（编辑 丛可心） 证券日报网讯 1月23日，龙腾光电在互动平台回答投资者提问时表示，公司聚焦中小尺寸液晶显示面板 领域，产品广泛应用于笔记本电脑、车载、工控、手机等终端，并持续布局电子纸、ESG显示、三维立 体显示等低功耗、护眼新型显示领域。公司全彩电子纸技术已实现研发设计、制程管控到批量生产的全 流程贯通，部分产品已率先实现量产出货；越南生产基地已进入量产爬坡阶段，逐步导入品牌客户项 目；未来，公司将依托市场拓展深化及多元客户导入，逐步提升创新业务对整体业绩的贡献度。 ...

证券日报网讯1月23日，龙腾光电在互动平台回答投资者提问时表示，公司已前瞻性布局全彩电子纸显 示技术，持续投入开展研发和产业化，已获得申请及授权专利超过80项，并开发多项不同规格的全彩电 子纸产品。其具备双稳态超低功耗、高反射率、超宽温适应性及无蓝光、无频闪等特性，兼具绿色环 保、护眼舒适等优势，部分产品已量产交付。其中11.6英寸新型彩色电子纸显示屏荣获DICEXPO(2025) 显示器件创新金奖。后续公司将持续完善电子纸产品体系，加快市场与客户拓展，积极寻求合适的产业 布局机会，稳步推进前沿显示业务发展。 ...

Core Viewpoint - The Sci-Tech Innovation 50 Index experienced a decline of 1.58% on January 20, closing at 1482.99 points, with a trading volume of approximately 97.76 billion yuan [1]. Group 1: Market Performance - The majority of stocks on the Sci-Tech Innovation Board fell, with 168 stocks rising and the average decline for 600 stocks being 1.19% [2]. - The average turnover rate for the stocks was 3.74%, with a total trading volume of 299.3 billion yuan and an average volatility of 5.18% [2]. Group 2: Sector Performance - Semiconductor and transportation equipment stocks showed active performance, while software services, biopharmaceuticals, and healthcare stocks had the largest declines [2]. Group 3: Individual Stock Performance - Zhongwei Semiconductor led the gainers with a rise of 19.99%, while Pinggao Co., Ltd. had the largest drop at 11.63% [3]. Group 4: Trading Volume - Cambricon Technologies had the highest trading volume at 11.95 billion yuan, while ST Pava had the lowest at 910.4 thousand yuan [4]. Group 5: Turnover Rate - Xinzhong Technology recorded the highest turnover rate at 22.82%, while Longteng Optoelectronics had the lowest at 0.23% [5].

Core Viewpoint - The resignation of core technical personnel, Mr. Lai Xinjie, will not adversely affect the company's intellectual property, technological research and development, core competitiveness, or ongoing operational capabilities [1][6]. Group 1: Personnel Change Details - Mr. Lai Xinjie has resigned from his position for personal reasons and will no longer hold any position within the company [1]. - As of the announcement date, Mr. Lai did not hold any shares in the company [3]. Group 2: R&D and Intellectual Property - Mr. Lai's responsibilities have been properly handed over, and his departure will not impact the progress and implementation of R&D projects [4]. - All intellectual property generated during Mr. Lai's tenure belongs to the company, with no disputes or potential disputes reported [4]. Group 3: Confidentiality Obligations - Mr. Lai is bound by confidentiality obligations regarding the company's trade secrets, and there have been no reported violations of these obligations as of the announcement date [5]. Group 4: Impact on the Company - The company emphasizes the importance of cultivating technical talent and has established a complete R&D system with a mature and professional team [6]. - Other key technical personnel remain unchanged, and Mr. Lai's departure will not have a substantial impact on the company's technological research and development or core competitiveness [6]. Group 5: Measures Taken by the Company - The company's R&D activities are progressing normally, with a complete technical R&D team structure and sufficient backup personnel [8]. - The company will continue to invest in R&D, enhance team building, and improve innovation capabilities to strengthen its core competitiveness [8].

Core Viewpoint - Longteng Optoelectronics announced the resignation of core technical personnel Mr. Lai Hsin-Chieh due to personal reasons, effective immediately, and he will no longer hold any position within the company [1][9]. Group 1: Core Personnel Information - Mr. Lai Hsin-Chieh is a Taiwanese national with a master's degree and has held various positions in notable companies, including CAD engineer and product development center deputy general manager at Longteng Optoelectronics [5][13]. Group 2: R&D Projects and Intellectual Property - Mr. Lai's responsibilities have been properly handed over, and his departure will not affect the progress of ongoing R&D projects. All intellectual property generated during his tenure belongs to the company, with no disputes or potential disputes reported [14]. Group 3: Confidentiality Obligations - Mr. Lai is bound by confidentiality agreements regarding the company's trade secrets, and there have been no reported violations of these obligations as of the announcement date [14]. Group 4: Impact of Personnel Change on the Company - The company emphasizes the importance of cultivating technical talent and has established a robust R&D system with a professional team capable of continuous innovation. The departure of Mr. Lai will not have a substantial impact on the company's R&D, core competitiveness, or ongoing operations [6][15].

Group 1 - The core viewpoint of the article is that Longteng Optoelectronics announced the resignation of its key technical personnel, Mr. Lai Xinjie, due to personal reasons, and this will not impact the company's operations or technology development [2] - Mr. Lai Xinjie has resigned from all positions within the company and does not hold any shares as of the announcement date [2] - The company has ensured that the responsibilities related to Mr. Lai's work have been properly handed over, maintaining the integrity of its intellectual property and core competitiveness [2]

证券代码：688055 证券简称：龙腾光电 公告编号：2026-002 昆山龙腾光电股份有限公司 关于核心技术人员变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 昆山龙腾光电股份有限公司（以下简称"公司"或"龙腾光电"）核心 技术人员赖信杰先生因个人原因辞去所任职务，离职后不再担任公司核心技术人 员及其他任何职务。截至本公告披露日，赖信杰先生未持有公司股份。 截至本公告披露日，赖信杰先生主要负责的相关工作已妥善交接，其离 职不影响公司知识产权的完整性，不会对公司技术研发、核心竞争力及持续经营 能力产生实质性影响。 一、核心技术人员变动的具体情况 公司核心技术人员赖信杰先生因个人原因辞去所任职务，并于近日办理完毕 离职手续，离职后赖信杰先生不再担任公司核心技术人员及其他任何职务。公司 及董事会对赖信杰先生在任职期间为公司发展所做出的努力和贡献表示衷心感 谢。 （一）核心技术人员基本情况 赖信杰，中国台湾籍，无其他境外永久居留权，硕士研究生，公司核心技术 人员之一，曾在瑞利企业有限公司任 CAD 设 ...

Group 1 - The Sci-Tech Innovation 50 Index opened high on January 7, fluctuated within a narrow range, turned negative in the afternoon, and then rose significantly, closing at 1443.39 points with an increase of 0.99% and a total trading volume of approximately 871.3 billion yuan [1] - The Sci-Tech Innovation Composite Index rose by 1.53% on January 7, closing at 1746.72 points with a total trading volume of about 3094 billion yuan. The average increase for the 600 stocks in the Sci-Tech Innovation Board was 1.73% with an average turnover rate of 4.27% [2] - High-priced stocks generally rose while low-priced stocks showed mixed performance. Notably, component stocks and electrical equipment stocks performed strongly, while healthcare and communication equipment stocks had the largest declines [2] Group 2 - The stock with the highest trading volume was Cambrian with 94.2 billion yuan, while ST Pava had the lowest trading volume at 482.2 million yuan [3] - The stock with the highest turnover rate was Hengkang New Materials at 41.79%, while Longteng Optoelectronics had the lowest turnover rate at 0.26% [4]

Core Insights - The report emphasizes the growth opportunities in the electronic materials sector driven by rapid downstream development, technological advancements, and domestic substitution [3][5] - The semiconductor materials market is projected to grow significantly, with a forecasted sales revenue of USD 67.5 billion in 2024, reflecting a year-on-year increase of 3.8% [7][34] - The report maintains a "stronger than market" rating for the industry, indicating a positive outlook for investments in electronic materials [3][5] Semiconductor Materials - The global semiconductor materials market is expected to exceed USD 87 billion by 2029, with a compound annual growth rate (CAGR) of 4.5% from 2024 to 2029 [7][34] - China's semiconductor materials domestic substitution rate is currently around 15%, with significant reliance on imports for high-end materials [38][42] - Key materials such as CMP polishing materials, photoresists, and electronic specialty gases are seeing increased domestic production efforts, which are expected to enhance the domestic substitution rate [38][42] PCB Materials - The PCB industry is evolving towards high-frequency and high-speed applications, with increasing demand for electronic resins and fabrics [7][34] - The global market for electronic resins and fabrics used in PCB production is estimated at approximately USD 33.02 billion and USD 24.13 billion, respectively, in 2023 [7][34] - The transition to high-frequency and high-speed PCBs is driven by advancements in 5G technology and the rapid growth of data centers and cloud computing [7][34] OLED Materials - The demand for OLED materials is expected to grow rapidly due to increasing terminal application needs and the acceleration of high-generation line capacity release [7][34] - The global OLED display materials market is projected to reach USD 2.44 billion in 2024, with a CAGR of 19.8% expected from 2025 to 2031 [7][34] - Domestic OLED organic materials currently have a low substitution rate of around 12%, indicating significant growth potential as local manufacturers expand their capabilities [7][34] Investment Recommendations - The report recommends investing in companies benefiting from the semiconductor market recovery, such as Anji Technology, Yake Technology, and Jiangfeng Electronics, among others [5][34] - For AI server demand, companies like Shengquan Group and Dongcai Technology are highlighted as key players in the electronic resin market [5][34] - In the OLED sector, companies like Lite-On Optoelectronics and Wanrun Co., Ltd. are recommended due to their strong market positions [5][34] Industry Performance - The semiconductor materials index has shown a cumulative increase of 37.87% in 2025, outperforming the CSI 300 index by 18.72 percentage points [26] - The electronic chemicals index has increased by 54.98% in the same period, surpassing the CSI 300 index by 35.83 percentage points [26] - Overall, the electronic materials industry is experiencing stable growth, with significant improvements in revenue and profitability metrics [16][26]

Group 1 - The company, Kunshan Longteng Optoelectronics Co., Ltd., is selling 100% equity of its wholly-owned subsidiary, Kunshan Longteng Electronics Co., Ltd., to optimize resource allocation [1] - The public listing for the equity sale took place from December 2, 2025, to December 29, 2025, with a starting price based on an asset evaluation value of 569.2062 million yuan [1] - The company received notification from the Suzhou Property Rights Exchange Center that no interested buyers were found by the end of the listing period, resulting in the termination of the sale [1] Group 2 - The company will determine a new plan for the disposal of the subsidiary's equity based on the specific circumstances and will fulfill its information disclosure obligations as required [2]