登录新浪财经APP 搜索【信披】查看更多考评等级 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、对外投资概述 深圳莱宝高科技股份有限公司（以下简称"公司"）于2020年3月12日召开第七届董事会第六次会议，审 议通过了《关于公司投资设立日本子公司的议案》，为满足公司在日本拓展业务等经营发展需要，同意 公司在日本投资设立全资子公司，投资总额为8,000万日元，具体内容详见刊载于2020年3月14日的《中 国证券报》、《证券时报》和巨潮资讯网（www.cninfo.com.cn）的《第七届董事会第六次会议决议公 告》（公告编号：2020-003）和《关于投资设立日本子公司的公告》（公告编号：2020-005）。 二、对外投资的进展情况 公司之日本全资子公司于近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，其主要的注 册登记信息如下： 1、公司名称：莱宝日本株式会社（以下简称"日本莱宝"） 6、经营范围：触摸屏、显示器、光电子材料及其周边设备、电子元件的进出口及销售；向各类企业提 供咨询业务；各类技术开发、技术指导及专有技术的买卖；国内外人才培训、介 ...

证券代码：002106 证券简称：莱宝高科 公告编号：2025-035 深圳莱宝高科技股份有限公司 关于日本全资子公司完成注册登记的公告 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、对外投资概述 深圳莱宝高科技股份有限公司（以下简称"公司"）于 2020 年 3 月 12 日召开第七 届董事会第六次会议，审议通过了《关于公司投资设立日本子公司的议案》，为满足公 司在日本拓展业务等经营发展需要，同意公司在日本投资设立全资子公司，投资总额为 8,000 万日元，具体内容详见刊载于 2020 年 3 月 14 日的《中国证券报》、《证券时报》 和巨潮资讯网（www.cninfo.com.cn）的《第七届董事会第六次会议决议公告》（公告编 号：2020-003）和《关于投资设立日本子公司的公告》（公告编号：2020-005）。 二、对外投资的进展情况 公司之日本全资子公司于近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，其主要的注册登记信息如下： 1、公司名称：莱宝日本株式会社（以下简称"日本莱宝"） 2、公司法人等编号：0111-01-11399 ...

Core Insights - The electronic paper industry is experiencing significant growth, transitioning from niche applications to becoming a core component in IoT display terminals, driven by increasing demand in retail and other sectors [1][2] - The A-share electronic paper index saw a daily increase of 3.36% on November 25, and a year-to-date increase of 56.58% as of November 28 [1] - Major manufacturers are consolidating their market positions, with the top five companies expected to hold approximately 86% of the global market share by 2024 [2][8] Industry Trends - The "dual carbon" goals in China are providing implicit support for low-power electronic products, creating long-term certainty for electronic paper companies [2] - The demand for electronic price tags and other applications is accelerating, with the industry entering a phase of synchronized acceleration in technology, market, and application [2][7] - The electronic paper technology has advanced with breakthroughs in color and flexibility, expanding applications from black-and-white static displays to full-color dynamic displays [5][6] Market Dynamics - The global electronic paper market is projected to exceed $14.2 billion, with significant growth expected in the e-book segment, which is anticipated to reach 18.8 million units by 2025 [8][9] - The domestic electronic paper industry has formed a complete layout, with strong downstream demand driving the expansion of upstream materials and midstream module production capacity [7] - The industry is characterized by a high growth rate and low base, with a compound annual growth rate of over 20% expected for global electronic paper terminals [9][10] Competitive Landscape - Major players in the electronic paper market include E Ink Holdings, HeLiTai, and Yasi Optoelectronics, with E Ink holding over 90% of the electronic ink film market [5][6] - The domestic market is seeing increased competition, with companies like Hanwang Technology and others capturing significant market shares [6][7] - The industry is facing challenges in scaling up production and reducing costs, particularly in high-end color electronic paper, which still relies on imported core materials [10]

Core Viewpoint - The company, Laibo High-Tech, announced during an investor relations event that its micro-cavity electronic paper display (MED) project, in collaboration with local government, is expected to achieve an average annual sales revenue of 916.654 million yuan upon reaching full production capacity [1] Group 1: Project Details - The MED project will involve the construction of a production line with a monthly glass substrate output of 180,000 square meters [1] - The product size range will cover from 7.8 inches to 55 inches, including complete processes such as driving backplane, reflective color film, encapsulation, packaging, module assembly, and integrated touch display [1] - A new research and development center for innovative display touch technology will also be established as part of the project [1] Group 2: Revenue Influencing Factors - Actual sales revenue may vary based on factors such as product specifications, application fields, pricing, and market supply and demand [1]

Group 1 - The company, Lai Bao Gao Ke, responded to investor inquiries on November 26, indicating that it only discloses shareholder information in specific announcements as per securities regulatory requirements [1] - As of September 30, 2025, the number of shareholders for the company is reported to be 54,389 [1]

Group 1: MED Project Overview - The MED project involves the construction of a production line for micro-cavity electronic paper display devices (MED) with a monthly production capacity of 320,000 units for 12.3-inch displays and 50,000 units for 31.2-inch displays [2][3]. - The project is expected to achieve an annual average sales revenue of CNY 916.654 million upon reaching full production [3]. - The total investment for the MED project is estimated at CNY 9 billion, with CNY 8.3 billion allocated for construction and CNY 700 million for working capital [13]. Group 2: Project Progress and Funding - The MED project is progressing according to plan, with imported equipment arriving and installation underway [4][5]. - The project has secured a total registered capital of CNY 5.5 billion, and a loan agreement for up to CNY 3.5 billion has been signed with a banking consortium [5]. - As of September 30, 2025, CNY 563.9185 million of the loan has been utilized [5]. Group 3: Market Potential and Demand - The global electronic paper display market is projected to reach USD 72.3 billion by 2025, with a compound annual growth rate (CAGR) exceeding 50% [7]. - The demand for color electronic paper displays is expected to grow significantly, with applications expanding into various fields such as electronic book readers, digital signage, and educational tools [6][8]. - The company has established relationships with major global brands, including Lenovo, HP, and Dell, enhancing its market reach for MED products [8]. Group 4: Technical Capabilities and Innovations - The company has developed comprehensive production capabilities for MED products, including proprietary technologies for display components [9][10]. - Continuous improvements in technology are planned, focusing on enhancing contrast, color saturation, and response speed of MED products [12][25]. - The establishment of a new R&D center for display technology is part of the strategy to innovate and develop new products [10][12]. Group 5: Financial Implications and Risks - The MED project is expected to incur significant expenses during its construction phase, impacting the company's profitability until the project becomes operational [15][16]. - The company is committed to managing costs and preparing for the project's launch to mitigate financial risks [17]. - The overall sales performance of the MED project remains uncertain due to market conditions and competition [24][28].

Core Insights - The article highlights a continued recovery in the consumer electronics market during Q3 2025, with overall positive performance from listed companies in the touch display sector [2]. Group 1: Global Shipment Trends - The report provides an analysis of global shipment trends for smartphones and laptops from Q1 2023 to Q3 2025, indicating a general upward trajectory in demand for these devices [3]. Group 2: Revenue and Profit Comparison - A comparative analysis of revenue and operating profit for listed companies in the touch display industry during Q3 2025 is presented, showcasing overall growth in financial performance [3]. Group 3: Company-Specific Trends - Longxin Technology's revenue and operating profit trends, along with its main business composition, are detailed, reflecting its market position [3]. - Lianchuang Electronics' revenue and operating profit trends, as well as its main business structure, are analyzed, indicating its performance in the sector [3]. - Yicheng Optoelectronics' revenue and operating profit trends, along with its main business composition, are discussed, highlighting its operational efficiency [3]. - Chanhong Technology's revenue and operating profit trends, as well as its main business structure, are examined, showing its growth trajectory [3]. - Laibo Gaoke's revenue and operating profit trends, along with its main business composition, are presented, indicating its market competitiveness [3]. - Landai Technology's revenue and operating profit trends, as well as its main business structure, are analyzed, reflecting its performance in the industry [3]. - Lens Technology's revenue and operating profit trends, along with its main business composition, are discussed, showcasing its operational success [3]. - Xinhai Optoelectronics' revenue and operating profit trends, as well as its main business structure, are examined, indicating its market standing [3]. - Helitai's revenue and operating profit trends, along with its main business composition, are presented, reflecting its growth in the sector [3]. - Star Technology's revenue and operating profit trends, as well as its main business structure, are analyzed, highlighting its performance in the market [3].

证券代码：002106 证券简称：莱宝高科 公告编号：2025-034 申屠江民因个人原因，经与原任职单位——浙江莱宝科技有限公司（公司之控股子 公司，以下简称"浙江莱宝"）协商一致解除劳动合同，于 2025 年 11 月 7 日从浙江莱 宝离职；离职后，其不在公司及其控股子公司担任任何职务，已完成相关工作交接，不 会对公司经营及发展产生重要影响。根据申屠江民在《公司首次公开发行股票招股说明 书》作出的相关承诺，其本人离职前已严格履行"在其任职期间每年转让的股份不超过 其所持有公司股份总数的 25%"的相关承诺；离职后，其本人将继续履行"离职半年内， 不转让其所持有的公司股份"的股份锁定承诺，直至上述承诺事项履行完毕。 特此公告。 深圳莱宝高科技股份有限公司 董事会 深圳莱宝高科技股份有限公司 关于相关方承诺事项履行的进展公告 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、承诺事项的基本情况 深圳莱宝高科技股份有限公司（以下简称"公司"）原核心技术人员——申屠江民 在《公司首次公开发行股票招股说明书》中作出如下承诺："在其任职期间每年转让的 股份不超过其 ...

Core Viewpoint - 莱宝高科 has shown stable revenue growth and is strategically investing in R&D to enhance its product offerings, particularly in the emerging market of color electronic paper displays, positioning itself for future growth opportunities [1][2][3]. Financial Performance - In the first three quarters of 2025, 莱宝高科 achieved operating revenue of 4.688 billion yuan, a year-on-year increase of 6.20% [1]. - The company reported a net profit attributable to shareholders of 231 million yuan, with total assets reaching 10.442 billion yuan, reflecting a 10.54% increase from the previous year [1]. R&D Investment - R&D expenses for the first three quarters of 2025 amounted to 224 million yuan, marking a 20.27% increase, primarily focused on new products, processes, and technologies [2]. - The company is developing the micro-cavity electronic paper display (MED) project, which includes a production line capable of producing displays ranging from 7.8 inches to 55 inches [2][4]. Market Outlook - The global market for color electronic paper displays is expected to expand significantly, with a projected market size of 72.3 billion USD by 2025 and a compound annual growth rate (CAGR) exceeding 50% [3]. - The introduction of various technologies, including micro-capsule and micro-cavity display technologies, is anticipated to drive the adoption of electronic paper displays across multiple applications [3]. Project Progress - The MED project is progressing according to plan, with equipment selection and international bidding for key imports underway, and initial equipment installations have begun [4]. - The company is preparing for the market launch of MED products in various sectors, including education and outdoor displays, enhancing its production capabilities [4]. Demand Drivers - The end of support for Windows 10 by Microsoft is expected to create a surge in PC replacement demand, contributing to growth in the PC market [5][6]. - The rise of AI PC products is anticipated to further stimulate demand in 2025, benefiting companies like 莱宝高科 that have established relationships with major global brands [6]. Future Prospects - As the MED project advances and begins production, 莱宝高科 is positioned to convert its technological and product advantages into actual production capacity, potentially leading to stable performance growth [7].

Core Viewpoint - Laibao High-Tech (002106.SZ) reported a revenue of 4.688 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 6.20%. However, the net profit attributable to shareholders decreased by 24.86% to 232 million yuan [1]. Financial Performance - The company's operating revenue for the first three quarters reached 4.688 billion yuan, marking a 6.20% increase compared to the previous year [1]. - The net profit attributable to shareholders was 232 million yuan, which represents a decline of 24.86% year-on-year [1]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was 231 million yuan, showing a decrease of 24.58% year-on-year [1].