证券代码：873001 证券简称：纬达光电 公告编号：2025-047 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 佛山纬达光电材料股份有限公司 投资者关系活动记录表 一、 投资者关系活动类别 心材料开展研发攻坚，目前处于材料研究开发阶段，为未来提升进口替代率、提 高国产化比例持续发力。 问题 2：公司的产品定位和竞争力是怎样的？ 回答：公司的产品定位是高性能定制化偏光片和光学膜的研发、生产与销售， 公司持续关注显示行业技术发展趋势，保持技术创新力度，加快产品迭代升级， 为客户提供性价比高、服务优质的产品解决方案，打造差异化竞争力。 问题 3：高耐久偏光片产品的市场需求和规模有什么发展趋势？ √特定对象调研 二、 投资者关系活动情况 活动时间：2025 年 7 月 7 日 活动地点：公司会议室 参会单位及人员：东莞证券、西南证券 上市公司接待人员：公司副总经理、财务总监、董事会秘书赵刚涛 三、 投资者关系活动主要内容 问题 1：针对上游原材料，目前公司研发进度怎样？ 回答：公司与广东省广新创新研究院 ...

智通财经7月9日电，TCL科技(000100.SZ)公告称，预计2025年上半年营业收入826亿元-906亿元，同比 增长3%-13%。归属于上市公司股东的净利润盈利18亿元-20亿元，同比增长81%-101%。扣除非经常性 损益后归属于上市公司股东的净利润盈利15亿元-16.5亿元，同比增长168%-195%。公司业绩增长主要 受益于半导体显示业务净利润超46亿元，同比增长超70%。同时，公司收购深圳市华星光电半导体显示 技术有限公司21.5311%股权，进一步提升竞争优势。 TCL科技：上半年净利润同比预增81%-101% ...

今年5月底，信利车载显示项目签约落地四川仁寿。信利集团副总裁宋贝贝表示，仁寿信利的27条 LCD屏生产线和25条手机显示模组生产线已满负荷生产，未来将继续加深与仁寿合作。据悉，仁 寿信利项目2024年总产值达到105亿元，产能利用率达到了90%以上。 近日，信利国际披露了2025年6月以及上半年营收。 2025年6月，信利国际营业净额为14.41亿港元，同比增加9.4%；2025年上半年，公司实现营业 净额约85.85亿港元，同比减少5.7%。 资料显示，信利国际是信利集团旗下的投资控股公司，主要从事液晶显示器、触控屏等电子产品的 研发、生产和销售业务。公司持有信利（仁寿）高端显示科技有限公司（简称"仁寿信利"） 29.69%的股权，后者拥有一间第5代TFT-LCD生产厂房并已于2021年进入量产。 ▶ 关于集邦 H 此图片来自微信公众平台 士以為ケア司司 2025年2月，仁寿信利的负责人透露，公司每月产能约为110k大板，预计2025年下半年有望突破 每月130K大板。（集邦Display整理） #信利国际 #LCD #液晶面板 【集邦Display显示产业交流群】 ...

行 业 及 产 业 家用电器 行 业 研 究 / 行 业 深 度 证券分析师 刘正 A0230518100001 liuzheng@swsresearch.com 刘嘉玲 A0230522120003 liujl@swsresearch.com 联系人 刘嘉玲 (8621)23297818× liujl@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 2025 年 07 月 09 日 内销政策拉动延续，关税扰动出口 不改长期趋势 看好 ——家电行业 2025 年中报业绩前瞻 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 证 券 究 报 告 相关研究 - ⚫ 25 年 1-5 月空调内销增长、外销高增，地产+以旧换新政策催化白电、大厨电需求。根据产业在线 数据显示，2025 年 1-5 月空调行业实现累计产量 10154 万台，同比增长 8%；2025 年 1-5 月空调 行业实现销量 10349 万台，同比增长 9%，其中内销量同比增长 7%。冰箱 2025 年 1-5 月内销量同 比增长 1%；洗衣机 2025 年 1-5 月内销量同增长 10%。出口方面，20 ...

Core Viewpoint - The company, Shenzhen Laibao High-Tech Co., Ltd., is progressing with its 9 billion RMB micro-cavity electronic paper (MED) project, which is expected to impact short-term profitability but aims for long-term growth and competitiveness [1][4]. Group 1: MED Project Progress - The MED project has completed key milestones, including project workshop completion and installation of the first exposure machine, with total funding of 55 billion RMB from shareholders and 35 billion RMB from a syndicate loan secured [1][2]. - The project has received necessary approvals for project filing, environmental impact assessment, and energy-saving review, with funding from shareholders completed as per the agreement [2][3]. - The project is expected to take two years for construction, with equipment procurement and installation scheduled to begin in 2024, aiming for production commencement in 2025 [2][3]. Group 2: Financial Impact and Projections - The company reported a 36.10% year-on-year decline in net profit for Q1 2025, attributed to changes in product sales structure and increased R&D expenses, which are expected to continue affecting profitability during the MED project's construction phase [1][5]. - The total investment for the MED project is planned at 9 billion RMB, with 8.3 billion RMB allocated for construction and 700 million RMB for working capital, primarily focused on equipment investment [3][4]. - The establishment of a joint venture, Zhejiang Laibao Display Technology Co., Ltd., is aimed at implementing the MED project, with financial liabilities recognized in the company's consolidated financial statements [4][5]. Group 3: Market and Competitive Landscape - The company aims to leverage its relationships with global laptop brands to increase sales of touch screens for laptops in 2025, despite facing intensified competition from integrated touch display products [6]. - The sales growth of laptop touch screens in 2025 may be influenced by various factors, including global economic conditions and consumer purchasing behavior, leading to uncertainty in achieving sales targets [6].

Group 1 - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued the "Measurement Support Action Plan for the Development of New Quality Productive Forces (2025-2030)" [1] - The plan focuses on measurement testing needs in advanced information fields such as next-generation displays, communications, and chips [1] - Key areas of research include the development of advanced information technology chips, high-precision time-frequency services, and testing of new display products [1] Group 2 - The plan aims to strengthen the construction of measurement evaluation platforms for new-generation information and communication technologies [1] - It emphasizes the need for key technology research in testing the critical performance of new display products [1] - The initiative includes the development of a batch of domestically advanced measurement standards in the information field to enhance measurement testing capabilities and levels [1]

Core Insights - The display industry is entering a rebalancing phase, with a reshaped industry landscape, where LCD will remain the mainstream application technology for the next decade, while OLED production lines in mainland China are rapidly developing [1][3] - The display industry, as a crucial pillar of electronic information and digital economy, has significantly contributed to global economic recovery, with a display panel market worth hundreds of billions, driving a similar scale in materials and equipment markets, and a trillion-dollar display consumption market [3] - The competition in the display industry is shifting from "scale and market share" to "high profitability, high technology, and high added value" [3] Industry Trends - Semiconductor display technology is continuously innovating, with no new technology currently seen as a replacement; LCD will remain the main application technology in the medium to long term, with mainland Chinese companies leading the global LCD display industry [3] - The high-end segment of the OLED market is breaking through, with the company currently operating three OLED production lines and expecting rapid development in mainland China's OLED production lines over the next five years [3] - Emerging display technologies represented by Mini/Micro LED will add momentum to the industry's growth [3] Capital Operations - The company has engaged in capital operations to enhance its strength, focusing on three main areas: industry integration to promote display industry development, independent listings of innovative businesses to create specialized development platforms, and repurchasing minority stakes in production lines to enhance shareholder equity [4] - The intention behind capital operations is to effectively promote the healthy and orderly development of the display industry and to vertically integrate quality assets to enhance the company's overall strength [4] Strategic Initiatives - The company's "Screen IoT" strategy and "N-th Curve" theory emphasize leveraging the core advantage of "screen" and surrounding capabilities, integrating more functions into screens, and expanding the boundaries of display applications [5] - Current focus areas for the company's multi-dimensional expansion include innovations in glass-based businesses and perovskite photovoltaic devices [5]

7月8日，海科集团 宣布，其控股公司镇江润晶高纯化工科技股份有限公司（以下简称"润晶科 技"）成功完成总额为人民币3.5亿元的新一轮融资。 本次融资由海科集团战略投资部主导，半导体产业投资方昆桥资本、国投旗下国投创合基金管理有 限公司、上汽集团旗下私募股权投资平台尚颀资本、福建省产业股权投资有限公司等多家战略投资 方共同注资完成。 资料显示，润晶科技专注为半导体、显示面板等高端制造业提供高纯度湿电子化学品的研发、生 产、销售及服务，为三星、京东方、TCL华星光电、惠科、台积电、长鑫存储等全球头部企业提供 电子化学品一站式解决方案，是该领域的核心材料供应商。 图片来源：润晶科技 值得一提的是，为进一步加强自身实力，润晶科技于2024年收购了住友化学旗下的2家子公司 ——住化电子材料科技（合肥）有限公司、住化电子材料科技（重庆）有限公司。 润晶科技表示，通过该次收购，公司可继承住友化学集团的技术优势和业务体系，快速实现扩大产 品组合（如蚀刻液、剥离液、CF显影液），为客户提供多品种整体供应解决方案，从而提高润晶 科技在中国湿电子化学市场竞争力。同时，重庆和合肥区域布局可以实现本地客户快速响应。（集 邦Displa ...

利用Micro LED像素引擎显示技术，仅需增加三分之一的发光芯片数量(G子像素)，分辨率理论上能提 升4倍之多，这就意味着，采用像素引擎显示技术的4K Micro LED显示屏的发光芯片成本理论上仅为现 有技术的三分之一。 本报讯(记者矫月)近日，深圳雷曼光电（300162）科技股份有限公司(以下简称"雷曼光电"，300162.SZ) 在互动易平台回答投资者关于"雷曼像素引擎技术在海外是否有专利布局"的提问时表示，雷曼Micro LED像素引擎专利(PSE)早在5年前便启动了海外布局，目前已经获得日本、澳大利亚、加拿大等国家的 发明专利授权，其他国家的授权工作也在陆续推进中。针对个别同行在海外重点市场的专利侵权行为， 公司正在着手启动国际诉讼程序。 经过多年的技术研发，雷曼光电在国内外已积累了数百项专利，专利技术涵盖Micro LED显示产品的结 构、封装、基板、像素排布、控制、交互等多个方面，进一步提升了雷曼光电Micro LED超高清显示产 品的科技含量，提升了企业的核心竞争力，为公司的高质量发展积蓄了前进的动力。 雷曼Micro LED像素引擎技术是雷曼光电于2020年在业内率先发布的一项技术。该技术 ...

Core Insights - Samsung Electronics reported a significant decline in operating profit for Q2, down 55.94% year-on-year, falling short of market expectations [3][4] - The company's operating profit for the second quarter was 4.6 trillion KRW (approximately 239.9 billion RMB), with sales decreasing by 0.09% year-on-year and 6.49% quarter-on-quarter, totaling 74 trillion KRW [3][4] Financial Performance - The operating profit for Q2 2023 is the lowest since Q4 2022 and the lowest for any Q2 in recent years, indicating a concerning trend for the company [3] - The decline in profit is attributed to the impact of U.S. restrictions on advanced AI chips sold to China, affecting the Device Solutions (DS) division [3][4] Departmental Performance - While specific departmental performance figures were not disclosed, estimates suggest that the DS division's operating profit exceeded 1 trillion KRW, while the Mobile Experience (MX) and Network Project divisions generated around 2 trillion KRW [4] - Other divisions, such as Display, TV and Home Appliances, and Automotive Electronics, reported operating profits ranging from 600 billion to 700 billion KRW, 400 billion to 500 billion KRW, and 300 billion to 400 billion KRW, respectively [4] Future Outlook - Analysts predict that Samsung's performance may recover in the second half of the year, driven by an expected increase in storage chip prices and a seasonal boost in mobile and display businesses [4]