长江之上，"华航汉亚"货轮汽笛长鸣，驶向韩国釜山；光谷腹地，全球首片8英寸硅光薄膜铌酸锂光电集成晶圆下 线；汉南机场，电动垂直起降飞行器进行着又一次飞行。当"天下再次重武汉"的时代浪潮奔涌而至，这座城市的每个角 落都在蓄积新的能量。 峰飞eVTOL掠过江面 站在"十五五"开局之年的关键节点，正在召开的市两会上，代表委员围绕提升城市能级展开热议。一个核心共识 是：当前武汉打开了新的上升通道，迎来了发展的黄金时期，必须紧紧把握这一窗口期，以城市能级的全方位跃升，为 全力打造"五个中心"筑牢坚实根基。 内需挖潜与区域协同，打开城市发展的新维度 城市能级的提升首先是空间和格局的扩大。"内需"提供纵深，"协同"拓展外延。代表委员认为，武汉应以新型消费和 区域联动为抓手，打开城市发展的新维度。 市人大代表、华中科技大学建筑与城市规划学院院长谭刚毅认为，低空经济是落实扩大内需战略的关键突破口。武 汉经开区以其独特的创新资源、产业基础、汉南机场及空域优势，孕育着激活内需市场的核心增量。通过培育航空文 旅、智慧物流等新型消费业态，将产业发展与消费升级深度绑定。 谭刚毅描绘的蓝图是：积极争取世界飞行大会永久会址落户，打造高端赛事 ...

证券日报网1月6日讯 ，京东方A在接受调研者提问时表示，钙钛矿太阳电池作为第三代纳米薄膜电池的 代表，以其效率高、轻薄、可柔性等优势，应用场景广泛，被公认为光伏产品的未来；且其与显示在技 术原理、器件结构、制造工艺等方面高度相似，公司在显示产业长期积累的玻璃基加工能力、薄膜制备 工艺能力、封装和设备优势及大规模智能制造能力，能有效赋能钙钛矿太阳能电池研发与生产过程，加 速产业化进程。公司中试线搬入至首样下线仅用时38天全线贯通，创下行业新纪录，充分体现了上述优 势。 （文章来源：证券日报） ...

京东方科技集团股份有限公司 投资者关系活动记录表 编号：2026-001 | 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 | 天风证券：敖颖晨 | | | | 百年保险资管：别依田 | | | | 华泰证券资管：陈欣 | | | | 华泰证券：刘俊、王心怡 | | | | 兴业证券：仇文妍、高元甲 | | | | 睿远基金管理：孔祥宇 | | | | 巨杉资管：蓝爱、王黛丝 | | | | 国联民生证券：林誉韬 | | | | 西部证券：卢宇程 | | | | 圆信永丰基金：明兴 | | | | 长盛基金：滕光耀 | | | | 上海复胜资管：王羽展 | | | | 广发证券：王钰乔 | | | | 中国人寿保险：肖佳琪 | | | | 东吴证券：徐铖嵘、谈沂鑫 | | | | 淡水泉(北京)投资管理：原茵 | | | | 宁波宝隽资管：张海 | | --- | --- | | | 国盛证券：朱迪 | ...

专题：2026新年致辞 企业家展望2026新趋势 长风破隘，再越关山 ——TCL 2026年新年献词 TCL智能终端在复杂的贸易环境中逆势增长，营收、利润双双跃升，品牌全球影响力持续增强；TCL华 星不仅超额完成经营目标，更开建G8.6代印刷OLED工厂，推动中国显示产业实现从追赶到局部引领的 关键跨越；茂佳科技稳居全球TV代工之首，并成功开拓显示新赛道；中环领先巩固半导体材料领域国 内领先地位；通力股份、环保科技、天津普林、翰林汇等产业持续提升核心竞争力。即便光伏产业面临 周期锤炼，TCL中环秉持"在发展中解决问题，在克服困难中找到机会"的信念，推进组织变革、重塑核 心能力，奋力穿越低谷。 展望2026，全球经济仍存变数，地缘政治格局重构，AI技术重塑产业格局，中国经济身处战略机遇和 风险挑战并存的关键阶段，制造业或面临更为艰巨的考验。但发展中的问题，终需在发展中解决。面向 不确定的未来，我们要保持战略定力，坚定"全球领先"目标，强化核心能力建设，推动企业高质量发 展；构建更有动能的商业飞轮，实现商业价值跃升；加强科技创新突破，通过AI提升先进制造能力， 实现产品技术与质量的领先；完善全球化3.0体系，提升 ...

Core Insights - The article discusses the rapid advancements in display technology, predicting a future where displays are integrated into various environments and applications, significantly transforming human-computer interaction and creating new market opportunities [1][2]. Industry Overview - China's new display industry has evolved from catching up to leading in certain areas, now holding over 49% of the global market share and 55% of the panel market share, with a projected industry value of 740 billion yuan in 2024, a 12% increase year-on-year [2]. - The industry is transitioning from a "point model" to a "chain model," establishing a new ecosystem that promotes synergy across the supply chain [2]. Technological Advancements - OLED technology is pushing the boundaries of display capabilities, expanding from mobile devices to larger screens, with significant cost reductions expected in production [4]. - The micro-display technology is anticipated to drive a new wave of industry transformation, particularly in the XR device market, with a projected annual growth rate of 94.11% for silicon-based OLED displays from 2024 to 2030 [4][5]. Strategic Directions - The "14th Five-Year Plan" emphasizes original innovation, key technology breakthroughs, and the establishment of a modern industrial system centered on advanced manufacturing [1]. - Four strategic paths for the new display industry include enhancing top-level design, breaking through common key technologies, strengthening supply chain collaboration, and optimizing intellectual property strategies [8]. Market Dynamics - The display industry is forming clusters in regions like the Yangtze River Delta and the Pearl River Delta, with provinces like Anhui achieving significant revenue and production capacity [3]. - The integration of AI with display technology is expected to create new interactive applications, enhancing user experience and driving the evolution of human-computer interaction [7].

作为全球科技界的开年大秀，一年一度的 CES（Consumer Electronics Show，国际消费电子展）将于 2026 年 1 月 6 日到 9 日在美国拉斯维加斯举行。 CES 2026 进入最后倒计时。本周，雷科技史上最大规模 CES 报道团，就将奔赴拉斯维加斯。作为中国报道科技展会最悠久、最深入、最专业的新媒体之 一，雷科技 CES 2026 报道团由雷科技创始人兼总编辑罗超带队，届时将对 CES 2026 进行一线、专业和立体报道。 自 1967 年举办至今，历时近 60 年的 CES 已成为全球消费电子领域的「开年风向标」和「新奇酷产品秀场」，来自全球不同国家和地区的从业者、参展 商、媒体、分析师等共聚一堂，在这里秀肌肉、聊心得、看变化。近年来，CES 与时俱进，其关注领域，从热门消费电子品类，全面扩展到泛科技产品大 类，而这也让其成为当之无愧的全球科技产业「第一展」。 在此前推送的 CES 2026「超前瞻」与「核心议题」等系列内容中，雷科技对新一届的 CES 进行了全景层面的抢先一览，并对官方设置的「全场绝对焦点」 AI 主题进行了细化解读。 本篇，雷科技将基于目前收到的所有品牌厂商邀 ...

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 第一部分 关于研究与投资的心得体会分享 我先就自己从业这么多年做研究和投资的一些体会，和大家做一个分享。 一、时间是每个人唯一稀缺的资产，要学会研究最重要的问题 做研究最为重要的是时间管理，我们每一个人最稀缺的就是时间。研究工作面对的是一个非常复杂 的、非结构化的海量信息。时间的稀缺性与信息的无限性就会派生出两个问题： 1、要研究最重要的问题 我一直说，我们研究的应该是大问题，要把握的是产业与企业的大方向，并在判断与决策上获得大 概率上的正确。概括起来就是，大问题、大方向、大概率。 无论是资深的分析师还是学校刚毕业的初学者，都一样要去学习站在产业的最高处、最前沿，以企 业老板的角度去思考大问题，即使在一些细枝末叶的问题上做得多么完美，其价值也是有限的。大 问题上的模糊准确远远比小问题上的完美精确更为重要。 2、在正确的路径上持续积累 解决效率问题的第一步是要树立科学合理的正确的研究方法，然后通过不断的学习，去持续优化这 个思维框架与方法体系。要在正确的路径上持续地积累，守正出奇。不能在丛林里面的羊 ...

Group 1: Platinum Jewelry Prices - The price of platinum jewelry has surpassed 800 yuan per gram, with the price reaching 815 yuan for foot platinum 999 on December 18 [1] - In the Shenzhen Shui Bei market, the price of platinum jewelry has increased to around 470 yuan per gram, up from approximately 300 yuan in June [1] - On the domestic futures market, platinum futures saw a significant increase, with a closing price rise of 5.32% on December 18 [1] Group 2: Chinese Technology ETFs - The KraneShares China Internet ETF (KWEB) has attracted $2.3 billion in inflows this year, potentially marking its best annual performance since 2021 [1] - The Invesco China Technology ETF (CQQQ) has also seen $2.1 billion in inflows, aiming for its best annual performance in history [1] Group 3: HBM3e and DDR5 Pricing Trends - The price of conventional DRAM has surged due to supply shortages, while HBM3e prices are also rising due to increased orders from GPUs and ASICs [1] - It is expected that the average selling price (ASP) gap between HBM3e and DDR5 will narrow significantly over the next year [1] Group 4: UK Home Security Market Growth - The number of households in the UK using professional home security monitoring services is projected to grow by 31% by 2025, reaching 542,600 households [2] - This growth indicates a significant market shift as consumers increasingly adopt smart technology for home security [2] Group 5: Chinese Photovoltaic Exports - China's photovoltaic product exports saw a total of $24.42 billion from January to October 2025, with a year-on-year decline of 13.2%, a significant improvement from the 34.5% decline in the same period of 2024 [2] - The stabilization of export prices reflects the effectiveness of industry self-regulation [2] Group 6: Hainan Free Trade Port - The Hainan Free Trade Port officially began operations on December 18, with international flight bookings to Haikou for the Spring Festival expected to double year-on-year [2] - Flight bookings for the New Year period also saw significant increases, with a 19% rise for Haikou and a 51% rise for Sanya [2] Group 7: Chow Tai Fook Price Increase - Chow Tai Fook announced a price increase for some products effective December 19, with most products seeing price hikes between 4% and 16% [3] - For example, a gold bracelet weighing approximately 32.35 grams increased in price from 56,800 yuan to 65,800 yuan, reflecting a 15.8% increase [3] Group 8: AI Framework for Disease Treatment - A research team from Jilin University has developed an AI framework called SpatialEx, which integrates spatial multi-omics data to aid in the diagnosis and treatment of diseases like breast cancer and Parkinson's [3] Group 9: MiniMax IPO Plans - MiniMax, a domestic AI model company, has passed the Hong Kong Stock Exchange hearing and plans to list in January 2026, potentially becoming the fastest AI company to IPO globally [6] - The company has served over 210 million users across more than 200 countries and regions [6] Group 10: Corporate Leadership Changes - The CEO of Master Kong, Chen Yingrang, will retire, with Wei Hongcheng appointed as the new CEO effective January 1, 2026 [5] - Wang Weidong has resigned as general manager of Songyang Resources, with Cai Jiantao taking over the position [6]

Group 1 - The core viewpoint of the article is that Jingce Electronics has signed deep cooperation agreements with five leading companies in various sectors, focusing on technology integration and resource sharing to enhance testing solutions for the semiconductor, display, and new energy industries [1][2][4]. Group 2 - The cooperation will cover the entire industry chain from materials, devices, and equipment to industry solutions, aiming to optimize systematic testing solutions through technological innovation and product iteration [2]. - The five partners include leading firms in their respective fields: - Shengbang Microelectronics specializes in high-performance analog and mixed-signal integrated circuits for industrial automation, new energy, and automotive electronics [2]. - Analog Devices provides data converters and sensor technologies, widely used in digital healthcare and industrial automation [2]. - Hefei Aiko Optoelectronics manufactures key components for industrial imaging, including industrial cameras and image acquisition cards [4]. - Inovance Technology operates in industrial automation control and new energy equipment, with a product line that includes servo systems and industrial robots [4]. - SMC Automation focuses on the development and manufacturing of pneumatic components, serving automation lines in the semiconductor, automotive, and electronics industries [4]. - Jingce Electronics aims to strengthen its core competitiveness and build an open industrial ecosystem through this collaboration, continuing its focus on the semiconductor and display sectors while empowering the new energy field [4].

福州大学副校长卢孝强在开幕致辞中表示，福州大学始终坚持服务国家战略，在新型显示领域已构建覆 盖 基础研究、技术开发到产业应用的全链条创新体系， 学校拥有平板显示技术国家地方联合工程研究 中心等多个国家级平台，在 Micro-LED、量子点显示等领域取得重要突破。本次大会汇聚 海峡两岸 智慧，是推动产学研深度融合、应对行业"卡脖子"难题的重要契机， 期待与各界协同攻坚行业关键难题 ，助力中国显示产业高质量发展。 12月13日，以"拥抱视界变革，共筑近眼显示未来"为主题的2025第一届中国近眼显示会议在福州高新 区隆重开幕。 本次会议 由福州大学、中国光学光电子行业协会液晶分会、中国电子视像行业协会、福州高新区管委 会、国家新型显示技术创新中心、国际信息显示学会（ SID）北京分会主办，福州大学平板显示技术国 家地方联合工程实验室、福州大学物理与信息工程学院、闽都创新实验室、福州市福大微纳显示科技有 限公司承办，汇聚来自 海峡两岸 的院士专家、行业协会、高校院所、企业代表等300余人参加。 会议采用 "会议+论坛"融合交流模式，深度聚焦近眼显示全产业链的核心环节与前沿突破，围绕高像素 密度显示屏、近眼显示光学模组 ...