Group 1: Business Strategy and Focus - The company focuses on core display technology and aims to enhance its core display module business while accelerating the implementation of automotive display solutions and exploring AI+AR fields [2] - AI+AR glasses core display technology and optical components are positioned as seed businesses, with ongoing collaboration with universities for MicroLED micro-display technology [2] Group 2: Market Outlook - The global television market has shown stable shipment volumes, with an expected increase due to the FIFA World Cup and accelerated penetration of Mini technology [3] - The RGB-Mini LED backlight technology is anticipated to see significant growth, with a forecast of 500,000 units shipped in 2026, representing a 25-fold year-on-year increase [4] Group 3: Investment Projects - The company is involved in the Anhui Guohai Ruicheng Xinche Linked Venture Capital Fund, focusing on the new energy vehicle and intelligent connected vehicle sectors [5] - Notable projects include the Guoyi Quantum project, which is in the inquiry stage for the Sci-Tech Innovation Board, and the Kunlun Core project, which has submitted a listing application to the Hong Kong Stock Exchange [5] Group 4: Dividend and Buyback Plans - The company has consistently paid dividends since its listing, with total dividends nearing the amount raised during the IPO; the 2025 mid-year dividend distribution was completed on January 16, 2026 [6] - The company plans to repurchase shares worth between RMB 10 million and RMB 20 million, having already repurchased 391,500 shares, accounting for 0.1750% of the total share capital [8]

Group 1 - The core viewpoint of the article highlights that Liyade's transparent MicroLed products possess high transparency and efficiency, theoretically allowing integration with car windows for enhanced human-vehicle interaction [2] - The company indicates that the verification cycle for automotive applications is lengthy, and the technology is currently in the laboratory stage [2]

（来源：千龙网） 想看清裸眼3D画面，得凑在屏幕正中央，人还要保持一动不动，稍微侧身眼前就只剩重影，而且看5分 钟就可能让人头晕目眩——这是很多人对裸眼3D的固有印象。长期以来，这项被寄予厚望的显示技 术，处于"好看不好用"的尴尬境地。 2025年底《自然》刊登的一项研究成果为改变这一现状带来了希望。该成果出自上海人工智能实验室与 复旦大学联合培养的博士生——26岁的马炜杰之手。他历时两年研发出新一代裸眼3D显示技术——"书 生·瞳真EyeReal"，首次在桌面级尺寸下实现超宽范围的全视差裸眼3D显示，让"随意看、不眩晕"成为 现实。这项以AI技术突破物理瓶颈的成果，破解了长期困扰行业的技术难题。《自然》评价，该技术 有望在教育工具、虚拟现实等领域开拓创新应用。 传统技术存在"不可能三角" AI让光线"追着眼睛跑" 传统裸眼3D技术如同"无差别发传单"，既浪费"信息预算"，又满足不了用户需求。 马炜杰团队转换思路，采用"光场生成建模+神经网络解码"的融合式技术路线，研发出"书生·瞳真 EyeReal"。这一技术相当于用AI技术给裸眼3D装上"智能大脑"，跳出了传统技术"死胡同"。 "书生·瞳真EyeReal" ...

Core Viewpoint - The company has been recognized as a "Leading Enterprise in Display Technology for 2025" by the Shenzhen Lighting and Display Engineering Industry Association, highlighting its strong capabilities in the display sector [1]. Group 1 - The company aims to continuously improve its operational standards and communicate its value to the market [1]. - The company is committed to rewarding its shareholders [1]. - For operational information, the company advises stakeholders to refer to its disclosed announcements [1].

Core Insights - BOE Technology Group showcased over 22 green products at CES 2026, marking a historical high for the company [2][3] - The company emphasizes its commitment to sustainable innovation and ecological collaboration, presenting 11 collaborative products with various partners [7][12] Group 1: Green Product Innovations - The company introduced HERO2.0 smart cockpit and over 20 green technology products, highlighting its global influence in sustainable innovation [1] - In the smart mobility sector, BOE's OLED technology enhances visual clarity and driving safety while optimizing energy efficiency, with a 50% reduction in power consumption and carbon emissions for its 14.6-inch IGZO display [4] - The photovoltaic dimming curtain wall utilizes advanced perovskite photovoltaic technology, showcasing unique advantages in low-light power generation [5] Group 2: Commitment to Sustainability - BOE aims to achieve carbon neutrality in its operations by 2050, supported by a governance structure that promotes carbon accounting and energy-saving initiatives [6] - The company has established dual certification systems for energy management (ISO 50001) and environmental management (ISO 14001), extending its green development philosophy to its supply chain [6] - BOE's manufacturing bases in Chengdu and Heyuan have been recognized as provincial green factories, with Chengdu recently named a "near-zero carbon emission industrial enterprise" [6] Group 3: Ecological Collaboration - BOE partnered with various ecological partners to present 11 collaborative products across multiple fields, including smart cockpits and smart homes, demonstrating its global ecological influence [7][12] - The company has expanded its business network to cover 16 countries and regions, collaborating with nearly 600 ecological partners [9] - During CES, BOE engaged in deep discussions with over 40 partners, including top luxury automotive brands, enhancing its brand influence and technical strength in the global market [9][10]

（编辑 王雪儿） 证券日报网讯 1月12日，利亚德在互动平台回答投资者提问时表示，2025年4月，公司正式发布自主研 发的高阶MIP（Hi-Micro）技术，该技术采用短边小于30μm的无衬底Micro芯片制成，显示效果提升显 著，适用于AM驱动、玻璃基板等新型显示技术的组合，可满足商用及高端家用显示的使用需求。 ...

Core Viewpoint - The International Consumer Electronics Show (CES) 2026 showcased innovative display technologies from Visionox, emphasizing the theme "Better Display to Better Future" and highlighting solutions for future work, travel, and entertainment [1] Group 1: Product Innovations - Visionox made its overseas debut with two innovative solutions: the anti-glare AMOLED laptop solution and the flexible AMOLED dual-screen dynamic curved display for vehicles [2][4] - The anti-glare AMOLED laptop solution effectively reduces environmental light reflection and glare, enhancing visual comfort and reducing eye fatigue for users in various lighting conditions [2] - The flexible AMOLED dual-screen solution features ultra-narrow bezels of 3.8mm, allowing for a seamless visual experience and efficient space utilization in vehicles [6] Group 2: AI Integration - Advanced display technologies are becoming crucial for optimizing AI user experiences, with a focus on seamless interaction and immersive environments [7] - Visionox showcased low-power, high-performance display technologies that support AI-driven collaboration, enhancing productivity across various applications [8] Group 3: Future Mobility - The integration of AI and flexible AMOLED technology aims to transform in-car displays from mere information sources to interactive driving partners [11] - Visionox's solutions address visual fragmentation and complex interactions in vehicle displays, enhancing user experience and safety through intuitive designs [11] Group 4: Future Entertainment - Visionox introduced solutions aimed at creating immersive viewing experiences by eliminating visual distractions and adapting to user needs [13] - Technologies such as ultra-narrow bezels, flexible AMOLED displays, and low-reflection coatings contribute to a seamless and engaging entertainment experience [13] Group 5: Vision and Collaboration - Visionox invites global consumers and partners to embrace a display revolution, promoting a vision of a smart and interconnected future [15]

Core Viewpoint - The investment by Zhouming Technology in Zhipu Technology marks a significant step in deepening its AI strategy and aims to capture the technological high ground in AI industry development [1][2]. Group 1: Investment and Strategic Importance - Zhouming Technology's wholly-owned subsidiary, Zhouming Hong Kong, successfully subscribed to 66,900 shares of Zhipu Technology, amounting to HKD 7.7738 million, indicating a strategic move towards AI integration [1]. - The investment is not merely financial but a strategic positioning in the AI sector, aligning with national policies promoting AI innovation and integration with the real economy [2][5]. Group 2: Technological Synergy - Zhipu Technology is recognized as a leading AI large model enterprise, focusing on model development and deployment, which complements Zhouming Technology's strengths in end-user applications [2][3]. - The collaboration allows Zhouming to leverage Zhipu's advanced AI technologies, enhancing its transition from a traditional hardware manufacturer to an AI-focused entity [3]. Group 3: Joint Ventures and New Market Opportunities - The establishment of Shenzhen Zhixian Robot Technology Co., a joint venture with Zhipu and Yuankexijie, aims to create a new market for AI smart terminals, with Zhouming holding a 50% stake [4]. - This partnership integrates hardware manufacturing capabilities, AI model technology, and visual interaction expertise, forming a comprehensive solution for AI smart terminals [5]. Group 4: Future Outlook - The ongoing development of Zhipu in the capital market and the gradual rollout of joint venture products are expected to provide Zhouming with a competitive edge in the AI smart terminal sector [6]. - The collaboration is anticipated to drive intelligent upgrades in various industries, including education, meetings, and cultural tourism, marking a transformative shift from traditional display to intelligent interaction [5][6].

近日，由中建三局总承包公司承建的长沙浏阳经开区惠科MiniLED背光/直显模组及整机项目迎来关键进展，该项目主厂房主体结构已实现全面封顶。这标 志着这一总投资达90亿元的重大产业项目，在工程建设上取得了里程碑式的阶段性成果。 Mini-LED作为下一代显示技术的核心方向之一，以其高对比度、高亮度、高可靠性和可精细分区调光等优势，正成为高端显示市场的主流选择。该项目的 快速推进与建成，将进一步完善和巩固浏阳经开区乃至长沙市在新型显示产业链上的布局，有望形成强大的产业集群效应。 项目主厂房的顺利封顶，为后续的洁净车间装修、设备搬入及调试投产奠定了坚实基础。预计项目全面投产后，不仅将带来显著的直接经济效益，还将吸引 上下游配套企业集聚，助力区域打造具有全国影响力的Mini-LED显示技术研发与制造基地，为长沙打造国家重要先进制造业高地注入强劲动能。 资料显示，该项目自2025年2月5日正式开工以来，建设进展迅速。值得关注的是，项目从签约到动工仅用了不到一个月时间：在今年1月9日完成签约后，便 高效推进，于2月5日顺利开工，充分体现了地方政府在产业落地服务上的效率与企业方的投资决心。 据悉，该项目总投资额高达90亿元 ...

Core Insights - BOE (京东方) showcased over 60 cutting-edge display technologies and IoT solutions at CES 2026, including the global debut of the "HERO 2.0 Smart Cockpit," highlighting its leadership in automotive displays, AI, and green low-carbon technologies [1][6][24] Group 1: Event Participation and Strategy - BOE has participated in CES for five consecutive years, significantly enhancing its industry and overseas influence, marking a crucial step in its global strategic layout [3] - During the event, BOE engaged in deep exchanges with over 40 global ecosystem partners, including top automotive companies and renowned consumer electronics firms [5] Group 2: HERO 2.0 Smart Cockpit Features - The HERO 2.0 Smart Cockpit focuses on audio-visual experience, interaction methods, and scenario applications, representing a comprehensive breakthrough in smart vehicle technology [6] - It features the world's first Micro LED PHUD with 50,000 nits brightness, ensuring clear visuals even in bright daylight, and a 15.6-inch automotive-grade UB Cell central display with local dimming technology [8] - The cockpit includes the first intelligent independent vehicle amplifier with all-scenario noise reduction and AI audio restoration, delivering Hi-Res audio and emergency communication capabilities [10] Group 3: Interaction and Application - The HERO 2.0 Smart Cockpit utilizes AI technology for multi-modal interactions, achieving a 98% recognition rate for complex commands, and features a partitioned dimming sunroof with 99% UV blockage [10] - Users can control various functions such as air conditioning and smart home devices through the central system, achieving "car-home" and "car-business" connectivity [10][12] Group 4: Display Technology Innovations - BOE presented advancements in three major display technology brands: ADS Pro, f-OLED, and α-MLED, showcasing solutions like dual-screen automotive displays and a 17-inch OLED rollable terminal [13][15][17] - The α-MLED technology demonstrated high contrast and color performance suitable for diverse applications, including conference management systems [17] Group 5: AI Integration and Product Launches - AI technology is deeply integrated into BOE's products, including the AI-integrated C100 series and the world's first 3D ultrasonic fingerprint smart car key, enhancing user interaction and security [19] - The company also launched smart pet tanks and smart fish tanks, emphasizing a blend of ecological aesthetics and intelligent technology [19] Group 6: Ecosystem Collaboration and Market Position - As a leader in the automotive display sector, BOE is committed to deepening ecosystem cooperation, with its automotive display shipments and area maintaining a global lead in 2024 [20] - BOE's solutions are widely adopted by various brands in the new energy vehicle sector, enhancing product competitiveness through customized offerings [20][22] Group 7: Commitment to Green Development - BOE emphasizes green development through low-power oxide technology and LTPO innovations, alongside green factory construction and low-carbon supply chain management [24]