插播：加入LED显示交流群，请加VX：hangjia199. 公开资料显示，，惠科主营业务为半导体显示面板等核心显示器件以及智能显示终端的研发、制造和销售。 近日，据深交所官网最新信息显示，惠科股份有限公司（以下简称"惠科"）主板IPO审核状态已变更为"中止"，原因系招股书中财务资料超过有效期，需 补充提交。 2022年6月，惠科曾向深交所递交了首次公开发行股票并在创业板上市申请，后于2023年8月申请撤回申请文件。 对于本次IPO，2024年惠科股份重启上市辅导，2025年6月30日，惠科股份向深交所主板递交招股书获受理；7月11日，深交所官网显示，惠科IPO已进入 问询阶段。但据中国证券业协会公布2025年第二批首发企业现场检查抽签名单显示，惠科股份主板IPO由于文件中记录的财务资料已过有效期，需要补充 提交而再次中止。 据其招股说明书显示，惠科拟募资85亿元，重点投向长沙OLED及Oxide显示技术研发升级（合计55亿元）、绵阳Mini-LED智能制造项目（20亿元），其 余10亿元用于补充运营资金及偿贷。其中，"绵阳Mini-LED智能制造项目"将加大公司Mini LED产品的产线布局，持续研发高性能 ...

Group 1 - The company, Hongli Zhihui (300219.SZ), is an integrated enterprise specializing in the research, production, and sales of LED semiconductor packaging devices [1] - The main business areas include LED semiconductor packaging, Mini/Micro LED new displays, and automotive lighting [1] - The company is highly attentive to new technologies such as AI and is actively exploring collaboration opportunities in the AI sector [1] Group 2 - Mini LED products have already been applied in AI interactive terminal products such as VR glasses [1]

Group 1 - The company, Hongli Zhihui (300219.SZ), produces LED products that can be applied in humanoid robots for indicators, lighting, and other related components [1] - The company's Mini LED products are primarily used in fields such as VR, drone flight control, aviation, navigation, and laptops [1] - The company will continue to monitor developments in these fields and actively explore related cooperation opportunities [1]

每经AI快讯，有投资者在投资者互动平台提问：公司生产的显示屏用于机器人产业上吗？ （文章来源：每日经济新闻） 鸿利智汇（300219.SZ）9月18日在投资者互动平台表示，公司生产的LED产品可应用于人形机器人的指 示、照明等相关部件，目前 Mini LED产品主要在VR、无人机飞控、航空航海、笔电等领域。公司会持 续关注该领域发展，积极探索相关合作机会。 ...

Investment Rating - The investment rating for Hisense Visual is maintained as "Buy" [2][7] Core Views - Hisense Visual reported a revenue of 27.23 billion yuan for the first half of 2025, representing a year-on-year increase of 7.0%, and a net profit attributable to shareholders of 1.06 billion yuan, up 26.6% year-on-year [7] - The company holds the leading market share in China's retail sales of televisions, with online and offline market shares of 18.34% and 33.09% respectively [7] - The overseas online business grew by 18.5% year-on-year, with QLED product shipments increasing by 42% [7] - The company is focusing on new display technologies, with revenue from new display businesses reaching 3.43 billion yuan, a year-on-year increase of 7.43% [7] - Profitability is improving, with a net profit margin of 3.88%, up 0.6 percentage points year-on-year [7] - Revenue projections for 2025-2027 are 64.8 billion, 71.3 billion, and 78 billion yuan respectively, with net profits of 2.598 billion, 2.991 billion, and 3.365 billion yuan [7] Financial Performance - Revenue for 2023 is projected at 53.616 billion yuan, with a growth rate of 17.2% [6][8] - The net profit for 2023 is estimated at 2.096 billion yuan, with a growth rate of 24.8% [6][8] - Earnings per share (EPS) for 2025 is expected to be 1.99 yuan, with a price-to-earnings (PE) ratio of 11.0 [6][8] - Return on equity (ROE) is projected to increase from 11.1% in 2023 to 14.0% in 2027 [6][8] Market Position - Hisense Visual leads the domestic market in television sales, with significant growth in high-end products such as Mini LED, which saw a shipment increase of 108.24% [7] - The company is strategically positioned to benefit from the ongoing high-end transformation in the display market [7]

Group 1 - The core viewpoint is that Hongli Zhihui's Mini LED products have been applied in VR products, indicating technological maturity and stability [1] - The related business of Mini LED products accounts for a small proportion of the company's overall business, influenced by end customer demand [1] - Currently, the company's products have not been applied in the AR glasses sector, but the company plans to enhance technological innovation and market development to meet customer needs [1]

(i) 本集团秉持"品牌引领价值，全球效率经营，科技驱动，活力至上"的战略方针，坚持"全球化"和"中 高端化"发展，持续加大对Mini LED等高端显示技术及人工智能方面的研发投入，以进一步提升本集团 产品竞争力并推动全球中高端化战略落地;同时，本集团持续强化自身在全球供应链及渠道的领先布局 优势，增强全球经营风险的敏捷应对能力;此外，本集团持续提升全球品牌价值，2025年初TCL成为奥 林匹克全球合作伙伴，全球品牌潜力进一步被激发。在复杂多变的市场环境之下，本集团2025年上半年 的核心业务规模实现更有质量的增长、产品及渠道结构显著改善，创新业务规模保持高增态势。 (ii) 本集团持续打造极致成本，锻造效率优势。2025年上半年，本集团有效推进数字化转型、提升自动 化智能化、采用大宗管理和优化产能，增强本集团生产制造及物流仓储等经营效率。2025年上半年本集 团整体费用率进一步降低、费用结构更加优化。同时，本集团完善全球人才培养管理体系，提升人才厚 度并激发活力，并通过股权激励方案牵引本集团业绩提升。 智通财经APP讯，TCL电子(01070)发布公告，预期本集团2025年上半年的经调整归母净利润约在9.5 ...