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天山电子(301379):天山电子深度:主业稳健成长 ASIC及存储模组全链条布局
Xin Lang Cai Jing· 2025-09-30 04:41
Core Viewpoint - The company is focusing on differentiated, customized, and diversified display module products, with a strong emphasis on complex modules and automotive electronic terminals for future growth [1][2][4]. Group 1: Product Offerings - The company started with black and white LCD products and has expanded to color screens, automotive displays, and complex modules, with revenue contributions of 64% from color LCD modules, 22% from monochrome LCD modules, 11% from displays, and 3% from touch screens [1]. - The company provides customized services to high-quality clients across various industries, including smart home, smart finance terminals, communication equipment, industrial control, energy, healthcare, automotive electronics, and consumer electronics [1]. Group 2: Financial Performance - The company has shown steady growth, with a 5-year revenue CAGR of approximately 24% and a net profit CAGR of about 33% [2]. - The average product price increased from 9.7 to 14.6 yuan per unit from 2021 to 2024, reflecting a CAGR of 14% [2]. Group 3: Future Growth Areas - The company is focusing on complex modules and automotive electronic terminals, having made progress in developing smart serial display modules and variable light rearview mirror modules [2]. - The ASIC market is expected to grow rapidly due to the increasing demand for AI applications, with major companies like Google, Intel, and Amazon leading the way [3]. - The enterprise SSD market is projected to reach $39.6 billion globally and $9.1 billion in China by 2029, driven by trends in AI, data centers, and cloud storage [3]. Group 4: Strategic Partnerships - The company is collaborating with Tianlianxin and Xincun Technology to establish a full-chain layout for ASIC and enterprise storage modules, focusing on chip research and development, module manufacturing, and application implementation [4]. - Tianlianxin is responsible for developing ASIC chips and enterprise storage products, while Xincun Technology focuses on PCM chip design and manufacturing [4].
2025年7月中国有机发光二极管(OLED)平板显示模组进出口数量分别为0.4亿个和0.27亿个
Chan Ye Xin Xi Wang· 2025-09-30 03:37
相关报告:智研咨询发布的《2025-2031年中国液晶显示模组行业市场专项调研及投资前景规划报告》 近一年中国有机发光二极管(OLED)平板显示模组出口情况统计图 数据来源:中国海关,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 根据中国海关数据显示:2025年7月中国有机发光二极管(OLED)平板显示模组进口数量为0.4亿个,同 比下降11.9%,进口金额为18.24亿美元,同比下降14.9%,2025年7月中国有机发光二极管(OLED)平板 显示模组出口数量为0.27亿个,同比下降13.8%,出口金额为10.42亿美元,同比下降17.5%。 近一年中国有机发光二极管(OLED)平板显示模组进口情况统计图 数据来源:中国海关,智研咨询整理 ...
天山电子:液晶显示模组板块产品已经实现MiniLED背光模组的研发与试产验证
Mei Ri Jing Ji Xin Wen· 2025-09-24 14:00
Group 1 - The company is leveraging opportunities in the 5G and AI technology wave to advance its MiniLED backlight module and HMI human-machine interaction system innovations and industrial applications [2] - The LCD display module sector has successfully developed and validated the MiniLED backlight module, meeting conditions for market-oriented mass production [2] - The HMI human-machine interaction system has achieved technological advantages over industry peers and is being applied on a large scale, utilizing a "hardware + service" model [2]
2025年7月中国平板显示模组进出口数量分别为1.42亿个和2.7亿个
Chan Ye Xin Xi Wang· 2025-09-23 03:19
近一年中国平板显示模组进口情况统计图 根据中国海关数据显示:2025年7月中国平板显示模组进口数量为1.42亿个,同比下降9.2%,进口金额 为29.52亿美元,同比下降11%,2025年7月中国平板显示模组出口数量为2.7亿个,同比增长19.5%,出 口金额为41.73亿美元,同比下降1.7%。 相关报告:智研咨询发布的《2025-2031年中国液晶显示模组行业市场专项调研及投资前景规划报告》 数据来源:中国海关,智研咨询整理 数据来源:中国海关,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 近一年中国平板显示模组出口情况统计图 ...
南极光:关于部分募集资金投资项目延期的公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-19 11:17
Core Viewpoint - The company announced a postponement of certain fundraising investment projects, extending the timeline for project completion from October 11, 2025, to April 11, 2026, while keeping the investment total and purposes unchanged [1] Group 1 - The company held the sixth meeting of the third board of directors and the sixth meeting of the third supervisory board on September 19, 2025 [1] - The projects affected by the postponement include "Mini/Micro-LED Display Module Production Project," "Medium-sized LCD Display Module Production Project," and "New Display Technology R&D Center Project" [1] - The postponement of the fundraising investment projects was approved within the board's authority and does not require shareholder meeting approval [1]
调研速递|翰博高新接受投资者调研,车载业务与产能布局成关注焦点
Xin Lang Zheng Quan· 2025-09-15 10:20
9月15日,翰博高新材料(合肥)股份有限公司通过全景网"全景路演"网站举行业绩说明会,众多投资 者通过网上提问的方式参与调研。 投资者关系活动关键信息投资者活动关系类别:业绩说明会时间:2025年9月15日地点:全景网"全景路 演"网站(https://rs.p5w.net)参与单位名称:投资者网上提问上市公司接待人员姓名:董事会秘书潘大 圣、战略投资者关系代表詹铖铖 投资者关注要点及公司回应车载显示业务:基于车载市场对显示屏需求及要求的提高,翰博高新成功设 计开发出防窥、曲面、超薄等各式车载应用背光产品,客户涵盖海微科技、诺博汽车等企业以及蔚来、 奇瑞等众多汽车生产企业。2025年上半年,公司在车载TLCM、车载Mini及超大尺寸显示领域持续突 破,多个车载新项目顺利开案,目前正全力投入新项目开发,与各大车企紧密沟通。专利情况:截至6 月末,公司累计注册专利418件(发明专利108件),授权专利328件(发明专利41件),上半年新增注 册专利8件(发明专利3件)。其创新防窥导光板技术荣获"产业链特殊贡献项目"奖,自主研发的HUD 背光系统等技术能满足车载、VR等场景需求,技术储备处于行业前列。厂房建设与产能 ...
2025年6月中国有机发光二极管(OLED)平板显示模组进出口数量分别为0.38亿个和0.28亿个
Chan Ye Xin Xi Wang· 2025-09-01 01:43
Core Insights - In June 2025, China's imports of OLED flat display modules amounted to 38 million units, representing a year-on-year decline of 16.1%, with an import value of $1.632 billion, down 23.7% year-on-year [1] - Exports of OLED flat display modules from China in June 2025 totaled 28 million units, showing a year-on-year decrease of 23.7%, with an export value of $938 million, down 26.7% year-on-year [1] Import Data - The import quantity of OLED flat display modules in June 2025 was 0.38 billion units [1] - The import value for the same period was $16.32 million [1] - The year-on-year decline in import quantity was 16.1% [1] - The year-on-year decline in import value was 23.7% [1] Export Data - The export quantity of OLED flat display modules in June 2025 was 0.28 billion units [1] - The export value for the same period was $9.38 million [1] - The year-on-year decline in export quantity was 23.7% [1] - The year-on-year decline in export value was 26.7% [1]
2025年6月中国液晶平板显示模组进出口数量分别为0.98亿个和1.87亿个
Chan Ye Xin Xi Wang· 2025-09-01 01:21
Core Insights - The report by Zhiyan Consulting highlights the trends in China's liquid crystal display module (LCD) market, focusing on import and export statistics for June 2025 [1] Import and Export Data - In June 2025, China imported 98 million LCD modules, representing a year-on-year decrease of 15% [1] - The import value for the same period was $899 million, showing a year-on-year decline of 19.4% [1] - Conversely, China exported 187 million LCD modules in June 2025, which is a year-on-year increase of 15.1% [1] - The export value reached $2.844 billion, reflecting a year-on-year growth of 8.2% [1] Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [1] - The firm emphasizes its commitment to delivering quality services and market insights to empower investment decisions [1]
年产15万套,安徽新增TFT显示模组项目
WitsView睿智显示· 2025-08-29 08:01
Core Viewpoint - The collaboration between Anhui Qimen County Investment Promotion Bureau and Zhejiang Xinli Optoelectronics Technology Co., Ltd. marks a significant investment in the TFT display module and automotive electronics project, enhancing the local electronic information industry chain [1][3]. Group 1: Project Details - The investment agreement for the project amounts to 200 million yuan, with plans to establish production lines for display modules and automotive electronics, expected to commence production in November this year [2]. - Once fully operational, the project is anticipated to produce 150,000 new display modules annually, generating an annual output value of 200 million yuan [2]. Group 2: Industry Context - Xinli Optoelectronics specializes in the design, production, and sales of TFT LCD display modules, backlight modules, and multi-point capacitive touch screens [3]. - The investment agreement also includes a partnership with upstream company Vanzhuo Electronics Technology (Huizhou) Co., Ltd., which aims to enhance the electronic information industry chain in Qimen County by optimizing resource allocation and promoting collaborative development [3]. - In the first half of this year, another display module project was established in Anhui, with Anhui Yueda Automotive Display Technology Co., Ltd. planning to invest 100 million yuan to build an advanced manufacturing base for automotive intelligent displays, projected to achieve an annual output value of 200 million yuan upon completion [4].
南极光:公司始终坚持“技术复用+场景延伸”战略
Zheng Quan Ri Bao Zhi Sheng· 2025-08-26 09:40
Core Viewpoint - The company emphasizes its strategy of "technology reuse + scenario extension" to enhance its esports display technology capabilities and expand applications in emerging areas such as gaming devices [1] Group 1 - The company is actively engaging in technical exchanges and demand matching with multiple global consumer electronics brands regarding high-end display module collaborations [1] - Due to confidentiality agreements related to commercial negotiations, the company is unable to disclose specific client names and project details at this time [1]