美西时间2026年1月6日，被誉为科技界"春晚"的CES 2026（国际消费类电子产品展览会）在拉斯维加斯 正式启幕。这场持续4天的科技盛宴，吸引了全球4000多家企业同台竞技，其中中国企业数量近千家， 强势彰显中国科技力量。 全球显示龙头BOE（京东方）携60余款尖端技术与解决方案重磅参展，凭借生态赋能与创新突破稳居行 业核心地位。作为"屏之物联"战略践行者，京东方以技术创新赋能多领域生态，既巩固显示产业全球龙 头地位，又在智能座舱等新赛道抢占先机，为全球科技产业高质量发展注入持续动能。 相关概念股 从上游材料来看，莱特光电是国内OLED上游发光材料领域的龙头企业，率先实现国内OLED终端材 料"从0到1"的突破，是国内少数具备自主专利且实现量产供应的企业。其拥有数百项OLED终端材料自 主专利，并与全球知名OLED面板厂商建立了长期稳定的合作关系，已实现多款OLED发光材料的国产 化突破和量产，产能规模及出货量均保持国内领先水平。从封装材料来看，新纶新材开发OLED柔性封 装膜，用于折叠屏手机与车载显示，降低水汽渗透风险。 从设备来看，精测电子（300567）提供OLED面板检测设备，技术覆盖屏幕亮度、色 ...

Group 1: Huawei Product Launch - Huawei recently held a product launch event, introducing the Mate 80 series, Mate X7 foldable screen, and various HarmonyOS ecosystem devices [1] - The HUAWEI Mate 80 series features four major innovations: ultra-transparent Linglong screen, outdoor exploration mode, emergency communication without network, and second-generation red maple imaging, with overall performance improved by 42% compared to the previous generation [1] - The HUAWEI Mate 80 Pro Max showcases the ultra-transparent Linglong screen with a peak brightness of 8000 nits at 1% APL and 4500 nits at 20% APL, designed to perform well in outdoor bright conditions [1] - The HUAWEI Mate X7 foldable screen, equipped with HarmonyOS 6, also sees a 42% performance increase and features a unique design and craftsmanship, starting at a price of 12,999 yuan [1] Group 2: OLED Market Growth - The demand for OLED materials is expected to grow significantly, with the global OLED display materials market projected to reach $3.119 billion by 2025 and $9.283 billion by 2032, reflecting a compound annual growth rate (CAGR) of 16.86% from 2025 to 2032 [2] - BOE has established three 6th generation flexible AMOLED production lines in Chengdu, Chongqing, and Mianyang, and has completed the first batch of equipment installation for its first 8.6 generation AMOLED production line, setting a new record for construction efficiency [2] Group 3: OLED Material and Equipment Suppliers - Lite-On Optoelectronics is a leading domestic OLED upstream organic materials company, achieving significant breakthroughs in the industrialization of OLED terminal materials and providing high-quality patented products to major panel manufacturers [3] - The company is advancing the development of key materials for tandem devices and is exploring new technologies such as blue phosphorescent materials and narrow-spectrum high-color-gamut materials [3] - Precision Measurement Electronics provides OLED panel testing equipment, while Lian De Equipment focuses on panel assembly equipment, and Dongshan Precision supplies flexible circuit boards and precision components for screen modules [3]