（文章来源：证券日报） 证券日报网讯 12月5日，骏成科技在互动平台回答投资者提问时表示，我司没有应用商业航天领域，我 司主要产品是显示领域，项目均是定制化开发。 ...

格隆汇12月5日丨骏成科技(301106.SZ)在投资者互动平台表示，我司没有应用商业航天领域，我司主要 产品是显示领域，项目均是定制化开发。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 图片来源：艾比森公告 12月2日，上海证券报记者致电丁彦辉了解反对票背后的更多情况。 关于为何以薪酬为理由投出本次反对票，丁彦辉称，"这是董秘的笔误"，自己其实是对公司的激励机制 不满。 近日，艾比森（300389）发布第六届董事会第一次会议决议公告。本次会议通过的议案中，包括选举丁 彦辉为公司第六届董事会董事长，任期与第六届董事会任期一致。 公告显示，该议案的表决结果为8票同意、1票反对、0票弃权、0票回避。而这唯一的反对票，来自丁彦 辉本人，反对理由是"对董事长岗位薪酬不满意"。与此同时，艾比森本次会议的绝大多数议案均获得全 票同意，无反对票。 根据艾比森2024年年报，丁彦辉出生于1973年，于2001年8月创业成立艾比森，一直担任公司董事长、 法定代表人至今（其中有十八年兼任总经理），现并任惠州艾比森董事、艾比森投资公司董事长等。 该年报还显示，报告期内，丁彦辉增持股份数量约为58.19万股，截至报告期末，其持股数约为1.25亿 股。 在薪酬方面，丁彦辉2024年从公司获得的税前报酬总额为435.56万元，其中包含员工持股计划的 ...

Group 1 - The core point of the article is that Chao Ying Electronics (SH 603175) held a temporary board meeting on November 26, 2025, to discuss the appointment of a board secretary and other related documents [1] - For the fiscal year 2024, the revenue composition of Chao Ying Electronics is as follows: automotive electronics accounts for 65.65%, display accounts for 10.46%, storage accounts for 7.66%, communication accounts for 6.88%, and consumer electronics accounts for 4.55% [1] - As of the report date, the market capitalization of Chao Ying Electronics is 33.9 billion yuan [1]

Group 1 - The core point of the article is that Chaoying Electronics (SH 603175) held its 30th board meeting on November 10, 2025, to discuss its capital expenditure plan [1] - For the year 2024, the revenue composition of Chaoying Electronics is as follows: automotive electronics accounts for 65.65%, display accounts for 10.46%, storage accounts for 7.66%, communication accounts for 6.88%, and consumer electronics accounts for 4.55% [1] - As of the time of reporting, the market capitalization of Chaoying Electronics is 31.6 billion yuan [1]

Core Viewpoint - The company has been deeply engaged in the display industry for over 40 years, focusing on its core display business and making strategic investments based on various factors [1] Group 1 - The company emphasizes a comprehensive consideration of its strategic development direction, macroeconomic trends, and industry technology iteration when planning new production lines [1]

Core Insights - BOE Technology Group reported a revenue of 154.55 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 7.53% [1] - The net profit attributable to shareholders for the same period was 4.601 billion yuan, reflecting a year-on-year growth of 39.03% [1] - In Q3 2025, the company achieved a revenue of 53.27 billion yuan, with a year-on-year increase of 5.81%, and a net profit of 1.355 billion yuan, up 32.07% year-on-year [1] Business Performance - The sensor business of BOE experienced a significant revenue growth of 57% year-on-year [1] - The MLED business saw a revenue increase of over 15% due to the growth in direct display and Mini backlight segments [1] - BOE launched an AI factory, indicating a focus on technological advancement [1] Cultural and Educational Initiatives - BOE collaborated with the Palace Museum to launch the "Hundred Palace Traditional Culture Public Course" project, which concluded on October 31, 2023 [1] - The initiative aims to leverage technology and cultural resources to provide quality educational experiences to children in remote areas [1] - The project emphasizes the integration of technology and culture to enhance educational accessibility and promote traditional Chinese culture [1]

Group 1 - Dongguan City completed an investment of 97.51 billion yuan in major projects from January to August 2025, representing a year-on-year growth of 3.63% and a progress increase of 2.6 percentage points compared to the same period last year [1] - A total of 137 new major projects were initiated, and 81 major projects were completed and put into operation during the same period [1] Group 2 - The Zhongqiang Elite Electronics expansion project covers an area of approximately 69.90 acres with a planned investment of 600 million yuan, focusing on the research and production of display products, and is expected to be completed in 2026 [2] - The Huajin Masukiri new materials project occupies about 45.78 acres with a total investment of 300 million yuan, primarily producing acetate fiber materials, and is expected to be operational by 2028 [4] Group 3 - The Changping Lianji Group headquarters project spans approximately 68.21 acres with a total investment of 750 million yuan, focusing on the research and production of heat dissipation modules and precision SMT components, which was completed in August 2023 [6] - The Liangang Optoelectronics headquarters R&D manufacturing center covers about 53.44 acres with a total investment of 620 million yuan, focusing on the research and production of optoelectronic and acoustic products, and is expected to generate an annual output value of 1.5 billion yuan [8]

Core Insights - Sony Group reported a strong performance for Q1 of the fiscal year 2025, with sales revenue of 26,216 billion yen, a year-on-year increase of 2% [1] - Operating profit was raised to 3,400 billion yen, reflecting a significant year-on-year growth of 36% [1] - Net profit reached 2,590 billion yen, up 23% compared to the previous year [1] - The operating profit margin improved to 13%, an increase of 3.3 percentage points year-on-year [1] Business Segment Performance - **Gaming and Network Services**: Sales revenue grew by 8% to 9,365 billion yen, with operating profit soaring by 127% to 1,480 billion yen, driven by non-first-party game software and network service sales [1] - **Music**: Sales revenue increased by 5% to 4,653 billion yen, and operating profit rose by 8% to 928 billion yen, supported by growth in music streaming services and mobile game applications [1] - **Film and Television**: Sales revenue decreased to 3,271 billion yen, but operating profit surged by 65% to 187 billion yen, aided by increased production and delivery of TV shows and revenue from film libraries [1] - **Entertainment, Technology, and Services**: Sales revenue was 5,343 billion yen, with operating profit at 431 billion yen, as cost control mitigated the impact of declining product sales and negative currency effects [1] - **Imaging and Sensing Solutions**: Sales revenue rose by 15% to 4,082 billion yen, with operating profit increasing by 48% to 543 billion yen, driven by higher sales of image sensors for mobile products [1] Strategic Developments - Sony's business structure is evolving, with a greater emphasis on entertainment in its Chinese operations, aligning with its global business strategy [1] - In July, Sony held a comprehensive brand event, Sony Expo 2025, in China, themed "Dimensional Roaming," showcasing its diverse business segments [1]

Core Viewpoint - Longli Technology (300752.SZ) has clarified that its products are not currently used in the panoramic drone products of YingShi, which is one of its end customers. However, the company's display products are already applied in YingShi's sports camera products [1] Group 1 - Longli Technology's products are not integrated into YingShi's panoramic drone offerings [1] - YingShi is identified as an end customer of Longli Technology [1] - Longli Technology's display products are utilized in YingShi's sports camera products [1]