Core Viewpoint - Jun Cheng Technology stated that its main products are in the display field, focusing on customized development for various applications in the energy sector, including ultra-high voltage, IoT, smart grid, and virtual power plants [1] Group 1: Company Products and Applications - The company’s liquid crystal displays are widely used in smart meters, IoT meters, and concentrator meters within the State Grid [1] - The company is involved in collaborative development projects related to display components for ultra-high voltage and smart grid applications [1]

Group 1 - Tianlu Technology (SZ 301045, closing price: 25.34 yuan) announced on August 8 that as of the date of this announcement, shareholder Chen Ling has had a total of approximately 23.03 million shares frozen, accounting for 100% of his holdings and 20.88% of the company's total share capital [2] - For the year 2024, the revenue composition of Tianlu Technology is 100.0% from display device manufacturing [2]

证券日报网讯深天马A7月31日在互动平台回答投资者提问时表示，股价波动受多种因素影响，公司十 分理解投资者对股价的关切和对公司经营的关心，公司一直坚持以提升内在价值为核心的理念，把做优 主业、提升经营质量和可持续发展作为公司投资价值的基石。2025年上半年，公司预计实现营业收入同 比增长约10%，归属于上市公司股东的净利润同比增长超138%，实现扭亏为盈。2025年以来，公司陆 续发布了《估值提升计划》《关于控股股东自愿承诺不减持公司股份的公告》《关于回购公司股份方案 的公告》等相关公告。管理层会持续主动作为，聚焦经营质效的进一步提升，并会继续从规范运作、提 升信披质量、加强与投资者的沟通力度、丰富更多元化的沟通形式、强化宣传等多方面不断提升公司价 值。 ...

7月31日，芜湖长信科技股份有限公司（以下简称"长信科技"）发布关于公司高级管理人员免职的公 告。公告称，公司于2025年7月31日召开第七届董事会第十五次会议，会议审议通过了《关于免去邹蓁 副总经理职务的议案》。公告显示，此次人事调整系因邹蓁违反公司工作纪律及管理制度，其持有的 5000股股份将按监管规定进行管理。 公告披露，鉴于公司副总经理邹蓁违反公司相关工作纪律及管理制度，其本人不再适合担任公司高管职 务，经董事会提名委员会、独立董事专门委员会审议通过，董事会同意依据《公司章程》等规定免去邹 蓁高级管理人员职务。邹蓁原定任期为三年，至公司第七届董事会届满之日止。本决定自董事会审议通 过之日起生效，本事项不会对公司日常经营业务产生不利影响。截至本公告披露日，邹蓁持有公司股份 5000股，其离职后所持公司股份将依照《深圳证券交易所上市公司自律监管指引第18号——股东及董 事、监事、高级管理人员减持股份》等相关法律法规及规范性文件对其所持股份进行管理，邹蓁不存在 应履行而未履行的承诺事项。 长信科技是国内显示器件制造领域的龙头企业。长信科技主营触控显示器件业务，产品主要应用于汽车 电子及消费电子等领域。在汽车 ...

Core Viewpoint - The recent launches of the 2026 Haval Dog and Leapmotor B01 highlight the growing collaboration between automotive manufacturers and display technology providers, particularly in the integration of advanced display solutions in vehicles [1][5]. Group 1: Haval Dog - The 2026 Haval Dog offers three models with a price range of 123,900 to 149,900 yuan [2]. - It features a 14.6-inch floating central control screen and a 12.3-inch full LCD instrument panel, both supplied by Tianma Microelectronics, with a resolution of 1920*1080 for the central screen [3]. - The vehicle provides two powertrain options: a 1.5T engine with 184 horsepower and a 2.0T engine with 238 horsepower, the latter equipped with a sixth-generation intelligent four-wheel drive system [5]. Group 2: Leapmotor B01 - The Leapmotor B01 is available in six configurations, with CLTC range options of 430 km, 550 km, and 650 km, priced between 89,800 and 119,800 yuan [6]. - It includes an 8.8-inch full LCD instrument panel and a 14.6-inch 2.5K HD central control screen, also supplied by Tianma Microelectronics [7]. - The vehicle's motor power options are 132 kW and 160 kW, with torque ratings of 175 N·m and 240 N·m respectively [9].

Group 1 - Chengdu completed investments of 200.79 billion yuan in 950 key projects in the first half of the year, accounting for 59.4% of the annual plan [1] - Among the key projects, 137 provincial projects completed investments of 70.62 billion yuan, reaching 69.5% of the annual plan, which is 6.1 percentage points higher than the provincial average [1] - The major industrial projects in Chengdu saw investments of 87.82 billion yuan, representing 59.6% of the annual plan [1] Group 2 - The major infrastructure projects completed investments of 57.18 billion yuan, which is 60.5% of the annual plan [1] - Public service projects achieved investments of 55.8 billion yuan, accounting for 58% of the annual plan [1] - The first 8.6-generation AMOLED production line in China was launched four months ahead of schedule, demonstrating the acceleration of key projects [1] Group 3 - The Guotai vacuum composite collector vacuum coating equipment R&D and production base project in Chengdu was signed, started, and topped out within the same year, with an expected annual output value of 500 million yuan [2] - Chengdu's development and reform commission emphasized the "project-oriented" approach to enhance effective investment and support high-quality economic development [2]

Group 1 - Chengdu completed investments of 200.79 billion yuan in 950 key projects in the first half of the year, achieving 59.4% of the annual plan, exceeding the scheduled progress by 9.4 percentage points [1] - Among these, 100 projects led by city leaders completed investments of 73.07 billion yuan, accounting for 63.2% of the annual plan; 137 provincial key projects completed investments of 70.62 billion yuan, reaching 69.5%, which is 6.1 percentage points higher than the provincial average [1] - 473 major industrialization projects completed investments of 87.82 billion yuan, representing 59.6% of the annual plan; 187 major infrastructure projects completed investments of 57.18 billion yuan, at 60.5% of the annual plan; and 290 major public service projects completed investments of 55.8 billion yuan, at 58% of the annual plan [1] Group 2 - The first domestic 8.6-generation AMOLED display production line by BOE started equipment installation four months ahead of schedule, setting a global record for efficiency in the same generation production line construction [2] - To ensure rapid project advancement, Chengdu High-tech Zone implemented a "combination punch" strategy, forming a service team to guarantee projects "land and start construction" immediately, and enhancing cross-district collaboration for smooth implementation of water and electricity support projects [2] - The Guotai vacuum composite fluid vacuum coating equipment R&D and production base project in Chengdu's Wenjiang High-tech Industrial Park was signed, started, and topped out in the same year, with an expected annual output value of 500 million yuan upon completion [2] Group 3 - Chengdu has firmly implemented national and provincial policies to promote investment through project facilitation, focusing on key initiatives such as "three centers and one base" and "full park development," adhering to the "project first" philosophy [3] - The city is committed to comprehensive lifecycle management services for major projects, aiming to achieve "time over half, task over half," thereby providing strong support for effective investment expansion and high-quality economic development in the province and city [3]

Core Viewpoint - The company plans to repurchase shares to reduce registered capital and enhance shareholder value, with a total fund allocation between RMB 150 million and RMB 200 million [1][3][9] Summary by Sections Repurchase Plan Details - The repurchased shares will be ordinary shares (A shares) [1] - The repurchase price will not exceed RMB 12.43 per share, which is based on the average trading price over the last 30 trading days prior to the board's decision [1][4] - The total amount allocated for the repurchase is between RMB 150 million and RMB 200 million [1][4] - Estimated repurchase quantity is approximately 16,090,104 shares (0.65% of total shares) at the upper limit and approximately 12,067,579 shares (0.49% of total shares) at the lower limit [1][4][6] Funding and Duration - The funding for the repurchase will come from the company's own funds or bank loans [2][5] - The implementation period for the repurchase is within 12 months from the approval date by the shareholders' meeting [2][5] Shareholder and Management Plans - As of the announcement date, there are no clear plans for share reduction by major shareholders or management in the next three to six months [2][12] - The board has committed to maintaining the company's debt repayment ability and operational capacity post-repurchase [9][12] Financial Impact Analysis - As of December 31, 2024, the company's total assets were approximately RMB 81.24 billion, with a net asset value of about RMB 27.25 billion [8] - The maximum repurchase amount of RMB 200 million represents about 0.25% of total assets and 0.73% of net assets [8][9] Compliance and Procedures - The repurchase plan has been approved in board meetings and a temporary shareholders' meeting held on April 15 and July 2, 2025 [14] - The company has opened a dedicated securities account for the repurchase [15]

Group 1 - The company received a loan commitment of 1.8 billion RMB from China Construction Bank for stock repurchase financing [1] - The loan has a term of 3 years and will support the company's plan to repurchase shares [1] - The planned repurchase amount is between 1.5 billion RMB and 2 billion RMB, with a maximum repurchase price of 6.11 RMB per share [1]

Core Viewpoint - The production line of BOE's 6th generation new semiconductor display devices has commenced full-scale production, representing a total investment of 29 billion yuan, aimed at meeting the display needs of various high-end sectors including VR, consumer electronics, and smart transportation, thereby accelerating the development of the global virtual reality industry and digital economy [1][3]. Group 1: Investment and Production Capacity - The total investment for the new production line is 29 billion yuan, covering an area of 420,000 square meters, with a designed monthly production capacity of 50,000 pieces [3]. - The production line focuses on high-end products such as VR display panels, small to medium-sized high-value IT display panels, and automotive display panels, utilizing LTPO and LTPS technologies [3]. Group 2: Technological and Environmental Innovations - The production line incorporates innovative technologies such as cleanroom airflow control, AI-based temperature and humidity adjustment, and centralized electricity management, achieving a 100% heat recovery rate, an 80% pure water reuse rate, and pollutant emissions below the standard by 50% [4]. - The production process has seen improvements in stability and yield analysis efficiency by 20% through smart production scheduling, predictive maintenance, and intelligent defect management [4]. Group 3: Market Position and Industry Impact - BOE has evolved from addressing China's "chip and screen shortage" to becoming a leading player in the display industry, with one in every four smart terminals globally featuring a display from BOE [3]. - The production line is part of Beijing's 100 key technology innovation and high-end industry projects for 2023, highlighting its significance in the local economy [4].