Core Viewpoint - The company, Shenzhen Laibao High-Tech Co., Ltd., is progressing with its 9 billion RMB micro-cavity electronic paper (MED) project, which is expected to impact short-term profitability but aims for long-term growth and competitiveness [1][4]. Group 1: MED Project Progress - The MED project has completed key milestones, including project workshop completion and installation of the first exposure machine, with total funding of 55 billion RMB from shareholders and 35 billion RMB from a syndicate loan secured [1][2]. - The project has received necessary approvals for project filing, environmental impact assessment, and energy-saving review, with funding from shareholders completed as per the agreement [2][3]. - The project is expected to take two years for construction, with equipment procurement and installation scheduled to begin in 2024, aiming for production commencement in 2025 [2][3]. Group 2: Financial Impact and Projections - The company reported a 36.10% year-on-year decline in net profit for Q1 2025, attributed to changes in product sales structure and increased R&D expenses, which are expected to continue affecting profitability during the MED project's construction phase [1][5]. - The total investment for the MED project is planned at 9 billion RMB, with 8.3 billion RMB allocated for construction and 700 million RMB for working capital, primarily focused on equipment investment [3][4]. - The establishment of a joint venture, Zhejiang Laibao Display Technology Co., Ltd., is aimed at implementing the MED project, with financial liabilities recognized in the company's consolidated financial statements [4][5]. Group 3: Market and Competitive Landscape - The company aims to leverage its relationships with global laptop brands to increase sales of touch screens for laptops in 2025, despite facing intensified competition from integrated touch display products [6]. - The sales growth of laptop touch screens in 2025 may be influenced by various factors, including global economic conditions and consumer purchasing behavior, leading to uncertainty in achieving sales targets [6].

Group 1: MED Project Overview - The MED project aims to develop micro electric-chamber display technology, which is a type of electronic paper display that relies on ambient light for information display, offering advantages such as low power consumption and high contrast [4][5][6]. - The project is positioned in the mid-to-large size color electronic paper market, targeting applications in electronic labels, e-books, and various display terminals [5][10]. Group 2: Market Potential and Growth - The global electronic paper display market is projected to reach $72.3 billion by 2025, with an annual growth rate exceeding 50% [11]. - The demand for color electronic paper displays is expected to surge, with 2023 marking the beginning of significant industrial applications [10][11]. Group 3: Technical and Production Capabilities - The company has established a pilot production line for mid-size MED modules and has successfully created multiple product samples [13][14]. - The project includes the construction of a new R&D center focused on developing high-performance color electronic paper displays and integrated touch display technologies [14][15]. Group 4: Financial and Investment Aspects - The total investment for the MED project is estimated at RMB 9 billion, with RMB 8.3 billion allocated for construction and RMB 700 million for working capital [19]. - The company has completed the capital contributions from shareholders, amounting to RMB 5.5 billion, and plans to secure a RMB 3.5 billion syndicated loan by September 2024 [19][21]. Group 5: Challenges and Risks - The project faces challenges related to the maturity of color electronic paper display technology and the high costs associated with production [16][21]. - The company anticipates that the MED project will impact profitability during the construction phase due to increased operational and development costs [21][23]. Group 6: Future Outlook - The company aims to achieve small-scale production of MED products by the second half of 2025, focusing on educational and outdoor applications [17][19]. - The MED project is expected to enhance the company's core competitiveness and expand its international market presence [6][10].

Group 1 - The company, 莱宝高科, has established a long-term business relationship with Xiaomi, primarily supplying touchscreen products for laptops [1] - Current cooperation does not involve supplying products for Xiaomi's newly released AI smart glasses [1]

证券代码：002106 证券简称：莱宝高科 公告编号：2025-021 深圳莱宝高科技股份有限公司 关于莱宝科技（泰国）有限公司购买土地的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 二、交易对手方介绍 1 一、对外投资进展概述 经深圳莱宝高科技股份有限公司（以下简称"公司"）第八届董事会第二十次会议决 议通过，同意公司以总投资额 2,000 万美元的自有资金在泰国注册设立全资子公司并以 其为实施主体建设泰国触控显示产品生产基地项目，项目主要建设内容包括购买土地、 新建厂房及其附属设施、动力和其他配套设施、厂房主体土建工程、净化装修、购买中 大尺寸触控显示全贴合产品的生产设备等，具体内容详见刊载于《中国证券报》、《证券 时报》和巨潮资讯网（www.cninfo.com.cn）的《第八届董事会第二十次会议决议公告》 （公告编号：2024-026）和《关于公司拟设立海外业务机构和海外生产基地的公告》（公 告编号：2024-031）。 Laibao Technology (Thailand) Co., Ltd.（以下简称"泰国莱宝"）于 2025 年 3 ...

证券代码：002106 证券简称：莱宝高科 公告编号：2025-020 深圳莱宝高科技股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳莱宝高科技股份有限公司（以下简称"本公司"或"公司"）2024 年年度 权益分派方案已获 2025 年 4 月 23 日召开的 2024 年度股东大会审议通过，具体内容 详见公司 2025 年 4 月 24 日刊载于《中国证券报》、《证券时报》、巨潮资讯网 （www.cninfo.com.cn）的《2024 年度股东大会决议公告》（公告编号：2025-016），现 将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案的情况 1、2025 年 4 月 23 日，公司 2024 年度股东大会审议通过了《关于公司 2024 年 度利润分配预案的议案》：以公司 2024 年 12 月 31 日的总股本 705,816,160 股为基 数，每 10 股派现金红利 1.00 元（含税），共计派现金红利 70,581,616.00 元，剩余利 润作为未分配利润留存。本年度不以资本公积金 ...

投资者关系活动主要内容介绍 本次调研活动以腾讯会议线上调研方式召开，由深圳莱宝高科技股份有限 公司（以下简称"公司"）董事会秘书向参与调研人员主要介绍了公司主营业 务情况、近期生产经营情况、所处行业发展现状及未来发展趋势、产品相关技 术发展现状及未来发展趋势、以及公司与地方政府合作投资的微腔电子纸显示 器件（MED）项目等相关情况，并进行相关沟通交流。 本次调研活动的主要沟通内容如下： 证券代码：002106 证券简称：莱宝高科 深圳莱宝高科技股份有限公司 投资者关系活动记录表 编号：2025-010 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 √其他（腾讯会议线上调研） 参与单位名称及 人员姓名 华福证券有限责任公司上海分公司：王鑫旸 时间 13:30-14:55 地点 深圳市光明区光源四路 9 号 公司光明工厂二期办公楼八楼 董事会秘书办公室 上市公司接待人 员姓名 董事会秘书：王行村 1、公司与地方政府合作投资的微腔电子纸显示器件（MED）项目的目的 和对公司可能带来的主要影响。 答：如公司 2023 年 10 月 21 日发布的公 ...

证券代码：002106 证券简称：莱宝高科 深圳莱宝高科技股份有限公司 投资者关系活动记录表 编号：2025-009 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 √现场参观 □其他 参与单位名称及 人员姓名 财通证券资产管理有限公司：虞圳劬 开源证券股份有限公司：张威震 深圳市榕树投资管理有限公司：彭慧婷 深圳青朴资本管理有限公司：严朴 深圳证金投资管理有限公司：李强 国信证券股份有限公司：占肖 深圳光速亿达投资咨询有限公司：张惠 深圳市人工智能产业协会 AIGC 委员会：曾伦兴 时间 10:00-12:10 地点 深圳市光明区光源四路 9 号 公司光明工厂二期办公楼三楼 306 会议室 上市公司接待人 员姓名 董事会秘书：王行村、证券事务代表：曾燕 投资者关系活动主要内容介绍 本次调研活动由深圳莱宝高科技股份有限公司（以下简称"公司"）董事会秘 书带领调研人员参观了公司展厅，然后在会议室向参与调研人员主要介绍了公司 2024 年年报、主营业务情况、近期生产经营情况、所处行业发展现状及未来发展趋 势、产品相关技术发展现状及未来发展趋势、新产品研发以及 ...

证券代码：002106 证券简称：莱宝高科 深圳莱宝高科技股份有限公司 答：根据全球行业咨询机构集邦咨询（TrendForce）发布的研究报告，一方面， 随着全球经济环境有望逐步改善、Windows 10 操作系统将于 2025 年 10 月终止升 级和技术更新、商务笔记本电脑的换机需求刺激，与公司密切相关的笔记本电脑用 1 触摸屏的总体需求预计有望同步增长。另一方面，带有人工智能（AI）功能的 AI PC 产品在 2024 年为发展元年，2025 年 AI PC 的硬件、操作系统、人工智能操作 及其他软件资源有望进一步升级并有望得到笔记本电脑厂商进一步的深入开发新 产品和推广应用，AI PC 产品 2025 年需求有望进一步增长，从而有望带动全球笔 记本电脑的需求增长。据集邦咨询（TrendForce）预测，全球笔记本电脑 2025 年出 货量将达 1.83 亿台，同比 2024 年度有望增长 4.9%。鉴于触摸屏起到替代键盘和鼠 标操作的触摸控制功能，将为笔记本电脑带来更为便捷的操控体验，笔记本电脑用 触摸屏 2025 年的需求有望相应受益并同比增长。公司依托拥有全球笔记本电脑知 名品牌客户资源优势，20 ...

Group 1: AUO Optronics - In Q1 2025, AUO Optronics reported a consolidated revenue of NT$721.0 billion (approximately RMB 163.96 billion), a 5.0% increase from Q4 2024 and a 21.2% increase year-on-year [2][4] - The net profit attributable to the parent company for Q1 2025 was NT$32.9 billion (approximately RMB 7.43 billion), with a gross margin of 12.2% [2][4] - The revenue growth was driven by inventory replenishment in the supply chain and increased demand for value-added products in Mobility and Vertical Solutions [3][4] Group 2: Lai Bao High-Tech - In 2024, Lai Bao High-Tech achieved a revenue of RMB 58.96 billion, a year-on-year increase of 5.54%, while the net profit attributable to the parent company was RMB 3.74 billion, a slight decrease of 0.43% [5][6] - The growth in revenue was primarily due to increased sales of large-sized capacitive touch screens and automotive cover glass products [7] - In Q1 2025, Lai Bao High-Tech reported a revenue of RMB 14.73 billion, a 0.31% increase year-on-year, but the net profit decreased by 36.10% to RMB 75.02 million [7][8] Group 3: AOC Technology - AOC Technology reported a revenue of RMB 552.30 billion in 2024, a slight increase of 1.16%, but the net profit dropped by 66.31% to RMB 94 million [9][10] - In Q1 2025, the company experienced a revenue decline of 4.24% to RMB 122.62 billion, with a net loss of RMB 1.70 billion [9][10] - The decline in profit was attributed to price competition and adjustments in orders, particularly in the television segment [11] Group 4: Micro導 Nano - In 2024, Micro導 Nano achieved a revenue of RMB 2.70 billion, a significant increase of 60.74%, while the net profit decreased by 16.16% to RMB 227 million [12][13] - The company reported a revenue of RMB 510 million in Q1 2025, a remarkable year-on-year increase of 198.95%, with a net profit of RMB 84 million, reflecting a substantial growth of 2253.57% [14][15] - The growth in revenue was driven by the implementation and acceptance of projects by clients, leading to increased orders [14][15]

证券代码：002106 证券简称：莱宝高科 公告编号：2025-019 深圳莱宝高科技股份有限公司 关于莱宝科技（泰国）有限公司股权结构及注册资本变更的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、对外投资进展概述 经深圳莱宝高科技股份有限公司（以下简称"公司"）第八届董事会第二十次会议决 议通过，同意公司以总投资额 2,000 万美元的自有资金在泰国注册设立全资子公司并以 其为实施主体建设海外生产基地；注册资金和投资额可根据实际需要分期逐步到位。 Laibao Technology (Thailand) Co., Ltd.（以下简称"泰国莱宝"）于 2025 年 3 月 10 日完 成注册登记，并取得当地主管部门签发的注册登记证明文件。具体内容详见刊载于《中 国证券报》、《证券时报》和巨潮资讯网（www.cninfo.com.cn）的《第八届董事会第二十 次会议决议公告》（公告编号：2024-026）、《关于公司拟设立海外业务机构和海外生产基 地的公告》（公告编号：2024-031）和《关于莱宝科技（泰国）有限公司完成注册登记的 公告》（公告 ...