Core Viewpoint - The "Three-Year Action Plan for Promoting Listing Cultivation Services in Longhua District" has been officially released to implement the spirit of the new "National Nine Articles" document, aiming to enhance the quality of enterprises and support their listing efforts [1][8]. Group 1: Overall Requirements - The action plan emphasizes the need to improve the listing cultivation service system, broaden financing channels for enterprises, and enhance support for mergers and acquisitions, focusing on the transition from small to standardized, refined operations, and ultimately to successful listings [5][8]. Group 2: Service Improvement Measures - The plan includes measures to enhance the service level for potential listed companies, utilizing AI technology for maturity assessments and providing tailored support through a dedicated app for policy guidance and operational needs [6][7]. - It aims to build a high-quality listing reserve cultivation database, integrating it with mechanisms for specialized and innovative enterprises, and identifying high-growth potential companies [6][7]. Group 3: Policy Support for Listings - The action plan outlines policies to support enterprises in mergers and acquisitions, establishing a project database and a special fund to facilitate cross-industry development for small and medium-sized enterprises [6][7]. - It also includes the creation of equity financing and investment project reserves to bolster the capacity of potential listed companies in the district [6][7]. Group 4: Space and Resource Guarantees - The plan emphasizes strengthening support for potential listed companies in securing office, research, and production spaces, promoting a collaborative model for industrial land use [7]. - It aims to develop a high-concentration "headquarters area" for listed companies in key districts [7]. Group 5: Ecosystem Optimization - The action plan seeks to expand the capital market network in Longhua, attracting leading financial institutions and establishing international listing exchange services [7]. - It aims to create a comprehensive investment ecosystem to position Longhua as a competitive cornerstone investor in the city [7]. Group 6: Risk Management - The plan highlights the use of AI for monitoring negative public sentiment related to potential listed companies and enhancing risk management through inter-departmental coordination [7][8]. Group 7: Context and Background - The "National Nine Articles" is a guiding document issued by the State Council in April 2024, aimed at enhancing the quality of the capital market, and Longhua District's action plan is the first listing cultivation policy released in Shenzhen following this document [8][9]. - Longhua currently has 40 listed companies with a total market capitalization exceeding 1 trillion yuan, and the listing reserve database includes 65 companies, predominantly in advanced manufacturing sectors [9].

【导读】《龙华区促进上市培育服务工作三年行动方案》正式发布 中国基金报记者 郭玟君 6月30日，为贯彻新"国九条"文件精神，《龙华区促进上市培育服务工作三年行动方案》（以 下简称《行动方案》）正式发布。 围绕提升企业质量完善上市培育服务体系 推进"小升规、规做精、优上市" 《行动方案》主要分为总体要求、提高上市培育服务水平、高质量建设上市储备培育库、出 台促进企业上市政策、强化要素保障、优化上市培育服务生态、加强风险应对七大部分。 北站、鹭湖中心城等片区打造高集聚度的"上市公司总部区"。 五是优化上市培育服务生态。 拓展龙华区资本市场"朋友圈"，积极争取头部金融机构落户龙 华；推动优质（拟）上市公司走出去，建立国际上市交流服务基地，畅通企业境外上市渠 道。构建覆盖全生命周期的"基金雨林"，将龙华资本打造为全市具有竞争力的基石投资者。 六是加强风险应对。 充分利用人工智能技术加强对涉及（拟）上市企业负面舆情监测，利用 （拟）上市企业信息平台，加大企业经营性风险监测，强化金融、市场监管、公检法司等部 门协调联动力度，扩大涉企假新闻违法违规线索来源，让（拟）上市公司企业家在龙华发展 顺心、安心。 在总体要求上，《行 ...

Core Viewpoint - The Chinese electronic paper industry is experiencing rapid growth despite the exit of Amazon's Kindle from the market, with significant advancements in technology and applications [1][2][3]. Industry Overview - The shipment volume of electronic paper application terminals has reached 379 million units, marking a year-on-year increase of 23.4% [1]. - Nearly 96% of electronic paper modules are manufactured in China, establishing a global supply chain centered around the country [1]. - The display output value of electronic paper technology exceeds $14.9 billion, making it the third-largest display technology after LCD and OLED [1]. Market Dynamics - The primary user terminal for electronic paper is electronic price tags, predominantly in the smart retail sector, followed by electronic paper tablets, which include e-readers, learning machines, and office notebooks [1][3]. - The Chinese electronic paper market is projected to grow at a rate of 30% by 2025, significantly outpacing the global market growth forecast of 9.3% [3]. Product Development - The sales volume of electronic paper tablets in China is expected to reach 1.834 million units in 2024, with a year-on-year growth of 49.1% [4]. - The market for electronic paper learning machines is expanding, with over 1 million units sold in 2024 by a leading company [6]. Future Trends - The future of electronic paper technology includes colorization, larger sizes, and flexibility, with plans to replace 20% of written paper [6]. - The evolution of electronic paper into mainstream terminals is expected to occur in three phases: introduction (2023-2028), rapid development (2028-2035), and popularization (2035-2045) [7]. - Key trends include significant growth in learning machines, increased penetration of color e-paper screens, and a younger user demographic [7].

文｜白马商评 显示面板行业近期两起并购案几乎同时有了新的进展。 6月27日，TCL科技发布公告显示，公司已经收到证监会的批文，同意其定增及收购事项。与此同时， 另一家同业公司维信诺再次更新收购方案，等候监管审核。 两家公司的收购案有诸多相似之处，都是定增募集资金收购国资股东手中的股权，且在收购前均为标的 公司的小股东。 另外，TCL科技和维信诺都是深交所上市公司，两起并购案的审核流程、办理机构都是一样的，均需通 过深交所并购重组审核委员会的审核。但TCL科技从草案提出到收到批文用时不到4个月；维信诺的方 案距离预案提出已经两年半，还在审批过程中。 无论从维信诺自身的财务状况、标的公司的财务状况和内部治理，还是交易方案本身来看，这起收购案 仍然面临诸多不确定性，能否顺利落地还是未知数。 合肥维信诺是上市公司维信诺于2018年9月发起成立的，成立后仅3个月即增加注册资本，引入了合屏公 司、芯屏基金、兴融公司三家具有合肥国资背景的股东。 增资完成后，兴融公司、芯屏基金、合屏公司在合肥维信诺的持股比例均为27.27%，维信诺持股比例 为18.18%。 当前交易，简单讲就是维信诺收购当时增资时进入合肥维信诺的三家大股东 ...

全球的AI大佬注意！黄埔要"发车"啦！本趟"车"将开往位于黄埔区开泰大道的PCI·未来社区（科学城基 地）。 7月3日，广州黄埔将召开优化营商环境·政务服务直通车园区行系列活动暨"人工智能+机器人"系列产业 政策新闻发布会。此次政策发布告别了传统的会议室，黄埔区委宣传部这次将重磅政策发布会直接搬到 了人工智能企业聚集的"家门口"——PCI·未来社区。这标志着黄埔区政策发布与服务模式正式升级2.0版 本，在这里，政策不再是冰冷的条文，而是与园区生态、企业需求无缝对接的"及时雨"。 前沿科技"零距离"，全区机器人企业产品现场比武！ 本系列活动将聚焦园区产业特色，策划主题活动，把营商环境服务精准送达一线。首期围绕PCI·未来社 区的人工智能集聚特性，组织与人工智能领域及企业生产经营相关的业务部门走进园区。 正所谓"有朋自远方来，不亦乐乎"，活动欢迎来自全球各地的AI产业从业者"上车"，特别是黄埔区外的 企业家们，到黄埔来一场"AI味儿"十足的Citywalk，沉浸式体验黄埔AI产业的发展氛围、优势政策。 活动当天，来自区内多家科技企业的机器人相关产品将进行现场"大比武"，物流机器人、手术机器人、 心理诊断机器人、R ...

编号：2025-007 深圳市南极光电子科技股份有限公司 投资者关系活动记录表 证券代码：300940 证券简称：南极光 | | ☑特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 | □业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他 | | | 参与单位名称及 | 国元证券：沈晓涵 | | | | 景顺长城基金：王开展 | | | 人员姓名 | 中信资管：江自牧 | | | | 开源证券：仇方君 | | | | 建信理财：唐文成 | | | 时间 | 2025 年 6 月 30 日-2025 | 年 7 月 1 日 | | 地点 | 深圳市宝安区松岗街道芙蓉路 | 5 号公司六楼大会议室、电话会议 | | 上市公司接待人 | 董事长助理：那志立女士 | | | 员姓名 | 副总经理、董事会秘书：姜丽群女士 | | | | 证券事务代表：朱安娜女士、艾庭双女士 | | | | | 1、目前公司的产能分布及爬坡情况，及任天堂 Switch 2 产能支 | | | 持情况？ | | | 投资者 ...

Core Viewpoint - Quantum dot materials are experiencing unprecedented development opportunities as a strategic emerging industry, driven by national policies promoting technological innovation and core technology transformation [1] Group 1: Industry Context - The "14th Five-Year Plan" and the 2035 vision outline core technology breakthroughs in new display devices as key development directions, providing clear guidance for the future of China's display industry [1] - The Zhengzhou University team is actively responding to national strategies with a strong sense of responsibility and innovation in quantum dot display technology [1] Group 2: Technological Innovations - The team has developed high-entropy doping modification technology and a high-energy ball milling solid-phase synthesis method, enabling rapid preparation of quantum dot materials at room temperature [3] - This innovative technology significantly enhances production efficiency and product yield of thin film materials, paving new paths for the industrialization of quantum dot display technology [3] - The team has made significant progress in developing high-entropy perovskite quantum dot fluorescent films, successfully replacing toxic lead elements with non-toxic elements like Na, Bi, Mn, Ni, and Zn [3] Group 3: Collaborative Efforts - The team's growth reflects the importance of collaborative innovation, with members conducting field research at nearby optoelectronic companies and engaging in deep discussions with industry engineers [5] - Team members collaborate based on their professional backgrounds, covering market demand analysis, programming simulations, and international literature translation [5] - The team has fostered a culture of mutual encouragement and collaboration, overcoming technical barriers and enhancing their innovative spirit [5] Group 4: Achievements and Impact - The team has achieved significant advancements in material innovation and technology breakthroughs, applying for and obtaining multiple national patents [7] - Research results have been validated for their technological innovation by the Ministry of Education's comprehensive technology novelty search station [7] - Since 2022, the team has focused on process optimization, successfully producing high-entropy perovskite quantum dot powders and fluorescent film materials [7] - The team's research outcomes have notable social value and economic development potential, contributing to the advancement of related industries and job creation [8]

6月26日，上交所公告显示，视涯科技的科创板IPO申请已获受理。公司拟募资20.15亿元，用于 超高分辨率Micro OLED微型显示器件生产线扩建及研发中心建设，以支持产能升级与技术优化。 视涯科技成立于2016年，总部位于合肥，专注于Micro OLED显示器，产品广泛应用于头戴显示 器和智能眼镜，合作品牌包括大疆、小米、XREAL、雷鸟等。 图片来源：视涯科技 【集邦Display显示产业交流群】 目前，视涯科技在合肥拥有一条12英寸蒸镀线，月产能为9000片晶圆，单品出货量已超过100万 片（1kk）。根据规划，未来产线将扩建至三条12英寸蒸镀线，月产能将达到27,000片晶圆。 财务数据显示，视涯科技2022至2024年营业收入分别为1.9亿元、2.15亿元和2.8亿元，但仍处 于亏损状态，净利润分别为-2.47亿元、-3.04亿元和-2.47亿元。 此图片来自微信公众平台 视涯科技指出，当前正值行业快速发展期，AI终端产品加速演进，公司正在推进大规模产线投资， 相关折旧支出短期内对盈利能力构成压力，但有望随着产能释放而逐步改善。（集邦Display整 理） 士以為ケア司司 ▶ 关于集邦 t #硅基 ...

证券代码：000725 证券简称：京东方 A 公告编号：2025-055 证券代码：200725 证券简称：京东方 B 公告编号：2025-055 京东方科技集团股份有限公司 关于首次回购公司部分社会公众股份 暨回购股份进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 京东方科技集团股份有限公司（以下简称"公司"）分别于 2025 年 4 月 18 日、2025 年 5 月 23 日召开第十一届董事会第四次会议和 （内容详见公司于 2025 年 4 月 22 日披露的《关于回购公司部 议案》 ，公告编号：2025-029）。并于 2025 年 6 分社会公众股份方案的公告》 月 10 日披露了《关于回购公司部分社会公众股份的报告书》 （公告编 号：2025-045）。 根据《京东方科技集团股份有限公司关于回购公司部分社会公众 股份方案的公告》 ，若公司在回购期内实施派息、送股、资本公积金 转增股本、股票拆细、缩股、配股及其他等除权除息事项，自股价除 权除息之日起，按照中国证监会及深圳证券交易所的相关规定相应调 整回购价格上限。因公司实施 2024 年度 ...

证券简称： 深天马A 证券代码：000050 债券简称： 21天马01 债券代码：149537 天马微电子股份有限公司 公司债券受托管理事务报告 （2024 年度） 住所：深圳市龙华区民治街道北站社区留仙大道天马大厦 1918 债券受托管理人 住所：北京市丰台区西营街 8 号院 1 号楼 7 至 18 层 101 二〇二五年六月 第四章 发行人募集资金使用及专项账户运作情况与核查情况 ......10 第六章 发行人偿债保障措施的执行情况以及公司债券的 本息偿付 第十章 与发行人偿债能力和增信措施有关的其他情况及受托管理 重要声明 中国银河证券股份有限公司（以下简称"银河证券"）编制本报告的内容及信 息均来源于天马微电子股份有限公司（以下简称"发行人"或"公司"）对外公布的 《2024 年年度报告》等相关公开信息披露文件、发行人提供的证明文件以及第 三方中介机构出具的专业意见。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为银河证券所作的承诺 或声明。 经中国证券监督管理委员会（以下简称"中国证监会"）于 2020 年 2 月 27 日 ...