近日，广东省高级人民法院就某公司诉兆驰股份及旗下公司侵害其实用新型专利权纠纷一案作出终审判 决，依法驳回某公司全部上诉请求，维持一审判决。 兆驰股份还多次在微信公众号发布事件纠纷进展。5月28日，兆驰股份发文称国家知识产权局宣布一专 利（专利号：201921505524.0）全部无效，公司在该专利纠纷中获胜（详见《一专利权被宣告全部无效 兆驰股份、雷曼光电专利纠纷迎来新进展》）。 （文章来源：每日经济新闻） 8月23日，兆驰股份（002429.SZ，股价5.52元，市值249.89亿元）在公司微信公众号发文表示，某公司 针对兆驰股份发起的所有相关专利诉讼，以兆驰股份全胜告终。 经《每日经济新闻》记者查证，上文"某公司"指雷曼光电（300162.SZ，股价8.15元，市值34.19亿 元）。两家公司近两年在显示技术领域多次发生专利纠纷，且对簿公堂。 该文表示，2024年3月，某公司曾主张兆驰股份及旗下子公司生产、销售的"Mini直显COB产品168系列 虚拟像素显示屏"侵害其专利权。一审法院经细致的现场勘验与技术比对，明确被诉产品在关键技术特 征上与某公司主张的专利存在本质差异，并最终认定被诉产品未落入专利保护 ...

| | 特定对象调研 | | □分析师会议 | | | --- | --- | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访 | | □业绩说明会 | | | | □新闻发布会 | | □路演活动 | | | | □现场参观 国源信达 | 史江辉 | □其他 浙商证券 | 谭凌岚 | | | 东方红资管 张俊生、牟倍萱 | 陆嘉余 | 天宸投资 | | | | 海乘投资 | 林福海 | 恒生前海 | 龙江龙 | | | 华福电子 | 李琦 | 惠通基金 | 王青晨 | | 参与单位名称 | 太平资产 | 王紫艳 | 海富通 | 曲奕合 | | 及人员姓名 | 泰康基金 | 黄成扬 | 国金基金 | 多飞帆 | | | 国寿安保 李敬尧、邓跃辉 | 撒伟旭 | 睿亿投资 | | | | 诺安基金 | 黄友文 | 东方基金 | 梁忻 | | | 万家基金 | 黄兹睿 | 长盛基金 | 郭堃 | | | 兴银基金 王志光 | 翁公羽 | 产业投资人 | | | 杨连时间 | 2025年8月22日 | | | | | 地点 | 惠州市仲恺高新区陈江街道渡头路199号、电话会议 | | ...

Core Viewpoint - BOE (京东方) celebrates its five-year anniversary of the "Hello BOE" brand IP exhibition, showcasing over a hundred innovative technologies and products in collaboration with more than 20 partners, emphasizing the integration of display technology and future living [1] Group 1: Event Overview - The event features six immersive experience areas, highlighting BOE's leading technology brands and sustainable development achievements, along with a collaboration with Dunhuang Academy to demonstrate digital technology empowering traditional art [1][2] - BOE's Vice President and Chief Brand Officer stated that screens serve as the key to interconnectivity, bridging the digital world and real life, and the company aims to continue its "Screen IoT" development strategy [1] Group 2: Technology Showcase - The "Screen Powerhouse" area displays BOE's ADS Pro, f-OLED, and α-MLED technology brands, including an 85-inch UB Cell TV and various high-end flexible display products, showcasing advantages like ultra-smooth display and low power consumption [2] - The "Sustainable Good Screen" area focuses on BOE's first sustainable development brand "ONE," demonstrating the company's commitment to long-termism and sustainable practices across its operations and product lifecycle [2] Group 3: Cultural and Artistic Integration - The "Screen Dialogue" area showcases BOE's innovative technologies applied in cultural and artistic fields, including collaborations with cultural institutions to promote the digital transformation of the arts [3] - BOE's technologies, such as 8K ultra-high-definition solutions and naked-eye 3D displays, are used to bring traditional art, like Dunhuang murals, to a wider audience [3]

上海和辉光电股份有限公司 章 程 （草案） （H 股发行上市后适用） 目 录 第一章 总 则 公司由其前身上海和辉光电有限公司（以下简称"原公司"）整体 变更设立，原公司的所有权利义务均由公司承继；公司在上海市 市场监督管理局注册登记并取得《营业执照》 （统一社会信用代码： 公司承担民事责任后，依照法律或者本章程的规定，可以向有过 错的法定代表人追偿。 第一条 为维护上海和辉光电股份有限公司（以下简称"公司"）、股东、 职工和债权人的合法权益，规范公司的组织和行为，根据《中华 人民共和国公司法》（以下简称"《公司法》"）、《中华人民共 和国证券法》（以下简称"《证券法》"）、《香港联合交易所有 限公司证券上市规则》（以下简称"《香港上市规则》"）和其 他有关规定，制定本章程。 第二条 公司系依照《公司法》和其他有关法律、行政法规、部门规章的 规定设立的股份有限公司。 第三条 公司经上海证券交易所（以下简称"上交所"）审核并经中国证 券监督管理委员会（以下简称"中国证监会"）于 2021 年 4 月 6 日同意注册，初始向社会公众发行人民币普通股（以下简称"A 股"）2,681,444,225 股，于 2021 ...

Market Overview - The market indices showed a slight decline, with the Shanghai Composite Index closing at 3635.13, down 0.12% [1] - The ChiNext Index fell by 0.38%, closing at 2333.96, while the STAR Market 50 Index decreased by 1.39% to 1043.54 [1][8] - The overall market sentiment indicates a high-level fluctuation, with a focus on the "dumbbell strategy" and anti-involution direction [7][9] Industry Dynamics - Tesla has disbanded its Dojo team and is seeking external partnerships, which may increase demand for NVIDIA and AMD in the domestic supply chain [25][26] - Sany Group has been fined 1.97 billion RMB by Indonesia for violating competition laws, which they plan to contest legally [26][28] - In July 2025, China's excavator sales increased by 25.2% year-on-year, with domestic sales up 17.2% and exports up 31.9% [30] Company Updates - Sanxin Medical (300453.SZ) reported a net profit of 115 million RMB for H1 2025, a year-on-year increase of 8.35%, driven by its full product chain in blood dialysis equipment [35][36] - Ganli Pharmaceutical (603087.SH) completed the first dosing of its GZR102 injection in a Phase II clinical trial, which combines insulin and GLP-1RA for diabetes treatment [37][38] - Xianhui Technology (688155.SH) signed a sales contract worth 702 million RMB with CATL, benefiting from the rapid growth of the electric vehicle market [40][41] - SPDB (600000.SH) reported a net profit of 29.737 billion RMB for H1 2025, a 10.19% increase year-on-year, with total assets reaching 96.458 trillion RMB [42][43] - Vogt Optoelectronics (603773.SH) won two awards at the DIC 2025 International Display Technology Innovation Awards, highlighting its advancements in new display technologies [44][46] - Feiwo Technology (301232.SZ) achieved a revenue of 1.165 billion RMB in H1 2025, a significant increase of 81.42% year-on-year, driven by the booming wind power sector [47][49]

Core Viewpoint - BOE Technology Group Co., Ltd. has filed an international patent application for a "Sound Production Film Layer, Display Module, and Display Apparatus," indicating a focus on innovation in display technology [1][2]. Patent Details - The international application number is PCT/CN2024/074861, with a publication date set for August 7, 2025 [1][2]. - The patent falls under the international patent classification H04R 7/06, which relates to sound production technologies [2]. - The invention includes a sound production film layer that consists of a fixed layer, a vibration layer, and multiple support structures designed to enhance sound production while minimizing operational issues such as attachment [2]. R&D Investment and Patent Activity - In 2024, BOE has reported a total of 751 international patent applications, reflecting a 26.01% increase compared to the same period last year [1][2]. - The company invested 13.123 billion yuan in research and development in 2024, marking a year-on-year increase of 15.94% [1][2].

Core Viewpoint - Tokyo Science Research Institute has developed the world's lowest operating voltage white OLED device, which operates at 1.5V [1]. Group 1: Research and Development - The research team, led by Professor Seiichiro Izawa, previously focused on low-voltage blue OLED devices using triplet-triplet annihilation (TTA) for blue light emission [2]. - The new OLED devices, named up-conversion OLED or UC OLED, incorporate a sky-blue dopant (polyvinyl dopant, Tbpe) and a yellow dopant (red fluorescent), which together produce white light [2]. - Despite the low operating voltage, the OLED devices currently face challenges related to efficiency and color stability, with ongoing efforts to improve performance [2].

8月7日至9日，2025中国（上海）国际显示技术及应用创新展（DIC EXPO 2025）在上海新国际博览中⼼举办。作为全球显示技术领域最具影响力的行 业盛会之一，本届展会以 "AI・显示，再谋新篇" 为主题，全面展示了从显示面板、关键材料、制程设备到终端应用的全产业链创新成果。作为全球电⼦⾏ 业的重要参与者，默克电子科技此次以 "We Materialize Light"（我们实现光的价值）为主题，其核心团队由图达明亲自带队——为出席本次展会，这位负责 全球业务战略发展与增长的高管特意从德国总部飞赴上海。 马云飞/摄于DIC EXPO 2025现场 在本次展会上，默克电子科技集中展示了三大方向的创新成果：显示材料的性能突破、光学技术的跨场景融合，以及面向高科技微芯片的量测与检测解 决方案。图达明在采访中表示，当前显示行业正迎来多维度创新浪潮，液晶显示（LCD）、OLED、车载显示技术及AR领域的突破将共同塑造未来趋势。 默克电子科技是德国默克集团的核心业务之一，旗下拥有光电科技事业部、半导体材料事业部和电子材料供应系统及服务，提供基于材料创新的一系列 广泛的产品和解决方案。2024年，默克集团净销售额达21 ...

中国经济网北京8月5日讯清越科技(688496.SH)近日发布关于收到江苏证监局警示函的公告。公司及相 关人员于近日收到中国证券监督管理委员会江苏监管局(以下简称"江苏证监局")下达的《江苏证监局关 于对苏州清越光电科技股份有限公司及高裕弟、张小波采取出具警示函措施的决定》(〔2025〕124号) (以下简称"警示函")。 经查，清越科技存在以下问题： 一是募集资金使用违规。2023年，公司多次将募集资金转至一般结算账户购买银行理财。 二是CTP+OLED产品贸易类业务财务核算不规范。2023年第三季度，公司新增CTP+OLED产品贸易类 业务，应按净额法确认收入，但公司按照总额法确认营业收入并在2023年第三季度报告中披露。直至 2024年7月6日，公司才对此进行前期差错更正，将2023年第三季度报告中的营业收入和营业成本同时调 减1,366.76万元。 三是关联交易未披露。根据公司2023年年报，枣庄市宏远建筑工程公司(以下简称枣庄宏远)系公司实控 人高裕弟近亲属控制的关联企业。2023年5月至6月，公司与枣庄宏远签订了《工程合同》及相关补充协 议，并支付工程款363万元。该关联交易未在2023年半年报中 ...

Core Viewpoint - The article emphasizes the significant growth and investment opportunities in the XR (Extended Reality) sector, particularly focusing on AI smart glasses and Micro-LED technology, which are expected to revolutionize the display industry and human-computer interaction [3][5][46]. Investment Focus - The company has invested over 13 billion in technology innovation, with a portfolio that includes 240 listed companies and over 2,500 global new economy enterprises, focusing on sectors like technology, AI, healthcare, and industrial internet [1]. - The investment strategy is characterized by early, robust, and ecosystem-focused investments, particularly in the XR sector, which is poised for explosive growth due to policy incentives and technological advancements [5]. Market Trends - In Q1 2025, global AI smart glasses sales reached 600,000 units, marking a 216% year-on-year increase, primarily driven by the success of Ray-Ban Meta smart glasses [3][4]. - The market penetration of smart glasses is approaching maturity, with a significant increase in sales and interest from major tech companies, indicating a shift from niche to mainstream [4][5]. Display Technology Evolution - The display technology has evolved through several phases: from CRT to LCD, then OLED, and now to Micro-LED, which is seen as the ultimate display technology due to its high brightness, low power consumption, and long lifespan [9][10][12]. - The global display market is projected to grow by 5.4% in 2024, reaching $122.8 billion, highlighting the industry's robust growth trajectory [9]. Micro-LED Technology - Micro-LED technology is expected to dominate the AR/VR market due to its superior performance in brightness, contrast, and energy efficiency compared to other display technologies [23][25]. - The company has strategically invested in the Micro-LED supply chain, including chip manufacturers and optical device companies, to capitalize on the anticipated growth in AR/VR applications [27][46]. AR/VR Device Development - The article discusses the evolution of hardware from PCs to mobile devices and now to smart wearables, with AR and VR devices expanding the interaction dimensions and providing immersive experiences [14][16]. - The integration of AI into smart glasses is becoming standard, with expectations that the price of these devices will drop below 3,000 yuan, potentially increasing market penetration beyond 20% [45][46]. Policy Impact on VR Cinema - Recent policy developments in China have recognized VR films as a legitimate sector, paving the way for standardized production and distribution, which is expected to drive growth in the VR cinema market [41][42]. - The VR large space solution market is projected to exceed $12 billion by 2025, with China’s market share expected to grow significantly, indicating a strong future for VR applications [42][43]. Company Positioning - The company has established a comprehensive investment matrix across the XR industry chain, focusing on key players in Micro-LED technology and AR/VR device manufacturing, positioning itself as a leader in the upcoming technological revolution [46].