郑州航空港区惠科新型显示基地内，百余台工业机器人舞动机械臂，日产超万台的"河南造"显示终端设 备走向世界；在商丘，北汽福田全球唯一的新能源商用车基地建设已进入三期冲刺阶段，预计2026年试 产后，将成为国内工艺最完整的新能源商用车制造标杆；而随着中联重科大型谷物联合收获技术攻关及 产业化项目的建成投产，中联重科开封工业园形成覆盖拖拉机全马力段、涵盖三大类121个机型的产品 矩阵。这些投资体量大、带动能力强、经济效益好的项目，正构筑起河南现代化产业体系的坚实骨架。 1月4日，元旦假期后首个工作日，2026年全省重大项目建设暨制造业高质量发展动员部署会在河南开封 召开，吹响了新一年抓项目、促发展、强实体的冲锋号。 今年一季度，全省拟开工的亿元以上重大项目，主要涉及先进制造业、重大基础设施、服务业、社会民 生等领域，结构优化、动能转换的趋势更加清晰，扩大有效投资的重点更多聚焦在产业链延链补链强链 上。 从投资规模看，一批质效双优的标杆性项目正在各地接连落子、加速布局，大项目、好项目的"压舱 石"作用凸显。从项目结构看，制造业项目占据主导地位，项目数量、投资额占比均约七成，其中新兴 产业和未来产业项目无论是数量还是投 ...

从投资规模看，一批质效双优的标杆性项目正在各地接连落子、加速布局，大项目、好项目的"压舱石"作用 凸显。从项目结构看，制造业项目占据主导地位，项目数量、投资额占比均约七成，其中新兴产业和未来产 业项目无论是数量还是投资额占比均超过三分之二，这表明河南的投资正加速向新质生产力聚集。从民间投 资看，民营企业投资活力持续释放，在社会民生、产业发展等领域，民企投资项目数量、投资额占比均超七 成，成为稳定经济增长、激发市场活力的关键动力。 1月3日，洛阳市孟津区，重点工程呼（呼和浩特）南（南宁）高铁焦洛平段洛阳黄河公铁大桥施工现场一派 繁忙。白水平 摄 1月4日，元旦假期后首个工作日，2026年全省重大项目建设暨制造业高质量发展动员部署会在开封召开，吹 响了新一年抓项目、促发展、强实体的冲锋号。 奋进的号角，催动实干的步伐。放眼中原大地，一个个如火如荼的超级项目建设现场，正是全省上下全速拼 经济、奋战一季度"开门红"的最佳注脚—— 郑州航空港区惠科新型显示基地内，百余台工业机器人舞动机械臂，日产超万台的"河南造"显示终端设备走 向世界；在商丘，北汽福田全球唯一的新能源商用车基地建设已进入三期冲刺阶段，预计2026年试产 ...

1月3日，在位于洛阳市的焦洛平高铁洛河特大桥建设现场，工人们坚守岗位进行桥墩施工，抓进度、保节 点，全力保障工程按时推进。张怡熙 摄 ■核心提示 推开2026年的大门，中原大地上，超级项目建设一线机器轰鸣、热火朝天。 辉县九峰山孕育着超大号"绿色充电宝"，郑州航空港生产着"河南智造"的清晰视界，西霞院水利枢纽将浸润 千里沃野、"解渴"沿线城乡……这些项目投资规模大、技术含量高、带动能力强，不是简单的钢筋混凝土的 物理叠加，而是孕育新质生产力的载体、现代化河南建设的骨架支撑。 请跟随记者的脚步，深入超级项目建设的火热现场，感受河南蓬勃发展的强劲脉搏。 航空港区惠科新型显示基地 "超级工厂"超级忙 这座智能智慧工厂设计复杂、单层面积大、施工难度高、工艺管线纵横交错、施工管理要求高。在省委、省 政府的关注、支持下，惠科与郑州航空港区各职能部门通力合作，项目2024年9月18日进场施工，仅用180天 便完成从开工建设到投产的全流程，刷新了行业建设纪录。 项目的建成投产，标志着惠科迈上"全球显示产业生态建设者"的新征程，也为我省"芯屏网端器"全产业生态 补上了关键一环。郑州航空港正搭建以富士康、惠科为引领的万亿级电子信 ...

Core Viewpoint - The collaboration between Maiwei Co., Ltd. and Lehman Optoelectronics has progressed with the delivery of MLED production line equipment, enhancing manufacturing capabilities in the micro-pitch LED sector [1][4]. Group 1: Equipment Delivery - The MLED production line equipment was officially delivered and installed at Huizhou Lehman Optoelectronics Technology Co., Ltd., a wholly-owned subsidiary of Lehman Optoelectronics [1][5]. - The delivery ceremony was attended by key representatives from both companies, indicating a significant milestone in their partnership [1][5]. Group 2: Efficiency and Production Capacity - The overall delivery cycle was advanced by approximately one month compared to the original plan, ensuring timely support for subsequent production line construction and capacity release [2][6]. - Maiwei Co., Ltd. has introduced comprehensive production process solutions for both large-size substrates and small-size chips, capable of supporting batch production of 360mm x 360mm large substrates and 2 x 4 mil small chips, achieving zero chip damage and over 90% production line utilization [2][6]. Group 3: Strategic Collaboration - The introduction of MLED production line equipment aims to enhance Lehman Optoelectronics' manufacturing capabilities in the micro-pitch LED field, improving efficiency, yield, and cost competitiveness [4][8]. - As MLED technology penetration in the high-end display market increases, collaboration between domestic equipment manufacturers and panel manufacturers is becoming more integrated, providing a pathway for capacity construction through equipment and manufacturing synergy [4][8]. - Both companies plan to continue their collaboration on MLED process optimization and capacity enhancement, advancing display technology towards smaller pitch and higher integration [4][8].

联建光电(300269.SZ)发布异动公告，公司经营业务主要系为客户提供LED高端显示设备及显控系统的 研发、制造、工程安装和售后服务等整体解决方案，公司的经营情况、内外部经营环境未发生重大变 化。 ...

11月28日，晶洲装备宣布，公司作为首家实现G6涂胶显影整线设备国产化的企业，所自主研发的 设备已完成在国内头部显示企业的产线导入与工艺验证。 ▶ 关于集邦 上下滑动查看 此外，据必联网消息，晶洲装备旗下多款设备已成功中标TCL华星、维信诺、京东方等头部面板 企业的项目，规格涵盖第6代、第8.6代等LCD/OLED面板生产线。（集邦Display整理） 【集邦Display显示产业交流群】 图片来源：晶洲装备 = TrendForce 显示器研究中心 AMOLED产业链报告 ● 面板出货追踪 ● 整机出货量及预测 ● 技术及市场现状 据悉，涂胶显影设备是显示面板制造的核心工艺环节，其精度直接影响产品良率，该市场长期由 海外企业主导。今年5月，晶洲装备自主研发的国产首条G6涂胶显影设备正式搬入国内某显示面 板头部企业产线，填补了国产自研高端涂胶显影装备的空白。 晶洲装备介绍，公司自主研发的涂胶显影线，集成了清洗、涂胶、烘烤及显影等核心制程。整线 采用自主优化的布局与结构设计，改善了传统方案的固有短板，在生产效率、工艺稳定性、智能 控制及操作易用性展现出显著优势。 资料显示，晶洲装备专注于为平板显示、光伏、半导体 ...

Core Insights - Recent developments in display equipment companies, including TCL Technology and XianDao Technology, highlight advancements in manufacturing capabilities and product offerings [2][8]. Group 1: National Innovation Technology (GuoChuangKe) - GuoChuangKe has completed the assembly of its G6 full-size new display inkjet printing equipment, designed for high-efficiency mass production of key functional layers in new displays [3][6]. - The G6 equipment can accommodate substrate sizes of 1850mm × 1500mm and is capable of printing precise patterns with droplet spacing of only a few microns, meeting the demands of high-generation production lines [6][7]. - GuoChuangKe plans to invest 500 million yuan over the next five years to expand its existing G4.5 and G6H equipment capacity, focusing on developing G6 and 8.X generation inkjet equipment [7]. Group 2: Jiangsu XianDao Microelectronics - Jiangsu XianDao Microelectronics has achieved bulk shipments of its self-developed ion source-assisted precision optical coating equipment [8][11]. - This optical coating equipment is crucial for the production of key optical components in 3C products, enhancing the density, stability, and optical performance of thin films through precise control of ion beam energy [11]. - The company has previously delivered large-size roll-to-roll magnetron sputtering equipment, which significantly improves coating efficiency and maintenance in the flexible display sector [11].

Core Viewpoint - The company has confirmed that its Nanchang facility has commenced production, indicating progress in its operational plans [1] Group 1 - The Nanchang new base has officially started production [1] - Funding is being gradually invested as planned, supporting the project's smooth development [1] - The operational status of the production line is aligned with the company's initial plans [1]

Core Viewpoint - 康冠科技 reported continuous performance improvement in the first half of 2025, driven by rapid growth in innovative display products Group 1: Financial Performance - In the first half of 2025, 康冠科技 achieved revenue of approximately 69.35 billion yuan, a year-on-year increase of 5.06% [1] - The company realized a net profit of approximately 3.84 billion yuan and a non-GAAP net profit of approximately 3.46 billion yuan, reflecting a year-on-year growth of 10.62% [2] - The basic earnings per share were 0.55 yuan [1] Group 2: Product Performance - Smart interactive display products generated revenue of 19.95 billion yuan, up 9.81% year-on-year, with shipment volume increasing by 9.26% [1] - Innovative display products achieved revenue of 8.98 billion yuan, a significant year-on-year growth of 39.16%, with shipment volume rising by 48.05% [2] - Smart TVs contributed 36.34 billion yuan in revenue [1] Group 3: Profitability and Margins - Overall gross margin increased by 0.32% compared to the same period last year, with innovative display products' gross margin rising by 1.14% and smart TV gross margin increasing by 2.61% [2] - The cash flow from operating activities reached 8 billion yuan, a substantial year-on-year increase of 180.43% [2] Group 4: Market Position and Competitive Strength - 康冠科技 maintained a leading position in various market segments despite challenges from international dynamics and increased competition [3] - The company ranked first globally in shipment volume of smart interactive panels among manufacturing suppliers [3] - 康冠科技's KTC brand ranked fourth in sales among online retail display brands during the "618" shopping festival in China [3] Group 5: Shareholder Returns and R&D Investment - 康冠科技 announced a mid-year profit distribution plan, proposing a cash dividend of 3.60 yuan per 10 shares, which is expected to exceed 65% of the company's net profit for the first half of 2025 [4] - The company invested 2.90 billion yuan in R&D during the first half of 2025, maintaining a steady level compared to the previous year [4] - 康冠科技 holds 1,414 valid patents and software copyrights, with a research team of 1,682 professionals, accounting for 20.32% of total employees [4]

Core Viewpoint - Suzhou Keyun Laser Technology Co., Ltd. has successfully shipped its first G11 ultra-large display panel laser graphic equipment to leading domestic display panel manufacturers, marking a significant advancement in domestic manufacturing capabilities [1][3]. Group 1: Product Development - The G11 ultra-large display panel laser graphic equipment occupies over 30 square meters and weighs over 40 tons, featuring a large-size high-precision integrated gantry structure with a span exceeding 5 meters, achieving a repeat positioning accuracy of ±1 micron [1]. - The laser processing technology enables G11 generation ultra-large format path splicing, with laser graphic scribing precision reaching ±10 microns, showcasing advanced capabilities in visual precision detection technology and AI intelligent algorithm construction [1]. Group 2: Market Position - Keyun Laser is currently the only domestic company capable of providing this type of equipment, following its first batch shipment of G8.6 generation display panel laser graphic equipment in 2023, indicating a progression to larger product sizes and higher processing precision requirements [3]. - Previously, such equipment was supplied mainly by Japanese and Korean manufacturers, highlighting a shift in the supply chain dynamics within the display panel industry [3]. Group 3: Company Background - Established in 2018, Keyun Laser focuses on the promotion and application of precision laser micro-nano processing automation equipment in the display, new energy, semiconductor, and 3C industry chains [3]. - The company’s main products include laser repair equipment, laser cutting equipment, and LED equipment, applicable in LCD, OLED, and Mini LED fields [3]. - Keyun Laser has also won a bid for the laser engraving machine project for Shenzhen Huaxing Semiconductor's 11th generation TFT-LCD and AMOLED new display production line [3].