当地时间1月28日，康宁公布2025年四季度及全年业绩：公司在核心口径下实现营收、利润双位数增长，并称四季度与全年均创纪录。 四季度核心销售额44.12亿美元，同比增14%；核心每股收益0.72美元，同比增26%。四季度GAAP营收42.15亿美元，同比增20；GAAP EPS 0.62美元，同比增72%。 全年看，康宁核心销售额164.08亿美元，同比增13%；核心EPS 2.52美元，同比增29%。全年GAAP营收156.29亿美元，同比增19%，GAAP EPS 1.83美元，同比增216%。 盈利能力继续抬升。四季度核心经营利润率升至20.2%，全年核心经营利润率19.3%（2024年为17.5%），显示在收入扩张之外，费用率与 经营杠杆对利润端的支撑仍在。 现金流同样强劲：2025年经营现金流27.0亿美元，调整后自由现金流17.17亿美元（2024年为12.53亿美元）。 公司上调Springboard增长目标，并给出2026年一季度指引：预计核心销售额42亿-43亿美元、同比约增15%，核心EPS 0.66-0.70美元。 受益于光通信等业务强劲增长，美股材料巨头康宁四季度和全年核心业绩均创历史 ...

证券日报网讯 1月21日，海信视像在互动平台回答投资者提问时表示，公司高度重视显示终端核心能力 的持续升级，已在自研芯片和AI智能化方向进行前瞻布局，不断提升显示产品在画质处理、场景感知 和用户交互等方面的综合能力。同时，公司将保持积极开放的态度，围绕产业协同与长期价值创造，与 具备相关潜力的合作伙伴探索多种合作方式。 （文章来源：证券日报） ...

格隆汇1月21日丨海信视像(600060.SH)在互动平台表示，公司高度重视显示终端核心能力的持续升级， 已在自研芯片和AI智能化方向进行前瞻布局，不断提升显示产品在画质处理、场景感知和用户交互等 方面的综合能力。同时，公司将保持积极开放的态度，围绕产业协同与长期价值创造，与具备相关潜力 的合作伙伴探索多种合作方式。 （原标题：海信视像(600060.SH)：已在自研芯片和AI智能化方向进行前瞻布局） ...

格隆汇1月21日丨海信视像(600060.SH)在互动平台表示，公司高度重视显示终端核心能力的持续升级， 已在自研芯片和AI智能化方向进行前瞻布局，不断提升显示产品在画质处理、场景感知和用户交互等 方面的综合能力。同时，公司将保持积极开放的态度，围绕产业协同与长期价值创造，与具备相关潜力 的合作伙伴探索多种合作方式。 ...

Core Viewpoint - The company, Deep Tianma A (000050.SZ), has indicated that its display products are being applied in AI-enabled smartphones and IT terminals, but have not yet been utilized in AI glasses [1] Group 1 - The company is actively engaging with investors regarding its product applications [1] - The current focus of the company's display products is on AI functionality in smartphones and IT terminals [1] - There is no current application of the company's products in AI glasses [1]

Core Viewpoint - The company, Deep Tianma A, has been dedicated to the display industry for over 40 years, focusing on the development of display technology and solutions while exploring various applications in smart terminals and non-display technologies based on panel processes and TFT driving technology [1]. Group 1 - The company has a long-standing commitment to the display sector, emphasizing continuous improvement in display technology and solutions [1]. - The company is actively exploring the application of display products across various smart terminal scenarios [1]. - The company is also investing in non-display application technologies based on panel processes and TFT driving technology [1].

Group 1: Company Overview and Investor Engagement - The investor relations activity involved a specific audience survey and on-site visit at Hefei BOE Technology Co., Ltd. on January 5, 2026 [1][2] - Participants included representatives from various financial institutions such as Tianfeng Securities and China Life Insurance [1][2] Group 2: Advantages of Perovskite Technology - Perovskite solar cells are recognized for their high efficiency, lightweight, and flexibility, making them suitable for a wide range of applications [2][3] - The company has achieved a record time of 38 days to complete the pilot line, showcasing its manufacturing capabilities [2] Group 3: Comparison with Traditional Silicon Technology - Perovskite technology offers lower theoretical costs and simplified processes compared to traditional silicon solar cells, with lower preparation temperatures [3] - The flexibility and impact resistance of perovskite cells enhance reliability during transport and application [3] Group 4: Application Scenarios - The company has established the world's first BIPV (Building-Integrated Photovoltaics) project using perovskite technology, receiving national recognition [4] - Collaborations with leading consumer electronics companies are underway to develop innovative products like photovoltaic price tags and autonomous vehicles [4] Group 5: Project Progress and Efficiency - The company is developing rigid, flexible, and stacked component technologies, achieving industry-leading efficiency levels [5][6] - Rigid components have reached a steady-state efficiency of 27.37%, while flexible components have achieved efficiencies of 21.39% and 16.6% [5][6] Group 6: Focus Areas and Future Plans - The company is concentrating on improving the efficiency and lifespan of perovskite products, addressing challenges in industrialization [7] - Plans include building demonstration power stations and developing solutions that meet ISOS and IEC standards [7] Group 7: Unique Advantages of Pilot and Experimental Lines - The company leverages its expertise in glass-based thin-film processing and packaging technology to establish a fully automated flexible perovskite production line [8] - This flexible production model allows for adjustments and expansions in the early stages of the industry [8] Group 8: Future Business Strategy - The company aims to increase R&D investment to enhance the conversion efficiency, stability, and lifespan of perovskite components [9][10] - There is a commitment to accelerate the industrialization process and reduce costs while fostering an open innovation ecosystem with global partners [10]

Group 1 - The core viewpoint of the article is that Jun Cheng Technology (301106) clarified its involvement in the aerospace computing power project, stating that it does not participate in such projects and focuses primarily on the display field with customized development [1] Group 2 - The company responded to investor inquiries on an interactive platform, emphasizing its commitment to its main product line in the display sector [1]

Group 1 - The core viewpoint of the article is that Liard (300296) has confirmed its products are widely used across various sectors, including corporate clients, military units, government agencies, basic energy, public safety, traffic dispatch command, and cinemas, but has not yet expanded into the helmet sector [1] Group 2 - The company is actively engaging with investors through interactive platforms to provide updates on its product applications [1] - The diverse application areas indicate a strong market presence and potential for growth in multiple industries [1] - The absence of expansion into the helmet sector suggests a focused strategy on existing markets rather than diversifying into new product categories at this time [1]

Core Viewpoint - Liard (300296.SZ) has indicated that its products are widely used across various sectors, including enterprise clients, military units, government agencies, basic energy, public safety, traffic dispatch command, and cinemas, but have not yet expanded into the helmet sector [1] Group 1 - The company’s products are applied in enterprise clients [1] - The company’s products are utilized by military units [1] - The company’s products serve government agencies [1] Group 2 - The company’s products are used in basic energy sectors [1] - The company’s products are involved in public safety [1] - The company’s products are employed in traffic dispatch command [1] Group 3 - The company’s products are utilized in cinemas [1] - The company has not yet expanded into the helmet sector [1]