欧菲光控股子公司获政府补助1,657.69万元
9月29日，欧菲光（002456）发布公告称，其控股子公司南昌欧菲光电技术有限公司近日收到政府补助人民币1,657.69万元，占公司最近一期经审计归属于上市公司股东净利润的28.39%。
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Sep
30
Sep
京东方A完成工商变更登记，注册资本降至374.14亿元
9月29日，京东方A（000725）公告，近日，公司完成了注册资本的工商变更登记和公司章程备案，取得北京市朝阳区市场监督管理局换发的《营业执照》。公司的注册资本由3,764,501.6203万元变更为3,741,388.0464万元 ，营业执照中其他信息保持不变。
30
Sep
精测电子：放弃参股公司3.57亿元增资优先认缴权，持股比例降至33.6414%
9月29日，精测电子（300567）发布公告称，于2025年9月29日召开第五届董事会第五次会议，审议通过了《关于放弃参股公司增资优先认缴出资权的议案》。
30
Sep
京东方A：三季度以来面板备货需求逐步恢复 行业稼动率有所恢复
9月29日，京东方Ａ在接受机构调研时表示，三季度以来，随着厂商去库存趋势结束，旺季面板备货需求逐步恢复，行业稼动率有所恢复的同时，LCD TV部分尺寸价格经历小幅下降后，部分LCD TV面板价格企稳；LCD IT方面，MNT、NB面板价格整体维持稳定。
30
Sep
机构：预计下半年LTPO OLED出货量首超LTPS OLED
9月30日消息，根据Omdia的最新《OLED显示屏市场追踪报告》，低温多晶氧化物(LTPO)柔性有源矩阵有机发光二极管(AMOLED)的出货量预计将在2025年下半年超过低温多晶硅(LTPS)柔性AMOLED。
30
Sep
AOC Q27G41ZDF and AOC Q27G40ZDF use the same 240Hz QD-OLED displays and different stands
AOC Q27G41ZDF and AOC Q27G40ZDF are two almost complete identical QD-OLED gaming monitors. They utilize the same 26.5-inch QD-OLED panel, featuring a QHD resolution and a 240Hz refresh rate. The display delivers a typical SDR brightness of 200 nits at 100% and 400 nits at 10% APL. The 240Hz refresh rate is supported via the DisplayPort 1.4 input, while the two HDMI 2.0 ports support up to a 144Hz…
30
Sep
Meta’s Zuckerberg warns of potential AI bubble but favors heavy investment in US tech sector
Concerns about a possible artificial intelligence (AI) investment bubble have emerged in the US technology sector, with Meta Platforms Inc. CEO Mark Zuckerberg acknowledging the risk while supporting aggressive spending to avoid missing out on AI’s transformative potential. Zuckerberg made these remarks during a recent podcast, as reported by Business Insider and Fortune.
30
Sep
At UN Security Council, Stanford researcher calls for AI beyond big tech
Yejin Choi of Stanford University addressed the United Nations Security Council on September 24, advocating for a global artificial intelligence development strategy that moves beyond dominance by a few corporations and large-scale models reliant on extensive data and computational power. Her remarks aimed to encourage diversification toward smaller-scale AI systems that better represent varied languages, cultures, and values.
30
Sep
Apple device sales drive robust growth in optical manufacturing sector in late 2025
As the global market enters the fourth quarter of 2025, strong new product shipments are catalyzing growth across the optical manufacturing industry. Key suppliers along the optical supply chain are reporting significant revenue gains, reflecting broader trends in smartphone, robotics, and digital imaging sectors.
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Sep
EV market hits reset as US tax credits run out
The US electric vehicle (EV) market is approaching a key inflection point. On September 30, federal tax credits under the Inflation Reduction Act (IRA) — up to US$7,500 for new EVs and US$4,000 for used — are set to expire. While the change is unlikely to trigger a sharp collapse in demand, analysts say it will mark a shift toward a more fundamentals-driven market.