证券日报网讯1月9日，维信诺（002387）在互动平台回答投资者提问时表示，公司聚焦AMOLED业 务，所处新型显示产业是电子信息产业的重要组成部分，属于我国战略性新兴产业的基础，也是我国高 质量发展的重要领域。 ...

近日，绵阳多家科研院所迎来一群特别的"客人"：由绵阳科技城管理委员会相关产业处室带队的 企业代表，包括新型显示、新材料等领域，吸引他们的是在新型显示新技术上的合作可能性。 □郭若雪 四川日报全媒体记者 祖明远 屏幕玻璃是绵阳另一个优势领域。"我们产品的出货量是国内高铝盖板玻璃领域的第一名。"四川 虹科创新科技有限公司总经理何华超表示，"高强盖板玻璃在汽车、飞机、高铁等视窗、显示领域 拥有广阔应用前景。目前公司已与多家车企合作，下一步将积极拓展车载显示、智能家居、AR等 可穿戴设备等新兴应用领域。" 数据显示，目前绵阳新型显示产业已有规上企业31家，其中不少已成为在细分领域拥有优势的"隐 形高手"。"下一步，我们将统筹抓好存量企业梯度培育、链属企业精准招引等市场主体育优做强 工作，力争规上企业早日突破40家大关，产业建圈强链再上新台阶。"绵阳科技城科技创新和产业 创新融合发展五处主要负责人刘小刚说。 让智慧资源与企业需求"对上频道" 不久前，来自中国科学院、浙江大学、电子科大等全国知名高校院所的数十名新型显示领域专家 教授，在"百名博士涪城行"活动中，前往涪城区新型显示产业链企业进行技术交流。 "我们不只是请专 ...

每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 曾健辉） 每经AI快讯，清越科技（SH 688496，收盘价：6.1元）12月22日晚间发布公告称，公司第二届第二十二 次董事会会议于2025年12月19日在公司会议室以现场和线上相结合的方式召开。会议审议了《关于2026 年度银行授信额度预计的议案》等文件。 2024年1至12月份，清越科技的营业收入构成为：电子纸模组占比70.01%，PMOLED占比18.36%， AMOLED占比3.85%，其他业务占比3.61%，硅基OLED占比1.69%。 截至发稿，清越科技市值为27亿元。 ...

（编辑 丛可心） 证券日报网讯 12月12日，维信诺在互动平台回答投资者提问时表示，公司研发投入主要为AMOLED领 域相关核心技术研发，有助于公司不断提升市场竞争力。公司将不断拓宽融资渠道、持续优化融资结 构，也将持续增强生产经营能力，提高价值创造能力，向资本市场进一步传递公司价值。 ...

证券日报网讯 12月12日，维信诺（002387）在互动平台回答投资者提问时表示，公司盈利与产品结 构、售价、产线良率、稼动率密切相关，同时受市场供需及供应端价格变化等诸多因素影响。 AMOLED渗透率和市场规模仍在持续提升，公司现有产线产能适配市场发展需求。未来，公司将通过 优化产品结构、材料本土化、优化融资结构等方式不断降本增效，力争提升经营业绩。 ...

Core Viewpoint - The company, Visionox, is focused on enhancing the penetration rate of AMOLED technology in various sectors such as smartphones, smart wearables, and smart home devices, while also emphasizing innovation and production breakthroughs in key technologies [2] Group 1: Company Strategy - The company plans to accelerate the application of innovative results and focus on breakthroughs in major key technologies for mass production [2] - Visionox aims to continuously optimize its product structure by enhancing key technological innovations, ensuring product quality, and collaborating within the supply chain to reduce costs and improve delivery and customer service capabilities [2] Group 2: Market Positioning - The company intends to expand its market share among top clients by increasing the proportion of mid-to-high-end products, thereby enhancing product profitability and solidifying its leading position in the industry [2]

Core Viewpoint - BOE Technology Group (京东方) is optimistic about the development of AMOLED technology in high-end products such as laptops, tablets, and automotive displays, aiming to enhance user experience through its advanced features [2] Group 1: Company Developments - BOE has invested in the construction of an 8.6-generation AMOLED production line in Chengdu, which is among the first of its kind globally [2] - The new production line is expected to increase the penetration of AMOLED technology in high-end mid-size products once it begins mass production [2] Group 2: Industry Insights - The company is conducting in-depth analysis of industry development and customer needs to better position itself in the AMOLED market [2]

Investment Rating - The report maintains a "Recommendation" rating for the semiconductor and semiconductor production equipment industry [5] Core Insights - The report highlights that the expansion of DRAM production capacity by original manufacturers is squeezing NAND production capacity, leading to a tight supply situation [1] - Global smartphone sales are beginning to slow down, with Q3 2025 shipments estimated at approximately 300 million units, a year-on-year increase of about 0.5% [22] - The global wafer foundry revenue is expected to reach $199 billion in 2025, a year-on-year increase of 25%, and is projected to exceed $230 billion in 2026 due to the expansion of AI applications [27] Market Indices - The overseas AI chip index fell by 5.05% this week, with AMD and Marvell down 17.4% and 10.4% respectively [1][10] - The domestic AI chip index also decreased by 5.3%, with significant declines in companies like Hengxuan Technology and Zhaoyi Innovation [1][10] - The storage chip index dropped by 15.3%, with Shannon Semiconductor experiencing a decline of 27.6% [1][15] Industry Data - Chinese panel manufacturers are accelerating the expansion of AMOLED production capacity, expected to increase their global share from 34% in 2020 to 48.2% by 2025 [23] - The global wafer foundry market is projected to grow significantly, reaching $3.9 trillion by 2030 [27] - DRAM prices have seen a cumulative increase of 50% this year, with current market prices for DDR5 and DDR4 showing significant discrepancies [30][31] Major Events - Samsung plans to expand its 2nm foundry process capacity to 21,000 wafers per month by the end of 2026, a growth of 163% from the end of 2024 [39] - SK Hynix anticipates adding 20,000 wafers of 1c DRAM capacity by the end of 2025, with further expansions planned for 2026 [41] - Apple has significantly increased its chip orders from TSMC, expecting to add 4 to 5 million A19 and A19 Pro chips in the next two months [42]

Core Viewpoint - The Guangdong Provincial Government has issued a plan for the construction of the Guangdong National Digital Economy Innovation Development Experimental Zone for 2025-2027, focusing on expanding new scenarios in terminal industries and promoting innovation in artificial intelligence and robotics [1] Group 1: Industry Development Initiatives - The plan emphasizes the active promotion of the "Artificial Intelligence+" and "Robotics+" initiatives to foster innovation in the AI and robotics sectors [1] - There is a strong push for the development of consumer-grade smart terminal products, including smartphones, smart computers, smart wearables, smart homes, smart cars, and smart robots [1] - The strategy includes deepening the integration of online and offline retail through models like "live streaming + shopping mall" and "live streaming + store" to uncover more consumer hotspots [1] Group 2: Emerging Technologies and Applications - The plan aims to strengthen the ultra-high-definition video industry cluster and significantly develop new display technologies such as OLED, AMOLED, MicroLED, printed displays, quantum dots, and flexible displays [1] - It seeks to explore key industry application scenarios for these new display technologies [1] - The promotion of the scaled development of electric vertical takeoff and landing aircraft, flying cars, general aviation aircraft, and unmanned drones is also a priority [1] Group 3: Economic and Industrial Zones - The initiative includes the promotion of low-altitude cultural tourism projects and the cultivation of related industries [1] - The establishment of a national low-altitude economic industry comprehensive demonstration zone is part of the plan [1]

Group 1 - The core viewpoint of the news is that Qingyue Technology's stock has increased by 5.03%, reaching a price of 7.31 yuan per share, with a total market capitalization of 3.29 billion yuan [1] - Qingyue Technology, established on December 30, 2010, is located in Kunshan, Jiangsu Province, and specializes in the research, production, and sales of small and medium-sized display panels [1] - The company's main business revenue composition includes: electronic paper modules 70.01%, PMOLED 18.36%, AMOLED 3.85%, and other segments such as silicon-based OLED 1.69%, CTP 1.67%, TFT-LCD 0.64%, and CTP+OLED 0.17% [1] Group 2 - Among the top circulating shareholders of Qingyue Technology, Penghua Fund's Penghua Preferred Growth Mixed A (010488) has entered the top ten, holding 2.1654 million shares, accounting for 0.91% of the circulating shares [2] - The fund has achieved a year-to-date return of 38.64%, ranking 2103 out of 8140 in its category, and a one-year return of 29.35%, ranking 2304 out of 8056 [2] - The fund manager, Jiang Xin, has a tenure of 9 years and 146 days, with the fund's total asset size at 5.648 billion yuan and a best return of 136.96% during his tenure [3]