鸿蒙电脑家族推出新配色：HUAWEI MateBook Fold"瑞红"和HUAWEI MateBook Pro"拂晓粉"，均支持 HarmonyOS 6。 随着OLED显示技术在智能手机、平板电脑、笔记本电脑、车载显示等多元场景中加速渗透，上游 OLED材料需求持续增长。根据百谏方略(DIResearch)的深入调查研究，2025年全球OLED显示材料市场 规模将达到31.19亿美元，预计2032年将达到92.83亿美元，年均复合增长率（CAGR）为16.86%(2025— 2032年)。 目前，京东方已在成都、重庆、绵阳投建了三条第6代柔性AMOLED生产线，其国内首条第8.6代 AMOLED生产线已于今年上半年完成首批设备搬入，创下全球同世代产线建设效率新纪录，相较于同 业其他尚处于建设规划阶段的8.6代线，京东方已率先由建设阶段开始向产线运营阶段转换，全面展现 了其在柔性显示领域的领先技术实力和行业影响力。 从上游材料来看，莱特光电是国内OLED上游有机材料领域的标杆企业，率先实现国内OLED终端材料 从0到1的产业化突破，为国内头部面板厂商提供高品质的专利产品，其先后推动Red Prime、Gree ...

Market Overview - On May 19, the Shanghai Composite Index experienced fluctuations and closed up, with the North China 50 Index rising by 2.37% and the Wind Microplate Index increasing by 1.41%. The total market turnover was 1.12 trillion yuan, with over 3,500 stocks rising and 1,692 stocks falling, including 123 stocks hitting the daily limit [1] - The port and shipping sector continued its strong performance, closing up over 4%, driven by a surge in container shipping bookings, which increased by 277% [1] - The chemical fiber and real estate sectors also saw gains of over 3%, with positive news from the National Development and Reform Commission indicating stable real estate transaction prices and increased activity in some first- and second-tier cities [1] - ST stocks were notably active, with 37 stocks hitting the daily limit, and *ST Yazhen achieving 10 consecutive daily limit increases, the highest in this category [1] - The merger and acquisition concept saw a surge, with several stocks hitting the daily limit, influenced by favorable policies from the China Securities Regulatory Commission regarding major asset restructuring [1] Economic Data - In April, the industrial added value of large-scale enterprises grew by 6.1% year-on-year, with a month-on-month increase of 0.22%. From January to April, the year-on-year growth was 6.4% [3] - The total retail sales of consumer goods in April reached 37,174 billion yuan, marking a year-on-year increase of 5.1%. For the first four months, the total was 161,845 billion yuan, growing by 4.7% [3] - In April, housing prices in 70 major cities remained stable or slightly decreased, with first-tier cities showing a shift from a 0.1% increase to stability in new housing prices [3] - Fixed asset investment from January to April totaled 147,024 billion yuan, with a year-on-year growth of 4.0%. However, real estate development investment decreased by 10.3% year-on-year [3] Foreign Investment - In April, there was a net inflow of 17.3 billion USD in cross-border funds from non-bank sectors, with a significant net inflow of 64.9 billion USD in goods trade [6] - Foreign investment in domestic stocks turned to net buying in late April, indicating a positive trend in foreign capital allocation towards RMB assets [6] Regulatory Insights - The Vice Chairman of the China Securities Regulatory Commission stated that the current valuation level of A-shares remains relatively low, with the price-to-earnings ratio of the CSI 300 at 12.6 times, significantly lower than major overseas indices [7] - The CSRC plans to introduce policies to deepen reforms in the Sci-Tech Innovation Board and the Growth Enterprise Market to support corporate innovation and growth [7] Industry Developments - The Ministry of Commerce commented on the U.S. Department of Commerce's adjustments to chip export controls, emphasizing that the discriminatory measures against Chinese chip products threaten global semiconductor supply chain stability [4][5] - Nvidia announced the launch of its next-generation GB300 AI system in the third quarter, with plans to establish more computing centers globally based on this platform [10] Company Announcements - Wanrun New Energy signed a business cooperation agreement with CATL to supply lithium iron phosphate products, with an estimated total supply of approximately 1.32 million tons from May 2025 to 2030 [14] - Weir Shares plans to change its stock name to "Haowei Group" [15] - Jin Chengxin's subsidiary signed a service agreement for underground mining operations valued at approximately 805 million USD [15]

随着5月19日华为nova14系列首发即搭载鸿蒙5（原生鸿蒙）操作系统以及华为首款鸿蒙折叠电脑的正式 发布，作为国产操作系统代表的鸿蒙5，开始跑出生态拓展加速度。至此，鸿蒙操作系统已全面覆盖手 机、平板、电脑、耳机、手表、智能家居、汽车等领域，成为真正的全场景智能终端操作系统。 价格方面，华为全球首款鸿蒙笔记本电脑HUAWEI MateBook Pro，售价7999元起；华为全球首款鸿蒙 折叠电脑HUAWEI MateBook Fold售价23999元起。 华为常务董事、终端BG董事长余承东表示，微软Windows和苹果macOS等国外操作系统长期掌控操作 系统市场数十年，华为坚持做难而正确的事情，将坚持推动鸿蒙操作系统的发展，"你们的每一行代 码，都在改写中国软件业的历史"。 首款鸿蒙5直板机发布 5月19日下午，华为举行nova14系列及鸿蒙电脑新品发布会，华为常务董事、终端BG董事长余承东出席 现场，并介绍了华为相关新品及鸿蒙生态最新进展。 据了解，nova14系列是华为首款鸿蒙5直板机，首发趣味AI魔法移图功能，可智能识别图片元素，支持 自由拖动、缩放和复制，且支持AI隔空传送等，背后由盘古大模型与D ...