（文章来源：证券日报） 证券日报网讯同兴达10月10日在互动平台回答投资者提问时表示，目前液晶显示模组和光学摄像头产品 毛利率正在筑底，先进封测业务正在产能爬坡中，毛利率逐步回归正常。 ...

10月9日，TCL科技发布公告称，已完成对 乐金显示（中国）有限公司 （ 下文简称LGDCA ） 80%股权及乐金显示（广州）有限公司 （ 下文简称 LGDGZ ） 100%股权 的收购，最终交易价 格为110.88亿元。 截至 该 公告日，TCL华星已将按照协议约定的对应汇率及支付方式，以人民币或等值人民币的美 元支付全部交易对价款。 据此前消息显示，该交易收购价格曾经历经调整：2024年9月，TCL科技首次公布交易基础价格为 108亿元；2025年4月，TCL科技表示，基于标的公司过渡期盈利及交割报表数据，收购金额调整 为112亿元；2025年10月，双方锁定交易价格为110.88亿元。 据悉， LGDCA为8.5代大型液晶面板厂，主要生产电视及商显大尺寸液晶面板产品；LGDGZ为配 套模组工厂，主要产品为液晶显示模组。 今年4月， LGDCA正式交割至TCL华星，并改名为t11。至此，TCL华星将拥有2条6代、4条8.5 代、1条8.6代和2条10.5代LCD产线。 图片来源：TCL华星 TrendForce集邦咨询指出，今年TCL华星借由并购案的完成和t9 8.6代线产能的提升，预计在全 球LCD大世 ...

Group 1 - Guangzhou's fixed asset investment recorded a year-on-year growth of 0.3% from January to August, significantly outperforming the provincial decline of 12.4% and aligning closely with the national growth of 0.5% [2] - Industrial investment in Guangzhou grew by 10.1% during the same period, with industrial technological transformation investment accelerating by 16.0% and automotive manufacturing investment increasing by 14.1%, particularly in the auto parts sector which saw a 39.4% rise [2] - Real estate development investment increased by 3.9%, driven by urban village renovation projects, while equipment and tool purchases grew by 12.0% due to large-scale equipment renewal policies [2] Group 2 - The automotive industry remains under pressure, with the industrial added value of the automotive manufacturing sector declining by 5.3%, although the decline has narrowed compared to previous months, and new energy vehicle production increased by 14.3% [2] - In terms of new economic drivers, the electrical machinery and equipment manufacturing sector grew by 10.4%, while specialized equipment manufacturing rose by 5.8%. The electronic components sector saw industrial added value growth of 17.4% [3] - The production of liquid crystal display modules and integrated circuits surged by 1.4 times and 14.7%, respectively, while the aerospace manufacturing and repair sectors experienced industrial added value growth of 20.1% and 18.0% [3]

资料显示，苏州锦富技术股份有限公司位于江苏省苏州工业园区江浦路39号，成立日期2004年3月29 日，上市日期2010年10月13日，公司主营业务涉及液晶显示模组(LCM和BLU)、光电显示薄膜及电子功 能器件、检测治具及自动化设备、精密模切设备、专业技术服务等。主营业务收入构成为：液晶显示模 组及整机31.67%，锂电池部件25.16%，消费电子元器件20.01%，检测治具及自动化设备12.47%，汽车 零部件5.13%，石油树脂产品2.75%，其他(补充)2.27%，其他主营产品0.53%。 截至6月30日，锦富技术股东户数3.01万，较上期增加8.16%；人均流通股43166股，较上期减少7.55%。 2025年1月-6月，锦富技术实现营业收入9.73亿元，同比增长20.83%；归母净利润-1.15亿元，同比增长 0.36%。 9月24日，锦富技术（维权）涨2.72%，成交额8.37亿元。两融数据显示，当日锦富技术获融资买入额 6087.91万元，融资偿还5097.21万元，融资净买入990.70万元。截至9月24日，锦富技术融资融券余额合 计3.75亿元。 融资方面，锦富技术当日融资买入6087.91 ...

Core Viewpoint - Heli Tai's stock price has shown significant volatility, with a year-to-date increase of 53.14%, but a recent decline of 3.68% over the past five trading days [1] Company Overview - Heli Tai Technology Co., Ltd. is located in Fuzhou, Fujian Province, and was established on April 30, 2003, with its listing date on February 20, 2008 [2] - The company specializes in the research, production, and sales of various modules including full-screen modules, touch screen modules, LCD display modules, electronic paper modules, camera modules, fingerprint recognition modules, and wireless charging modules [2] - The main revenue composition includes electronic paper display products (86.62%), general display products (11.90%), and other categories (0.80%) [2] - As of June 30, the number of shareholders increased by 70.29% to 111,000, while the average circulating shares per person decreased by 41.28% to 51,193 shares [2] Financial Performance - For the first half of 2025, Heli Tai achieved operating revenue of 833 million yuan, representing a year-on-year growth of 26.85%, and a net profit attributable to shareholders of 11.30 million yuan, up 101.37% year-on-year [2] - The company has distributed a total of 609 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Stock Market Activity - On September 15, Heli Tai's stock price fell by 2.14% to 3.66 yuan per share, with a trading volume of 356 million yuan and a turnover rate of 1.69%, resulting in a total market capitalization of 27.375 billion yuan [1] - The net outflow of main funds was 28.32 million yuan, with large orders showing a buy of 59.77 million yuan and a sell of 93.68 million yuan [1] - Heli Tai has appeared on the "Dragon and Tiger List" three times this year, with the most recent occurrence on August 29, where it recorded a net buy of -162 million yuan [1]

截至2025年9月12日收盘，伟时电子（605218）报收于22.4元，较上周的23.27元下跌3.74%。本周，伟 时电子9月9日盘中最高价报22.99元。9月11日盘中最低价报21.75元。伟时电子当前最新总市值48.02亿 元，在光学光电子板块市值排名63/92，在两市A股市值排名3422/5153。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 本周关注点 公司公告汇总：伟时电子向特定对象发行股票获证监会同意注册批复。 公司公告汇总：本次发行募集资金总额不超过48,000.00万元，用于轻量化车载新型显示组件项目 及补充流动资金。 公司公告汇总：公司存在业绩下滑、毛利率下降、行业竞争加剧等风险。 公司公告汇总 伟时电子股份有限公司收到中国证券监督管理委员会《关于同意伟时电子股份有限公司向特定对象发行 股票注册的批复》（证监许可[2025]1855号），主要内容包括：同意公司向特定对象发行股票的注册申 请；本次发行应严格按照报送上海证券交易所的申报文件和发行方案实施；本批复自同意注册之日起12 个月内有效；期间如发生重大事项 ...

Group 1 - The event held on September 11 was a collective online reception day for investors, focusing on the semi-annual performance report of listed companies in the Tianjin area for 2025 [1] - An investor inquired about the timeline for the complete transfer of orders from the Shenzhen production line to the Yancheng production line of Jingwei Huirong [1] - The company representative, Liu Dongmei, stated that most orders from the Shenzhen production line have already been transferred to the Yancheng production line, with some orders moved to other production bases, while a portion remains in Shenzhen [1] Group 2 - Jingwei Huirong's main business includes the research, production, and sales of LCD displays and touch display modules, as well as electromagnetic wires [1] - The company's primary products consist of LCD screens, LCD display modules, capacitive touch screens, touch display modules (full lamination products), protective glass covers, aluminum wires, copper wires, and copper composite wires [1] - These products are mainly used in various fields such as automotive displays, home electronics, medical devices, industrial control, and power [1]

Core Viewpoint - The company emphasizes its commitment to technology leadership and innovation-driven development, focusing on continuous R&D investment as a core competitive advantage [1] Company Overview - The company, Jingwei Hi-Tech, specializes in the R&D, production, and sales of liquid crystal displays and touch display modules, as well as electromagnetic wires [1] - Main products include liquid crystal screens, liquid crystal display modules, capacitive touch screens, touch display modules (full lamination products), protective cover glass, aluminum wires, copper wires, and copper composite wires [1] - Products are primarily used in automotive displays, home electronics, medical devices, industrial control, and power sectors [1] R&D and Innovation - The company is committed to improving production processes and enhancing product performance to continuously elevate its core competitiveness [1]

9月11日，与投资者同行 为价值共筑——天津辖区上市公司2025年投资者网上集体接待日暨半年报业绩 说明会在全景路演举行。 经纬辉开（300120）董事长、总经理陈建波在谈到公司未来的战略方向时表示，公司会通过投资、收购 等方式进军包括射频在内符合公司战略规划的项目。公司积极开展新业务的拓展延伸，坚持推进对投资 者有利的战略政策。 公开资料显示，经纬辉开主营业务为液晶显示和触控显示模组、电磁线的研发、生产和销售，主要产品 包括液晶显示屏、液晶显示模组、电容式触摸屏、触控显示模组(全贴合产品)、保护屏盖板玻璃、换位 铝导线、换位铜导线、铜组合线等。产品主要应用于车载显示、家居电子、医疗器械、工业控制及电力 等领域。（全景网） 本次活动更多详情，请点击：https://rs.p5w.net/html/148426.shtml ...

Core Viewpoint - Heli Tai's stock has shown significant growth this year, with a year-to-date increase of 69.04%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Heli Tai reported revenue of 833 million yuan, a year-on-year increase of 26.85%, and a net profit attributable to shareholders of 11.30 million yuan, up 101.37% year-on-year [2]. - The company has a cumulative cash distribution of 609 million yuan since its A-share listing, with no cash distribution in the last three years [3]. Stock Market Activity - On September 8, Heli Tai's stock price rose by 4.39%, reaching 4.04 yuan per share, with a trading volume of 293 million yuan and a turnover rate of 1.31% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on August 29, where it recorded a net buy of -162 million yuan [1]. Shareholder Information - As of June 30, Heli Tai had 111,000 shareholders, an increase of 70.29% from the previous period, with an average of 51,193 circulating shares per shareholder, a decrease of 41.28% [2]. Business Overview - Heli Tai, established on April 30, 2003, and listed on February 20, 2008, specializes in the research, production, and sales of various display modules and components, with a revenue composition heavily weighted towards electronic paper display products at 86.62% [2]. - The company operates within the electronic industry, specifically in the optical electronics and panel sectors, and is involved in several concept sectors including electronic rearview mirrors and fingerprint recognition [2].