当地时间1月6日-9日，全球消费电子领域风向标——国际消费电子展(CES)在拉斯维加斯举行。维信诺 （002387）以"Better Display to Better Future"为主题参展。除王牌ViP系列产品全线亮相外，还有IT、车 载领域的两大解决方案迎来海外首秀。此外，维信诺聚焦未来办公、未来出行、未来娱乐全景出击， 以"显示无边界，交互无隔阂"的体验，助力用户拥抱AI，成为"未来生活家"。 此次展会，搭载维信诺王牌技术的ViP手机、笔电登场，相较传统AMOLED屏幕，在亮度、功耗、寿命 等性能指标上有明显跃升，为AI时代到来做足准备。 维信诺还展出了第四代OLED材料——pTSF(磷光辅助热活化敏化荧光)，目前已实现量产商用。搭载高 效率pTSF器件的屏幕，功耗降低超12%，寿命提升15%;宽色域pTSF器件能将色域从传统的DCI-P3标准 扩展至更广的Adobe和BT.2020标准，色彩精准度达专业设计级水平，同时功耗降低超6%，寿命提升 20%，意味着你手中的屏幕续航更久、色彩更真、更为耐用。 未来出行：从信息显示到驾驶伙伴 1)两项中尺寸海外首秀：解锁IT、座舱视界新体验 本届CES，维信 ...

大摩闭门会-2026 亚洲科技硬件行业展望 20260109 摘要 台积电增加资本支出，利好需求与供应，但非 AI 板块如手机和 PC 市场 面临挑战，中国安卓手机市场预计下滑 8-10%，PC 市场下跌约 10%， 服务器 CPU 因存储需求或增长 10-20%。 存储器市场在 2026 年预期乐观，DRAM 价格预计 Q1 环比上涨 50- 60%，全年价格仍有上行空间，Q2 同比升幅或达 20%，DRAM 订单满 足率约为 50%，NAND 约为 60%-70%，存储器股票仍有 EPS 及盈利 上修空间。 HBM4 预计 3 月通过英伟达认证，一季度末或二季度初量产。三星计划 将其 HBM4 产能从 180K 提升至 200K-250K，海力士也略微上调产能 规划，表明对 HBM4 市场乐观。 看好 GPU 与 ASIC 在 AI 领域共同发展，英伟达技术进步迅速，库存问题 不大。MediaTek 预计 2026 年小批量生产 40 万个 TPU，2027 年达 500 万个单位，并上调 ADAS 全年预测。 看好 OSAT 公司前景，如月光和 KYC，受益于 AI 半导体需求增加，芯 片封装与测试需求 ...

证券日报网讯 1月11日，京东方A发布公告称，公司已于2026年1月8日完成注销回购的A股股份369， 552，400股，占公司本次注销前总股本的0.9877%，回购均价4.06元/股，总耗资1，500，060，240.57元 （含佣金等其它固定费用）；注销后总股本由37，413，880，464股降至37，044，328，064股。 （编辑 袁冠琳） ...

在全球显示面板市场，不同应用领域正呈现出显著分化的走势。1月份，显示器（Monitor）面板市场显现出价格企稳回升的迹象，而笔记本电脑 （Notebook）面板市场则仍面临持续的下行压力。 群智咨询（Sigmaintell）预测，1月份显示器面板（LCM）价格将整体稳定，但部分规格的开放式面板（Open Cell）价格已率先上调。具体来看，21.5英寸 FHD面板价格持平；而23.8英寸与27英寸的FHD IPS Open Cell面板价格预计将环比微涨0.2美元，其LCM面板价格则暂时保持稳定。 与显示器市场形成对比，笔记本电脑面板市场在1月继续承压，下行趋势延续。需求疲软是核心矛盾：多数主流品牌的笔记本面板库存仍处高位，当前策略 以消化库存为主，新增采购动力不足。同时，存储等关键零部件缺货涨价，推高了整机成本，进一步抑制了终端消费需求。 供应端则相对宽松。笔记本面板已成为各大面板厂商竞相争夺的重要应用市场，整体供应充足。在供过于求的格局下，品牌方为转嫁自身成本压力，持续向 面板供应商施压，加剧了价格竞争。 群智咨询（Sigmaintell）预计，1月份笔记本电脑面板市场的价格竞争将更趋激烈。其中，低端HD ...

Group 1 - The core viewpoint of the article indicates that due to the shift of DRAM manufacturers towards advanced processes and new capacities for Server and HBM applications to meet AI Server demand, there will be a significant tightening of supply in other markets, leading to a projected increase in contract prices for Conventional DRAM by 55-60% in Q1 2026 and for NAND Flash by 33-38% [2][3] Group 2 - In Q1 2026, the contract price for Conventional DRAM is expected to rise by 55-60%, while HBM blended prices will increase by 50-55% [3] - The global MLC NAND Flash capacity is projected to decrease by 41.7% in 2026 due to major manufacturers exiting or reducing production, exacerbating supply-demand imbalances [3] Group 3 - The mass production schedule for HBM4 is anticipated to be delayed until the end of Q1 2026 due to adjustments in specifications by NVIDIA and increased demand for previous generation products [6] Group 4 - The supply-demand situation for LCD TV panels is expected to tighten in Q1 2026 due to production cuts by major manufacturers in response to the upcoming Chinese New Year [8] Group 5 - The global installation volume of electric vehicle SiC inverters reached a record high of 8.35 million units in Q3 2025, marking a 22% year-on-year increase, with a penetration rate of 18% [9]

格隆汇1月9日丨亚世光电(002952.SZ)在投资者互动平台表示，公司已有显示屏产品应用于智能穿戴， 如智能手表、智能手环、3D眼镜。目前没有产品应用在AI眼镜领域。 ...

Core Viewpoint - The company, Deep Tianma A (000050.SZ), has indicated that its display products are being applied in AI-enabled smartphones and IT terminals, but have not yet been utilized in AI glasses [1] Group 1 - The company is actively engaging with investors regarding its product applications [1] - The current focus of the company's display products is on AI functionality in smartphones and IT terminals [1] - There is no current application of the company's products in AI glasses [1]

Investment Rating - The industry investment rating is "Overweight" (first time) [6] Core Insights - In January 2026, TV panel prices are expected to see a slight increase across the board due to the upcoming World Cup in June and the continuation of national subsidy policies [6] - In Q3 2025, global OLED display shipments increased by 65% year-on-year, with a total of approximately 644,000 units shipped [6] - Major panel manufacturers are maintaining full production capacity, while brand manufacturers are strategically increasing inventory ahead of demand [6] Summary by Sections Industry Performance - Over the past 12 months, the industry has shown a relative return of -4.82% compared to the CSI 300 index, with an absolute return of 20.21% [3] Market Trends - The demand for TV panels is expected to rise due to the World Cup and subsidy policies, leading to a potential price increase in January [6] - The supply side has seen tight conditions for certain production lines, which may lead to price adjustments for specific panel types [6] Company Insights - ASUS, Samsung, and MSI are the top three companies in OLED display shipments, with market shares of 21.9%, 18.0%, and 14.4% respectively [6] - Samsung is set to launch new Micro RGB TVs in 2026, featuring advanced LED technology [6] Investment Recommendations - Companies to watch include TCL Technology, JD.com A, OLED, Lite-On Technology, and Kangguang Technology due to the expected rise in TV panel prices and OLED shipment growth [6]

证券日报网讯 1月9日，维信诺在互动平台回答投资者提问时表示，公司已搭建集团级的维数智慧平 台，支撑工厂、研发、供应链、质量、运营、财务、人才、营销、通用办公等业务领域数智化应用全面 赋能业务，实现提质、增效、降本和增收的企业目标，推动公司各业务领域的数字化转型。 （编辑 丛可心） ...

证券日报网讯 1月9日，维信诺在互动平台回答投资者提问时表示，合肥维信诺电子纳入公司合并报表 范围内后，预计合并日增加资产总额约70亿元，增加净资产约13亿元，对归母净资产影响较小，具体情 况请关注公司定期报告。 （编辑 丛可心） ...