国家大力推动高水平科技自立自强的产业发展主流下，全球显示产业格局正迎来重塑。海信视像 (600060)凭借全球首发的"RGB三维控色液晶显示技术"，实现液晶显示从"单一控光"到"光色同控"的跨 越，让全球显示产业的竞争天平向中国倾斜。 有产业人士分析，2026年美加墨世界杯将成公司产品"出海带动增长"重要催化剂，该赛事有望成为历史 上全球观赛人数最多的体育盛事之一。海信作为2026年世界杯全球官方赞助商，将依托RGB-Mini LED 技术为全球球迷打造更真实、沉浸的观赛体验，进一步加速技术普及与市场拓展。 同时，2026年也是3A游戏大作集中爆发的年份，用户对高画质、高刷新率电视的升级需求将持续释 放，而海信E8S Pro等产品凭借4K 170Hz原生高刷、专业级色彩还原等优势，将充分承接这一增量市 场。 此外，海信视像还通过"技术平台化+产品场景化+市场全球化"战略，构建起深厚的技术护城河与完整 产业链布局。公司不仅自主攻克RGB光色同控AI画质芯片H7、高性能RGB-Mini LED发光芯片等核心部 件难题，还带动40余家上游供应商共同出海，形成从芯片研发到终端应用的垂直一体化能力，为技术持 续迭代与成 ...

用户期待的并非仅是免费维修，而是一套透明、公平、尊重消费者的售后体系。 多品牌手机遭遇"绿线门"，售后政策引不满 近期一场由手机屏幕绿线问题引发的消费维权潮在社交平台上持续发酵，涉及包括OPPO 、一加、 vivo、三星、小米、华为等几乎全部主流国产与国际品牌。面对同一类硬件问题，第一财经记者调查发 现，各大厂商的售后态度难让消费者满意。有厂商迅速响应、承诺满足一定条件免费换屏，但消费者在 实际操作中却困难重重，甚至同一品牌的不同网点售后也存在差异，有的以"过保"为由拒之门外，还有 要求用户提供早已遗失的发票，也有品牌"按闹分配"，令消费者倍感无奈。此外不少绿线问题手机屏幕 来自三星，该公司尚未有回应。 点评：绿线是一种相对常见的OLED显示屏故障，原因多种多样，包括驱动芯片脱焊或故障、线路氧化 断裂导致失效等。"硬件堆料卷到天花板，服务却留在地板"。有用户吐槽。在这场由一道绿线引发的消 费信任危机中，用户期待的并非仅是免费维修，而是一套透明、公平、尊重消费者的售后体系。营销时 强调"高端品质"，售后时却模糊执行，最终消耗的是用户信任。 京东方与三星在美国OLED 专利纠纷和解 过去英特尔以设计大型、复杂的单 ...

证券代码：300232 证券简称：洲明科技 深圳市洲明科技股份有限公司投资者关系活动记录表 编号：2025-011 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（2025 年度深圳辖区上市公司投资者网上集体接待日活 动） 参与单位名称 投资者网上提问 时间 2025 年 11 月 20 日 (周四) 下午 14:30-17:00 地点 全景网"投资者关系互动平台"（https://ir.p5w.net） 上市公司接待人 员姓名 独立董事 甘耀仁 财务总监 王群斌 副总经理、董事会秘书 陈一帆 投资者关系活动 主要内容介绍 1、第六期员工持股和实控人减持的计划连续到期未实施 情况说明，并就上述操作导致公司信誉下降如何弥补？ 答：您好！公司基于对未来发展前景的信心，在第六期员 工持股计划经董事会审议通过终止实施后，继而推出第二期事 业合伙人持股计划，资金规模上限提升至 1 亿元，目前第二期 事业合伙人持股计划正稳步推进，相关进展情况详见后续在指 定信息披露网站巨潮资讯网披露的公告。公司实控人同样出于 对公司未来发展前景的认可，在前次减持 ...

近日，京东方高级副总裁、集团联席首席技术官姜幸群在一场名为"AI焕新·向智而行"的交流活动上指 出，以大语言模型和AIGC为代表的新一代人工智能技术持续演进，已将行业创新热潮推向新高度。对 企业而言，人工智能是加速战略落地、驱动业务布局与发展的核心动能；对显示产业而言，AI技术的 持续突破更孕育着广阔发展机遇。 姜幸群透露，当前，京东方正以AI+战略焕新生产制造、产品创新与企业经营管理三大核心版块，多项 实践已落地见效。技术的核心价值在于赋能业务产生实效，未来京东方将持续深耕AI技术的场景化应 用，充分支撑"1+4+N"战略落地，实现生产制造水平、经营管理效率的提升的同时，打造更具智慧属性 的产品与服务，以AI赋能业务，用技术创造价值。 其中，在AI+制造方面，京东方聚焦制造全生产要素智能化，在显示行业内已率先发布AI工厂概念。其 首批规划的AI工厂正在有序落地中，在生产计划、物料供应、生产制造、品质管理、能源优化、环境 安全等场景实现质效全面提升，有效降低试验成本、缩短研发周期、减弱人为因素影响，聚力打造最高 效率、最低成本、最优品质的 AI 工厂。 在AI＋产品方面，BOE（京东方）打造"器件-整机-系统 ...

Core Insights - The Tianma Microelectronics Global Innovation Conference (TIC 2025) was held in Wuhan, focusing on the future of display technology and showcasing Tianma's technological strengths [1] - Tianma aims to transition from being a leader in small to medium-sized displays to becoming a global leader in the display ecosystem [3][14] Display Technology Innovations - Tianma unveiled 11 cutting-edge display technologies across OLED, automotive displays, IT displays, and Micro-LED, marking a new era of AI-integrated and boundary-less display technology [3] - The "Tianxuan" brand's panoramic immersive screen features a 49.6-inch, 8K, 1.25-meter integrated curved design, enhancing the driving experience by merging the screen with the windshield [4] - The IRIS HUD panoramic display projects driving information onto the windshield with a brightness of 12,000 nits and a power consumption reduction of 40%, making it accessible beyond high-end models [6] - The L-shaped curved central control screen and the flexible rollable screen demonstrate innovative designs that enhance user interaction and aesthetic integration with vehicle interiors [8][10] Connectivity and Future Directions - Tianma introduced a full-domain pure electric scanning intelligent flat antenna designed for high-speed data transmission, supporting the need for constant connectivity in vehicles [12] - The conference highlighted Tianma's commitment to defining product forms and leading scenario innovation in the display industry, marking a new phase for China's display sector [14]

人民财讯11月20日电，广东省人民政府印发《广东省国家数字经济创新发展试验区建设方案（2025— 2027年）》，其中提出，拓展终端产业新场景。积极推动人工智能与机器人产业创新发展，开展"人工 智能+"行动、"机器人+"行动。加快发展消费级智能终端产品创新，加速推动智能手机、智能电脑、智 能穿戴、智能家居、智能汽车、智能机器人等新技术新产品开发与应用推广。深化"直播+商场""直播 +门店"等模式，挖掘更多消费热点，探索线上线下（300959）融合发展可行路径。壮大超高清视频产 业集群，大力发展OLED（有机发光二极管）、AMOLED（有源矩阵有机发光二极体）、MicroLED （微型发光二极管）、印刷显示、量子点、柔性显示等新型显示产业，挖掘重点行业应用场景。推动电 动垂直起降航空器、飞行汽车、通航飞行器、非载人无人机等产业规模化发展，开展低空文旅项目推广 及产业培育，建设国家低空经济产业综合示范区。 ...

证券日报网讯兆驰股份11月17日在互动平台回答投资者提问时表示，近年来，"产业升级转型"成为公司 战略布局及业务经营的主旋律。目前，LED产业链、光通产业链、互联网视频运营平台等新兴业务板 块，已成为公司的主要业绩贡献主体。未来，公司仍将加速向Mini/MicroLED新型显示、光通信以及化 合物半导体等高科技领域升级转型，从而推动公司从传统制造业向具备更强科技属性的精密制造企业持 续转型，实现公司价值的可持续发展。 （文章来源：证券日报） ...

Core Viewpoint - Tianshan Electronics experienced a stock price increase of 5.65%, reaching 29.00 CNY per share, with a trading volume of 135 million CNY and a turnover rate of 3.78%, resulting in a total market capitalization of 5.749 billion CNY [1] Company Overview - Tianshan Electronics, established on August 26, 2005, and listed on November 1, 2022, is located in the Qianhai Kexing Science Park, Bao'an District, Shenzhen, Guangdong Province [1] - The company specializes in the research, design, production, and sales of customized liquid crystal displays and display modules in the professional display sector [1] Revenue Composition - The revenue composition of Tianshan Electronics is as follows: - Color LCD display modules - non-entrusted processing: 58.97% - Monochrome LCD display modules: 22.39% - Monochrome LCD displays: 10.62% - Color LCD display modules - entrusted processing: 4.96% - Touch screens: 1.73% - Material sales and other businesses: 1.33% [1] Shareholder Information - Among the top ten circulating shareholders of Tianshan Electronics, a fund under the Fortune Fund ranks first, specifically the Fortune Innovation Technology Mixed A (002692), which entered the top ten in Q3 with 1.5001 million shares, accounting for 1.18% of circulating shares [2] - The fund has achieved a year-to-date return of 102.54%, ranking 39 out of 8145 in its category, and a one-year return of 83.19%, ranking 81 out of 8059 [2] - The fund manager, Luo Qing, has been in position for 3 years and 259 days, with a total asset scale of 5.29 billion CNY during his tenure [2]

Core Insights - The article highlights the significant advancements in Mini/Micro LED and printed OLED technologies, which are driving the growth of large and medium-sized display technologies in the global electronic information industry [2] - The event focused on the theme "New Market Blue Ocean, Multi-Scene Display," emphasizing the importance of industry collaboration and innovation [5] Group 1: Event Overview - The event was guided by the Jiangsu Provincial Department of Industry and Information Technology and organized by various industry alliances and companies, including Nanjing Lopu Co., Ltd [5][8] - Attendees included representatives from over 20 organizations, showcasing a collaborative effort in the display technology sector [7][8] Group 2: Company Profile - Nanjing Lopu Co., Ltd, established in 1988, is a leading enterprise in large LED display production and is recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise [15] - The company specializes in three main areas: smart display, smart integration, and microwave technology applications, and is known for its innovative "LED dome" technology used in various venues [15] Group 3: Technical Discussions - The event featured presentations on LED display technology, including its development, application scenarios, and future trends [20] - A white paper on the "14th Five-Year Plan" for the semiconductor cluster and new display industry chain was released, summarizing the current state and future direction of the industry [25] Group 4: Industry Collaboration - Representatives discussed the achievements during the "14th Five-Year Plan" and the strategic layout for the "15th Five-Year Plan," focusing on LED displays, semiconductor materials, and medical displays [35] - There was a consensus on the need for enhanced collaboration across the industry chain and stronger policy guidance to foster a more robust industrial ecosystem [35] Group 5: Recognition - Nanjing Lopu Co., Ltd was awarded the title of "Benchmark Unit for Jiangsu New Display Industry Visits," reinforcing its status as a key player in the industry [37]

Core Insights - The "14th Five-Year Plan" has laid a solid foundation for China's technological strength, with a projected R&D investment exceeding 3.6 trillion yuan in 2024, marking a 48% increase from 2020 [1] - A-shares listed companies are pivotal in transforming policy blueprints into industrial practices, with a total R&D investment of 1.16 trillion yuan in the first three quarters of 2025, reflecting a 3.88% year-on-year growth [1] - The focus on key areas such as integrated circuits, advanced materials, and biomanufacturing is expected to drive significant breakthroughs in core technologies during the "15th Five-Year Plan" [2] Group 1: Technological Breakthroughs - The "15th Five-Year Plan" emphasizes the need for decisive breakthroughs in critical core technologies across various sectors, including integrated circuits and high-end instruments [2] - Companies like Zhichun Technology are transitioning from equipment suppliers to solution partners, enhancing their competitive edge in the semiconductor industry [2] - The continuous increase in R&D investment by listed companies is crucial for enhancing their global market competitiveness [2] Group 2: Emerging and Future Industries - The development of strategic emerging industries such as new energy, aerospace, and low-altitude economy is highlighted as essential for economic growth [3] - Companies are actively engaging in the development of AMOLED display technologies, with a projected shipment area of nearly 8.8 million square meters in 2024 [3] - The rise of low-altitude economy is seen as a transition from policy-driven to technology-driven growth, with companies focusing on safety and efficiency [3] Group 3: Capital Market and Innovation Ecosystem - The capital market is undergoing reforms to support emerging industries, with companies like Yushu Technology and Blue Arrow Aerospace advancing their IPO processes [4] - The integration of innovation resources is being promoted, with companies forming innovation alliances to enhance collaboration across various sectors [5] - Artificial intelligence is identified as a key accelerator for the integration of technological and industrial innovation, with significant growth in AI applications [6]