盈趣科技也很突出，一直专心做智能硬件制造。它不仅参股了摩尔线程，和华为合作也很重要。它给华为新能源车厂提供了好多核心配件，在智能家居与工 业控制赛道的制造能力很强。 智慧城市和云服务领域也有亮点企业，浙大网新就是代表。它是摩尔线程在浙江省的总代理，负责多项业务的分销和推进，包括服务器和边缘计算。它和华 为在信创与鸿蒙生态合作方面关系很重要，对推动产业升级和国产化替代作用不小。科华数据在数据中心及清洁能源解决方案领域很厉害，它和摩尔线程、 贵安新区一起建了智算中心。这个合作让它和摩尔线程在算力资源上联系更紧密，也给华为在相关领域的协同发展提供了重要支持。 新兴显示与元器件领域也有很多创新的企业。翰博高新在车载显示和Mini - LED背光模组方面技术好，把产品布局在摩尔线程适配和华为生态终端的需求 里，能满足好几个应用场景。麦捷科技在电子元器件领域发展得稳，给摩尔线程提供关键磁性器件，融入了算力服务器供应链，给华为提供基站电源和其他 核心元件，产品有多元协同能力。 从这些企业在智能科技和行业生态协作里的表现能看出，它们各有独特竞争力，在热门赛道上深耕，还推动产业链自主化、智能化发展。 这些年，科技发展得很快，产 ...

又一家成都科技企业迈向资本市场。 A股上市公司华联控股（000036）9月26日晚披露，公司与成都理想境界科技有限公司（下称"理想境 界"）及其全体股东拟签署《投资协议》，拟投资5000万元对理想境界进行增资入股。交易完成后，华 联控股将持有理想境界2.7778%的股权。同时，华联控股关联方恒裕资本也投资5000万元增资理想境 界，从而取得该公司2.7778%的股权。 估算下来，理想境界本轮融资后的投后估值约18亿元。 理想境界系一家从事AR相关业务的企业，此前已完成C轮融资。华联控股表示，此次投资系公司对新 兴显示技术进行的一次战略性投资、布局、尝试。 证券时报·e公司记者注意到，按照约定，理想境界需在华联控股此次投资完成后的5年内实现IPO或资本 重组。 公告显示，理想境界成立于2012年，现注册资本为152.742416万元，公司注册地址位于成都市高新区。 按照约定，华联控股以现金方式出资5000万元,其中计入理想境界注册资本为4.4924万元，计入资本公积 4995.5076万元。投资款仅用于公司运营相关事项。 股权方面，宋海涛持有理想境界37.869%股权，系公司第一大股东、实际控制人。他还担任公司 ...

转自：新华财经 由京东方自制的技术科普综艺节目《BOE解忧实验室》第四季日前正式收官。作为中国科技企业首档技 术科普综艺，本季节目立足技术创新与文化传承的交汇点，创新采用"中国地标+科技大事件"模式，携 手北京广播电视台及多位明星大咖，走进居庸关长城、北京中轴线、故宫博物院、天坛等文化地标，以 沉浸式、场景化的表现形式，生动诠释京东方在LCD、OLED、车载、数字艺术前沿科技如何赋能美好 生活。节目播出后反响热烈，全平台累计曝光量突破4.79亿次，成为科技企业以大众科普方式深化品牌 价值传播的标杆案例。 据介绍，《BOE解忧实验室》自诞生以来便以"科技+人文"的独特基因持续破圈。本季节目匠心独具地 以"地标为卷、技术为笔"的叙事策略，让前沿科技与中华优秀传统文化在北京这座历史文化名城的场景 中碰撞出智慧火花。任重、关凌、Yamy、陈卓璇等多位嘉宾作为"解忧发起人"，带着LCD、OLED、车 载、数字艺术等领域的创新技术，深入各文化场景让科技的温度得以被具象化呈现：在故宫抚摸数字修 复的文物纹路、在长城感受柔性屏与古建筑的对话、在中轴线见证车载显示与城市生活的共鸣……这种 创新表现形式，将科技"硬实力"的温度与 ...

Core Insights - BOE's self-produced technology popular science variety show "BOE's Worry-Free Laboratory" Season 4 has achieved a cumulative exposure of over 479 million across all platforms, setting a benchmark for marketing in the tech industry [2][4] - The show combines "Chinese landmarks + major technological events," collaborating with Beijing Broadcasting Television Station and various celebrities to illustrate how BOE's innovations in LCD, OLED, automotive, digital art, and sustainable development integrate into daily life [2][5] - The program has garnered significant viewership, with the highest single-episode rating on Beijing TV reaching 35 cities, ranking third nationally, and topping the cultural new releases chart on Youku [4] Marketing Innovation - "BOE's Worry-Free Laboratory" has established a new marketing paradigm for tech companies, transitioning from "technology output" to "value resonance" [4] - The show has received multiple prestigious awards for its social significance and innovative format, pushing the vision of "display technology empowering a better life" to new heights [5] - The narrative strategy of "landmarks as the scroll, technology as the pen" creates a chemical reaction between technology and Chinese civilization, enhancing cultural memory [5] Cross-Industry Collaboration - Industry leaders from companies like Hisense, Vivo, and Geely participated as "technology enablers," providing insights into the innovation logic behind the technology [7] - These cross-industry dialogues add professional depth to the program and demonstrate BOE's collaboration with upstream and downstream partners to integrate technology into everyday scenarios [7] Brand Engagement - BOE continuously explores innovative marketing paths to communicate technology knowledge to the public, establishing deep interactions with consumers through the show [8] - "BOE's Worry-Free Laboratory" has become a crucial online platform for communication between BOE and consumers, significantly enhancing brand promotion [8] - The company aims to uphold its vision of becoming "the most respected great enterprise on Earth" while pursuing a development strategy that integrates "technology + humanity" [8]

此外，经董事长成为提名，聘任王磊为公司总经理。王磊出生于1971年，拥有上海交通大学高电压技术 及设备、技术经济专业本科双学位，以及工商管理专业硕士学历，于1993年加入深天马，历任公司主任 工程师、工程总监、子公司副总经理及总经理、公司总经理助理、副总经理等职，持有公司7800股股 份，具备深厚的行业积淀与全面的管理能力。 除了深天马，中国电子、康佳集团等电子深企年内也有高管变动。今年4月，中国电子信息产业集团有 限公司官网"集团领导"栏目更新信息显示，李立功已任公司党组书记、董事长。中国电子是中央直接管 理的以网信事业为核心主业的国有重要骨干企业。根据公司官网，中国电子目前拥有18.9万员工，25家 上市公司，总资产4336亿元，业务覆盖全球6大洲60多个国家和地区，连续14年入选《财富》世界500 强。 今年8月，康佳专业化整合发布会在深圳举行，康佳正式成为华润集团旗下科技与新兴产业板块的业务 单元。发布会上，康佳集团董事长邬建军代表新一届管理团队发言，康佳集团还与重要合作伙伴签署了 深化合作协议。 【深圳商报讯】（记者 苑伟斌）近日，天马微电子股份有限公司发布公告称，经全体董事表决，成为 当选为公司第 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Views - The company reported a revenue of 2.765 billion in the first half of 2025, representing a year-on-year increase of 24.7%. The net profit attributable to shareholders was 52 million, up 23.7% year-on-year, while the net profit after deducting non-recurring items was 29 million, compared to a loss of 3 million in the same period last year [3][4]. - In Q2 alone, the company achieved a revenue of 1.5 billion, marking a significant year-on-year growth of 57.2%. The net profit attributable to shareholders for Q2 was 28 million, a slight decrease of 0.7% year-on-year, while the net profit after deducting non-recurring items was 17 million, showing a small profit compared to the previous year's loss [3][4]. - The display materials segment showed rapid growth, with a 43.8% increase in revenue, while the application materials segment saw a decline of 19.39%. The growth in display materials is attributed to the acceleration of orders from Shenzhen Guoxian for automotive displays and 3A cover plates [8]. - The gross profit margin for the period was 16.4%, an increase of 0.6 percentage points year-on-year. The gross profit margin for application materials decreased by 4.05 percentage points to 14.79%, while the new display segment saw an increase of 2.29 percentage points to 16.74% [8]. - The company is expected to expand its new materials business and increase production of UTG cover plates, with projected net profits of 160 million and 230 million for 2025 and 2026, respectively, corresponding to PE ratios of 77 and 54 [8].

华皓伟业2014年诞生于深圳，专注车规级LED光源与车载显示，是国内首家在12个月内完成主机厂验证 并批量交付的本土厂商。公司自研线弧焊接、低膨胀胶、热亚共晶、围白胶四大工艺，使远近光LED性 能超越欧司朗，氛围灯LED率先通过车规认证，可靠性较国际标准再提升50%，已配套日产、东风、吉 利、奇瑞等头部车企。 《商道创投网》创业家会员·本轮融资用途是什么？ 华皓伟业创始人陈志明表示：本轮资金将用于肇庆新基地一期扩产，缓解当前满产排单压力；继续加大 车规级LED及TOF传感芯片研发投入，迭代像素大灯、数字远光等下一代产品；同时扩充销售与技术支 持团队，加速国内主流车企及海外新能源品牌的渗透，构建"光源—传感—控光"全栈车载光电系统。 《商道创投网》创投家会员·本轮投资原因是什么？ 《商道创投网》2025年8月31日从官方获悉：深圳市华皓伟业光电有限公司（简称"华皓伟业"）近日完 成了由信芳基金领投、诺辉投资跟投的近亿元B轮融资，双方未设财务顾问。 《商道创投网》创业家会员·单位简介 信芳资本合伙人钟小兵表示：我们长期关注新能源汽车供应链安全，华皓伟业用十年沉淀打破海外垄 断，已验证的量产交付能力与持续技术创新， ...

宸展光电分析师会议 调研日期：2025年08月29日 调研行业：光学光电子 参与调研的机构：鹏华基金、银华基金、中信证券、国泰君安资 管、国寿安保等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | STAR ...

Core Viewpoint - The company, Lens Technology, is accelerating its transformation into a global AI hardware innovation platform, showing robust growth in its overall performance during the first half of 2025, with a revenue of 32.96 billion yuan and a net profit of 1.194 billion yuan, marking year-on-year increases of 14.18% and 35.53% respectively [1] Group 1: Smartphone Business - The smartphone and computer business segment maintained its industry-leading position, achieving a revenue of 27.185 billion yuan, a year-on-year growth of 13.19% [2] - The company has successfully developed and prepared for mass production of several flagship smartphones, enhancing market share and profitability [2] - As a global core supplier of ultra-thin flexible glass, the company has innovatively introduced a multi-layer structure design for foldable screens, leading the next generation of foldable screen development [2] - The company is well-positioned for mass production of new foldable screen models, with capacity planning and production line construction underway [2] Group 2: Smart Automotive Industry - In the smart automotive sector, the company accelerated its layout in vehicle displays, smart cockpits, and intelligent driving ecosystems, achieving a revenue of 3.165 billion yuan, a year-on-year increase of 16.45% [3] - The company’s ultra-thin laminated car window glass has become a key innovation in smart vehicle cockpits, with successful integration into the production systems of leading domestic car manufacturers [3] - The company has established partnerships with over 30 leading automotive enterprises, expanding its automotive business boundaries and promoting the evolution of smart cockpits into multi-dimensional scenarios [3] Group 3: New Smart Terminal Industry - The company is actively laying out the new smart terminal sector, covering AR glasses, smartwatches, and embodied intelligence, aiming to create an integrated ecosystem of "AI + terminal + scenario" [4] - In the smart head-mounted display and wearable sector, the company achieved a revenue of 1.647 billion yuan, a year-on-year growth of 14.74%, successfully delivering large-scale production of AR glasses to leading domestic clients [4] - The company is also involved in the humanoid robot industry chain, focusing on the development and mass production of core components such as joint modules and exoskeleton devices [4] - The company has made significant progress in emerging smart terminal fields like smart retail and smart home, enriching its high-value product portfolio and enhancing scenario penetration [4]

Group 1 - The core viewpoint of the article highlights the rapid development and innovation in the display industry, particularly in the automotive display sector, driven by significant market demand and technological advancements [1][15][16] - The automotive display market is becoming a key battleground for panel manufacturers, with a projected shipment of 196.7 million units in 2024, representing a nearly 10% year-on-year growth, and an expected increase to over 200 million units in 2025 [15][16] - Major panel manufacturers such as BOE, TCL Huaxing, and Visionox showcased a variety of automotive display applications at the DIC 2025, including central control screens, head-up displays, and entertainment screens, utilizing technologies like LCD, OLED, Mini LED, and Micro LED [2][11][12][18] Group 2 - The trend towards larger, high-definition televisions continues, with consumer preference shifting towards sizes of 65 inches, 75 inches, and beyond, which not only absorbs more panel capacity but also enhances profitability for manufacturers [17][19] - Companies like Huike and TCL Huaxing presented large-screen televisions at the exhibition, including an 116-inch RGB Mini LED LCD TV and a 100-inch 360Hz LCD TV, indicating a focus on high resolution and refresh rates to improve display quality [19][24] - The domestic supply chain is actively preparing for the G8.6 generation OLED panel production lines, with local companies advancing core materials and equipment to reduce reliance on imports and enhance production efficiency [26][27] Group 3 - AI technology is increasingly integrated into the display industry, enhancing product quality and performance across various stages of development, production, and interaction [28][29] - Companies like BOE and TCL Huaxing are leveraging AI to optimize manufacturing processes, improve yield rates, and reduce production cycle times, demonstrating the potential of AI to reshape the display industry [29][38] - The integration of AI is driving the development of new display technologies tailored to meet the demands of applications in automotive, mobile, and AR/VR sectors, showcasing the versatility and future potential of AI in the display market [38]