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折叠iPhone渐行渐近!消费电子ETF(561600)盘中反弹超1.0%
Xin Lang Cai Jing· 2025-07-11 03:09
折叠iPhone渐行渐近!三星显示公司已开始为可折叠iPhone生产有机发光二极管(OLED)做准备。该 公司正在为苹果公司建设一条专用于可折叠显示屏的生产线,设备更换等工作已于去年下半年启动,目 前已进入最后阶段。该工厂产能为每月3.5万片(基于第六代玻璃基板)。换算成7英寸可折叠OLED标 准,年产能为1500万片,月产能为125万片。 数据显示,截至2025年6月30日,中证消费电子主题指数(931494)前十大权重股分别为立讯精密 (002475)、中芯国际(688981)、京东方A(000725)、寒武纪(688256)、豪威集团(603501)、澜起科技 (688008)、工业富联(601138)、兆易创新(603986)、歌尔股份(002241)、亿纬锂能(300014),前十大权重 股合计占比51.02%。 消费电子ETF(561600),场外联接(平安中证消费电子主题ETF发起式联接A:015894;平安中证消费电 子主题ETF发起式联接C:015895;平安中证消费电子主题ETF发起式联接E:024557)。 截至2025年7月11日 10:42,中证消费电子主题指数(931494)上涨0 ...
京东方董事长陈炎顺:液晶显示未来十年仍将是显示行业主流应用技术
Core Insights - The display industry is entering a rebalancing phase, with a reshaped industry landscape, where LCD will remain the mainstream application technology for the next decade, while OLED production lines in mainland China are rapidly developing [1][3] - The display industry, as a crucial pillar of electronic information and digital economy, has significantly contributed to global economic recovery, with a display panel market worth hundreds of billions, driving a similar scale in materials and equipment markets, and a trillion-dollar display consumption market [3] - The competition in the display industry is shifting from "scale and market share" to "high profitability, high technology, and high added value" [3] Industry Trends - Semiconductor display technology is continuously innovating, with no new technology currently seen as a replacement; LCD will remain the main application technology in the medium to long term, with mainland Chinese companies leading the global LCD display industry [3] - The high-end segment of the OLED market is breaking through, with the company currently operating three OLED production lines and expecting rapid development in mainland China's OLED production lines over the next five years [3] - Emerging display technologies represented by Mini/Micro LED will add momentum to the industry's growth [3] Capital Operations - The company has engaged in capital operations to enhance its strength, focusing on three main areas: industry integration to promote display industry development, independent listings of innovative businesses to create specialized development platforms, and repurchasing minority stakes in production lines to enhance shareholder equity [4] - The intention behind capital operations is to effectively promote the healthy and orderly development of the display industry and to vertically integrate quality assets to enhance the company's overall strength [4] Strategic Initiatives - The company's "Screen IoT" strategy and "N-th Curve" theory emphasize leveraging the core advantage of "screen" and surrounding capabilities, integrating more functions into screens, and expanding the boundaries of display applications [5] - Current focus areas for the company's multi-dimensional expansion include innovations in glass-based businesses and perovskite photovoltaic devices [5]
【太平洋科技-每日观点&资讯】(2025-05-13)
远峰电子· 2025-05-12 13:03
① 主 板 领 涨 , 东 尼 电 子 (+10.02%)/ 雷 科 防 务 (+10.02%)/ 天 箭 科 技 (+10.01%)/ 七 一 二 (+10.01%)/新大陆(+10.00%)/ ②创业板领涨, 中航成飞(+20.01%)/华如科技(+19.98%)/宏达电子(+15.73%)/ ③科创板领涨, 航天南湖(+19.99%)/兴图新科(+12.82%)/开普云(+10.40%)/ ④活跃子行业,SW军工电子Ⅲ(+5.21%)/SW消费电子零部件及组装(+4.47%)/ 国内新闻 行情速递 ① 半导体行业观察,台积电美国新厂频频传出生产良率捷报/促使美系客户 询问下单意愿攀升/不仅美国新厂的第三厂提早动土/已确定将扩充的后续三 个厂产能也传出被包下/台积电有望在2028年之前海外产能达总产能比重约 20%/ ② 高工智能汽车,高工智能汽车研究院监测数据显示/2024年中国市场乘用 车(不含进出口)前装标配辅助驾驶域控方案上险量达到358.69万台/同比 增长65.34%/渗透率达到15.65%/其中/软硬一体辅助驾驶域控方案占比超 过20%/ ③ 集邦化合物半导体,宁波材料所宣布/其研发的高结晶 ...
中国科学技术大学发表最新Nature论文
生物世界· 2025-05-09 05:15
金属卤化物钙钛矿 是下一代 发光二极管 (LED) 的有前景的发光材料候选者。在 纯红色 钙钛矿发光二极 管 (PeLED) 中同时实现高亮度和高效率是一个持续追求的目标。三维 CsPbI 3- x Br x 发射体具有出色 的载流子传输能力和高色纯度,这能够实现高效且超亮的纯红色 PeLED。然而,这类器件容易出现效率滚 降现象,导致在高电流密度下效率低且亮度低。 编辑丨王多鱼 排版丨水成文 https://www.nature.com/articles/s41586-025-08867-6 设置 星标 ,不错过精彩推文 开放转载 欢迎转发到朋友圈和微信群 微信加群 5 月 7 日, 中国科学技术大学 姚宏斌 、 樊逢佳 、 林岳 、 胡伟 , 中国科学院上海高等研究院 郑官豪杰 作为共同通讯作者,在 Nature 期刊发表了题为 : Intragrain 3D perovskite heterostructure for high- performance pure-red perovskite LEDs 的研究论文 。 该研究揭示了纯红光 钙钛矿发光二极管 (PeLED) 性能瓶颈的原因,进而成功制备出 ...