图/通讯员提供 盛夏时节，增城再掀投资热潮。6月26日，第十一届广州国际投资年会在广州市白云国际会堂开幕。本届年会增城亮相签约重点项目19个，投资总额156亿 元，项目达产后年产值（营收）预计可达527亿元，展现出强劲的发展势头和投资吸引力。 跻身全国综合实力百强区、全国投资潜力百强区、中国工业百强区……迈进广州东部中心、环南昆山—罗浮山县镇村高质量发展引领区"双轮驱动"时代， 增城正以蓄势待发的昂扬姿态起跑，成为粤港澳大湾区最具成长性和吸引力的投资兴业热土。 产业高地，新质动能驱动万亿集群 产业兴，则百业兴；产业强，则经济强。增城始终坚持产业第一、制造业立区，锚定建设"12613"现代产业体系，大力发展"芯显车"、新材料、低空经济 等重点产业，推动万亿级产业集群加速崛起。 聚焦半导体和新型显示、智能网联新能源汽车等重点产业，增城先后推动增芯科技、越海、星空科技等项目落地建设，并实现国内首条12英寸智能传感器 晶圆制造新突破。推动超视界、维信诺等新型显示龙头企业稳产增产，集聚康宁玻璃等上下游企业30余家，在全市信息技术产业布局中迅速崛起。着力发 展智能网联与新能源汽车产业，依托广本、北汽两大整车企业，已集聚1 ...

| | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 国海证券，盘京投资 | | 时间 | 2025 年 6 月 27 日 | | 地点 | 北京环洋大厦 | | 形式 | 现场交流 | | 上市公司 接待人员 | 陈志坚 投资者关系经理 | | | 一、公司情况介绍 | | | 维信诺是全球领先的新型显示整体解决方案创新型供应 | | | 商，聚焦于新型显示业务，研发、生产和销售 小尺 AMOLED | | | 寸、中尺寸显示器件，以及 Micro-LED 显示屏，应用领域涵盖 | | | 智能手机、智能穿戴、平板、笔记本电脑、车载显示、超大尺 | | | 寸等方面，并开拓布局智慧家居、工控医疗和创新商用等领域 | | 交流内容及 | 的应用和服务。公司与荣耀、小米、OPPO、vivo、华米、中兴、 | | 具体问答记录 | 努比亚、摩托罗拉、谷歌等全球领先的智能手机、智能穿戴的 | | | 头部品牌终端 ...

6月26日，上交所正式受理了视涯科技股份有限公司（简称：视涯科技）科创板IPO申请。 根据弗若斯特沙利文报告，2024年行业内已实现百万级出货的厂商仅索尼 与视涯科技，2024年索尼在 全球XR设备硅基OLED产品出货量排名全球第一， 约占全市场出货量的50.8%；视涯科技出货量排名全 球第二、境内第一，约占全市场出货量的35.2%。 AI产业的爆发式增长催生了海量信息交互需求，而人类超七成的信息是由人眼感知获取，因此AR眼 镜、VR头显等XR设备凭借贴近人眼的天然优势以及多模态数据感知能力，正成为AI端侧硬件的核心载 体，也标志着人机交互正从"视觉呈现"向"感知延伸"革命性跨越。视涯科技核心产品硅基OLED微型显 示屏技术因其轻薄、高对比度、广色域、快响应速度、高像素密度、低功耗等优 势，与 AI 技术革新和 场景需求形成深度耦合，是 XR 设备的核心硬件，在 AI产业国际化竞争中具备战略性意义。 其中，超高分辨率硅基OLED微型显示器件生产线扩建项目建成后，将有效扩充公司12英寸硅基OLED 显示屏产能规模并将年产能扩产至1,080万块屏。其称，项目建设完成后，有利于公司为下游客户提供 更优质的产品及服务 ...

| | 特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 □其他 | | | 参与单位名称 | 信达澳银基金 童昌希、罗彦、郭敏、王天乐、陆毅楷 | | | 及人员姓名 | 开源电子 仇方君 东吴电子 郭雄飞、梅沁 | | | | 盘京投资 马欣 中信资管 曹苍剑 | | | 时间 | 2025年6月24日-2025年6月26日 | | | 地点 | 深圳市龙华区大浪街道高峰社区鹊山路光浩工业园G栋、电话会议 | | | 上市公司接待 | 副总经理、董事会秘书：刘俊丽女士 | | | 人员姓名 | 证券事务代表：李姝涵女士 | | | | 1、公司的Mini-LED技术在车载显示领域有哪些市场竞争优势？ | | | | 随着新能源汽车的快速发展和智能座舱概念的普及，车载显示市场 | | | | 对高性能、节能、高可靠性的显示技术需求不断提升。Mini-LED技术因 | | | | 其高亮度、高对比度、低功耗、长寿命等优势，成为车载显示领域的重 | | | | ...

该设备专为Micro OLED显示器制造中的铜箔贴合与弯折工序设计，贴附精度达±60μm，适用尺 寸范围为10mm×10mm至45mm×45mm，满足AR显示领域核心制程装备的需求。 资料显示，商巨科技深耕新型显示设备多年的精密设备供应商，公司此前已在PFA、RFA、STH、 HTH、3D-thering forming等设备领域成功实现交付。 Micro OLED采用单晶硅晶圆背板，具备较轻薄的显示器结构和较低的功耗。其自发光特性和较高 的发光效率，使其适用于AR、VR等可穿戴显示设备。 市场新品方面，今年5月，小派科技发布了搭载索尼Micro OLED显示屏的新款VR头显Dream Air SE，单眼分辨率高达2560×2560像素。6月，智能眼镜品牌TQSKY发布新一代XR眼镜T2，同样 搭载Micro OLED方案。 根据TrendForce集邦咨询数据，2024年Micro OLED在AR装置市场占比为54%。随着AR、VR、 MR等智能眼镜产品的持续发展，Micro OLED显示技术的市场需求有望持续增长。这一趋势推动 了包括商巨科技在内的产业链企业的布局。 6月24日，商巨科技成功向行业头部客户 ...

#OLED #显示器 #TCL华星 国内AMOLED产业传统上聚焦于以智能手机用屏为代表的小尺寸终端产品市场，近来虽也在笔记 本用屏领域取得突破，但显示器和电视为代表的大尺寸OLED屏领域仍由三星显示、LG Display两 家韩企主导。 而根据行业消息源视讯堂的消息，TCL华星的首个OLED显示器面板已经开始投产，部分显示器品 牌开始对基于华星面板的OLED显示器样机进行测试，未来有望打破韩企在该领域双头垄断的局 面。 图片来源：TCL华星 不过视讯堂也表示，由于TCL华星的首个面板是刷新率144Hz的商用型号，大部分品牌认为其参 数不适宜现有市场，目前仍处于观望阶段，等待后续产品升级更新。基于该早期面板实际推出显示 器机型的机会不大。 （ 来源：IT之家 ） 【集邦Display显示产业交流群】 ▶ 关于集邦 上下滑动查看 ...

Daktronics (DAKT) Q4 2025 Earnings Call June 25, 2025 11:00 AM ET Company Participants Carla Gatzke - VP - Human Resources & Corporate SecretaryAndrew Siegel - ChairmanBrad Wiemann - EVP, Interim President & CEOHoward Atkins - Acting CFO, Treasurer & Chief Transformation Officer Conference Call Participants Aaron Spychalla - Senior Research AnalystAnja Soderstrom - Senior Equity Research AnalystMac Furst - Research Analyst Operator Good day, and thank you for standing by. Welcome to the Daktronics Fourth Qu ...

Financial Data and Key Metrics Changes - The company reported a strong finish to a transformational year, with a 29% increase in backlog from Q3 and a 17% year-over-year increase [15][39] - Adjusted operating income for 2025 was $50 million, down from a record $87 million in 2024, with an adjusted operating income margin of 6.6% compared to 10.6% in 2024 [36][39] - Operating cash flow more than doubled year-over-year, with a 54.5% growth for the year, totaling $97.7 million [32][41] Business Line Data and Key Metrics Changes - In the Live Events segment, orders decreased 12% year-over-year, but the company expects continued growth due to new projects and repeat customers [20][18] - The Commercial business saw a 31% increase in orders for the year and a 44% increase in Q4 compared to the previous year, driven by strong demand in out-of-home advertising [21][22] - Transportation orders decreased 10% year-over-year but increased 14% from Q4, supported by notable wins in intelligent transportation systems [23][24] Market Data and Key Metrics Changes - International orders grew 32% year-over-year and more than doubled from Q4 of the previous year, with significant contributions from advertising orders in various countries [25][26] - The High School Park and Recreation business experienced record orders, growing 19% for the year and 33% for Q4, driven by strong adoption of video solutions [27][28] Company Strategy and Development Direction - The company is focused on achieving higher operating margins of 10% to 12% and a return on invested capital (ROIC) target of 17% to 20% by fiscal year 2028 [47] - The transformation plan includes value-based pricing, revenue mix diversification, and new product introductions to drive growth [48] - The company is committed to maintaining a strong balance sheet and investing in high-growth, high-margin business products [41][42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about revenue growth in FY 2026, supported by a strong backlog and order flow [55][39] - The company is adapting to the tariff environment and remains flexible in its pricing and supply chain strategies [49][50] - Management emphasized the importance of executing the transformation plan and achieving long-term financial objectives [51][52] Other Important Information - The company incurred $16.5 million in non-recurring expenses related to transformation initiatives, with $7.5 million in Q4 [34][35] - A new $10 million share repurchase program was approved by the board, following a previous program [76] Q&A Session Summary Question: Revenue growth outlook for FY 2026 - Management indicated that all markets are expected to show growth, aligning with the 7% to 10% compound annual growth rate target through FY 2028 [55][56] Question: Margin outlook and tariff impacts - Management discussed implementing value-based pricing and driving operational efficiencies to improve margins, despite tariff uncertainties [57][58] Question: Update on commercial segment and AV network expansion - Management highlighted optimism in the commercial business, particularly in out-of-home advertising, and plans to aggressively grow the AV integrator space [60][61] Question: Working capital and capital allocation - Management stated that the primary use of capital will be for growth initiatives, product development, and digital transformation, with share repurchase also being considered [64][66] Question: Strength of international orders and future expectations - Management noted significant growth in international orders and a strong pipeline, which is expected to contribute to revenue growth in FY 2026 [72][73] Question: Future consulting fees related to transformation initiatives - Management confirmed that no additional consulting fees are expected for the completed transformation initiatives, but some new initiatives may arise [74][75]

证券代码：301379 证券简称：天山电子 广西天山电子股份有限公司 4、"灵山基地"的布局以及目前建设进展如何？ 答："灵山基地"聚焦中大尺寸、TFT 车载以及复杂模组专业 显示产品，以满足智能家居、金融数据终端、通讯设备和车载电 子等领域市场需求和解决产能瓶颈，同时满足客户对高端触控显 示模组需求及产品升级。目前，光电触显一体化模组建设项目已 部分进入批量生产阶段，尚处于产能爬坡期，灵山基地新建生产 厂房力争在 2025 年底完成项目建设。 投资者关系活动记录表 2、公司投资的武汉鼎典及新存科技、天链芯半导体是否纳入 公司合并报表范围？对 2025 年的业绩及未来三年有多大贡献？ 答：新存科技、天链芯是公司通过投资的产业基金武汉鼎典投 资的企业，该企业并非公司合并报表范围内的企业。目前，首款 企业级 SSD 应用产品现处于研发、设计阶段，三方共同推进的 PCM 产业化应用将与公司的车载电子、复杂模组业务形成"双驱动"， "灵山基地"也将支持 PCM 存储模组的制造。 3、公司在车载业务方面取得了哪些突破，后续增长动力？ 答：公司的车载显示产品已通过相关车企认证，成功配套比亚 迪、东风、长安等头部车企，产品 ...

Core Viewpoint - The transaction between Rainbow Display Device Co., Ltd. and BOE Technology Group involves the transfer of a 30% stake in Xi'an Rainbow Optoelectronics Technology Co., Ltd. for approximately 4.85 billion yuan, aimed at enhancing the integration and innovation in the new display industry [1][3][4]. Group 1: Transaction Details - Rainbow Display has signed a share transfer agreement with BOE, allowing BOE to acquire 30% of Xi'an Rainbow Optoelectronics for about 4.85 billion yuan [1][4]. - The transfer price aligns with the assessed value of the equity, which was determined to be approximately 1.68 billion yuan as of September 30, 2024 [4]. - The payment will be made in three installments: 30% within five working days of the agreement, 60% upon registration of the share transfer, and the remaining 10% within one year [4]. Group 2: Company Strategy and Market Position - The transfer is part of Rainbow Display's strategy to optimize its main business structure and enhance its resilience against risks, aligning with the development needs of its glass substrate business [3][5]. - Rainbow Optoelectronics, established in 2015, is the operational entity for Rainbow Display's LCD 8.6 generation line, serving major clients including Hisense, TCL, Xiaomi, and Samsung [3][6]. - The transaction is expected to leverage Rainbow Optoelectronics' strengths in the OLED field, which could help BOE address its technological gaps [5]. Group 3: Financial Performance - In 2024, Rainbow Display reported revenues of 11.664 billion yuan, a year-on-year increase of 1.73%, with net profits rising by 87.55% to 1.24 billion yuan [6]. - BOE's 2024 revenue reached 198.381 billion yuan, up 13.66%, with a net profit of 5.323 billion yuan, reflecting a significant growth in its core display device business [6].