Core Insights - The new display industry is recognized as a key emerging pillar industry in China, showing strong innovation and resilience as it embarks on a new technological journey in the "14th Five-Year Plan" [1] - The integration of AI and display technology is creating new application scenarios and redefining human-computer interaction, which is seen as a new anchor point for global technological competition [2] - The industry is experiencing a recovery phase driven by improved supply and demand dynamics, technological advancements, and innovative applications [4][5] Group 1: Industry Developments - The Zhengzhou Huike new display base has achieved a daily delivery of over 10,000 display terminals and received orders for 380,000 units in January alone, with over 30% of products being exported [4] - TCL Technology expects its subsidiary TCL Huaxing to surpass 100 billion yuan in revenue and 8 billion yuan in net profit by 2025, indicating strong growth prospects [4] - BOE is experiencing increased TV product shipments due to demand from major sporting events, with a stable production rate and an expected ramp-up of its 8.6-generation AMOLED production line in the second half of the year [5] Group 2: Technological Innovations - The integration of AI with new display technologies is enhancing user interaction, with companies like BOE and TCL showcasing advanced features such as AI voice and gesture control at the 2026 International Consumer Electronics Show [2] - The smart glasses market is projected to see significant growth, with an expected shipment of 4.508 million units in 2026, reflecting a year-on-year increase of 77.7% [2] - Companies are focusing on high-value growth areas, with Changxin Technology successfully producing large-area dynamic X-ray imaging sensors, addressing a critical gap in high-end equipment manufacturing [7] Group 3: Market Trends and Future Outlook - The global display industry is gradually concentrating in China, with expectations of increased orders driven by events like the 2026 World Cup, indicating a warming demand in the industry [5] - The industry is transitioning from scale expansion to deeper value enhancement, emphasizing technological innovation and value chain improvement [7] - The next five years are expected to see a dynamic balance in global industry development, with OLED and other mainstream technologies showing clear growth trends [8]

Investment Rating - The report maintains an "Outperform" rating for the electronics industry [1][10]. Core Insights - The report highlights a transition from structural shortages and price increases to a more widespread inflation across the electronics industry, driven by sustained high demand for AI computing and storage capabilities [1]. - It emphasizes the optimistic outlook for 2026 as a year of significant growth in domestic hard technology, driven by innovations in AI smartphones, AI glasses, and foldable screens [1]. - The report recommends focusing on companies involved in self-controllable manufacturing and the overseas supply chain for storage and computing [1]. Summary by Sections Market Trends - The Shanghai Composite Index rose by 0.84%, while the electronics sector increased by 1.39% over the past week, with optical electronics up by 3.21% and consumer electronics down by 0.69% [1][13]. - Global AI computing and storage demand continues to drive resource competition within the supply chain, leading to price increases across various components [1]. Semiconductor Developments - Alibaba's AI chip subsidiary, Pingtouge, is preparing for an independent IPO, indicating a strong trend towards domestic alternatives in computing chips [2]. - The report expresses confidence in the growth of domestic GPU and ASIC companies, such as Cambricon and Aojie Technology [2]. Storage Market Dynamics - NAND Flash prices have risen by 18% and DRAM prices by 33% in the past month, leading to increased cost proportions for PC manufacturers [3]. - Companies like Demingli and Jiangbolong are expected to see significant profit growth due to the ongoing storage cycle [3]. PCB Industry Insights - The report notes that rising raw material prices and increasing demand are positively impacting the performance of PCB upstream manufacturers [4]. - Companies such as Shenghong Technology and Jinan Guojiji are highlighted for their strong performance and market expectations [4]. Key Investment Recommendations - The report recommends several companies across different segments, including: - Optical Electronics: Lantech Optical, Aojie Technology, and others [1]. - Storage: Demingli, Jiangbolong, and others [3]. - PCB: Shengyi Technology and others [4]. - A focus on semiconductor companies like SMIC and Aojie Technology is also advised [9].

长信科技公告，持股5%以上股东新疆润丰2026年1月20日至1月26日通过集中竞价减持1480万股，减持 均价6.31元/股，占公司总股本0.592537%；通过大宗交易减持3245.2万股，减持均价5.93元/股，占公司 总股本1.299258%；合计减持4725.2万股，占公司总股本1.891795%，持股比例由6.891791%降至 4.999996%，减持计划已实施完毕。 ...

芜湖长信科技股份有限公司 简式权益变动报告书 信息披露义务人：新疆润丰股权投资企业（有限合伙） 通讯地址：乌鲁木齐经济技术开发区口岸路 34 号综合楼 414 房间 权益变动性质：持股比例减少（信息披露义务人持股比例减持至 5% 以下） 简式权益变动报告书签署日期:2026 年 1 月 26 日 1 上市公司名称：芜湖长信科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：长信科技 股票代码：300088 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司收购管理 办法》（以下简称"《收购管理办法》"）、《公开发行证券的公司信息披露内 容与格式准则第 15 号—权益变动报告书》（以下简称"《准则 15 号》"）及相 关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》、《收购管理办法》和《准则 15 号》的规定，本报告 书已全面披露了信息披露义务人在芜湖长信科技股份有限公司（ ...

股票代码：300088 股票简称：长信科技 公告编号：2026-001 芜湖长信科技股份有限公司 关于持股5%以上股东权益变动触及1%整数倍且持股比例降至 5%以下、减持计划实施完成暨披露简式权益变动报告书的 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动性质为股份减少，不触及要约收购。 2、本次权益变动不会导致公司控制权发生变更，不会对公司治理结构及持 续经营产生影响。 3、本次权益变动后，股东新疆润丰股权投资企业（有限合伙）（以下简称"新 疆润丰"）持有公司股份 124,886,588 股，占公司总股本的 4.999996%（占剔除 公司回购专用账户的股份数量后总股本的 5.041887%）；不再是公司持股 5%以上 的股东。 4、截止本公告披露日，新疆润丰的减持计划已实施完毕。 5、据《深圳证券交易所上市公司自律监管指引第 18 号 —— 股东及董事、 高级管理人员减持股份》相关规定，本次通过大宗交易方式受让新疆润丰减持股 份的受让方，自股份过户之日起六个月内不得减持其所受让的股份。 芜湖长信科技股份有限公司（以下简称"公司"或"长信科技"）于2025 ...

1月26日，长信科技大宗交易成交157.8万股，成交额962.61万元，占当日总成交额的0.77%，成交价6.1 元，较市场收盘价6.75元折价9.63%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交舍额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-26 | 300088 | 长信科技 | 6.10 | 30.00 | 183.00 机构专用 | | 国泰海通证券股份 | | | | | | | | | 有限公司芜湖文化 | | | | | | | | | 路证券营业部 | | 2026-01-26 | 300088 | 长信科技 | 6.10 | 51.91 | 316.63 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司美湖北京路证 | | | | | | | | | 券营业部 | | 2026-01-26 | 300088 | 长信科技 | 6.10 | 33. ...

1月23日，长信科技大宗交易成交2165.5万股，成交额1.29亿元，占当日总成交额的5.73%，成交价5.95 元，较市场收盘价7.04元折价15.48%。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301183 | 东田微 | 146.65 | -4.77% | 5.19万 | 7.68亿 | | 688195 | 腾景科技 | 206.60 | -3.92% | 13.12万 | 26.90 Z | | 002222 | 福晶科技 | 68.06 | -1.86% | 14.79万 | 10.11亿 | | 300301 | ST长方 | 2.41 | -1.63% | 14.65万 | 3549.37万 | | 300939 | 秋田微 | 38.20 | -1.39% | 5.46万 | 2.08亿 | | 002808 | *ST恒久 | 5.83 | -1.35% | 8.02万 | 4682.86万 | | 301379 | 天山电子 | 29.47 | -1.34% | 10.81万 | 3.17亿 | | 301421 | 波长光电 | 110.63 | -1.24% | 4.94万 | 5.45 Z | | 002876 | ...

第1笔成交价格为5.84元，成交35.00万股，成交金额204.40万元，溢价率为-8.75%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司芜湖北京路证券营业部。 第2笔成交价格为5.84元，成交35.00万股，成交金额204.40万元，溢价率为-8.75%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司芜湖北京路证券营业部。 第3笔成交价格为5.84元，成交30.00万股，成交金额175.20万元，溢价率为-8.75%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司芜湖北京路证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月22日，长信科技收涨1.91%，收盘价为6.40元，发生19笔大宗交易，合计成交量921.9万股，成交金 额5383.89万元。 第4笔成交价格为5.84元，成交30.00万股，成交金额175.20万元，溢价率为-8.75%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司芜湖北京路证券营业部。 第13笔成交价格为5.84元，成交82.00万股，成交金额478.88万元，溢价率为-8.75%，买方营业部为机 ...

长信科技1月22日大宗交易平台共发生19笔成交，合计成交量921.90万股，成交金额5383.89万元。成交 价格均为5.84元，相对今日收盘价折价8.75%。从参与大宗交易营业部来看，机构专用席位共出现在15 笔成交的买方或卖方营业部中，合计成交金额为4031.93万元，净买入4031.93万元。 证券时报·数据宝统计显示，长信科技今日收盘价为6.40元，上涨1.91%，日换手率为3.28%，成交额为 5.17亿元，全天主力资金净流入2836.58万元，近5日该股累计上涨1.11%，近5日资金合计净流出4371.33 万元。 两融数据显示，该股最新融资余额为10.75亿元，近5日增加967.12万元，增幅为0.91%。 据天眼查APP显示，芜湖长信科技股份有限公司成立于2006年01月19日，注册资本249773.3579万人民 币。 | | | | | 分公司 | 湖北京路证券营业部 | | --- | --- | --- | --- | --- | --- | | 35.00 | 204.40 | 5.84 | -8.75 | 机构专用 | 中信证券股份有限公司芜 | | | | | | | 湖北京路证 ...