智通财经APP获悉，10月17日，群智咨询发布，从技术演进与市场竞争维度看，Mini LED 与 OLED 在车载显示领域的 "竞合关系" 将成为未来发展主线，二者既在中高端市场展开角逐，又各自朝 着更适配车载场景的方向迭代升级。短期，Mini LED 会借成本下探和产能释放，在20万元以上车型加 速渗透，2026年搭载量占比预计较2025年将会有更明显提升。长期，技术上向更高分区、更优色彩发 力，比如分区数向万级突破，结合量子点优化色域；场景上，从仪表、中控向HUD、后排娱乐屏拓 展，大尺寸Mini LED屏应用会更广泛。 随着全球汽车产业向智能化、电动化深度转型，车载显示已从传统 "单一仪表" 的功能属性，升级 为集驾驶信息交互、座舱娱乐体验、智能场景控制于一体的核心载体 —— 它不仅是用户与车辆沟通的 "第一界面"，更成为车企打造差异化竞争力的关键赛道。从特斯拉Model 3中控大屏颠覆传统座舱布 局，到理想L9的"五屏交互系统"、蔚来(09866)ET9的AR-HUD融合方案，小米YU7 PHUD天际屏、车载 显示技术的每一次突破都在重新定义汽车的 "智能基因"。在此行业变革窗口期，群智咨询认为，20 ...

Core Viewpoint - NIO has launched the new ES8 model with a price range of 308,800 to 456,800 yuan, showcasing advanced display technology in its interior [1]. Group 1: Product Features - The ES8 features a 1.4-meter long SKYLine dual 24-inch digital skyline screen, utilizing Longli Technology's latest Mini LED backlight technology, with 1610 zones, 5K resolution, 1200 nits brightness, a contrast ratio of 1,000,000:1, and 10-bit color depth, achieving 100% DCI-P3 color gamut coverage [2]. - Additionally, the ES8 is equipped with a 21.4-inch large entertainment ceiling screen, also using Longli Technology's Mini LED backlight technology, featuring 1914 zones, 3K resolution, 1000 nits brightness, a contrast ratio of 1,000,000:1, and 100% DCI-P3 color gamut coverage [5]. Group 2: Industry Context - Longli Technology specializes in overall backlight display module solutions, with core businesses in consumer electronics and rapidly growing automotive display sectors. The company reported a revenue of 710 million yuan in the first half of the year, marking a 14.46% year-on-year increase, driven by the growth in automotive display sales [8].

Core Insights - Jinko Electronics' Chairman, Xiao Guowei, emphasized Hong Kong's role as a "super connector" in linking global capital with Chinese technological innovation, advocating for the integration of Hong Kong with the Greater Bay Area while maintaining its international advantages in research and finance [1][2] - The company has successfully leveraged the supply chain and industrial synergy advantages of the Greater Bay Area, ensuring efficient operations and rapid response capabilities through strategic locations in Guangzhou and Hong Kong [2][3] - Jinko Electronics is committed to sustainable development through continuous investment in green technologies, focusing on energy-efficient LED solutions and advocating for Hong Kong's role in green finance and ESG disclosures [2][3] Company Strategy - The company has established a "dual-engine" strategy by building a headquarters in Nansha, Guangzhou, and a technology R&D platform in Hong Kong, balancing national strategy with global development [2] - Jinko Electronics plans to enhance its technological R&D and innovation investments while exploring opportunities in Southeast Asia to provide efficient delivery and technical support to global clients [3] - The company has completed an investment in Cao Cao Travel, acquiring 374,200 shares at a price of HKD 41.94 per share, totaling approximately HKD 16 million, to strengthen its collaboration with Geely Group in the smart automotive ecosystem [3][4] Investment Principles - Jinko Electronics adheres to investment principles that focus on empowering the industrial chain and maintaining controllable risks, targeting companies with technological innovation capabilities and advantageous business models [4] - The company aims to deepen vertical integration and core technology positioning through strategic investments, enhancing both capital appreciation and industrial competitiveness [4]