京东方A跟踪报告之六：拟收购彩虹光电30%股权，面板龙头地位进一步夯实

光大证券2025-07-16

一、拟收购彩虹光电股权强化行业地位京东方A (000725.SZ)计划通过公开竞价收购彩虹股份持有的彩虹光电30%股权，交易金额约48.49亿元。这一收购符合公司长期发展战略，有助于进一步巩固和扩大其在面板行业的竞争优势，并提升市场影响力。二、武汉B17回购增厚母公司权益6月4日，公司公告控股子公司武汉京东方光电科技有限公司完成少数股东权益回购并减资。此次调整后，京东方在武汉京东方的权益比例从...

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