证券日报网讯12月25日，亚世光电（002952）在互动平台回答投资者提问时表示，电子纸是一种模仿传 统纸张显示效果的显示技术，具有超低功耗、阳光下可视、柔性可弯曲等特点，根据电子纸基板材料不 同决定了产品的硬度特性，包括柔性电子纸和刚性电子纸。公司将根据客户要求及应用场景来设计生产 产品。 ...

编号：2025011 投资者关系 活动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他：（请文字说明其他活动内容） 参与单位名称 及人员姓名 汇蔚基金：庄林源 远东宏信：黄光辉 企赋通科技：杨亚兵 个人投资者：王杏清 （排名不分先后） 时间 2025 年 12 月 17 日 15:00-16:00 地点 公司会议室 公司接待人员 姓名 副总经理兼董事会秘书：王亚彬 证券事务代表：廖琛琛 证券事务代表助理：唐军晶 投资者关系 活动主要内容 介绍 一、公司介绍企业文化、产品及业务等基本情况 二、与投资者交流环节 1.公司电子纸项目进展如何？出货量大概有多少？ 答：您好！1、根据公司《2024 年年度报告》，截至报告披露日，公 司已基本构建电子纸产品量产能力，并实现了小批量出货。未来，公 司将紧密顺应行业发展趋势与市场需求导向，持续驱动电子纸技术的 迭代升级，同时积极拓展产品的应用领域边界。2、公司严格按照相关 法律法规的要求进行信息披露，暂未对细分产品的相关数据进行单独 证券代码：300939 证券简称：秋田微 深圳秋田微电子股份有限公司 投资者 ...

格隆汇12月17日丨南极光(300940.SZ)在互动平台表示，公司电子纸业务目前已进入技术方案验证、样 品打样及小批量试产阶段。电子纸技术凭借低功耗、视觉友好、柔性可弯曲等特性，在电子书阅读器、 电子货架标签、智能办公及物联网等多类应用场景中展现出广阔的发展前景，公司对其后续应用和发展 持乐观态度。 ...

Group 1: Company Overview and Product Information - Shenzhen Akitain Microelectronics Co., Ltd. focuses on electronic paper technology, which is characterized by low energy consumption, eye comfort, and flexible manufacturing capabilities. Its applications include electronic price tags, e-readers, and signage [3]. - The company has applied for 32 patents related to electronic paper technology, with 6 invention patents and 8 utility model patents granted as of December 31, 2024 [3]. - The company has established production capabilities for electronic paper products and achieved small batch shipments, aligning with industry trends and market demands [3]. Group 2: Financial Performance and R&D Investment - In the first three quarters of 2025, the company invested approximately CNY 68.09 million in R&D, representing a year-on-year increase of 20.60% and accounting for 6.99% of its revenue, which is considered high within the industry [4]. - The company's overseas sales accounted for 42.06% of total revenue in the first half of 2025, with major exports to North America, Europe, and Asia [4]. Group 3: Sales and Market Strategy - The company primarily adopts a customized sales model, serving two main customer categories: end product manufacturers and technology service providers [5]. - A new production base is being established in Thailand, funded by the company's own resources, to enhance overseas production capabilities [5]. Group 4: Future Plans and Corporate Governance - The company has completed a share repurchase plan as of January 27, 2024, and will disclose any future repurchase plans in accordance with regulations [6]. - The company is exploring investment and acquisition opportunities to enhance its industry layout and foster sustainable growth [6].

证券代码：300939 证券简称：秋田微 深圳秋田微电子股份有限公司 投资者关系活动记录表 编号：2025009 投资者关系 活动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他：（请文字说明其他活动内容） 参与单位名称 及人员姓名 国投证券：刘杨 东方财富证券：梁英钰、温琪 中国文化产业基金：陈财茂 工商银行：徐焕中 杭州银行：郑子华 个人投资者：张志宏、张秀峰、于昊 （排名不分先后） 时间 2025 年 12 月 02 日 15:00-16:00 地点 公司会议室 公司接待人员 姓名 副总经理兼董事会秘书：王亚彬 财务负责人：石俊 证券事务代表：廖琛琛 证券事务代表助理：唐军晶 投资者关系 活动主要内容 介绍 一、公司介绍企业文化、产品及业务等基本情况 二、与投资者交流环节 1.电子纸的优势有哪些？ 答：您好！电子纸是一种新型显示技术，具备反射自然光舒适护眼、 广阔的可视角度、断电显示低能耗、可柔性制造等优良特性，可应用 于电子价签、电子阅读器、电子胸牌、公告标牌、看板等多个领域。 随着全球数字化进程加速推进以及可持续发展理念深度普及，电 ...

Core Insights - The electronic paper industry is experiencing significant growth, transitioning from niche applications to becoming a core component in IoT display terminals, driven by increasing demand in retail and other sectors [1][2] - The A-share electronic paper index saw a daily increase of 3.36% on November 25, and a year-to-date increase of 56.58% as of November 28 [1] - Major manufacturers are consolidating their market positions, with the top five companies expected to hold approximately 86% of the global market share by 2024 [2][8] Industry Trends - The "dual carbon" goals in China are providing implicit support for low-power electronic products, creating long-term certainty for electronic paper companies [2] - The demand for electronic price tags and other applications is accelerating, with the industry entering a phase of synchronized acceleration in technology, market, and application [2][7] - The electronic paper technology has advanced with breakthroughs in color and flexibility, expanding applications from black-and-white static displays to full-color dynamic displays [5][6] Market Dynamics - The global electronic paper market is projected to exceed $14.2 billion, with significant growth expected in the e-book segment, which is anticipated to reach 18.8 million units by 2025 [8][9] - The domestic electronic paper industry has formed a complete layout, with strong downstream demand driving the expansion of upstream materials and midstream module production capacity [7] - The industry is characterized by a high growth rate and low base, with a compound annual growth rate of over 20% expected for global electronic paper terminals [9][10] Competitive Landscape - Major players in the electronic paper market include E Ink Holdings, HeLiTai, and Yasi Optoelectronics, with E Ink holding over 90% of the electronic ink film market [5][6] - The domestic market is seeing increased competition, with companies like Hanwang Technology and others capturing significant market shares [6][7] - The industry is facing challenges in scaling up production and reducing costs, particularly in high-end color electronic paper, which still relies on imported core materials [10]

Core Insights - The "Intelligent Gathering in Wenjiang: Co-creating the Future" 2025 Electronic Paper Industry Ecological Conference was held in Chengdu, focusing on technological innovation and multi-dimensional applications in the electronic paper industry [1][2] - The establishment of an electronic paper industry innovation collaborative platform aims to connect various resources to promote technology application across sectors like education, healthcare, and new retail [1][2] - The conference also saw the signing of projects for an electronic paper quality evaluation and traceability platform, which aims to enhance market recognition of high-quality electronic paper products [1] Industry Development - Wenjiang District is actively promoting the integration of digital economy and real economy, with the electronic paper industry aligning with its green development goals due to its low-carbon and energy-saving characteristics [2] - The district plans to optimize the business environment and leverage its academic advantages to support electronic paper companies, fostering an industrial cluster effect [2] - Strategic cooperation has been established with the Guangdong Electronic Paper Industry Promotion Association to create a demonstration zone for electronic paper applications in the western region [2] Future Initiatives - The Wenjiang District Science and Technology Bureau plans to form an industrial technology innovation alliance to tackle core technologies such as flexible materials and color displays [3] - A one-stop service for "R&D - pilot testing - industrialization" will be provided through an incubation base at the National University Science Park of Electronic Science and Technology University [3] - The goal is to inject new momentum into the high-quality development of the electronic information industry [3]

Core Insights - E Ink, a global leader in electronic paper technology, has achieved LEED v4.1 Gold certification for its headquarters in Hsinchu, Taiwan, and its twin buildings FABVI & FABVII in Yangzhou, China, demonstrating a commitment to sustainable building practices [1][3]. Group 1: Sustainability Initiatives - The company is expanding its manufacturing capacity in response to increasing demand for electronic paper, reserving nearly 80,000 ping (approximately 264,000 square meters) for future operations, which is more than double its current production area [3]. - The Hsinchu headquarters, which began construction at the end of 2021 and is set to be completed by the end of 2024, is designed with energy efficiency and resource optimization as core goals, aligning with global net-zero carbon trends [3][4]. - The building incorporates high-efficiency design elements, including a central chilled water air conditioning system and smart lighting controls, achieving an overall energy savings rate of 26% [4]. Group 2: Water and Waste Management - The headquarters features a rainwater recycling system for irrigation, significantly reducing water consumption, and the lighting system adjusts based on natural light levels to enhance energy efficiency [4]. - During construction, the company adhered to green building principles, achieving a waste reuse rate of 75% for construction waste [4]. Group 3: Technological Integration - The headquarters utilizes energy-efficient electronic paper technology, enhancing meeting management with an electronic paper notebook reservation system and displaying real-time parking information on electronic paper billboards [5]. - The Yangzhou facility also received LEED certification, featuring high-insulation wall panels and low-emission glass, along with an energy monitoring platform that saves approximately 4.77 million kWh annually, equivalent to a reduction of 2,797 tons of carbon emissions [5][6]. Group 4: Renewable Energy and Local Sourcing - The Yangzhou plant has a self-sufficient solar power system with a capacity of 9.9 MW, generating about 11.8 million kWh of green electricity annually, which reduces carbon emissions by approximately 6,910 tons [6]. - The facility's construction phase achieved over 40% reduction in waste compared to LEED benchmarks, with a recycling rate of 82.1% for construction waste, and all major materials were sourced from nearby suppliers to minimize transportation emissions [6].

Group 1 - The core viewpoint emphasizes the importance of stimulating corporate innovation and reinforcing the role of enterprises in technological innovation [1] - Dalian Longning Technology Co., Ltd. is identified as a specialized service provider for new display devices, particularly electronic paper, and is recognized as a national "little giant" enterprise [1] - The company has obtained over 20 invention and utility model patents, with its flexible display and true color electronic paper technology reaching an internationally leading level [1] - The products of Dalian Longning Technology are exported to more than 20 countries and regions, including the United States and Germany [1] Group 2 - The article features an image of the automated production line of Dalian Longning Technology Co., Ltd. [2]

Core Points - The company Qingyue Technology (688496) has received a notice of investigation from the China Securities Regulatory Commission (CSRC) due to suspected false reporting of financial data [1][3] - If the CSRC confirms the violations, the company may face mandatory delisting under the Shanghai Stock Exchange's rules for major violations [3] Company Overview - Qingyue Technology was established in 2010 and specializes in providing overall solutions for IoT terminal displays [3] - The company has developed into a leading high-tech enterprise in the industry, focusing on innovation for over a decade, and was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in December 2022 [3] - The company operates multiple R&D centers and large-scale production lines in Jiangsu, Zhejiang, and Jiangxi, with a diversified business structure centered around PMOLED, electronic paper, and silicon-based OLED [3] Financial Performance - For the first three quarters of 2025, Qingyue Technology reported revenue of approximately 476 million yuan, a year-on-year decrease of 13.64% [3] - The net loss attributable to shareholders was approximately 43.35 million yuan, with a basic earnings per share loss of 0.1 yuan [3]