和辉光电总经理刘惠然表示，盈亏平衡是一个动态的过程，会因市场需求、产品价格及成本的变化而变 化。未来，公司将继续加大市场开拓力度，通过研发创新和技术升级不断丰富和优化产品结构，提升产 品附加值，同时持续改进生产工艺，提高生产效率和产品良率，保持AMOLED产品出货量的持续增 长，快速提升毛利率和净利润率，进而实现业绩的稳步增长。 关注重点项目进展 本次业绩说明会上，相关上市公司重点项目和业务进展情况成为"必答题"。 其中，龙图光罩的珠海募投项目被多位投资者提及。龙图光罩董事长柯汉奇表示，2025年上半年，龙图 光罩珠海项目顺利投产，公司第三代掩模板PSM产品取得显著进展。公司KrF-PSM和ArF-PSM陆续送往 部分客户进行测试验证，其中90nm节点产品已成功完成从研发到量产的跨越，65nm产品已开始送样验 证，已完成40nm生产设备的布局。该项目年规划产能1.8万片，预计达产后产值5.4亿元。珠海公司二季 度已开始小规模量产，预计2025年下半年开始将逐步放量。 9月10日，2025年半年度科创板半导体设备及材料行业集体业绩说明会在线举行。20家科创板上市公司 集体亮相，向投资者介绍公司经营业绩情况，分享 ...

格隆汇9月10日丨新益昌(688383.SH)在投资者互动平台表示，公司目前在机器人领域的项目正按计划推 进中。公司预计于今年9月底推出小脑和轮式机器人产品，元旦左右推出双足人形机器人产品。 ...

Group 1 - The core viewpoint is that the Mini LED industry is experiencing accelerated growth due to major manufacturers' strategic investments, leading to increased market penetration and reduced costs [1] - Company Xin Yichang is positioned as a leading player in the LED and new display solid crystal equipment sector, expected to benefit from industry expansion and strengthen its market position in packaging equipment [1] - The company has developed its own robotic technology, including the "Xiao Nao" robot, with key components like drivers and high-precision DDR motors produced in-house, allowing for quick customer response and cost advantages [1] - New robotic products are set to launch by the end of September and around New Year's, including a bipedal humanoid robot [1] - In the semiconductor sector, the company is moving from mid-range to high-end equipment, with several devices currently undergoing validation and optimization [1] - The Mini LED and semiconductor segments are anticipated to be the main growth drivers for the company, with improvements in the performance of new Mini LED solid crystal machines and preparations for Micro LED technology [1] Group 2 - Hongtu Innovation Fund, established in 2014, has an asset management scale of 18.045 billion yuan, ranking 124th out of 210 in total public funds [2] - The fund's non-monetary public fund management scale is 8.548 billion yuan, ranking 127th out of 210 [2] - The fund manages 41 public funds, ranking 111th out of 210, with 13 fund managers, ranking 95th out of 210 [2] - The best-performing public fund in the past year is the Hongtu Innovation Emerging Industry Mixed Fund, with a latest net value of 1.97 and a growth of 115.97% over the past year [2] - The latest public fund product launched is the Hongtu Innovation Prosperity Return Mixed A, which is a mixed equity type, with a subscription period from August 18, 2025, to September 5, 2025 [2]

Group 1 - The core viewpoint is that the Mini LED industry is experiencing accelerated growth due to major manufacturers' strategic investments, leading to increased market penetration and reduced costs [1] - The company, Xinyi Chang, is positioned as a leading player in the LED and new display solid crystal equipment sector, expected to benefit from industry expansion and strengthen its market position in packaging equipment [1] - The company has developed its own robotic technology, including the "Xiao Nao" robot, with key components like drivers and high-precision DDR motors produced in-house, allowing for quick customer response and cost advantages [1] - New robotic products are set to launch by the end of September and around New Year's, including a bipedal humanoid robot [1] - In the semiconductor sector, the company is moving from mid-range to high-end equipment, with several devices currently undergoing validation and optimization [1] - The Mini LED and semiconductor segments are anticipated to be the main growth drivers for the company, with improvements in the performance of new Mini LED solid crystal machines and preparations for Micro LED technology [1] Group 2 - The company, Nord Fund, was established in 2006 and currently manages a total asset scale of 34.606 billion yuan, ranking 95th out of 210 in the public fund management industry [2] - The non-monetary public fund asset scale is 27.708 billion yuan, ranking 92nd out of 210 [2] - The company manages 61 public funds, ranking 90th out of 210, with 18 fund managers, ranking 75th out of 210 [2] - The best-performing public fund product in the past year is Nord New Life Mixed A, with a latest net value of 1.67 and a growth of 102.62% over the past year [2]