国盛证券研报指出，京东方A拟收购彩虹光电30%股权，紧抓产业格局整合演进机遇。交易完成后，彩虹股份对彩虹光电的持股比例降至69.79%，仍为控股股东，彩虹光电继续纳入彩虹股份合并报表范围。此次收购将在多方面为京东方显示业务加码。值得注意的是，彩虹光电是三星电子当前70英寸面板的独供厂商，入股彩虹光电有望进一步巩固三星电子与京东方系的面板合作关系，双方破冰之路或将在2026年取得突破。当前京东方股价对应2025年PB估值约为1.0倍，维持“买入”评级。
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