美国当地时间1月5日，CES 2026开展前夕，海信视像在美国拉斯维加斯正式发布全新一代RGB-Mini LED显示技术。海信通过光源、芯片、色彩管理系统的全方位进化，将电视色域突破至110% BT.2020行 业新峰值，光色同控精度提升至行业最高134 bits。 为了打破传统Mini LED和OLED的色彩、能耗及视觉舒适局限，进一步提升大屏时代显示设备的用户体 验，海信视像一年前开创并全球最先量产了RGB-Mini LED电视，这一创新技术随着全球TOP5电视品牌 悉数布局，迅速成为全球高端电视的趋势热词。 "RGB与Mini LED的结合，是一场颠覆性的变革。"海信视像科技总裁李炜在今年CES的展前发布会上表 示，为了还原那份无限趋近于肉眼所见的极致真实，全新一代RGB-Mini LED技术在光源、光色同控芯 片、色彩管理上实现进化。 据介绍，海信视像全面升级RGB-Mini LED红绿蓝三原色发光芯片，并创新性引入第四种天青色自发光 芯片，全球首创玲珑4芯架构，进一步打破色域边界，在红色、蓝色、品红、天青色的光影细节与色彩 层次上挑战显示极限。同时，海信自研的信芯AI画质芯片H7通过芯片性能的进一步 ...

项目攻坚零距离高铁项目冲刺施工节点，能源项目取得"开门红"，新型显示项目节日不休抢进度，物流项目现场 热火朝天……新年首个工作日，全省各大项目建设一派火热景象。记者走进项目建设现场，聆听2026年项目建设 的"冲锋号"，感受项目攻坚"你追我赶"的奋进姿态。持续奋战"凤凰"飞上屋顶项 目 名 片高铁天府站关键词冲节点 □四川日报全媒体记者 寇敏芳"看，'凤凰'已经飞上屋顶了。"1月4日，新年第一个工作日，记者走进正在施工的高 铁天府站站房，抬头望去，工人正在安装候车大厅室内吊顶，一根长约260米的凤凰羽毛造型在空中已显雏形。这 是600余名建设者连续奋战1个多月的结果，元旦假期坚守岗位，全力冲刺施工节点，预计本月底将完成外立面玻 璃幕墙及候车大厅室内凤凰羽毛吊顶安装工作。作为四川最大的高铁站，天府站站房面积相当于3个成都东站，站 房不仅面积大，造型还复杂。记者在施工现场一旁的效果图上，看到了天府站竣工后的模样。站房以"筑巢引 凤"为设计理念，整体形态采用大量曲线元素，如同一只展翅的凤凰。目前，车站已经初具雏形。南北两端的非向 心椭球形钢网壳结构——"凤凰眼"是天府站候车厅空间的主要视觉焦点，幕墙表面由2515块 ...

生物、汽车和造船业同样被看好。生物产业通过CDMO产能扩张和技术授权提升成长性；汽车产业 因新电动车工厂投产，产量和出口预计小幅增长；造船业在LNG船和集装箱船订单支撑下，出口预计 增长8.6%；钢铁和机械产业在保护主义抬头背景下也将下滑，建筑业则因高利率和融资收紧继续承 压。业内认为，在中国制造竞争力持续提升的环境下，韩国需以AI为核心推进企业创新，并配合更具 突破性的监管改革和激励政策。 韩国《京乡新闻》12月14日报道，随着全球人工智能（AI）投资持续扩大，韩国明年半导体和显 示设备预计将直接受益。作为AI发展的"直接受益者"，半导体产业在微软、亚马逊等企业加速建设AI基 础设施的带动下，出口额预计同比增长9.1%，达到约265万亿韩元；显示设备则因高能效OLED面板需 求增加，出口预计增长3.9%。电池产业受AI数据中心用电需求上升及电动车投放扩大影响，出口有望 增长2.9%。 （原标题：全球人工智能投资增长带动韩半导体与显示设备出口） ...

证券日报网讯 12月18日，利亚德（300296）在互动平台回答投资者提问时表示，目前公司显示产品广 泛应用于企业客户、军事单位、政府机关、基础能源、公共安全、交通调度指挥、电影院等领域。暂未 拓展到头盔领域。 ...

证券日报网讯12月17日，联得装备（300545）在互动平台回答投资者提问时表示，公司在半导体封测设 备、固态电池装备、智能座舱系统装备等领域已经形成了销售订单并在逐步放量。未来公司将积极开拓 柔性显示模组设备及显示前端工序贴合类设备、Mini/MicroLED设备、VR/AR/MR精密组装设备、汽车 智能座舱系统装备、半导体封测设备以及新能源装备在新兴领域的应用市场，同时继续加大这些领域的 新技术、新产品研发力度，支撑该业务快速成长。 ...

证券日报网讯12月16日，南极光（300940）在互动平台回答投资者提问时表示，公司产品广泛应用于游 戏电竞、平板电脑、工控设备、车载显示等多元领域，目前并未涉足商业航天领域。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵司二期MIP生产线什么时候开始建设？一期MIP 生产线目前已经运行一年了，是否能够达到1200kk/月？ 利亚德（300296.SZ）12月16日在投资者互动平台表示，第一期Hi-micro产能1200kk/月已投入使用，第 二期扩产所需设备已到位，将根据需要进行调试后再进入生产。 （记者 王晓波） ...

证券日报网讯12月15日，冠捷科技（000727）在互动平台回答投资者提问时表示，公司将通过灵活调整 产销策略，快速响应市场需求，持续推进降本增效，积极优化产品结构，聚焦高端电竞显示及新型显示 领域深耕布局，全面提升公司在高端显示赛道的市场占有率。 ...

Summary of the Conference Call for Maiwei Co., Ltd. Industry and Company Overview - The conference call focuses on Maiwei Co., Ltd., a company involved in semiconductor equipment, photovoltaic technology, and display equipment sectors [2][3][5][6]. Key Points and Arguments Semiconductor Equipment - Maiwei's order volume has doubled for two consecutive years, reaching 4 billion yuan, driven by growth in both front-end (etching, thin film deposition) and back-end (slicing, bonding) semiconductor equipment [2][3]. - The company signed new orders worth approximately 1 billion yuan in 2024, with expectations to reach 2 billion yuan in 2025 and 4 billion yuan in 2026, indicating a strong growth trajectory [3]. - The front-end equipment includes etching and thin film deposition, which account for about 20% of total semiconductor equipment capital expenditure, comparable to lithography machines [3]. - Maiwei's R&D expenditure for 2024 is projected to be 1 billion yuan, which is 50% of leading semiconductor equipment companies, enhancing its market competitiveness and accelerating product expansion [2][4]. Photovoltaic Technology - The company sees significant opportunities in the U.S. market for HJT (Heterojunction Technology) due to its shorter process, resource savings, and lower patent risks, making it suitable for U.S. expansion [5][10]. - Maiwei aims to enhance AGT (Advanced Glass Technology) module power, with expectations to reach 770-780 watts in 2025 and 800 watts by year-end, driven by various technological advancements [9]. Display Equipment - Maiwei focuses on OLED (flexible laser cutting) and Micro LED (wafer bonding, laser transfer) technologies, with key clients including BOE and Tianma, resulting in significant order growth [6]. New Material Breakthroughs - The company plans to achieve breakthroughs in molybdenum materials, which are increasingly replacing tungsten in advanced logic devices and NAND flash memory, necessitating higher requirements for etching and thin film deposition [7][8]. Additional Important Insights - The U.S. photovoltaic manufacturing landscape differs significantly from China, particularly in cost structure, with U.S. operations focusing more on operational and facility costs rather than capital expenditures [10][11]. - AGT technology has a competitive edge in the U.S. market due to its lower operational costs and absence of patent issues, as its patents expired around 2015 [12]. - Maiwei is actively pursuing partnerships with U.S. companies to support AGT production capacity, with expectations of a market valuation reaching 60 to 70 billion yuan [13][14].

Core Viewpoint - Avaco, a South Korean display equipment manufacturer, is likely to secure a follow-up order for the second phase of BOE's 8.6-generation OLED production line, following a letter of intent (LOI) from BOE [1] Group 1: Business Developments - Avaco has received a purchase intention letter from BOE for the procurement of vapor deposition logistics equipment for the second phase of its OLED production line [1] - The B16 production line, located in Chengdu, Sichuan, China, is crucial for BOE's strategy in the tablet and laptop OLED market, with a planned capacity of 32,000 units per month [1] - Avaco's performance has rebounded significantly this year, with double-digit growth in both revenue and profit for the first three quarters, attributed to the successful delivery of the first phase project and the procurement opportunity for the second phase [1] Group 2: Technical Strengths - Avaco possesses sputtering coating equipment and vacuum logistics systems, along with expertise in atomic layer deposition (ALD) technology and related automation logistics technology for OLED packaging [4] - The product line of Avaco covers various display technologies, including LCD, OLED, and next-generation Micro LED [4] Group 3: Market Position and Strategy - Avaco has historically been a core supplier for the "LG system," having established a close partnership with LG Display since its inception [4] - To reduce reliance on a single customer and address cyclical fluctuations in the display industry, Avaco has been actively diversifying its customer base, focusing on the Chinese market [4] - In addition to BOE, Avaco is also engaging with other Chinese panel manufacturers such as TCL Huaxing and Tianma [4] Group 4: Business Expansion - Avaco is expanding its business beyond the display sector, transitioning towards lithium battery manufacturing equipment in response to the slowdown in display panel investments [4] - The company has successfully developed roll presses and slitters for battery electrode manufacturing, leveraging its expertise in rolling and precision handling, and has begun supplying to major battery manufacturers like LG Energy Solution [4]