10月10日，康冠科技跌1.62%，成交额7334.19万元，换手率0.64%，总市值161.84亿元。 异动分析 智能家居+汽车电子+人民币贬值受益+消费电子概念+专精特新 1、根据2022年年报：公司在以服务客户经营模式的基础上积极拓展自有品牌业务。2007年创立自有品 牌"福比特（FPD）"主营智能家居类产品，目前已推出智能美妆镜等产品。 来源：新浪证券-红岸工作室 2、2023年8月24日投资者关系活动记录表：惠州市康冠汽车电子有限公司为公司全资子公司，经营范围 为电视机制造、显示器件制造、显示器件销售、家用电器销售、智能车载设备制造、智能车载设备销 售、新能源汽车整车销售、新能源汽车电附件销售、汽车销售、汽车零配件批发、汽车零配件零售。公 司布局领域为新能源整车进出口、智慧座舱、汽车配件的制造及销售等。 技术面：筹码平均交易成本为23.43元 该股筹码平均交易成本为23.43元，近期筹码减仓，但减仓程度减缓；目前股价靠近支撑位22.75，注意 支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 公司简介 3、根据2024年年报，公司海外营收占比为86.24%，受益于人民币贬值。 4、公司是一家专注 ...

从累计营收来看，友达光电和华凌光电前9个月的营收出现同比降低。值得注意的是，这是友达光电本年度累计营收首次出现同比降低的情况。 近日，友达光电、群创光电、瀚宇彩晶、凌巨科技、铼宝科技、华凌光电6家台湾地区面板厂商相继公布2025年9月营收。具体情况如下： | 走业 | 9月营收 | 同比增减 | 环比增减 | 2025年累计营收 | 同比增减 | | --- | --- | --- | --- | --- | --- | | 友达光电 | 57.10亿元 | -5.51% | -0.38% | 493.47亿元 | -0.15% | | 群创光电 | 46.40亿元 | 2.70% | 6.25% | 397.08亿元 | 4.39% | | 瀚宇彩晶 | 2.33亿元 | 1.43% | 15.40% | 20.24亿元 | 22.03% | | 凌巨科技 | 1.79亿元 | -6.61% | -3.06% | 15.11亿元 | 1.65% | | 锌宝科技 | 0.53亿元 | | 7.25% 集邦Dis0.26% | 7.09亿元 | 73.48% | | 华凌光电 | 0.40亿元 | -12.3 ...

面板双虎友达（2409）及群创（3481）9日同步公告今年9月合并营收，友达为244.45亿元，月减0.4%， 年减5.5%。群创是198.61亿元，月增6.3%，年增2.7%，为近24个月单月新高。 友达今年第3季合并营收699.08亿元，季增1%，年减10.1%。累计今年前三季合并营收2,112.46亿元，年 微减0.2%。9日股价小跌0.1元，成交量逾6.5万张，收14元。 群创今年第3季合并营收578.18亿元，季增2.8%，年增4.2%。累计今年前三季合并营收1,699.82亿元，年 增4.4%。9日股价小涨0.25元，成交量逾12.6万张，居9日台股成交量排行榜第7名，收15.5元。 ...

冠捷科技今年以来股价涨1.44%，近5个交易日跌3.75%，近20日涨8.88%，近60日涨16.05%。 机构持仓方面，截止2025年6月30日，冠捷科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股6084.79万股，相比上期减少2004.86万股。南方中证1000ETF（512100）位居第六大流通 股东，持股2506.51万股，相比上期增加469.80万股。华夏中证1000ETF（159845）位居第八大流通股 东，持股1479.70万股，相比上期增加353.30万股。广发中证1000ETF（560010）位居第九大流通股东， 持股1191.32万股，相比上期增加261.23万股。 资料显示，冠捷电子科技股份有限公司位于江苏省南京市栖霞区天佑路77号，成立日期1993年1月8日， 上市日期1997年5月20日，公司主营业务涉及专注智能显示终端业务,主要包括智能显示终端产品的研 发、制造、销售与服务。主营业务收入构成为：显示器产品62.93%，电视产品28.68%，其他产品 7.78%，其他(补充)0.61%。 责任编辑：小浪快报 冠捷科技所属申万行业为：电子-光学光电子-面板。所属概念 ...

资金流向方面，主力资金净流入273.66万元，特大单买入101.67万元，占比1.91%，卖出119.38万元，占 比2.24%；大单买入1374.44万元，占比25.78%，卖出1083.07万元，占比20.32%。 彩虹股份今年以来股价跌26.76%，近5个交易日跌1.79%，近20日跌2.11%，近60日跌6.08%。 10月9日，彩虹股份盘中上涨2.21%，截至09:48，报6.02元/股，成交5331.24万元，换手率0.25%，总市 值216.02亿元。 彩虹股份所属申万行业为：电子-光学光电子-面板。所属概念板块包括：破净股、低价、国资改革、中 盘、融资融券等。 截至6月30日，彩虹股份股东户数7.80万，较上期增加10.62%；人均流通股46001股，较上期减少 9.60%。2025年1月-6月，彩虹股份实现营业收入56.65亿元，同比减少6.72%；归母净利润4.52亿元，同 比减少50.69%。 分红方面，彩虹股份A股上市后累计派现4.74亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，彩虹股份十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股783 ...

10月7日，TrendForce集邦咨询发布10月上旬面板价格预测。具体来看：电视、显示器面板价格 预估与上月保持一致，笔电面板部分尺寸价格则预计有小幅度下跌。 | 发表日期: | 2025.10.07 | | | | | | TrendForce | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (单位:美元/片) | | | | | | | | | | 应用别 | R4 | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | | | | | TE | 高 | 均价 | 与前月差异(%) | | | 电视 | es"W | 3840x2160 | Open-Cell | 167 | 176 | 173 | 0.0 | 0.0% | | | 55"W | 3840x2160 | Open-Cell | 118 | 127 | 124 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 62 | ୧୧ | 64 | 0.0 | 0.0% | | | 32''W | 13 ...

Company Overview - Woge Optoelectronics, established on December 14, 2009, and listed on April 17, 2018, is located in Xinyu High-tech Industrial Development Zone, Jiangxi Province. The company specializes in FPD optoelectronic glass processing [1] - The main business revenue composition includes: 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] Stock Performance - As of September 30, Woge Optoelectronics' stock price decreased by 2.01%, trading at 33.17 CNY per share, with a total market capitalization of 7.449 billion CNY [1] - Year-to-date, the stock price has increased by 31.37%, with a slight decline of 0.09% over the last five trading days and a 7.73% drop over the last 20 days [1] Financial Performance - For the first half of 2025, Woge Optoelectronics reported a revenue of 1.19 billion CNY, reflecting a year-on-year growth of 14.20%. However, the net profit attributable to shareholders was -54.15 million CNY, a decrease of 78.03% compared to the previous year [2] - The company has distributed a total of 118 million CNY in dividends since its A-share listing, with 21.36 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 19,600, with an average of 10,411 circulating shares per shareholder, a decrease of 1.91% from the previous period [2] - Among the top ten circulating shareholders, Changcheng Jiujia Innovation Growth Mixed A holds 5.5 million shares, an increase of 500,000 shares from the previous period [3]

Group 1 - Yinglian Co., Ltd. expects a net profit increase of 1531.13% to 1672.97% year-on-year for the first three quarters of 2025, with projected revenue of 1.63 billion to 1.65 billion yuan, a growth of 9.49% to 10.83% [1] - Meixin Sheng plans to reduce its shareholding by no more than 1% through centralized bidding and block trading [1] - Huayin Technology signed two sales contracts totaling 402 million yuan, with one contract for special functional materials and another for research project materials [3] Group 2 - Shen Highways reported a total toll revenue of 114 million yuan for August [5] - Dash Smart signed a contract worth 113 million yuan for a smart hospital project [7] - Tianbang Food received an administrative regulatory measure decision from the China Securities Regulatory Commission for failing to disclose information in a timely manner [8] Group 3 - Fashilong plans to invest 250 million yuan to establish a wholly-owned subsidiary focused on AI applications and cloud computing [10] - Junpu Intelligent received a government subsidy of 20 million yuan, accounting for 243.97% of its audited net profit for 2024 [11] - Longyun Co. plans to apply for a bank credit limit of 32 million yuan [12] Group 4 - Yifan Pharmaceutical's subsidiary received acceptance for a drug registration application for a medication used to lower phenylalanine levels in patients [12] - Rundu Co. received a drug registration certificate for a hypertension medication [13] - Huahai Qingke elected a new employee director and appointed a new vice president [17] Group 5 - Wanyi Technology received a government subsidy of 173,000 yuan [19] - Haizheng Pharmaceutical's tacrolimus capsules passed the consistency evaluation for generic drugs [20] - Pulaike's new veterinary vaccine received registration certification [22] Group 6 - Boguang New Materials signed a major sales contract estimated at 4.3 billion to 5 billion yuan for nickel powder products [41] - Electric Soul Network announced plans for shareholders to reduce their holdings by up to 1.63% [42] - Jin Haitong's shareholders plan to reduce their holdings by up to 3% [44]

Group 1 - Beijing BOE Robot Co., Ltd. was established on September 25 with a registered capital of 200 million yuan, focusing on industrial robot manufacturing, sales, and intelligent robot R&D, fully owned by BOE [2] - At the BOE IPC 2025 conference, BOE's chairman announced the formation of a specialized robot R&D team aimed at developing smart equipment for factory scenarios, alongside the launch of their AI factory strategy [2] - The first batch of AI factories has entered a substantial implementation phase [2] Group 2 - Other panel manufacturers like Huike and Samsung Display are also venturing into the robotics field [3] - On September 11, Huike signed a strategic cooperation agreement with Zhifang, planning to deploy over 1,000 embodied intelligent robots across global production bases within three years, with an order value close to 500 million yuan [3] - Huike aims to integrate AI edge models into production line control systems for real-time decision-making and energy management [3] Group 3 - Earlier reports indicated that Samsung Display plans to supply 8-inch OLED panels to Tesla starting in 2027 for the Optimus humanoid robot, with mass production expected in 2026 [5] - The robot's design requires a curved display, which OLED panels can provide due to their lightweight and low-power characteristics, making them suitable for the robot's upper body balance [5]

人民财讯9月29日电，京东方Ａ（000725）在机构调研时表示，三季度以来，随着厂商去库存趋势结 束，旺季面板备货需求逐步恢复，行业稼动率有所恢复的同时，LCD TV部分尺寸价格经历小幅下降 后，部分LCD TV面板价格企稳；LCD IT方面，MNT、NB面板价格整体维持稳定。 ...