公司成立于2004 年，主要产品为TFT 等多种混合液晶材料，产品广泛应用于高清电视、智能手机、电脑、车载显示、智能仪表等终端显示器领域。公司在TFT 型液晶材料上已实现多项技术突破，成为国内少数有能力生产高性能混合液晶材料的企业之一。

覆铜板行业集中度高，成本转嫁能力强：覆铜板行业近五年来产值和销量年复合增速分别为4.9%和5.6%，增长稳健。从区域分布看，全球产能持续向大陆转移，2016 年开始大陆销量占比已经超过70%，2017 年产值占比已接近2/3。

长江策略联合新兴制造行业，基于“方向资产”产业链比较体系，当前给予半导体、光伏和风电产业链“超配”建议。半导体方面，自主可控持续推进，G20峰会将至，科创板首批上市在即，板块的估值催化因素较多，有望受益于短期的市场风险偏好提升。

Artificial intelligence (AI) has been the most progressive technologies since its introduction in the 1950s. It is associated with human intelligence characteristics such as language understanding, reasoning, learning, problem solving, and others. Manufacturers in the market witness enormous underlying intellectual challenges in the development and revision of such technology. It is positioned as the core of the next-generation software technologies in the market. The AI chip market has witnessed significant growth over the years, owing to increase in efforts to make more human-like robots and rise in rate of deployments in the developing regions.

The global agricultural robots and mechatronics market is expected to witness high growth, with a CAGR of 24.2%, over the forecast period, 2019-2024. The key factors propelling the growth of this market are shortage of labor, increasing labor cost, increasing demand for food and agriculture supply, efficiency of work, adoption of emerging technologies, and increasing research on different applications to make the human life easier with perfect end results. The key players, such as Yamaha Motor Company, GEA Group Aktiengesellschaft , De Laval Inc. and Lely, have extensive hold on the improving technology and distribution channels, which helps in the growth of the market for agricultural robots and mechatronics..

中国和美国逐渐成为全球科技创新的两极。中国市场正享受工程师红利和创业者红利，在资本和政策的推动下，科技巨头、创业公司和各种投资机构共同形成了独特的中国科技生态。在美国，硅谷的科技进步引领产业趋势和投资方向。中信证券前瞻研究团队首推“全球人工智能和数字经济”周报，旨在追踪全球科技创新进展，寻找更广泛的投资机会。