Core Viewpoint - The company faces challenges in its automotive touch screen business due to ongoing price declines and increasing competition from integrated touch display technologies, leading to uncertainty in achieving year-on-year sales growth by 2025 [2] Group 1: Market Trends and Challenges - The automotive industry is increasingly moving towards electrification, intelligence, and connectivity, which is driving the integration of traditional dashboard components into unified designs, resulting in a growing demand for customized glass solutions [2] - The automotive touch screen business is expected to experience significant growth in 2024, particularly from the third quarter onwards, with a rapid increase in order demand leading to delivery pressures [3] - The company anticipates that the global shipment of new energy vehicles will continue to grow in 2025, which will drive demand for larger and multi-screen automotive touch screens [3] Group 2: Strategic Developments - The company is actively expanding its development efforts with overseas Tier 1 automotive manufacturers, achieving positive progress that is expected to lead to new product projects and increased demand for touch sensor panels [3] - Plans are in place to gradually expand production capacity for automotive touch screens and glass based on customer demand, with a focus on developing higher value-added products in the future [3] - Overall, the company expects its automotive touch screen business to maintain year-on-year sales growth in 2025 despite the competitive landscape [3]

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：2025-007 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 广发基金管理有限公司：赵古月 时间 15:00-16:40 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 304 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"）证券事务 代表带领调研人员参观了公司展厅，然后由公司董事会秘书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 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： 1、请介绍一下公司各主要产品的营业收入构成情况。 答：公司于 2025 年 3 月 29 日发布的《 ...

证券代码：002106 证券简称：莱宝高科 答：尊敬的投资者，您好！如公司 2025 年 3 月 29 日发布的《公司 2024 年 度财务决算报告》所述，公司 2024 年度筹资活动产生的现金流量净额为 231,662.37 万元，比上年度增加 246,446.92 万元，主要是本期控股子公司莱宝 显示收到其他股东投资款 250,000 万元及支付股东现金红利 1,7645.40 万元增 加综合影响所致。为满足公司日常运营、MED 项目投资建设和已经公司董事 会决议通过的设立泰国生产基地等投资项目的资金需要，公司 2025 年将结合 自有资金并适时、适度采取包括银团贷款、银行授信流动资金贷款等方式筹措 资金，具体进展请以公司后续相关公告信息（如有）为准。谢谢！ 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：2025-006 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 参与公司 2024 年度业绩网上说明会的投资者 时间 15:00-17:00 地点 网上直播平台："全景•路演"（https:/ ...

Group 1: Company Overview and Financial Performance - The company achieved a total sales revenue of 5.896 billion RMB in 2024, representing a year-on-year growth of 5.54% [4] - Sales revenue from notebook computer touch screens accounted for over 85% of the total sales revenue, while the automotive touch screen segment contributed less than 10% [4] Group 2: Market Trends and Future Projections - Global demand for notebook computer touch screens is expected to grow due to the end of Windows 10 updates and increasing demand for AI PC products, with a projected global shipment of 183 million notebooks in 2025, a 4.9% increase from 2024 [5] - The automotive touch screen market is anticipated to grow alongside the shift towards electric and smart vehicles, with increasing demand for larger and more integrated displays [9] Group 3: Challenges and Competition - The company faces intensified competition in the notebook touch screen market, particularly from embedded structure touch screens, which may impact sales growth in 2025 [6] - The automotive touch screen segment also faces pricing pressures and competition from established integrated touch display solutions [10] Group 4: MED Project Overview - The Micro Electric-Chamber Display (MED) project aims to develop low-power, high-resolution electronic paper displays, targeting the mid-to-large size color electronic paper market [15][17] - The MED project has a total planned investment of 9 billion RMB, with 8.3 billion RMB allocated for construction and 700 million RMB for working capital [24] Group 5: Market Potential and Strategic Initiatives - The global electronic paper display market is projected to reach 72.3 billion USD by 2025, with a compound annual growth rate (CAGR) of over 50% [18] - The company plans to leverage existing customer relationships and develop new products to capture market opportunities in the electronic paper segment [19] Group 6: Risk Management and Future Outlook - The company acknowledges potential risks associated with the MED project's implementation, including cost management and market competition [26][27] - Continuous investment in R&D and product development is essential to enhance the competitiveness of MED products and address market demands [29]

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：2025-004 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 个人投资者：李路 时间 9:50-12:10 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 305 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"）证券事务 代表带领调研人员参观了公司展厅及车载和工业品事业部生产车间，然后由公司董 事会秘书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： 1、请介绍一下公司各主要产品的营业收入构成情况。 答：公司于 2025 年 3 月 2 ...

Group 1: Company Overview and Financial Performance - The company achieved a total sales revenue of 5.896 billion RMB in 2024, representing a year-on-year growth of 5.54% [4] - Sales revenue from notebook computer touch screens accounted for over 85% of the total sales revenue, while the automotive touch screen segment contributed less than 10% [4] Group 2: Market Trends and Future Projections - Global demand for notebook computer touch screens is expected to grow due to the end of Windows 10 updates and increasing demand for AI PC products, with a projected shipment of 183 million units in 2025, a 4.9% increase from 2024 [5] - The automotive touch screen market is anticipated to grow alongside the shift towards electric and smart vehicles, with increasing demand for larger and more integrated displays [9] Group 3: Challenges and Competition - The company faces intensified competition from embedded structure touch screens, which may impact the sales of its external structure capacitive touch screens [12] - Price pressures and competition from established In Cell structure products pose risks to the automotive touch screen segment's growth in 2025 [10] Group 4: MED Project Overview - The Micro Electric-Chamber Display (MED) project aims to develop low-power, high-resolution electronic paper displays, targeting the mid-to-large size color electronic paper market [15][17] - The project has a total investment plan of 9 billion RMB, with 8.3 billion RMB allocated for construction and 700 million RMB for working capital [24] Group 5: Market Potential and Strategic Initiatives - The global electronic paper display market is projected to reach 72.3 billion USD by 2025, with a compound annual growth rate (CAGR) of over 50% [18] - The company plans to leverage existing customer relationships and develop new products to capture market opportunities in education and outdoor displays [28][29]

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：2025-002 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 财通基金管理有限公司：黎来论、虞圳劬 海通证券股份有限公司：文灿 时间 13:30-14:50 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 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 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、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： 1、请介绍一下公司各主要产品的营业收入构成情况。 答：公司于 2025 年 3 月 39 日发布的《公司 ...

Core Viewpoint - Laibo High-Tech (002106.SZ) reported a revenue of 5.896 billion yuan for 2024, marking a year-on-year increase of 5.54%, with a net profit attributable to shareholders of 369 million yuan, reflecting a slight growth of 0.02% [1] Group 1: Business Performance - The company is a leading supplier of touch screens for laptops and has shown resilience in operations despite market fluctuations, benefiting from the recovery in consumer electronics and automotive demand [2] - Sales revenue for large-size capacitive touch screens increased by 3.20% to 511.16 million yuan, while sales of automotive cover glass surged by 74.66% to 256.20 million yuan [2] Group 2: Industry Outlook - The global laptop market is expected to see single-digit growth by 2025, driven by the end of Windows 10 updates and increased replacement demand, which will positively impact the demand for laptop touch screens [3] - The automotive sector is moving towards electrification and smart technology, leading to a growing demand for large and multi-screen touch displays in vehicles [3] Group 3: R&D and Investment - Laibo High-Tech increased its R&D investment to 282 million yuan in 2024, a rise of 9.66% from 2023, representing 4.79% of its revenue [4] - The company is developing new technologies and products, including dual-sided coated sensors and color electronic paper displays, which are expected to create new business growth opportunities [4][6] Group 4: Future Plans - The company aims to strengthen its position in the laptop touch screen market and expand its automotive product line, while also focusing on the development of new products and technologies [7] - The MED project, expected to generate an average annual revenue of 9.167 billion yuan upon completion, is a key initiative for the company to enhance its competitive edge and foster sustainable growth [6][7]

证券代码：002106 证券简称：莱宝高科 公告编号：2025-007 深圳莱宝高科技股份有限公司 关于2025-2026年开展外汇衍生品交易的公告 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。 重要内容提示： 1、交易的目的：为提高公司应对外汇波动风险的能力，更好地防范和减轻公司所 面临的外汇汇率变动风险，增强公司财务稳健性，公司有必要根据具体情况，与符合相 关条件具备外汇衍生品交易资质、外汇交易品种丰富、规模大、实力强、信誉好的金融 机构签订外汇衍生品交易合同，开展以套期保值为目的的外汇衍生品交易，主要包括但 不限于外汇远期合约（结售汇）、外汇期权、外汇掉期、货币互换等业务。 2、交易的额度：公司及其下属全资子公司和控股子公司自股东大会审议通过之日 起一年内开展任意时点合计余额不超过 5 亿美元（或等值外币）的以套期保值为目的的 外汇衍生品交易，预计动用的交易保证金和权利金上限不超过人民币 3.5 亿元（或等值 外币）。 3、审议程序：本次公司及其下属全资子公司和控股子公司开展上述外汇衍生品的 议案已分别经公司第八届董事会审计委员会第十八次会议和公司第八 ...

证券代码：002106 证券简称：莱宝高科 公告编号：2025-009 （1）现场会议时间：2025年4月23日下午2:00 深圳莱宝高科技股份有限公司 关于召开 2024 年度股东大会的通知 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。 2025 年 3 月 27 日，经深圳莱宝高科技股份有限公司（以下简称"公司"）第八届 董事会第二十一次会议决议，定于 2025 年 4 月 23 日召开公司 2024 年度股东大会，审 议董事会、监事会提交的有关议案。现将有关事项通知如下： 一、召开会议的基本情况 1、本次股东大会是公司召开的2024年股东大会。 2、会议召集人是公司董事会； 3、本次股东大会会议召开符合有关法律、行政法规、部门规章、规范性文件和《公 司章程》的有关规定。 4、会议召开日期和时间： （2）网络投票时间：2025年4月23日。其中，通过深圳证券交易所交易系统进行网络 投票的具体时间为：2025年4月23日9:15－9:25，9:30－11:30和13:00－15:00；通过深圳 证券交易所互联网投票系统投票的具体时间为：2025年4月23日 ...