格隆汇1月9日丨亚世光电(002952.SZ)在投资者互动平台表示，公司已有显示屏产品应用于智能穿戴， 如智能手表、智能手环、3D眼镜。目前没有产品应用在AI眼镜领域。 ...

格隆汇1月9日丨深康佳Ａ(000016.SZ)在投资者互动平台表示，公司已有显示屏产品应用于智能穿戴， 如智能手表、智能手环、3D眼镜。目前没有产品应用在AI眼镜领域。 ...

转自：成都日报锦观 成都如何加快建设全国先进制造业基地？ 专家简介 熊承雪 成都市经济发展研究院宏观经济研究所（财政与金融研究所）研究员 编者按 产业强，则经济强。日前召开的省委经济工作会议提出，加快构建富有四川特色和优势的现代化产业体系。 作为全省人口和经济核心承载区，建设全国先进制造业基地，是GDP超2万亿元经济体量背后，成都构筑城市竞争力的关键基石。市委十四届 八次全会提出，要加快建设全国先进制造业基地。"十五五"时期，成都如何在做强标志性产业链、做深跨区域协同等方面发力，全面提升在全 国发展格局中的战略位势与功能能级？本期《锦观智库》采访成都市经济发展研究院宏观经济研究所（财政与金融研究所）研究员熊承雪。 布局先进制造业基地 是极具战略考量的系统工程 锦观智库：在当前国际国内复杂的发展局势之下，赋予成都建设全国先进制造业基地，凸显了国家层面对成都制造业发展的哪些期望？与国内 制造业发达城市相比，成都建设全国先进制造业基地存在哪些不足？ 熊承雪：当前，国家正在全国范围内布局建设一批全国性、地区性和区域性的先进制造业基地，这是一项极具战略考量的系统工程，其核心目 的在于优化国家生产力空间结构、提升产业链供 ...

证券日报网讯12月19日，华勤技术（603296）在互动平台回答投资者提问时表示，公司持续聚焦智能硬 件行业，在汽车电子领域积极布局座舱、显示屏、智驾三大产品方向，其中，在智能座舱方面，公司已 实现座舱产品全栈研发、制造及量产交付，并通过软件方面的创新和突破，自主设计出多平台、自适应 的座舱软件系统，已得到主流的主机厂高度认可，进一步完善了客户队列。同时，为满足客户全新产品 需求，在车规级智能硬件产品方面，公司积极布局智能网联产品，致力于实现车辆与外部环境的高效交 互，通过不断地研发和创新，为用户提供更加智能、安全、舒适的汽车电子产品，推动汽车产业的智能 化升级。 ...

据介绍，当前全球每四块显示屏中，就有一块来自京东方。这一数字的背后，是这家中国企业三十年来 对显示赛道的专注与坚守。 业内人士认为，在显示技术加速迭代的当下，京东方的持续深耕不仅为中国显示产业交出了扎实答卷， 更将为全球视觉革命提供更多中国方案。 转自：新华财经 "在家庭，在广场，在每一个人类涉足的地方，都有我们的产品与服务。我们和人们的生活联系的如此 紧密，以致使我们欲罢不能。"京东方董事长陈炎顺日前在清华大学演讲时现场分享了这样一段饱含深 情的感悟。这番话不仅道出了一位企业家的行业情怀，更精准勾勒出京东方深耕显示领域的初心底色。 编辑：幸骊莎 ...

Core Viewpoint - The patent litigation between BOE Technology Group and Samsung Display, which lasted for three years, has been resolved through a settlement, with both parties submitting a joint request to the U.S. International Trade Commission (ITC) to terminate the investigation [2][3][9]. Group 1: Litigation Background - The dispute began in December 2022 when Samsung Display accused BOE of infringing on four OLED patents related to mobile device display panels [3][4]. - In May 2023, BOE initiated a series of counter-lawsuits against Samsung in China, claiming patent infringement involving OLED technology [4]. - Samsung subsequently filed additional lawsuits in the U.S., including claims of trade secret infringement [4][7]. Group 2: Settlement Details - The settlement was reached before a final court ruling, and both companies agreed to withdraw all pending lawsuits in the U.S., China, and other jurisdictions [9][10]. - Specific terms of the settlement have not been disclosed [10]. Group 3: Company Profile and R&D Investment - BOE, founded in April 1993, is a leading IoT innovation enterprise with a business structure centered around semiconductor displays and various technology solutions [2][11]. - The company has invested over 600 billion yuan in R&D from 2021 to the first three quarters of 2025, with annual R&D expenditures showing consistent growth [11][12]. - As of the end of 2024, BOE has filed over 100,000 patents, with more than 90% of new applications being invention patents [12]. Group 4: Market Position and Financial Performance - BOE is a major player in the semiconductor display market, supplying one in every four display screens for smart terminals globally [13]. - The company has maintained profitability despite low display panel prices, reporting net profits of 25.47 billion yuan in 2023 and 53.23 billion yuan in 2024, with a 39.03% year-on-year increase in the first three quarters of 2025 [13].

Group 1: Industry Trends - Multiple consumer electronics and optical electronics companies are accelerating the launch of new products and expanding into emerging markets, indicating a new industry landscape [1] - Companies are focusing on terminal innovations, with significant developments in AR glasses and panoramic drones, enhancing the commercialization process [1] - The industry is witnessing a positive cycle from demand insights, product development to market promotion, creating new market opportunities [1] Group 2: Product Launches - Liyad has launched its first AR glasses and an AI interactive toy, with the AR glasses featuring professional translation and meeting functionalities [2] - The company is leveraging its Micro LED technology to develop AR glasses, targeting sectors like culture, tourism, and office markets for customized solutions [2] - Dragon Flag Technology has begun mass production of AI glasses charging cases, with expected rapid growth in shipments next year [3] Group 3: Automotive and Robotics Developments - Huqin Technology anticipates its automotive electronics revenue will exceed 1 billion yuan for the first time this year, with breakthroughs in smart cockpits and intelligent driving [4] - Tobo's smart automotive products, including charging piles and laser radar motors, are gaining market share, with significant increases in laser radar shipments expected [5] - Fuliwang is transitioning to the humanoid robot parts market, investing 1 billion yuan in a new manufacturing project, with initial samples already sent to major clients [6]

Core Viewpoint - The announcement of a significant asset restructuring involving Shahe Co., Ltd. and Jinghua Electronics signals a strong response to Shenzhen's recent policy aimed at enhancing mergers and acquisitions in the region, potentially revitalizing the local capital market [2][8][10]. Company Summary - Shahe Co., Ltd. plans to acquire 70% of Jinghua Electronics from Shenye Pengji, making Jinghua a subsidiary and consolidating it into Shahe's financial statements [1][5]. - Jinghua Electronics, established in 1987, specializes in IoT smart display controllers and LCD devices, with applications in smart homes, industrial control, and healthcare [4][5]. - The company previously attempted an IPO in 2023, aiming to raise 531 million yuan for various projects but withdrew its application in March 2024 [5]. Industry Context - The recent merger aligns with Shenzhen's "Action Plan" for promoting high-quality development in mergers and acquisitions from 2025 to 2027, which aims to complete over 200 projects with a total transaction value exceeding 1 trillion yuan [8][9]. - The plan emphasizes support for state-owned enterprises in strategic restructuring and encourages acquisitions in emerging industries such as integrated circuits and artificial intelligence [9][10]. - The display industry, particularly in OLED technology, is expected to grow, with projections indicating an increase in market share from 14% in 2024 to 21% in 2025 [9].

Core Viewpoint - The announcement of a significant asset restructuring by Shahe Co., Ltd. marks the first major case following the release of Shenzhen's three-year action plan for mergers and acquisitions, signaling a revitalization of the capital market in Shenzhen [2][5][7]. Group 1: Transaction Details - Shahe Co., Ltd. plans to acquire 70% equity of Jinghua Electronics from Shenye Pengji for cash, making Jinghua Electronics a subsidiary and included in the consolidated financial statements [1][4]. - The transaction is expected to be classified as a major asset restructuring under the relevant regulations, and it constitutes a related party transaction due to common control by Shenye Group [1][4]. - Jinghua Electronics, established in 1987, specializes in IoT smart display controllers and LCD devices, with applications in smart homes, industrial control, and smart medical fields [2][3]. Group 2: Financial Performance - Jinghua Electronics reported a revenue increase from 264 million yuan in 2020 to 521 million yuan in 2022, with net profit rising from approximately 2 million yuan to 5.93 million yuan during the same period [3]. - In the first half of 2023, Jinghua Electronics generated a revenue of 195 million yuan and a net profit of approximately 1.07 million yuan [3]. Group 3: Market Context and Implications - The recent merger aligns with Shenzhen's newly released action plan aimed at promoting high-quality development in mergers and acquisitions, with a goal of completing over 200 projects and achieving a total transaction value exceeding 100 billion yuan by 2027 [6][7]. - The acquisition is seen as a diversification strategy for Shahe Co., Ltd. amidst adjustments in the real estate sector, potentially providing new profit growth avenues [6][7]. - The display industry, particularly in the context of AI technology and terminal device growth, is experiencing increasing market demand, with projections indicating a rise in OLED display shipments from 14% in 2024 to 21% in 2025 [6][7].

Core Insights - The article discusses the transformation of Bắc Ninh Province in Vietnam, which has evolved from a small agricultural area into a significant hub for electronics manufacturing, drawing comparisons to Dongguan in China [1][24]. Group 1: Economic Development - Bắc Ninh Province has become a key player in Vietnam's electronics industry, largely due to the presence of major foreign investors like Samsung, which has invested a total of $23.2 billion in the region from 2008 to 2024 [5][24]. - The province's GDP is projected to reach approximately $9.2 billion in 2024, ranking it ninth among Vietnam's 63 provinces, despite its small geographical size [24][36]. - The industrial output of Bắc Ninh accounts for over 70% of its GDP, with the electronics manufacturing sector contributing 73% to Vietnam's total electronics production [24][25]. Group 2: Foreign Investment - Samsung's investment in Bắc Ninh has created over 45,000 jobs in the province, contributing significantly to the local economy [5][24]. - Other major companies, including GoerTek and Foxconn, have also established operations in Bắc Ninh, further enhancing its status as an electronics manufacturing hub [7][25]. - In 2024, Bắc Ninh attracted $5.12 billion in foreign investment, the highest in Vietnam, surpassing major cities like Ho Chi Minh City and Hanoi [31]. Group 3: Infrastructure and Location Advantages - Bắc Ninh's strategic location allows for easy access to major transportation routes, including a two-hour drive to Vietnam's largest deep-water port and a 30-minute drive to Nội Bài International Airport [16][14]. - The province has 22 industrial parks with a total area exceeding 5,000 hectares, indicating a growing demand for industrial land [25][26]. - The proximity to China facilitates the import of necessary components and materials, making it an attractive location for manufacturers [16][17]. Group 4: Labor Market Dynamics - The average monthly income in Bắc Ninh is estimated at approximately 9.5 million VND (~¥2,714), significantly higher than in Hanoi, driven by high demand for labor from foreign companies [32][31]. - The labor market is competitive, with companies frequently recruiting from each other, leading to a shortage of local workers [28][30]. - The influx of foreign companies has resulted in a vibrant local economy, attracting not only manufacturers but also service providers catering to the needs of expatriates and workers [33][35].