Mini/Micro LED显示技术

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新相微(688593):增资北电数智布局AI 内生外延加速发展
Xin Lang Cai Jing· 2025-09-22 14:33
Core Viewpoint - The company is strategically investing in emerging fields such as AMOLED display driver chips, Mini/Micro LED display technology, and automotive chips, while also investing in AI company Beidian Shuzhi to drive rapid development through a combination of organic growth and external expansion [1][3]. Group 1: Company Strategy - The company plans to invest 100 million RMB in Beidian Shuzhi to enhance its strategic holdings in quality AI enterprises, aiming to create a synergistic industrial ecosystem [1]. - The company has established a comprehensive product matrix covering both TFT LCD and AMOLED technologies, focusing on new areas such as automotive chips and Mini/Micro LED display technology [3]. Group 2: AI Sector Development - Beidian Shuzhi is addressing key challenges in China's AI industry, such as the commercial difficulties of domestic chips and the adaptation of large model applications, by developing an advanced computing iteration verification platform [2]. - The company has successfully adapted and managed 11 domestic AI chips, supporting mainstream large model training and inference, thereby accelerating the application of domestic computing power in various verticals [2]. Group 3: Financial Projections - Revenue projections for the company are estimated at 820 million RMB, 1.16 billion RMB, and 1.65 billion RMB for the years 2025, 2026, and 2027 respectively, with net profits of 40 million RMB, 93 million RMB, and 174 million RMB for the same years [3].