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集中资源发展光学产业 联创电子上半年实现扭亏为盈
本报记者 曹琦 "随着舱驾一体架构普及和光学链路(从镜头到域控)技术打通,车载光学有望复制手机摄像头的升级 路径,成为智能汽车时代核心增量市场。"福建华策品牌定位咨询创始人詹军豪表示。 值得一提的是,伴随着人形机器人市场的迅速扩张,帮助人形机器人实现周边环境感知的摄像头及镜头 供应链也迎来了前所未有的发展机遇。 面对上述机遇,联创电子始终坚持创新驱动发展战略,不断加强在知识产权创造、运用、保护和管理方 面的能力,发掘和培育了一批创新程度高、竞争优势明显、行业影响力强的专利技术,尤其在光学镜 头、影像模组、激光雷达和HUD光学组件等方向积极进行专利布局,专利申请量和授权量逐年攀升。 8月26日,联创电子科技股份有限公司(以下简称"联创电子")发布2025年半年度报告。上半年,该公 司营业收入为42.2亿元,同比减少14.49%;归属于上市公司股东的净利润为2409.39万元,实现扭亏为 盈。 "公司近年来布局的智能感知光学业务得到较快发展,销售收入同比成倍增长。公司高清广角镜头及模 组在运动相机、无人机、警用监控等专业领域持续扩大优势,客户覆盖多家国内外知名品牌,并通过技 术延伸为新兴智能终端提供定制化光学支持 ...
深天马A(000050) - 000050深天马A调研活动信息20250824
2025-08-25 04:34
证券代码:000050 证券简称:深天马 A 天马微电子股份有限公司 投资者关系活动记录表 编号:2025-010 | | □分析师会议 特定对象调研 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与人员单位及姓名 | 上市公司参与人员:陈冰峡、刘庆全、陈丹、洪正阳 | | | 外部参与人员:Citi、Point72、UBS、UG Investment、中信证券、红杉中国、 | | | 天弘基金、长江养老、浙商证券、东北证券、东吴证券、国调基金、国海证 | | | 券、天风证券、国联民生证券、国泰海通证券、国信证券、刚睿资本、鸿远 | | | 私募、华西证券、珺则投资、开源证券、山西证券、匀升投资、申万证券、 | | | 南方汇金、盛石资本、中科融信投资、天铖资本、协众投资、兴证资管、誉 | | | 辉资本、远致瑞信、长城证券、壁虎投资、中新融创、中意资产 | | 时间 2025 | 年 8 月 24 日(周日)20:00-21:00 | | 地点 线上 | | | 形式 | ...
DIC 2025:车载显示需求增长,上游企业如何应对?
WitsView睿智显示· 2025-08-13 07:53
Core Viewpoint - The DIC 2025 exhibition highlighted the growing importance of automotive display applications, showcasing innovations from various panel manufacturers and upstream suppliers in response to increasing market demand for vehicle displays [1][2][10]. Group 1: Exhibition Overview - The DIC 2025 exhibition took place from August 7 to 9 in Shanghai, featuring over 300 renowned companies from the display industry, covering various segments such as display panels, upstream materials, core equipment, and terminal applications [1]. - Automotive displays emerged as a key highlight, with major manufacturers like BOE, TCL Huaxing, and Visionox showcasing a range of applications including central control screens, head-up displays, and entertainment screens using technologies like LCD, OLED, Mini LED, and Micro LED [2]. Group 2: Market Demand and Growth - The automotive industry's shift towards electrification, intelligence, connectivity, and sharing is driving an increasing demand for display screens, evolving from single central control screens to multi-screen interactions and full-scene integration [10]. - According to TrendForce, the shipment volume of automotive panels is expected to reach 196.7 million units in 2024, marking a nearly 10% year-on-year growth, with projections for 2025 to exceed 200 million units, reaching 208.9 million units [10]. Group 3: Upstream Supplier Innovations - Upstream suppliers are responding to the rising demand for automotive displays, providing new opportunities for panel manufacturers beyond traditional consumer electronics [11]. - Companies like TuoMi Group showcased high-precision folding hinge products, utilizing advanced materials such as carbon fiber and titanium alloy to enhance strength and reduce weight [13]. - Chengdu TuoMi's breakthroughs in ultra-thin flexible glass (UTG) technology have improved bending performance, addressing traditional manufacturing defects, and are being developed for automotive applications [13]. - Sichuan Hongke Innovation Technology presented various automotive display glass products, including environmentally friendly high-aluminosilicate glass, which has been adopted by several automotive brands [14][16]. Group 4: Industry Trends and Future Outlook - The DIC exhibition indicated a collaborative effort among display panel manufacturers and upstream suppliers to enhance automotive display solutions, contributing to the industry's evolution towards more advanced and multifunctional display products [20]. - The ongoing investments and innovations in the automotive display sector suggest a promising future, with expectations for more comprehensive solutions to emerge in subsequent exhibitions, further supporting the automotive industry's transition towards new technologies [20].
车载显示“一夜红海”
经济观察报· 2025-06-18 01:48
Core Viewpoint - The automotive display market is experiencing high growth but is simultaneously facing a structural dilemma of low profitability, leading to a shift in competitive focus from mere scale expansion to differentiation strategies [4][13]. Market Growth Potential - The global automotive display system market is projected to grow from $23.83 billion in 2024 to $47.37 billion by 2029, with a compound annual growth rate (CAGR) of 14.7% [2]. - The total shipment of automotive display panels is expected to reach 232 million units in 2024, marking a year-on-year increase of 6.2% [2]. Competitive Landscape - The automotive display market is viewed as a "second growth curve" for the display industry, especially as traditional markets like mobile phones and TVs face saturation [3]. - Major display manufacturers are increasingly investing in automotive display capacity, leading to intensified price competition [4]. Structural Challenges - The automotive display market is characterized by "structural dividends and competitive excess," with many suppliers feeling the pressure from both automotive manufacturers and price wars [4][10]. - The shift towards direct partnerships between panel manufacturers and automakers is emerging, reducing reliance on traditional Tier 1 suppliers [10][11]. Differentiation Strategies - Building deep relationships with automakers and Tier 1 suppliers is crucial for success, as the automotive project cycle is long and complex [15]. - Companies must focus on diverse technological innovation capabilities to meet the stringent requirements of automotive-grade products [15][16]. Company Strategies - BOE is adopting a comprehensive strategy to become a "general contractor" for smart cockpits, leveraging its extensive technology portfolio [18]. - Tianma is focusing on high-resolution LTPS LCD technology, achieving over 30% year-on-year revenue growth in its automotive business [19]. - TCL Huaxing is rapidly increasing its market share through deep partnerships with key automotive players, achieving a 125% year-on-year growth in automotive display shipments [20]. Emerging Technologies - The rise of electric vehicles is driving demand for larger and more advanced screens, with HUD technology becoming increasingly common in mid-range vehicles [7]. - Companies like XGIMI are exploring projection technology as an alternative to traditional screens, aiming to address space and adaptability challenges [23].
沪指盘整新消费概念股大涨 市场热点能否持续?
第一财经· 2025-05-29 02:16
Market Overview - The three major stock indices opened higher on May 29, with the Shanghai Composite Index at 3340.4 points, up 0.01%, the Shenzhen Component Index at 10006.43 points, up 0.03%, and the ChiNext Index at 1988.32 points, up 0.15% [1] Guest Insights - Current market trading volume has returned to around 1 trillion yuan, with expectations for the index to maintain a range-bound consolidation pattern. Downside space is relatively limited due to several supporting factors, including strategic allocation by state-owned funds to blue-chip stocks, ongoing demand from foreign institutions for core Chinese assets, and steady market entry by long-term institutional investors like insurance funds [2] - A "barbell" investment strategy is recommended, balancing defensive assets while also positioning in high-growth sectors. Specific growth sectors are highlighted as having high market elasticity and long-term investment value [2] - Investors are advised to gradually position in emerging technology sectors with long-term growth potential, while also focusing on technology-related areas that have seen significant adjustments and are currently undervalued [2] Brokerage Opinions - CICC expresses optimism about investment opportunities in leading automotive display and HUD manufacturers, noting the rapid technological iteration and scaling application of in-car display technology as automotive intelligence deepens [5] - Tianfeng Securities suggests focusing on the electronics sector, particularly on the performance elasticity of design segments such as SoC/ASIC/storage/CIS in the second quarter. Companies involved in AI SoC chips are expected to benefit from the release of AI hardware penetration, with optimistic outlooks for upcoming AI glasses launches [6]
东山精密(002384):新能源业务快速成长,持续聚焦双轮驱动战略
Orient Securities· 2025-05-26 15:39
Investment Rating - The report maintains a "Buy" rating for the company with a target price of 32.97 CNY based on a 21x PE valuation for 2025 [2][6][11]. Core Insights - The company is experiencing rapid growth in its new energy business, with a focus on a dual-driven strategy. In 2024, the new energy segment achieved revenue of 8.65 billion CNY, a year-on-year increase of 36.98%, accounting for 23.52% of total revenue [10]. - The PCB business remains a global leader, benefiting from increased industry demand. The company ranks second globally in FPC revenue and third in PCB revenue, with a projected compound annual growth rate of 4.8% for the global PCB industry from 2025 to 2029 [10]. - The company is advancing its globalization strategy by acquiring 100% of the French GMD Group, aiming to expand its presence in the European automotive sector [10]. Financial Forecast and Investment Recommendations - The company is projected to achieve earnings per share of 1.57 CNY, 2.15 CNY, and 2.71 CNY for the years 2025 to 2027, respectively. The previous estimates were adjusted primarily due to changes in revenue, gross margin, and expense ratios [2][11]. - Revenue forecasts for 2023 to 2027 are as follows: 33.65 billion CNY (2023), 36.77 billion CNY (2024), 42.35 billion CNY (2025), 49.27 billion CNY (2026), and 57.13 billion CNY (2027), with year-on-year growth rates of 7%, 9%, 15%, 16%, and 16% respectively [4][10].
智能座舱企业海微科技总部二期签约武汉
WitsView睿智显示· 2025-05-14 10:03
Core Viewpoint - Haiwei Technology is expanding its operations by establishing a new headquarters and R&D manufacturing base in Wuhan, focusing on the development of intelligent cockpit products for the automotive industry [1][2]. Group 1: Company Overview - Haiwei Technology, founded in 2012, specializes in the R&D and manufacturing of intelligent cockpit products, including in-car displays, cockpit domain controllers, and remote monitoring terminals for vehicle networking [2]. - The company has provided intelligent cockpit components to 14 automotive brands, including NIO, Li Auto, Dongfeng, and SAIC, with its products featured in 32 models currently on sale [2]. Group 2: Project Details - The headquarters and R&D manufacturing base project consists of three functional areas: intelligent manufacturing, R&D operations, and living growth, and is being constructed in two phases [3]. - Phase one covers an area of 50.44 acres with a building area of 75,000 square meters, expected to commence production in October, with an annual capacity of 4.2 million automotive electronic components [3]. - Phase two will include the establishment of the Haiwei Automotive Research Institute and a high-end equipment research institute, featuring 25 product lines and supporting headquarters functions, with full occupancy expected by December 2026, accommodating over 2,000 employees [3]. Group 3: Financial and Investment Aspects - Haiwei Technology has initiated its IPO process with the completion of the counseling filing in December 2024, marking its entry into the A-share market [4]. - The company has completed three rounds of financing, attracting investments from notable entities such as NIO Capital, SAIC Hengxu, GAC Capital, and Temasek Holdings, among others [4].
蓝黛科技拟3411万收购整合资源 五年投6.54亿研发布局智能装备
Chang Jiang Shang Bao· 2025-05-12 00:27
Core Viewpoint - BlueDai Technology (002765.SZ) is taking a significant step in resource integration within the touch display sector by acquiring an 18% stake in Chongqing Taiguan Technology Co., Ltd. for 34.11 million yuan, aiming for full ownership and enhancing its dual main business strategy [1][2] Group 1: Acquisition Details - The acquisition involves purchasing shares from four individuals, resulting in BlueDai holding 100% of Chongqing Taiguan, which specializes in vehicle display screens and integrated touch display modules [2] - As of March 31, 2025, Chongqing Taiguan has total assets of 570 million yuan and a net asset of 139 million yuan, with a debt ratio of 75.67% [2] Group 2: Financial Performance - In Q1 2025, BlueDai reported revenue of 813 million yuan, a year-on-year increase of 8.06%, and a net profit of 52.16 million yuan, up 45.93% [5] - For the full year 2024, the company achieved revenue of 3.536 billion yuan, a 25.93% increase, and turned a net loss of 365 million yuan in the previous year into a profit of 124 million yuan [5] Group 3: Research and Development - From 2020 to 2024, BlueDai invested a total of 654 million yuan in R&D, with annual expenditures increasing each year [3] - The company focuses on high-precision transmission systems and has broken several foreign technology monopolies in the electric drive systems for new energy vehicles [3] Group 4: Business Segments - BlueDai's main businesses include power transmission and touch display, with the former focusing on the development and manufacturing of transmission assemblies and components, while the latter involves touch screens and related products [4] - The power transmission segment has become a core growth driver, generating 1.776 billion yuan in revenue, a 15.09% increase [5] Group 5: Market Expansion - BlueDai is actively expanding its overseas market presence, with a plan to invest up to 200 million yuan in establishing a subsidiary and production base in Thailand [6] - The company's overseas sales revenue grew by 49.54% in 2024, indicating significant growth potential in international markets [6]