道明光学：2021年第三季度报告

艾媒报告|2019中国4K产业研究与商业投资决策分析报告

本报告研究涉及企业/品牌包括：TCL集团、京东方A、四川长虹、创维数字、华数传媒、国星光电、广电网络、捷成股份、丝路视觉、高斯贝尔、银河电子、中颖电子、国科微、东方网络、北京君正、圣邦股份、永新光学、中威电子、数码科技

利好政策、技术进步和市场需求驱动下，全球4K产业高速发展，2018年全球4K电视出货量达1.02亿台，中国4K产业虽然起步晚，但4K终端设备具备领先优势，2018年中国4K电视渗透率已达58.0%，预计2021年将达71.0%。目前中国4K已形成包括核心元器件制造、终端呈现设备制造和内容生产制作在内的三大产业链环节，产业发展前景广阔，2018年前三季度6家4K概念股上市公司营收突破百亿元，其中，TCL集团营收达到822.4亿元，成为中国4K概念第一股。iiMedia Research（艾媒咨询）数据显示，广东地区最关注4K产业，相关上市公司中京东方A（000725.SZ）的网络关注度最高，华数传媒（000156.SZ）的网络口碑最好。随着5G技术的发展成熟和应用，带动4K产业进入发展快车道，艾媒咨询分析师认为，未来4K显示技术在文教娱乐、工业制造、医疗健康和交通等领域将有更多的创新性融合。

Driven by favorable policies, technological advancement and market demand, the global Ultra HD industry is developing at a high speed. In 2018, global 4K TV shipments reached 102 million units. Although China's Ultra HD industry started late, 4K terminal equipment has a leading edge. The penetration rate of China's 4K TV has reached 58.0% in 2018 and is expected to reach 71.0% in 2021. At present, China Ultra HD has formed three major industrial chain links including core component manufacturing, terminal rendering equipment manufacturing and content production and production. In the first three quarters of 2018, the revenue of six 4K concept stock listed companies exceeded 10 billion. Yuan, of which, TCL Group's revenue reached 82.24 billion yuan, becoming the first share of China's 4K concept. According to iiMedia Research, the Guangdong region is most concerned about the Ultra HD industry. The related listed companies, BOE A (000725.SZ), have the highest network attention, and China Digital Media (000156.SZ) has the best network reputation. With the development and application of 5G technology, which is driving China Ultra HD industry into the fast lane of development, iiMedia Consulting analysts believe that the future 4K display technology will have more innovative integration in the fields of culture, education, entertainment, industrial manufacturing, medical health and transportation area.

宁波永新光学股份有限公司2021年第三季度报告

宇瞳光学：2021年第三季度报告