BOE（京东方）正式确立“AI工厂”
7月28日，2025世界人工智能大会暨人工智能全球治理高级别会议（WAIC2025）期间，由中国工业互联网研究院与BOE（京东方）联合主办的“AI赋能新型工业化”主题论坛圆满落幕。论坛上，BOE（京东方）在显示行业首次确立“AI工厂”，不仅加快人工智能赋能新型工业化步伐，更为构建现代化工业体系注入数智化变革的澎湃动力。
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涉两起重大诉讼 翰博高新遭追讨1.78亿工程款
据上海证券报·中国证券网，近日翰博高新及其两家全资子公司涉及两起重大诉讼案件，原告方均为陕西建工第一建设集团有限公司。根据翰博高新于7月22日发布的公告，两起案件合计涉案金额约1.78亿元，公司及涉事子公司作为被告已收到法院传票及相关诉讼材料，案件目前处于法院已受理但尚未开庭审理阶段。
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受新一批国补等因素影响，8月面板价格有望止跌企稳
7月28日，奥维睿沃（AVC Revo）在《7月TV&MNT面板价格快报》时预测，受新一批国补资金下达、面板厂按需控产、行业集中度提升和电视面板采购恢复等综合因素影响，预计8月液晶电视面板价格环比持平，这将是电视面板价格连跌两个月后首度止跌。
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沃格RS项目GCP Mini LED灯板实现规模量产
7月23日，沃格集团GCP（Glass Circuit Plate/玻璃电路板）产业化进程再传捷报——RS项目GCPMini LED灯板迎来规模量产，这是沃格GCP产品在新型显示领域继海信项目后又一重大产业化进程，具有深远意义。
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Jul
China fills PFAS-based coolant supply gap in South Korea’s chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea’s semiconductor coolant supply chain following 3M’s planned exit from the business. Firms like Juhua, ChemPacific, and Noah Fluorochemical are now supplying major chipmakers Samsung and SK Hynix, marking China’s growing influence in a critical segment of advanced semiconductor manufacturing infrastructure.
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Jul
Taiwan’s semiconductor exports remain steady despite tariff risks
Rising trade protectionism and tariff policy uncertainties have disrupted the global economic and trade order. Over time, countries have started to figure out how to negotiate or respond to US tariffs. Despite US President Donald Trump’s warnings that countries imposing retaliatory tariffs would face further hikes, the EU still decided to retaliate against the US.
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Jul
China’s PCB industry hit hard by continued bankruptcy wave
China’s PCB upstream and downstream supply chain has seen massive expansion supported by government policies in recent years. However, the subsequent industry downturn has led to overcapacity, forcing manufacturers to cut prices to win orders, thus triggering a wave of intense internal competition.
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Jul
Behind BYD’s sales surge, suppliers warn of late payments and margin pressures
Chinese electric vehicle giant BYD has publicly dismissed comparisons to the troubled property developer Evergrande, rejecting online speculation that it might be headed for similar financial turbulence. Yet behind closed doors, some of its suppliers tell a different story — one of inconsistent payments, tightened profit margins, and mounting caution across the supply chain.