2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日–2025年12月31日 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000536 证券简称：华映科技 公告编号：2026-003 华映科技（集团）股份有限公司 三、业绩变动原因说明 本报告期，显示面板行业竞争依然激烈，公司聚焦主业，积极拓展市场，优化产品结构，提升管理效 率，通过整合生产线、压降材料成本及优化资源配置等多项措施改善产品成本，使得面板产品毛利得到 提升。与上年同期相比，公司本报告期净利润同比增长。 四、其他相关说明 1、本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计。 2、公司2025年度具体财务数据请以公司正式披露的2025年年度报告为准，敬请广大投资者谨慎决策， 注意投资风险。 特此公告！ 华映科技（集团）股份有限公司 董事会 2、业绩预告情况：预计净利润为负值 ■ 二、与会计师事务所沟通情况 本次业绩预告相关财务数据是公司财务部门初步测算的结果，尚未经会计师事务所审计。公司已就本次 业 ...

格隆汇1月28日丨华映科技(000536.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润为亏损9.80亿元～10.8亿元，上年同期亏损11.30亿元；扣除非经常性损益后的净利润为亏损9.87亿元 ～10.87亿元，上年同期亏损11.42亿元。 本报告期，显示面板行业竞争依然激烈，公司聚焦主业，积极拓展市场，优化产品结构，提升管理效 率，通过整合生产线、压降材料成本及优化资源配置等多项措施改善产品成本，使得面板产品毛利得到 提升。与上年同期相比，公司本报告期净利润同比增长。 ...

华映科技1月28日公告，预计2025年度归母净利润亏损9.8亿元–10.8亿元，上年同期亏损11.3亿元。本报 告期，显示面板行业竞争依然激烈，公司通过整合生产线、压降材料成本及优化资源配置等多项措施改 善产品成本，使得面板产品毛利得到提升。 ...

证券日报网讯12月19日，维信诺（002387）在互动平台回答投资者提问时表示，公司依据客户需求推进 产品量产发布。 ...

Core Viewpoint - The Apple supply chain is experiencing heightened interest from institutional investors, driven by strong expectations for the new iPhone 17's production cycle and upgrades in components and modules [1][2]. Group 1: iPhone 17 Production and Upgrades - iPhone 17 has entered large-scale production, with major manufacturer Foxconn ramping up hiring in anticipation of peak season [1]. - The iPhone 17 series is expected to see a price increase of approximately $50 compared to the previous generation, with the iPhone 17 starting at $799, the iPhone 17 Pro at $1,049, and the iPhone 17 Pro Max at $1,249 [1]. - Analysts predict significant upgrades in components such as SoC chips, cooling systems, and battery technology, driven by enhanced AI capabilities [2]. Group 2: Institutional Interest in Supply Chain Companies - Over 50 institutions have conducted research on key Apple supply chain companies, including Crystal Optoelectronics, Industrial Fulian, and Lens Technology [2]. - Crystal Optoelectronics reported a total revenue of 1.482 billion yuan in Q1 2025, a year-on-year increase of 10.2%, and a net profit of 221 million yuan, up 23.67% [3]. - Industrial Fulian, Apple's largest contract manufacturer, achieved total revenue of 360.76 billion yuan in H1 2025, a 35.58% year-on-year growth, with a net profit of 12.113 billion yuan, up 38.61% [3]. Group 3: Future Innovations and Market Trends - Lens Technology, a major supplier of glass covers and metal casings for Apple, reported Q1 2025 revenue of 17.063 billion yuan, a 10.1% increase, and a net profit of 429 million yuan, up 38.71% [4]. - The true "second curve" for the Apple supply chain may lie in breakthroughs in foldable screens and AI glasses, with predictions for the first foldable iPhone to launch in September 2026 at a price of $1,999 [4]. - Analysts suggest that the Apple supply chain could enter a valuation recovery phase as concerns over AI innovation and tariffs dissipate, with a focus on core suppliers and new product opportunities [5].

Group 1: Management Changes - The board of directors will remain at the same number, with one employee representative added and three external directors adjusted to two [3] - The number of senior management personnel will be reduced from 10 to 6 [3] - The adjustment aims to align with the company's development needs and achieve strategic goals by 2030 [8] Group 2: New Leadership Focus - New Chairman Li Xiayun will focus on five key areas: strategic planning, global strategy, team building, organizational change, and supporting operational goals [7] - Li Xiayun has extensive experience in various management roles within the company, contributing to significant project developments [5][6] Group 3: Strategic Goals - The company aims to build a dual circulation system to enhance risk resilience and operational balance [10] - The focus will be on deepening partnerships with North American clients, transitioning from OEM to ODM models [11] - The goal is to become a leading global provider of optical display solutions for the metaverse [11] Group 4: Future Development Plans - The company plans to establish a manufacturing base in Taizhou to enhance competitiveness and meet client demands [11] - The strategic plan includes a focus on AR technology, with significant investments and project developments anticipated [12][16] - The company aims to build a strong support system for its strategic goals, including organizational and talent upgrades [18] Group 5: Risk Management and Market Adaptation - The company emphasizes the importance of risk management in light of global uncertainties, particularly in the context of U.S.-China relations [10] - The strategic plan will adapt to market changes, focusing on both domestic and international business growth [15][37] - The company is committed to enhancing its technological capabilities and product offerings to meet evolving market demands [16][36]