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Disclaimer 2025 Q4 Earnings Results January 28, 2026 I Investor Relations Revenues & Profits | Revenues | 7,833 | 6,957 | 7,201 | 4% | -8% | | --- | --- | --- | --- | --- | --- | | Operating | 83 | 431 | 169 | -61% | 103% | | Income | 1% | 6% | 2% | | | | EBITDA* | 1,306 | 1,424 | 1,162 | -18% | -11% | | | 17% | 20% | 16% | | | | Income Before Tax | -562 | 30 | -372 | Turned to deficit | 34% | | Net Income | -839 | 1 | -351 | Turned to deficit | 58% | Details Revenue / Operating income Major Points TV IT * ...

1月26日，天山电子涨1.12%，成交额3.42亿元。两融数据显示，当日天山电子获融资买入额5503.28万 元，融资偿还4685.11万元，融资净买入818.18万元。截至1月26日，天山电子融资融券余额合计3.81亿 元。 融资方面，天山电子当日融资买入5503.28万元。当前融资余额3.81亿元，占流通市值的9.32%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，天山电子1月26日融券偿还1800.00股，融券卖出800.00股，按当日收盘价计算，卖出金额 2.38万元；融券余量8400.00股，融券余额25.03万元，超过近一年90%分位水平，处于高位。 资料显示，广西天山电子股份有限公司位于广东省深圳市宝安区西乡街道前海科兴科学园1栋18楼，成 立日期2005年8月26日，上市日期2022年11月1日，公司主营业务涉及专业显示领域定制化液晶显示屏及 显示模组的研发、设计、生产和销售。主营业务收入构成为：彩色液晶显示模组-非受托加工58.97%， 单色液晶显示模组22.39%，单色液晶显示屏10.62%，彩色液晶显示模组-受托加工4.96%，触摸屏 1.73%，材料销售及其他业务1.33 ...

调研基本情况 2026年1月23日（周五）10:30-11:40，天马微电子股份有限公司（以下简称"公司"）在天马总部大厦16 层会议室以现场交流形式接待了特定对象调研。本次调研参与机构包括创华投资、财富在线、知恒律 所、金证顾问、爱赢投资、赛马资本、佰世慈航等7家机构，公司接待人员为陈丹、谭蒙。 核心业务与市场动态解读 车载业务：战略核心持续领跑，前三季度增长24% 公司将车载显示作为战略核心业务之一，凭借30余年深耕，已构建覆盖研发、制造、质量、营销、供应 链管理的专业体系。作为国内最早进入全球车载显示领域的领军企业，公司产品实现中系、欧系、美 系、日韩系等国际主流品牌全覆盖，并多年获客户奖项认可。 数据显示，自2020年起，公司连续保持全球车规TFT-LCD、车载仪表显示出货量全球第一；车载抬头 显示（HUD）在2024年首次登顶全球第一。2025年前三季度，车载业务整体销售额同比增长约24%，其 中传统车显业务基本盘稳中有升，汽车电子和国内新能源业务保持快速增长态势。 毛利率与市场竞争：稳中有升，聚焦高附加值产品 市值管理：多举措维护股东利益 公司高度重视市值管理，已将相关指标纳入考核体系。2025年 ...

LG Display Co., Ltd. (NYSE:LPL) is one of the undervalued technology penny stocks to buy now. At CES 2026, which opened on January 8, LG Display Co., Ltd. (NYSE:LPL) showcased its vision with the theme “Display for AI, Technology for All,” presenting a wide range of OLED solutions across TVs, gaming, and automotive displays. The underlying theme for CES was “Innovators show up,” highlighting how AI is moving from concept to practical application in everyday life. Aligned with that theme, visitors experienc ...

Core Viewpoint - LG Display is set to showcase groundbreaking display technologies at CES 2026, including record-setting Gaming OLED panels with the highest refresh rates and innovative pixel structures [1][2]. Group 1: Product Innovations - LG Display will unveil a 27-inch Gaming OLED panel featuring a refresh rate of 720Hz, the fastest among current Gaming OLED panels, allowing the screen to refresh 720 times per second [3][4]. - The company will also present the world's first 39-inch 5K2K Gaming OLED panel, designed with a 21:9 aspect ratio and 1500R curvature, aimed at providing an immersive viewing experience for content creators [5]. - Additionally, LG Display will introduce a 240Hz OLED panel with an RGB stripe pixel structure, ensuring excellent gaming performance and detailed graphic reproduction at 160 pixels per inch (ppi) [5]. Group 2: Technological Advancements - LG Display plans to implement its new Primary RGB Tandem 2.0 technology across all Gaming OLED panels launching in 2026, enhancing the pixel structure and algorithms for improved performance [6][7]. - The upgraded technology allows Gaming OLED panels to achieve peak brightness of up to 1,500 nits, deliver perfect blacks with HDR True Black 500, and reproduce up to 99.5% of the DIC color gamut, ensuring high picture quality [8]. Group 3: Market Positioning - The company aims to solidify its competitive edge in the OLED market by offering unmatched refresh rates, resolution, and response times, catering to the growing demand for OLED monitors [9].

Core Insights - Daktronics has announced the acquisition of intellectual property, equipment assets, and technical expertise from X Display Company Technology Limited (XDC), enhancing its capabilities in MicroLED technology [1][9] - The acquisition is expected to strengthen Daktronics' competitive position and support its product innovation strategy aimed at accelerating growth [2][5] Acquisition Details - The acquisition includes XDC's proprietary technologies in mass-transfer processes and MicroLED fabrication, enabling advanced display solutions with ultra-fine pixel pitches for large-format video walls and medium-sized commercial displays [9] - Daktronics has also acquired specialized equipment for developing displays with MicroLED and MicroIC technology [9] Market Potential - The Narrow Pixel Pitch (NPP) market, which includes MicroLED technology, is projected to reach $12 billion by 2029 according to Futuresource [5] - The acquisition positions Daktronics to enhance its large-scale NPP product offerings and explore smaller volume display opportunities [6] Talent Acquisition - Daktronics has integrated 15 key employees from XDC, who possess deep expertise in mass-transfer, MicroLED development, and MicroIC design [9] Product Benefits - MicroLED technology offers higher brightness, improved contrast, greater energy efficiency, and a longer lifespan compared to existing technologies like LCD [3] - The acquisition allows Daktronics to develop cost-effective solutions for lower volume applications and provides stability and flexibility in the supply chain [10]

Core Viewpoint - LG Display is set to unveil the world's first 27-inch 4K OLED panel for monitors with an RGB stripe structure and a 240Hz refresh rate at CES 2026, marking a significant advancement in display technology [1]. Group 1: Product Features - The new OLED panel features an RGB stripe structure that minimizes visual distortions such as color bleeding and fringing, enhancing the viewing experience even at close distances [2]. - This panel achieves a 240Hz refresh rate while maintaining the RGB stripe structure, utilizing LG Display's Dynamic Frequency & Resolution (DFR) technology, which allows users to switch between UHD 240Hz and FHD 480Hz modes [4]. - The high pixel density of 160 pixels per inch (ppi) provides exceptional detail and precision, making it suitable for fast-paced applications like first-person shooter games and ensuring excellent text readability [5]. Group 2: Market Strategy - LG Display plans to introduce this new pixel structure in high-end gaming and professional monitor panels, aiming to expand its customer base and product lineup at CES 2026 [6]. - The company currently produces about 30% of the global OLED monitor market panels and leads in key specifications such as refresh rate, response time, and resolution in the gaming OLED panel segment [8]. - The Head of the Large Display Business Unit emphasized that technology is crucial for maintaining leadership in the growing OLED monitor market, with a focus on differentiated technologies that meet customer demands [9].

证券日报网讯12月12日，维信诺（002387）在互动平台回答投资者提问时表示，公司与清华大学联合研 发的第四代pTSF(磷光辅助热活化敏化荧光)技术解决了OLED在高亮度下效率下降的难题，并大幅延长 了器件寿命，使其兼具荧光的高色纯度、高稳定性，以及磷光的高效率，且大幅降低昂贵金属的使用 量。该技术使终端用户体验大幅提升，有助于公司提升高端市场份额和市场竞争力，目前已经实现量产 商用，搭载于品牌终端的高端旗舰产品。该技术还属于业内率先突破，补齐了我国产业链关键短板，改 写了OLED核心材料长期由国外主导的产业格局。 ...

Core Insights - Daktronics reported an operating profit of $22 million, reflecting a 36.7% year-over-year increase, with an operating margin of 9.4% [1] - The company experienced double-digit growth in orders and sales, with a product backlog of $321 million, up 36% from the previous quarter [1][4] - The company is on track with its business and digital transformation initiatives, aiming for 7-10% sales growth, 10-12% operating margin, and 17-20% return on invested capital (ROIC) over the next three years [1][6] Financial Performance - For fiscal Q2 2026, net sales reached $229.3 million, a 10% increase compared to $208.3 million in the same quarter of fiscal 2025 [4][10] - Operating income increased to $21.6 million from $15.8 million year-over-year, with operating margin rising from 7.6% to 9.4% [4][13] - New orders for products and services rose to $199.1 million, up 12.1% from $177.6 million in the same quarter of fiscal 2025 [4][9] Market Segments - The Live Events segment saw significant order growth, including large bookings related to six professional sports stadiums [2][9] - The Transportation segment experienced order growth in airport and Intelligent Transportation Systems projects [2][9] - International orders increased, particularly in the Middle East, United Kingdom, and Ireland [2][9] Operational Efficiency - The company is focusing on operational efficiencies and value-based pricing to improve profitability [2][4] - Daktronics is expanding its manufacturing footprint globally to mitigate cost pressures and support its growth pipeline [4][6] - The company plans to open a new facility in Mexico by the end of fiscal 2026 to complement its U.S. operations [6] Leadership Transition - Ramesh Jayaraman has been appointed as the new President and CEO, effective February 1, 2026, with Brad Wiemann continuing as Interim President and CEO until then [7][8]