在技术创新与产业升级上，青海同样走在前列。全国首个100%清洁能源可溯源绿色大数据中心投入运 行，519座新能源电站实现"无人值班、少人值守"，运营成本降低40%以上；全球首个5兆瓦商用级钙钛 矿光伏实证基地投产，IBC电池转化效率达25%，达到国际领先水平。锂电产业集群连续两年跻身全国 百强，碳酸锂产量13.4万吨，占全国的19%，锂离子蓄电池出口同比增长77.5倍，增速全国第一。 2014年至今，塔拉滩光伏园区累计铺设光伏板超700万块，装机容量持续攀升，更创新推出"板上发电、 板下牧业"的立体模式。光伏板有效降低50%风速，为植被恢复创造了条件，使园区植被覆盖率从10% 跃升至80%。如今的塔拉滩，光伏组件在阳光下熠熠生辉，板下优质牧草随风摇曳，成群牛羊悠然觅 食，形成了"发电+生态+养殖"的共赢格局。扎西算了一笔账："现在草场好了，我家牛羊存栏量翻番， 加上光伏企业的务工收入，一年能多挣3万多元。" 这片土地的蝶变，正是青海清洁能源发展的生动缩影。截至2025年10月底，全省清洁能源装机规模超 7300万千瓦，占比93.1%，高于全国水平34个百分点，清洁能源发电量占比90.6%，两项指标除西藏外 居 ...

证券日报网12月8日讯京东方A在12月5日回答调研者提问时表示，公司在"第N曲线"理论指导下，持续 落实"屏之物联"发展战略，重点布局钙钛矿光伏、玻璃基封装载板、机器人等创新业务。以钙钛矿光伏 业务为例，通过公司在显示产业长期积累的玻璃基加工能力、薄膜制备工艺能力、封装和设备优势及大 规模智能制造能力，深度赋能业务发展，完成从手套箱（2.5*2.5cm）到实验线（30*30cm）再到中试线 （120*240cm）三大平台全工艺流程布局，转换效率实现行业第一梯队水平。 （文章来源：证券日报） ...

12月3日，京东方披露最新投资者活动记录表。文件主要内容为回答投资者提问，具体情况如下： 2. 公司如何看待OLED产品结构情况？ 答：下半年折叠产品出货量预计回落，海外品牌LTPO需求占比进一步提升，低端Ramless产品出 货量快速增长，国内OLED市场竞争日趋激烈，产品结构带来短期经营压力。 未来，公司将不断强化技术能力，持续推动产品结构的优化，改善经营业绩。 1.公司如何看待LCD产线稼动率情况及产品价格趋势？ 答：回顾今年，年初TV产品出货受国补、抢出口刺激需求前移，全年出货量、出货面积均有望实 现增长；但受新兴市场需求带动中小尺寸TV产品出货量提升影响，大尺寸化趋势阶段性放缓。IT 产品受换机需求带动，全年出货量有望实现较快增长，MNT产品出货量预计同比持平。 展望未来，IT产品和TV产品需求有望分别受益于换机周期和AI赋能与体育赛事需求拉动。 12月， 因备货需求的释放，根据咨询机构预测，行业有望实现较高的稼动率水平，产品价格有望企稳回 升 。 【集邦Display显示产业交流群】 图片来源：京东方 3. 公司未来的折旧趋势如何？ 答：截至目前公司三条第六代柔性OLED产线已全部完成转固，成都第 ...

京东方科技集团股份有限公司 投资者关系活动记录表 编号：2025-032 | 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 | | | □其他 | | 参与单位名称 | 国联基金：郑玲、戎凯、杨大志 | | 时间 | 2025 年 12 月 2 日 | | 地点 | 京东方核心能力大楼 | | 上市公司接待人员姓名 | 郭 红 副总裁、董事会秘书 | | | 罗文捷 证券事务代表 | | | 于含悦 董事会秘书室工作人员 讨论的主要内容为回答投资者提问，问答情况如下： | | | 1、公司如何看待 LCD 产线稼动率情况及产品价格趋势？ | | | 答：回顾今年，年初 TV 产品出货受国补、抢出口刺激需 | | | 求前移，全年出货量、出货面积均有望实现增长；但受新兴市 | | 投资者关系活动主要内 | 场需求带动中小尺寸 TV 产品出货量提升影响，大尺寸化趋势 | | 容介绍 | 阶段性放缓。 | | | IT 产品受换机需求带动，全年出货量有望实现较快增长， | | | ...

01 按下"未来实验室"启动键 一座城区，如何变身为巨大的"未来实验室"？ 11月30日，在深圳宝安海滨广场，宝安与前海联手举办了一场大会，给出了一份硬核答案。 大会的名字挺长："岭航场景·粤进未来"场景赋能新质生产力专项行动——2025前海·宝安"宝景创享"场景对接大会 值得关注的是，宝安把场景创新视为长期战略。 近3年，宝安已累计组织641场对接活动，吸引超1.17万家企业参与，促成场景交易额超200亿元。 今年4月，宝安发布打造"场景全域开放标杆城区"工作框架，提出每年开放100个以上创新场景，发布1000项以上新技术、新产品，力争撬动应用金 额超1000亿元。 看到这里，相信大家可能会疑惑，如此大费周章地把整座城市搬上"货架"， 宝安到底在下一盘什么大棋？ 02 最稀缺的创新要素 这些科技感十足的应用场景，正是宝安打通新质生产力回归人本"最后一公里"的生动注脚。 得益于技术与需求的精准对接，大会吸引了760多家企业参会，超60家企业现场集中签约，促成政企、企业间达成合作意向300余宗，意向成交额突破百亿 元。 但核心就一句话：宝安、前海把全区500多个真实应用场景一次性全部打开，让科技公司有地方试、有 ...

Core Insights - The "Linghang Scene · Guangdong Progress Future" event in Bao'an released over 500 scene opportunities and facilitated partnerships among more than 60 companies, marking a significant step in the region's innovation landscape [1][2] - Bao'an's approach emphasizes a shift from merely providing incentives to creating opportunities, with a focus on comprehensive scene elements across various sectors [2][4] Group 1: Scene Opportunities - The event showcased 500+ scene opportunities, including 288 government-led scenarios and 220 enterprise applications, covering public governance, livelihood services, and key industries like smart manufacturing and low-altitude economy [2][4] - Bao'an has organized 641 matching events over the past three years, attracting over 11,700 companies and generating transaction volumes exceeding 20 billion [2][4] Group 2: Innovation and Collaboration - Experts highlighted Bao'an's transformation of resources into an open experimental field, fostering an environment conducive to AI advancements and new applications [3][5] - The event facilitated direct connections between enterprises and real customer needs, enhancing the practical application of technologies in various sectors [4][5] Group 3: Ecosystem Development - Bao'an aims to build a collaborative innovation ecosystem that integrates technology, scenes, and capital, moving beyond simple exhibitions to create a comprehensive support system [6] - The newly established Guangdong-Hong Kong-Macao Greater Bay Area Application Scene Innovation Center will focus on developing new technology testing grounds and empowering platforms for smart manufacturing and AI integration [6]

Core Viewpoint - The development of clean energy is crucial for achieving the "dual carbon" goals, ensuring energy security, and promoting a comprehensive green transformation of the economy and society [1][2]. Group 1: Achievements in Clean Energy Development - Since the "14th Five-Year Plan," China's clean energy sector has rapidly advanced, achieving significant milestones. Compared to the end of the "13th Five-Year Plan," renewable energy generation capacity and output have increased by approximately 18% and 10%, respectively. Nuclear power capacity and annual generation have risen by about 30%, while new energy storage capacity has grown nearly 30 times [2]. Group 2: Challenges in Clean Energy Sector - Despite rapid expansion, the clean energy sector faces deep-rooted challenges, including the contradiction between the rapid increase in installed capacity and insufficient consumption. There is a low proportion of non-electric utilization scenarios, and new energy storage and hydrogen energy have yet to establish stable and reliable business models. Additionally, the clean energy transition in end-use faces dual constraints of inadequate technical adaptability and high transformation costs [2]. Group 3: Strategies for Clean Energy Development - To address these challenges, a systematic approach is needed, focusing on supply, consumption, market, technology, and international cooperation. This includes enhancing the multi-supply of clean energy, accelerating the construction of clean energy storage and transportation networks, and optimizing the layout of the industrial chain to prevent excessive competition [3][4]. Group 4: Expanding Clean Energy Applications - The strategy involves diversifying clean energy applications in various sectors. In industry, there is a push for high-energy-consuming industries to relocate to areas rich in clean energy. In transportation, the development of clean energy transport corridors and integrated charging stations is emphasized. In buildings, existing structures are encouraged to install photovoltaic systems, and new public buildings are to fully utilize clean energy [4]. Group 5: Innovation and International Cooperation - Accelerating technological innovation in clean energy is essential, focusing on key technologies such as perovskite photovoltaics and floating offshore wind power. The establishment of a clean energy intellectual property operation center and high-value patent pool is also highlighted. Furthermore, international cooperation is encouraged, particularly in the context of the Belt and Road Initiative, to enhance cross-border electricity interconnection and international power market development [5].

Core Viewpoint - The development of the perovskite industry in China is crucial for building a new energy system and power grid under the "dual carbon" initiative, with a focus on technological innovation and collaboration across the entire industry chain [1][2]. Group 1: Industry Characteristics - Perovskite technology is characterized by high efficiency, low cost, low energy consumption, and simple manufacturing processes, making it a potential breakthrough for energy technology routes [1]. - The cost of perovskite preparation is only one-third that of crystalline silicon, and it possesses flexible, lightweight, and customizable features, allowing it to complement crystalline silicon in the photovoltaic field and extend into applications such as displays, sensors, and energy storage [1]. Group 2: Current Challenges - The perovskite industry in China is in its early stages of industrialization, facing challenges such as insufficient battery stability, immature large-scale preparation processes, lack of collaboration across the entire industry chain, and weak connections between basic research and industrialization [1]. - Key issues that need to be addressed include stability, service life, and the need for improved evaluation methods, as well as the necessity for increased R&D investment to balance high stability and efficiency [2]. Group 3: Recommendations for Development - Research institutions are advised to focus on stability, core materials, and key equipment, while enterprises should accelerate pilot transformation and strive for self-control in critical areas to avoid homogeneous competition [3]. - It is recommended to enhance the standard system, resolve bottlenecks in R&D, pilot, and mass production, and strengthen collaboration among enterprises to form a complete chain of materials and equipment applications, thereby improving overall industry competitiveness [3].

Core Insights - BOE (京东方) reported a revenue of 101.28 billion yuan and a net profit of 3.25 billion yuan for the first half of 2025, marking year-on-year growth of 8.45% and 42.15% respectively [1][3] Group 1: LCD Industry Outlook - The chairman of BOE emphasized that the LCD industry has entered a weak cycle of development, with a positive outlook for the next decade as the mainstay of the display industry [3] - Factors such as the gradual exit of outdated production capacity and the increasing average size of televisions are expected to contribute to a stable upward trend in the LCD market over the next three years [3] Group 2: Product Performance - In the first half of 2025, BOE maintained the top position globally in the shipment of five major LCD application products, including LCD oxide, 75-inch and larger products, and automotive displays [5] - BOE's OLED market share reached over 71 million units shipped, a year-on-year increase of 7.5%, surpassing the industry growth rate of over 4%, securing the top position domestically and second globally [5] - The successful mass production of LTPO projects for core customers marks a significant achievement for BOE in the OLED sector, with plans for the 8.6-generation OLED production line to commence next year [5] Group 3: Innovation and New Business Areas - BOE is focusing on new business areas such as perovskite technology and glass-based packaging substrates, leveraging its existing manufacturing capabilities [6] - The perovskite photovoltaic pilot line has achieved a power generation efficiency exceeding 18%, with plans for further improvements [6] - The glass-based packaging substrate pilot line began equipment installation five months ahead of schedule, producing large-sized glass substrates with significantly enhanced integration [6] Group 4: Financial Strategy and Shareholder Returns - BOE has transitioned from a phase of large-scale capacity construction to a focus on high-quality operational development, with expectations of reaching a peak in depreciation and capital expenditure in 2025 [6] - The company aims to maintain an operating cash flow of approximately 50 to 60 billion yuan annually, with a strategic focus on daily operational support, profit enhancement through share buybacks, and increased returns to investors [6][7] - BOE has committed to distributing at least 35% of the annual net profit to shareholders in cash over the next three years, with a minimum of 1.5 billion yuan allocated for share buybacks [7]

Core Insights - BOE has achieved stable efficiency certification for its 1.2m and 2.4m pilot lines from ITC, indicating progress in production capabilities [1] - Concerns regarding the stability and lifespan of perovskite solar cells have been alleviated, with the company expressing confidence in the longevity of these materials [1] Group 1 - The efficiency stability of BOE's pilot lines has been certified by ITC [1] - Previous concerns about the instability and lifespan of perovskite materials have been addressed, with current assessments showing that longevity is no longer a major issue [1]