格隆汇2月5日丨京东方A(000725.SZ)近日在接待机构投资者调研时表示，AMOLED高画质、更轻薄的 产品特性，使其成为高端IT类产品的重要选择。公司第8.6代AMOLED生产线已于2025年12月30日成功 提前5个月点亮，标志着公司在中尺寸OLED技术研发、工艺调试与量产准备方面率先取得关键性突 破。该产线预计将于2026年下半年进入量产阶段，量产后，公司将能够更好地匹配IT客户高端产品需 求，进一步强化公司在显示产业的整体竞争力。 ...

3、公司目前创新业务的新进展？ 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：2026-005 | 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 | 睿远基金：赵枫 | | 时间 | 2026 年 2 月 4 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 | | | 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 TV 产品价格趋势？ | | | 答：需求端来看，随着春节假期临近，品牌厂备货需求仍 | | | 相对强劲，推高 TV 类产品出货量。供给端，行业内厂商坚持 | | 投资者关系活动主要内 | "按需生产"策略，灵活调整稼动率以匹配需求，目前整体稼 | | 容介绍 | 动率处于高位。根据第三方咨询机构数据，2026 年 1 月各主流 | | | 尺寸 TV 产品价格全面上涨，且预计 ...

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：2026-004 | 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 | 淡水泉：叶智深、佟雨珂 | | | 西部证券：袁盼锋 | | 时间 | 2026 年 1 月 22 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 TV 产品价格趋势？ | | | 答：需求端来看，2025 年 12 月以来，受到即将到来的体 | | 投资者关系活动主要内 | 育赛事备货等因素带动，品牌厂采购较为积极，推高 TV 类产 | | 容介绍 | 品出货量。供给端，行业内厂商坚持"按需生产"策略，灵活 | | | 调整稼动率以匹配需求，目前整体稼动率处于高位。根据第三 | | ...

随着AMOLED生产经验的积累，面板性能与可靠性持续提升，正被导入更高规格的应用，如军事领域。这些场景包括战机座舱显示、装甲车辆、直升机 显示器，以及军规笔电与三防平板等产品，这些产品均对高亮度与宽温度范围表现提出严苛要求。 地缘政治紧张推动全球军事活动升温，从而带动对军规级显示设备的需求扩大。2025年类军规显示出货量预计达到96.5万片，同比增长5.9%，主要由达擎 领先，其次为天马与京东方。Omdia预计2026年出货量将继续增长6.5%。此外，美国于2025年12月国防法案要求美国军方在2030年前停止依赖中国显示技 术（包括玻璃与电脑显示器），预计将重塑全球供应链并加速新技术采用进程。 智通财经APP获悉，Omdia的《工业及商用显示与OEM市场洞察》数据显示，2025年全球工业显示面板厂商实现营收34亿美元，同比增长24%。尽管由于 欧洲逐步禁止一次性电子烟，导致出货量同比略降0.4%，这一专业细分市场因应用场景多元但出货量相对较小，使得面板厂的营收增长仍是衡量该细分 市场表现的核心指标。 达擎(AUO Display Plus) 在工业显示市场营收中位居首位，主要得益于POS产品的强劲表现。群创 ...

Group 1 - The company, Visionox (002387), focuses on AMOLED business, which is a significant part of the new display industry and an essential component of the electronic information industry [1] - The new display industry is classified as a strategic emerging industry in China and is crucial for the country's high-quality development [1]

Group 1 - The core industry of Mianyang is new display technology, with an annual output value exceeding 90 billion yuan, featuring leading companies like BOE, Huike, and Changhong [1] - Mianyang is promoting innovation through mechanisms that enhance interaction between research institutions, universities, and industries to accelerate the development and application of new technologies and processes [1] - The new display industry in Mianyang has 31 large-scale enterprises, with plans to increase this number to over 40 by nurturing existing companies and attracting new ones [2] Group 2 - Companies like Sichuan Xinfurui Technology Development Co., Ltd. are focusing on reducing the thickness of heat dissipation films from 0.18 mm to 0.1 mm, which supports the development of thinner foldable screens [2] - Sichuan Hongke Innovation Technology Co., Ltd. leads in the domestic high-alumina cover glass market and is expanding into automotive displays, smart home devices, and AR applications [2] - A recent event called "Hundred Doctors in Fucheng" facilitated technical exchanges between experts from renowned institutions and local enterprises, aiming to align expert resources with real business needs [3] Group 3 - A new "Concept Verification Center" has been established in Mianyang to accelerate the transformation of innovative technologies into actual products, serving as a public service platform for industrialization [4] - The center aims to bridge laboratory results with marketable products, providing a low-cost and efficient testing ground for innovative materials and processes in the information display industry [4]

Group 1 - The core point of the article is that Qingyue Technology (SH 688496) announced its second board meeting for 2025, discussing the expected bank credit limit for 2026 [1] - For the year 2024, Qingyue Technology's revenue composition is as follows: electronic paper modules account for 70.01%, PMOLED for 18.36%, AMOLED for 3.85%, other businesses for 3.61%, and silicon-based OLED for 1.69% [1] - As of the report, Qingyue Technology has a market capitalization of 2.7 billion yuan [1] Group 2 - The new energy heavy truck industry experienced a significant surge in November, with sales increasing by 178% year-on-year [1] - The demand for new energy heavy trucks is so high that customers are directly urging manufacturers for orders, indicating a rare situation in the market [1]

（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]