2026年3月1日至3日，由闻信展览主办的第25届深圳国际LED智显新科技展（LED CHINA）将联袂第27 届深圳国际广告新科技展（SIGN CHINA）、数字标牌展（DS CHINA）、亚洲专业灯光音响展（PALS Asia）同时举办，"四展联动"打造开年首秀。本次展览深度契合当下产业融合热点，用新科技全面赋 能，涵盖电竞赛事、场馆建设、城市建设、舞美、展览活动、零售美陈、商业空间、文旅等多元商业场 景，助力行业破解发展瓶颈、抢占市场风口。 首发亮点抢先看 本次展会现场将带来众多首发新品和新技术。雷曼将展示奥林匹克会场同款8K Mirco超高清LED显示 屏，发布其最新一代 LED 显示技术，重点应用于高精度广播、XR 虚拟舞台及大型文娱场馆，深度融 合声光视全场景需求。励丰文化将首发亚洲规模最大的全场景声光视（SLV）大型活动一体化解决方案 组合。ACME（毅丰）将首发 Reyn Audio（锐音）专业音响系统、VisioLED 建筑照明产品、Spotrack 灯光控制系统及最新一代电脑灯技术。Eagle Group（锐鹰）面向国际级演唱会、大型文体赛事等超级 活动等大型演出专用的超大型屋顶系统也将首 ...

2月25日，利亚德涨5.91%，成交额38.12亿元。两融数据显示，当日利亚德获融资买入额4.68亿元，融 资偿还3.82亿元，融资净买入8566.65万元。截至2月25日，利亚德融资融券余额合计12.01亿元。 分红方面，利亚德A股上市后累计派现14.50亿元。近三年，累计派现4.98亿元。 机构持仓方面，截止2025年9月30日，利亚德十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股3606.36万股，相比上期增加687.08万股。南方中证1000ETF（512100）位居第六大流通股 东，持股1985.03万股，相比上期减少17.83万股。华夏中证1000ETF（159845）位居第八大流通股东， 持股1179.04万股，相比上期减少1.95万股。 融资方面，利亚德当日融资买入4.68亿元。当前融资余额11.96亿元，占流通市值的5.35%，融资余额超 过近一年80%分位水平，处于高位。 融券方面，利亚德2月25日融券偿还25.88万股，融券卖出8.28万股，按当日收盘价计算，卖出金额68.31 万元；融券余量58.11万股，融券余额479.41万元，超过近一年90%分位水平，处于高位。 ...

在这波AI产业浪潮中，单纯的模型研发已不再是唯一焦点，"算法+硬件+场景"的全链条融合正成为商 业化落地的核心关键。作为全球LED显示产业的龙头企业，洲明科技（300232.SZ）凭借前瞻的战略布 局，早已与智谱AI形成"资本+产业"的深度绑定，成为智谱AI生态中"显示具身化"的重要落地者。然 而，从二级市场表现来看，公司当不到百亿的市值尚未充分反映其在AI领域的先发优势与高成长潜 力。随着港股AI板块的持续升温，洲明科技的投资价值正迎来基本面、成长性与估值逻辑的三重共 振，一场全面的价值重估已然箭在弦上。 2月24日上午的市场走势显示，港股市场人工智能板块整体延续量价齐升的火爆态势，智谱 （02513.HK）继续大涨20.89%，MINIMAX-WP(00100.HK)涨7.85%。这波行情的背后，是国产大模型 商业化落地进程的全面提速。OpenRouter最新发布的周度数据显示，全球平台前十模型总token量约达 8.7万亿，其中中国模型独占5.3万亿，占比高达61%，国产大模型在全球AI竞赛中已确立核心话语权。 具体来看，MiniMax M2.5以2.45万亿token空降榜首，Kimi K2.5以1. ...

经济观察网艾比森（300389）(300389.SZ)近期值得关注的事件主要涉及公司业绩披露和战略规划。 业绩经营情况 公司计划在2026年聚焦三大方向，包括深化COB、MIP技术规模化优化、加速AI+显示场景应用、布局 LED电影屏等增量市场，并持续优化全球布局。这些举措可能影响公司长期发展轨迹。 经营状况 2025年业绩预告显示公司经营性现金流净额同比大幅上升约440%，应收和库存周转效率提升，后续需 关注这些指标在2026年的延续性。 以上内容基于公开资料整理，不构成投资建议。 艾比森已于2026年1月发布2025年度业绩预告，预计净利润同比大幅增长105.32%至148.09%，具体财务 数据将在《2025年年度报告》中详细披露。年度报告通常于年初公布，投资者可关注其正式发布以获取 完整业绩数据。 战略推进 ...

Group 1 - The core viewpoint of the article highlights the growing importance of LED displays in various applications, driven by advancements in MLED technology [2] - The company emphasizes that MLED (Mini LED & Micro LED) technology has expanded the application space for LED displays, moving from professional markets to commercial and consumer markets [2] - The company's products and technologies are being utilized in various downstream scenarios, including virtual shooting, smart cities, and conference events [2] Group 2 - The company is closely monitoring industry trends and actively exploring and laying out potential applications [2]

Group 1: Business Growth Strategies - The company's future growth relies on three strategic directions: technology upgrades for market expansion, innovative application demands, and AI application business growth [1][2] - The company is focusing on Mini/Micro LED technology to expand into new markets such as ultra-high-definition consumer displays [1] - The establishment of Shenzhen Zhixian Robot Technology Co., Ltd. aims to build an AI display ecosystem, enhancing both B2B and B2C offerings [2][3] Group 2: AI Integration and Market Focus - The company is committed to a dual-driven development path, integrating LED and AI technologies for both B2B and B2C sectors [3] - In the B2B sector, the focus is on industries like government, education, marketing, and cultural tourism, developing customized AI solutions [3] - The B2C sector will see the introduction of consumer products like AI learning lamps and emotional companion devices, leveraging user data for enhanced solutions [2][3] Group 3: Supply Chain Management and Cost Control - The company is facing rising raw material costs but has established a systematic response mechanism, leveraging its market position for better supplier negotiations [4] - Proactive inventory management has been implemented to mitigate short-term price fluctuations and ensure supply chain stability [4] - The company is focusing on high-value new products to improve overall gross margins, countering the impact of rising material costs [4] Group 4: XR Virtual Shooting and Market Position - The company has developed over 100 international XR virtual shooting studios, leading the global market with significant recognition from major clients [5][6] - Collaborations with top video platforms in China are driving rapid growth in the XR business, with increasing demand for virtual shooting in educational settings [5][6] - The company is expanding into new application areas such as live broadcasting, game development, and virtual exhibitions, positioning itself for strong future growth [6] Group 5: Risk Management and Financial Controls - The company adheres to accounting standards for impairment provisions and has implemented measures to systematically reduce risk exposure [6] - Strengthened accounts receivable management and the introduction of third-party financial tools are part of the strategy to optimize cash flow [6] - The company aims to maintain overall risk at a controllable level through these measures [6]

分红方面，利亚德A股上市后累计派现14.50亿元。近三年，累计派现4.98亿元。 机构持仓方面，截止2025年9月30日，利亚德十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股3606.36万股，相比上期增加687.08万股。南方中证1000ETF（512100）位居第六大流通股 东，持股1985.03万股，相比上期减少17.83万股。华夏中证1000ETF（159845）位居第八大流通股东， 持股1179.04万股，相比上期减少1.95万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月30日，利亚德跌1.27%，成交额6.47亿元。两融数据显示，当日利亚德获融资买入额5286.77万元， 融资偿还5786.93万元，融资净买入-500.17万元。截至1月30日，利亚德融资融券余额合计10.10亿元。 融资方面，利亚德当日融资买入5286.77万元。当前融资余额10.09亿元，占流通市值的5 ...

Core Viewpoint - The recent surge in precious metal prices has led to significant price increases across nearly 40 companies in the LED display industry, with adjustments ranging from 3% to 25% [1][2][9]. Group 1: Price Increases - Starting from December 2025, over 30 LED display-related companies have announced price hikes due to rising costs of raw materials [3]. - Specific companies such as Yongming Electronics and Guangdong Jiantao have raised prices by 10%-20% and 5%-10% respectively [3]. - The price adjustments are a response to the unprecedented increases in the costs of precious metals, wafers, and other key materials [2][11]. Group 2: Material Cost Increases - In January 2026, gold prices increased by over 20%, silver by more than 60%, and copper by nearly 50% compared to early 2025 [2]. - Companies like Tian Dian Optoelectronics reported a 102% increase in precious metal costs, leading to significant losses and necessitating price adjustments [9]. - The overall cost of materials has escalated to a point where existing pricing structures are no longer sustainable for many firms [2][18]. Group 3: Industry Dynamics - The current price increase trend reflects a heightened sensitivity of the LED display industry to raw material costs, with a notable synchronization in price adjustments across companies [38]. - Larger firms may leverage their supply chain advantages to mitigate cost pressures, while smaller companies face challenges in maintaining competitive pricing [38]. - The ongoing price adjustments may lead to increased industry consolidation as companies adapt to the changing market landscape [38].

● 本报记者 齐金钊 雷曼光电创始人、董事长兼总裁李漫铁在接受中国证券报记者专访时表示，面向未来公司将坚持聚焦 LED主业，持续进行技术创新及产品生态完善，着力推动国内、国际在产品、市场、业务等方面相互促 进，不断夯实业务基础，挖掘经营潜力，提升公司的发展质量。 从2022年北京冬奥会开幕式上的超高清"冰雪五环"异形屏，到今年2月份即将亮相米兰冬奥会央视展示 厅的275英寸8K超高清Micro LED屏，再到走入寻常百姓家的家庭巨幕墙……作为中国第一家LED显示 屏高科技上市公司，雷曼光电创立20余年来，一直深耕LED显示行业，不断在LED高清显示的创新赛道 上实现自我突破。 近年来，国内LED显示市场面临竞争加剧、需求增速放缓的挑战。为此，雷曼光电在稳固专用显示基本 盘的同时，一方面紧跟政策导向布局超高清家庭巨幕市场，另一方面依托技术积累开拓文旅沉浸式显示 新场景，通过差异化竞争开辟新的业绩增长点。 国家广播电视总局等部门发布的《加快超高清高质量发展行动计划（2025-2027年）》将2025年定为"超 高清发展年"，推动全国首批地方卫视全链路4K制播升级。2025年6月28日，深圳卫视4K超高清频道正 式 ...

证券日报网讯1月27日，利亚德（300296）在互动平台回答投资者提问时表示，作为视觉终端载体，公 司的LED显示设备将持续关注行业技术发展，不断在内容呈现、数据传输与屏幕显示系统等方面进行优 化，致力于为用户带来更优质的体验与更显著的经济效益。 ...