证券日报网讯 1月9日，维信诺（002387）在互动平台回答投资者提问时表示，公司生产线贯穿较多生 产工艺流程，自动化程度已实现高度覆盖与智能协同。 ...

2026.01. 09 本文字数：1177，阅读时长大约2分钟 作者 | 第一财经 王珍 李亚妤进一步说，TCL华星、维信诺的8.6代OLED面板生产线预计分别将在2027年三季度和四季度量产，会进一步助力OLED面板在笔记本电脑上的应 用，预计OLED面板在笔记本电脑中的渗透率2030年将达到19%、接近20%的水平。"OLED屏将包揽高端笔记本电脑，并将在主流笔记本电脑市场占 有一席之地。" 应用了OLED屏之后，相比于用LCD（液晶）屏，笔记本电脑在轻薄、便携以及画质方面会有更优的表现。李亚妤预计，2030年OLED笔记本电脑屏的 出货量将达4500万片，同时由于生产线技术路线的差异，高世代OLED面板生产线的屏幕对笔记本电脑等IT产品，会有优品化、普惠化两方面的不同影 响。 在普惠化方面，由于TCL华星在建的8.6代OLED产线采用印刷工艺，有别于京东方、三星8.6代OLED产线采用的传统蒸镀工艺，工艺制程简化，有理论 成本优势。TCL华星5.5代印刷OLED产线正在做产品开发，其印刷OLED屏将应用于主流笔记本电脑，价格向刚性OLED屏看齐，会助力更多普惠型 OLED屏笔记本电脑上市。 除了屏幕升级 ...

证券日报网讯1月9日，维信诺（002387）在互动平台回答投资者提问时表示，截至2025年12月31日，公 司股东总户数为66822户。 ...

从2005年国务院修订《产业结构调整指导目录》将平板显示列为国家鼓励类产业，到2015年将新型显示 纳入十大重点领域，再到"十四五"规划吹响"打造自主可控产业链"的战略号角，中国显示产业在二十年 征程中实现跨越式发展。这一跃升，既是国家战略导向与市场活力深度融合的成果，亦是中外企业协同 创新、共促发展的典范。 在中国显示产业从"追赶者"向"引领者"稳步迈进的过程中，康宁公司执行副总裁兼首席企业发展官张 铮，以全球视野校准企业航向，靠务实行动深耕中国市场——从康宁显示科技在华首座工厂的扩建到后 续每一处产能布局，他带领团队全程参与并推动了所有工厂的落地建设：以北京工厂为起点，为康宁显 示科技的中国产能筑牢初始根基；以合肥10.5代玻璃基板工厂落地为突破，补上大尺寸显示产业链的关 键拼图；以显示集团全球总部迁至上海为核心，扎根中国大地贴近服务产业链客户；以跨业务生态布局 为延伸，助推产业链向高阶跃升。张铮的每一步实践都与中国显示产业的发展同频共进，用持续深耕的 付出与实绩谱写出跨国企业与中国经济高质量发展共生共荣的时代篇章。 破局时刻：全球技术与中国"大显示"需求的精准契合 早在20年前中国显示产业起步之际，康宁 ...

证券日报网讯1月8日，华映科技（000536）在互动平台回答投资者提问时表示，截至2025年12月31日公 司股东人数为243022户。 ...

Group 1 - The company anticipates an increase in TV product prices due to proactive procurement by brand manufacturers in preparation for upcoming sports events, alongside a "just-in-time" production strategy leading to higher shipment volumes [1] - The demand for MNT products is expected to rise as certain brand clients release inventory replenishment needs, while supply constraints from TV and other products, combined with reduced overseas capacity, create structural supply tightness, resulting in a month-on-month price increase for certain MNT product sizes [1] - The operating rate in January is expected to maintain the high levels seen in December due to demand advancement and inventory replenishment [2] Group 2 - The company has announced an investment in an 8.6-generation AMOLED production line to meet the demand for high-end IT products, with the line successfully lighting up five months ahead of schedule on December 30, 2025, marking a significant breakthrough in mid-size OLED technology [3] - The depreciation of existing production lines is expected to continue decreasing, with new projects being phased in based on ramp-up conditions, leading to a peak in depreciation expenses by 2025 [4] - Capital expenditures are projected to peak in 2025, primarily for the 8.6-generation AMOLED production line in Chengdu and the 6th generation LCD LTP O/LTPS production line in Beijing, with a significant decline in capital expenditures anticipated starting in 2027 [5]

| 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 | | | 参与单位名称 | 富国基金：徐斌 | | | 时间 | 2026 年 1 月 7 日 | | | 地点 | 京东方核心能力大楼 | | | 上市公司接待人员姓名 | 郭 红 副总裁、董事会秘书 | | | | 罗文捷 证券事务代表 | | | | 讨论的主要内容为回答投资者提问，问答情况如下： | | | | 1、公司如何看待 LCD 产线产品价格趋势及稼动率情况？ | | | | 答：2025 年 12 月以来，受到即将到来的体育赛事备货等因素 | | | | 影响，品牌厂采购较为积极，推高 TV 类产品出货量，叠加行 | | | 投资者关系活动主要内 | 业内厂商"按需生产"策略的双重影响下，TV 产品价格将有望 | | | 容介绍 | 实现上涨。 | | | | MNT 方面，根据第三方咨询机构分析，需求端部分品牌客户释 | | | | 放补库存需求，MNT 产 ...

证券日报网讯 1月7日，深天马A在互动平台回答投资者提问时表示，公司深耕显示领域四十余年，始终 聚焦显示主业发展，不断精进显示技术及显示解决方案，持续关注显示产品在各类智能终端上的应用及 更多应用场景的打开，同时积极布局基于面板工艺与TFT驱动技术的非显示应用技术。 （编辑 姚尧） ...

Market Overview - On January 6, the A-share market experienced a broad-based rally, with the Shanghai Composite Index rising by 1.50% to close at 4083.67 points, and the Shenzhen Component Index increasing by 1.40% to 14022.55 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.81 trillion yuan, significantly higher than the previous trading day [1][14]. - The market showed a balanced performance in terms of individual stocks, with 2371 stocks experiencing net inflows from large orders, while 2538 stocks saw net outflows. There was a clear trend of funds concentrating on high-growth sectors and undervalued stocks, indicating significant sector rotation [1][14]. Sector Performance - The non-bank financial sector was the strongest performer, with a net inflow of 6.437 billion yuan and a sector index increase of 3.73%. The metals sector followed closely, rising by 4.26% with a net inflow of 3.663 billion yuan. Other active sectors included optical electronics, chemical raw materials, and minor metals, which also saw significant inflows [1][14]. - Conversely, the telecommunications sector faced substantial outflows, with a net outflow of 7.564 billion yuan. Other sectors such as media, machinery equipment, and pharmaceutical biology also experienced net outflows, indicating a clear adjustment trend [1][14]. Investment Opportunities - **Binhu Chemical (601678)**: A leading chemical company with a focus on low valuation and industry upgrades. The stock hit the daily limit on January 6, closing at 4.75 yuan, with a five-day increase of 10.72%. The company is advancing green low-carbon industrial park construction and digital upgrades, indicating strong valuation recovery potential [2][3]. - **Jiahua Energy (600273)**: A quality energy chemical stock with a complete industrial chain. The stock also hit the daily limit on January 6, closing at 9.59 yuan, with a five-day increase of 14.44%. The company's performance is supported by steady growth and low valuation [4][5]. - **Rainbow Technology (600707)**: A leader in display panels, the stock closed at 7.05 yuan on January 6, with a five-day increase of 12.44%. The company is optimizing its business structure through collaboration with BOE, enhancing its growth prospects [6][7]. Risks in High Valuation Stocks - **International Medical (000516)**: A medical service stock that has shown two consecutive limit-ups but has a significant valuation bubble. The stock closed at 5.19 yuan on January 6, with a five-day increase of 15.59%. The company reported losses, indicating a lack of fundamental support [8][9]. - **Guosheng Technology (603778)**: A new energy stock that has also shown two consecutive limit-ups but lacks performance support. The stock closed at 21.3 yuan on January 6, with a five-day increase of 34.05%. The company continues to report losses, leading to a significant valuation bubble [10][11]. - **Aipeng Medical (300753)**: A medical device stock with high valuation premiums, closing at 39.96 yuan on January 6, with a five-day increase of 38.99%. The company has reported losses, and its stock price is driven by speculative trading rather than fundamental improvements [12][13]. Summary and Investment Strategy - The A-share market is showing a broad rally with significant trading activity, particularly in sectors with clear industrial logic and strong performance certainty. Companies like Binhu Chemical, Jiahua Energy, and Rainbow Technology are highlighted as undervalued opportunities with clear recovery potential [14][15]. - In contrast, stocks like International Medical, Guosheng Technology, and Aipeng Medical are identified as high-risk due to their reliance on speculative trading and lack of fundamental support. Investors are advised to focus on sectors with strong performance certainty while avoiding high-premium stocks lacking earnings support [14][15].

2025年12月31日，来自深圳的蘅东光在北交所敲响上市钟声。这不仅标志着又一家广东上市公司自身发 展的"关键一跃"，也为广东波澜壮阔的资本市场年度画卷，落下了富有象征意义的收官一笔。 就在这一年最后一周，广东再迎3家新增上市公司。至此，全省全年新增境内外上市公司达45家，首发 融资额535亿元。截至年末，广东境内上市公司总数达890家，境外上市公司334家，两大核心指标均稳 居全国首位，领先优势持续巩固。 作为经济体量连续36年领跑全国的"第一省"，广东正站在需要自我超越的新起点。牢记"广东要和自己 比"的殷殷嘱托，面对发展新阶段，资本市场已不再满足于数量的简单叠加，而是转向更深层的质量跃 升——从做厚"家底"到提升"成色"，从培育"动能"到涵养"生态"，一场以资本市场为枢纽的高质量发展 新实践，正在南粤大地全面展开。 过去一年，广东深入践行金融强国建设部署，扎实推动金融高质量发展，聚焦做好科技金融等"五篇大 文章"，全力服务新质生产力发展，促进"科技—产业—金融"高水平循环。在此引领下，广东资本市场 于高基数之上，开启了更具内涵的"增长新篇"：这不仅是规模的稳健攀升，更是发展质量的系统性跃 升；这不再局限 ...