广汽等下游企业。 近年来，依托北京千亿级电子信息产业集群 ...

Economic Recovery in Guangzhou - The economic data for the first four months of 2023 shows a steady recovery in Guangzhou's consumption market, with industrial investment continuing to grow and emerging industries performing well [1][2] - The "three driving forces" of investment, exports, and consumption are working together to strengthen the economic resilience of Guangzhou [1] New Energy Vehicle Industry - In April, the production of new energy vehicles increased by 17.4% year-on-year, contributing to a cumulative growth of 5.2% for the first four months [3] - Xpeng Motors saw a remarkable 273% year-on-year increase in new car deliveries in April, while GAC Group's new energy vehicle sales rose by 26.88% [3] Industrial Investment - Industrial investment in Guangzhou grew by 15.0% in the first four months, with industrial technological transformation investment increasing by 26.9% [4] - Key industries such as automotive parts manufacturing and petrochemical manufacturing showed strong investment growth, with increases of 43.3% and 30.5% respectively [4] Foreign Trade Performance - Guangzhou's foreign trade maintained strong resilience, with total imports and exports reaching 400.2 billion yuan, a year-on-year increase of 17.6% [5] - Trade with countries involved in the Belt and Road Initiative grew by 28.5%, accounting for 46.9% of the city's total trade [5] Consumer Market Trends - The consumer market in Guangzhou showed improvement, with total retail sales of consumer goods reaching 376.1 billion yuan, a year-on-year increase of 4.0% [7] - Significant growth was observed in categories such as communication equipment and new energy vehicles, with retail sales increasing by 3.6% and 7.3% respectively [7] Positive Signals for Future Growth - The real estate development investment decline has narrowed compared to the first quarter, indicating potential stabilization in the sector [8] - The balance of loans in the financial market increased by 6.4%, with long-term loans for enterprises growing by 11.8%, suggesting a positive outlook for future investments [8]

每经记者｜杨卉 每经编辑｜董兴生 5月20日，针对将在上海设立新办公空间的传闻，英伟达向媒体回应称："我们正在为现有员工租用一个 新的办公空间，这是我们在中国持续深耕的努力。但我们遵守当前的出口管制，不会将任何GPU设计或 核心IP发送到中国进行修改。" 丨 2025年5月21日 星期三 丨 NO.1 国内首条第8.6代AMOLED生产线工艺设备进场 5月20日，小米集团董事长雷军发布微博称，小米玄戒O1，小米自主研发设计的3nm旗舰芯片已开始大 规模量产。同时，搭载小米玄戒O1的两款旗舰产品也将同时发布，即高端旗舰手机小米15spro和超高端 OLED平板小米平板7ultra。 点评：对小米自身来说，拿下3nm将增加其与芯片供应厂商谈判的筹码。同时，自研芯片为小米提供了 应对供应链风险的备选方案。 NO.3 英伟达回应在上海设立新办公空间 5月20日，国内首条第8.6代AMOLED显示器件生产线——BOE（京东方）成都第8.6代AMOLED生产线 项目提前4个月启动工艺设备搬入。活动现场，BOE（京东方）科技集团董事长陈炎顺宣布BOE（京东 方）成都第8.6代AMOLED生产线工艺设备搬入正式启动。 点评： ...

证券研究报告 | 2025年05月19日 | 晨会纪要 | | --- | | 数据日期:2025-05-16 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3367.46 | 10179.59 | 3889.08 | 11346.56 | 2816.13 | 995.23 | | 涨跌幅度（%） | -0.39 | -0.06 | -0.46 | 0.40 | 0.16 | -0.57 | | 成交金额（亿元） | 4356.47 | 6538.81 | 2088.35 | 2367.81 | 2984.45 | 171.83 | 宏观周报:宏观经济宏观周报-高频指标明显回升走强 固定收益投资策略:固定收益专题报告-从转债持有人数据，看机构投资 策略-机构转债配置行为研究（三） 固定收益专题研究:资金观察，货币瞭望：降准降息落地，资金面适度宽 松 固 定 收 益 快 评 : 可 交 换 私 募 债 跟 踪 - 私 募 EB 每 周 跟 踪 （ ...