Group 1: CES 2026 Highlights - CES 2026, known as the "Spring Festival Gala" of the tech industry, commenced on January 6, 2026, in Las Vegas, attracting over 4,000 global companies, with nearly 1,000 from China, showcasing China's technological strength [1] - BOE (京东方), a global leader in displays, showcased over 60 cutting-edge technologies and solutions, reinforcing its core position in the industry through ecological empowerment and innovation breakthroughs [1] - BOE's strategy as a "screen IoT" practitioner emphasizes technological innovation across multiple fields, solidifying its global leadership in the display industry while seizing opportunities in new sectors like smart cockpits [1] Group 2: OLED Market Insights - The global OLED display materials market is projected to reach $3.119 billion by 2025 and $9.283 billion by 2032, with a compound annual growth rate (CAGR) of 16.86% from 2025 to 2032 [2] - Lite-On Optoelectronics is a leading domestic player in the OLED upstream light-emitting materials sector, achieving breakthroughs in domestic OLED terminal materials and maintaining a leading position in production capacity and shipment volume [2] - New Fiber New Materials has developed OLED flexible packaging films for foldable smartphones and automotive displays, reducing moisture penetration risks [2] Group 3: Equipment and Components for OLED - Jingce Electronics (精测电子) provides OLED panel testing equipment, covering screen brightness and color calibration, potentially supporting dual-layer OLED production lines [3] - Linde Equipment (联得装备) specializes in panel assembly equipment, involved in OLED screen lamination and packaging processes, possibly participating in manufacturing [3] - Dongshan Precision (东山精密) supplies flexible circuit boards (FPC) and precision components, likely providing supporting components for screen modules [3] - Northern Huachuang (北方华创) indirectly invests in semiconductor equipment through its stake in ChipSource, which develops and produces equipment applicable in OLED manufacturing [3]

Group 1: Northern Huachuang - Northern Huachuang achieved operating revenue of 16.142 billion yuan in the first half of 2025, a year-on-year increase of 29.51% [2][3] - The net profit attributable to shareholders was 3.208 billion yuan, reflecting a year-on-year growth of 14.97% [2][3] - The company focuses on the research, production, sales, and technical services of semiconductor basic products, including electronic process equipment and electronic components [4] Group 2: Deep Kangjia - Deep Kangjia reported operating revenue of 5.248 billion yuan in the first half of 2025, a decrease of 3.05% year-on-year [5][6] - The company incurred a net loss of 383 million yuan attributable to shareholders [5][6] - The consumer electronics business faced intensified competition and product mismatch with national subsidy policies, leading to losses [7] Group 3: Crystal Integration - Crystal Integration achieved operating revenue of 5.198 billion yuan in the first half of 2025, an increase of 18.21% year-on-year [8][10] - The net profit attributable to shareholders was 332 million yuan, marking a significant increase of 77.61% [8][10] - The company specializes in 12-inch wafer foundry services and has made progress in various technology platforms [11] Group 4: Weida Optoelectronics - Weida Optoelectronics reported operating revenue of 101 million yuan in the first half of 2025, a decrease of 7.25% year-on-year [12][13] - The net profit attributable to shareholders was 9.48 million yuan, down 39.78% [12][13] - The company is focused on the development and sales of polarizers and optical films for liquid crystal displays [14] Group 5: Landai Technology - Landai Technology achieved operating revenue of 1.751 billion yuan in the first half of 2025, a year-on-year increase of 8.32% [15][16] - The net profit attributable to shareholders was 109 million yuan, reflecting a growth of 61.56% [15][16] - The company is engaged in power transmission and touch display businesses, with a focus on automotive electronics and IoT devices [17]