证券代码：002106 证券简称：莱宝高科 公告编号：2025-002 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 2024 年 10 月 28 日召开第八 届董事会第二十次会议，审议通过《关于公司拟设立海外业务机构和海外生产基地的议 案》，同意公司设立海外业务机构和海外生产基地，其中，公司拟以总投资额 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，具体内容详见刊载于 2024 年 10 月 30 日的 《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）。 二、对外投资的进展情况 莱宝科技（泰国）有限公司（以下简称"泰国莱宝"）于近日完成注册登记并取 ...

证券代码：002106 证券简称：莱宝高科 公告编号：2025-001 深圳莱宝高科技股份有限公司 关于全资子公司获得高新技术企业认证的公告 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。 深圳莱宝高科技股份有限公司（以下简称"公司"）之全资子公司——重庆莱宝科 技有限公司（以下简称"重庆莱宝"）于近日收到重庆市科学技术局、重庆市财政局、 国家税务总局重庆市税务局联合下发的《高新技术企业证书》（证书编号： GR202451102050），发证日期：2024 年 10 月 28 日，有效期：三年。 本次认定系重庆莱宝原高新技术企业证书期满后所进行的重新认定。根据《中华人 民共和国企业所得税法》等相关规定，通过国家高新技术企业认定并向主管税务机关办 理完毕减免税手续后，重庆莱宝将自 2024 年起连续三年（即 2024 年-2026 年）享受国 家关于高新技术企业的相关税收优惠政策，按 15%的优惠税率缴纳企业所得税。 重庆莱宝 2024 年已按 15%的优惠税率申报及预缴企业所得税，因此，重庆莱宝本 次通过国家级高新技术企业认证对缴纳 2024 年度企业所得税没 ...

Group 1: Company Overview and Financial Performance - Shenzhen Laibao High-Tech Co., Ltd. reported a total sales revenue of 5.586 billion CNY for the year 2023, with over 85% of this revenue coming from notebook computer touch screens [3][4]. - The sales revenue from the automotive touch screen segment accounts for less than 10% of the overall sales revenue [4]. Group 2: Market Trends and Future Projections - The global notebook computer shipments are projected to reach 183 million units in 2025, representing a year-on-year growth of 4.9% compared to 2024 [5]. - The demand for notebook touch screens is expected to benefit from the anticipated upgrade cycle driven by the discontinuation of Windows 10 support and the rise of AI PC products [5][11]. Group 3: Challenges and Competition - The notebook touch screen business faces increasing competition from integrated touch display technologies (On Cell/In Cell), which may impact the sales growth of external touch screens [6][12]. - The automotive touch screen segment is also under pressure from declining product prices and competition from established integrated touch display solutions [9][15]. Group 4: MED Project Overview - The Micro Electric-Chamber Display (MED) project aims to develop a new type of electronic paper display technology, with a total planned investment of 9 billion CNY [16][22]. - The MED project is expected to target the mid-to-large size color electronic paper market, with a projected global market size of 72.3 billion USD by 2025, growing at a compound annual growth rate (CAGR) of over 50% [18][19]. Group 5: R&D and Product Development - The company plans to enhance the core technology and market competitiveness of its MED products through continuous optimization of materials and production processes [20]. - The MED project is set to establish a production line capable of producing various sizes of micro electric-chamber displays, with an expected monthly output of 3.2 million units for a representative size of 12.3 inches [21]. Group 6: Financial and Operational Impact - The MED project is anticipated to incur significant expenses prior to profitability, impacting the company's overall financial performance during the construction phase [23][24]. - The project is expected to generate additional operational costs related to management, research, and development as it progresses [24].

Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of 441,403.98 million RMB, an increase of 18,812.71 million RMB, or 4.45% year-on-year, primarily driven by sales of large-sized capacitive touch screens and automotive cover glass products [6] - The net profit attributable to shareholders for the same period was 30,901.69 million RMB, up 608.01 million RMB, or 2.01% year-on-year, influenced by increased sales gross profit and rising management and financial expenses [6] Product Revenue Composition - In 2023, the company reported total sales revenue of 55.86 billion RMB, with sales of touch screens for laptops accounting for over 85% of total revenue, while the automotive touch screen segment contributed less than 10% [6] Market Outlook - The global laptop shipment is expected to see single-digit growth in 2024, with the second half of the year likely to experience an increase due to seasonal promotions [6] - The company anticipates that the sales of laptop touch screens will achieve year-on-year growth in the second half of 2024, despite facing intensified competition and market uncertainties [8] MED Project Development - The MED project, a collaboration with local government, aims to develop micro electric-chamber display technology, with a total planned investment of 9 billion RMB, including 8.3 billion RMB for construction [20] - The project is expected to generate significant market opportunities, with the global electronic paper display market projected to reach 72.3 billion USD by 2025, growing at a compound annual growth rate (CAGR) of over 50% [18] Technological Advancements - The company is focusing on enhancing the performance of its MED products through continuous optimization of materials and manufacturing processes, aiming to improve contrast, color saturation, and response speed [18] - The MED project is set to include a new production line capable of producing 320 million units of 12.3-inch displays monthly, with a comprehensive production process from glass substrate to assembly [18] Challenges and Risks - The company faces challenges in achieving profitability before the MED project becomes operational, with anticipated increases in operational costs during the construction phase [20] - The future success of the AI PC market is uncertain, as it depends on consumer acceptance and the ability to deliver a compelling user experience [10]

Group 1: Company Overview - Shenzhen Laibao High-Tech Co., Ltd. reported a total sales revenue of CNY 5.586 billion for 2023, with notebook computer touch screens accounting for over 85% of total sales revenue [29] - The sales revenue from the automotive touch screen segment, including automotive cover glass and touch screens, accounted for less than 10% of total sales revenue [29] Group 2: Market Trends and Predictions - Global notebook computer shipments are expected to see single-digit growth in 2024 compared to 2023, with a potential increase in sales of notebook touch screens in the second half of 2024 [29] - The automotive touch screen market is anticipated to grow in 2024, driven by the increasing integration of touch screens in vehicles as they evolve towards electrification and intelligence [37] Group 3: Product Development and Technology - The company is focusing on developing high-end commercial notebook computers and two-in-one devices, which are likely to continue using external touch screen structures due to their superior touch performance [33] - The embedded structure touch display products (On Cell/In Cell) are gaining market share, but external capacitive touch screens still hold advantages in terms of performance and customization [35] Group 4: MED Project Insights - The Micro Electric-Chamber Display (MED) project aims to produce color electronic paper displays, with a projected total investment of CNY 9 billion, including CNY 8.3 billion for construction [46] - The MED project is expected to tap into a differentiated blue ocean market, with the global electronic paper display market projected to reach USD 72.3 billion by 2025, growing at an annual rate of over 50% [42] Group 5: Financial and Operational Considerations - The MED project is expected to incur significant expenses before profitability, impacting the company's earnings during the construction phase [49] - The company plans to enhance its production capabilities and product offerings in response to market demands, including the development of new technologies and products [45]

Financial Performance - In the first nine months of 2024, the company achieved operating revenue of 441,403.98 thousand yuan, an increase of 18,812.71 thousand yuan, or 4.45% year-on-year, primarily due to increased sales of large-sized capacitive touch screens and automotive cover glass products [4] - The net profit attributable to shareholders for the same period was 30,901.69 thousand yuan, up 608.01 thousand yuan, or 2.01% year-on-year, driven by increased sales gross profit despite rising management and financial expenses [4] Product Revenue Composition - In 2023, the company's main products generated a total sales revenue of 5.586 billion yuan, with notebook computer touch screens accounting for over 85% of total sales, while automotive touch screens contributed less than 10% [4] Market Outlook - The global notebook computer shipment is expected to see single-digit growth in 2024, with the second half of the year likely to experience an increase in sales of notebook computer touch screens [4] - The automotive touch screen market is anticipated to grow in 2024, driven by the shift towards electric, intelligent, and connected vehicles, with increasing demand for integrated display solutions [8] MED Project Development - The MED project, a collaboration with local government, aims to produce micro electric-chamber display devices, with a total investment of 9 billion yuan, including 8.3 billion yuan for construction [18] - The project is expected to have a monthly production capacity of 180,000 square meters of glass substrates, covering display sizes from 7.8 inches to 55 inches [18] - 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] Challenges and Risks - The company faces uncertainties in achieving sales growth for notebook computer touch screens due to increasing competition and changing market demands influenced by global economic conditions [6] - The profitability of automotive touch screens is currently lower than that of notebook computer touch screens, primarily due to lower production efficiency and higher complexity in new product designs [12] Future Strategies - The company plans to enhance its R&D efforts to improve the performance and market competitiveness of its MED products, focusing on optimizing materials and production processes [18] - To address production challenges, the company will continue to invest in upgrading production lines and improving production efficiency for automotive touch screens [12]

Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of 441,403.98 million yuan, an increase of 18,812.71 million yuan, or 4.45% year-on-year, primarily due to increased sales of large-size capacitive touch screens and automotive cover glass products [4] - The net profit attributable to shareholders for the same period was 30,901.69 million yuan, up by 608.01 million yuan, or 2.01%, influenced by increased sales gross profit and rising management and financial expenses [4] Product Revenue Composition - In 2023, the company's total sales revenue reached 55.86 billion yuan, with sales of notebook computer touch screens accounting for over 85% of total revenue, while automotive touch screen sales accounted for less than 10% [4] Market Outlook - The global notebook computer shipment is expected to see single-digit growth in 2024, with the second half of the year likely to experience an increase in sales of notebook computer touch screens [4] - The company faces uncertainties in achieving sales growth in the second half of 2024 due to intensified industry competition and changing market demands [6] Automotive Touch Screen Business - The automotive touch screen product line includes touch screens and cover glass, with increasing demand for customized designs and larger sizes as vehicles evolve towards integration [10] - The company anticipates a year-on-year growth in automotive touch screen sales in 2024, supported by strong order demand and production capabilities [10] MED Project Development - The MED project, a collaboration with local government, aims to develop micro electric-chamber display technology, with a registered capital of 5.5 billion yuan and a loan of up to 3.5 billion yuan secured for project development [18] - The project is expected to enhance the company's product structure and create new business growth points, although it may incur additional costs before profitability [20] Future Product Innovations - The company is actively developing glass encapsulation substrates for Mini/Micro LED displays, with several test samples produced but not yet commercialized [13] - Continuous improvements in the MED project are planned to enhance product performance, including contrast and color saturation [16] Conclusion - The company is focused on leveraging market opportunities in the automotive and AI PC sectors while managing uncertainties in product demand and competition [20]

Group 1: Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of 441,403.98 million yuan, an increase of 18,812.71 million yuan, or 4.45% year-on-year, primarily due to increased sales of large-sized capacitive touch screens and automotive cover glass products [4] - The net profit attributable to shareholders for the same period was 30,901.69 million yuan, up by 608.01 million yuan, or 2.01%, influenced by increased sales gross profit and rising management and financial expenses [4] Group 2: Product Revenue Composition - In 2023, the company reported total sales revenue of 55.86 billion yuan, with sales of touch screens for laptops (mainly full lamination products) accounting for over 85% of total sales revenue, while automotive touch screen sales accounted for less than 10% [4] Group 3: Market Outlook and Trends - The global market for laptops is expected to see single-digit growth in 2024, with the second half of the year likely to experience an increase in sales due to seasonal promotions [4] - The MED project, focusing on micro electric-chamber display technology, is positioned in the mid-to-large size color electronic paper market, which is anticipated to grow significantly, with a projected market size of 72.3 billion USD by 2025, reflecting a compound annual growth rate of over 50% [12] Group 4: MED Project Development - The MED project has a total planned investment of 9 billion yuan, with construction investment of 8.3 billion yuan and working capital of 700 million yuan [16] - The project aims to produce micro electric-chamber displays with a monthly output capacity of 320 million units for a representative size of 12.3 inches [15] - The company is actively developing new products and technologies for the MED project to enhance its core technology and market competitiveness [15] Group 5: Challenges and Risks - The company faces uncertainties regarding the growth of laptop touch screen sales due to increasing competition and changing market demands influenced by global economic conditions [6] - The MED project may incur significant expenses before profitability, impacting the company's financial performance in the short term [18]

Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of 441,403.98 million yuan, an increase of 18,812.71 million yuan, or 4.45% year-on-year [4] - The net profit attributable to shareholders for the same period was 30,901.69 million yuan, up by 608.01 million yuan, or 2.01% year-on-year [4] - The increase in revenue was primarily driven by sales of large-sized capacitive touch screens and automotive cover glass products [4] Product Revenue Composition - In 2023, the company reported total sales revenue of 55.86 billion yuan, with sales of touch screens for laptops accounting for over 85% of total revenue [4] - The automotive touch screen segment, including automotive cover glass, contributed less than 10% to overall sales revenue [4] Market Outlook - The global laptop shipment is expected to see single-digit growth in 2024, with the second half of the year likely to outperform the first half due to seasonal promotions [5] - The company anticipates a year-on-year increase in sales of laptop touch screens in the second half of 2024, despite facing intensified competition and market uncertainties [5][6] MED Project Overview - The MED project, focused on micro electric-chamber display technology, aims to capture the mid-to-large size color electronic paper market, which is projected to grow significantly [11][12] - The global electronic paper display market is expected to reach $72.3 billion by 2025, with a compound annual growth rate (CAGR) exceeding 50% [12] - The project has a total planned investment of 9 billion yuan, with construction costs estimated at 8.3 billion yuan [15] Strategic Partnerships and Development - The company has established partnerships with well-known brands such as Lenovo, HP, and Dell, enhancing its market reach for MED products [13] - The MED project is expected to improve the company's product structure and create new business growth points, contributing to sustainable development [15] Future Product Innovations - The company plans to enhance the performance of MED products through continuous optimization of materials and manufacturing processes [12] - There is potential for increased demand for touch screens that support AI functionalities, particularly in high-end laptops and 2-in-1 devices [11][12] Challenges and Risks - The company faces challenges from rising competition in the touch screen market and potential shifts in consumer demand due to global economic conditions [6][9] - The MED project's construction phase is expected to incur significant costs, impacting profitability before the project becomes operational [15][16]

Financial Performance - In the first three quarters of 2024, the company achieved operating revenue of 441,403.98 million RMB, an increase of 18,812.71 million RMB, or 4.45% year-on-year [4] - The net profit attributable to shareholders for the same period was 30,901.69 million RMB, up by 608.01 million RMB, or 2.01% year-on-year [4] - The increase in revenue was primarily driven by sales of large-sized capacitive touch screens and automotive cover glass products [4] Product Revenue Composition - In 2023, the company reported total sales revenue of 55.86 billion RMB, with notebook computer touch screens accounting for over 85% of total sales [4] - The automotive touch screen segment, including automotive cover glass, contributed less than 10% to overall sales [4] Market Outlook - The global notebook computer shipment is expected to see single-digit growth in 2024, with a potential increase in sales of notebook touch screens in the second half of the year [4] - The company anticipates that high-end commercial notebooks and 2-in-1 devices will continue to prefer external touch screen structures due to better touch performance [6] MED Project Development - The micro-cavity electronic paper display (MED) project aims to capture opportunities in the mid-to-large size color electronic paper market, with a projected global market size of 723 billion USD by 2025, growing at a compound annual growth rate (CAGR) of over 50% [14] - The project is expected to enhance the company's core competitiveness and broaden its international market presence [14] - As of June 2024, the joint venture for the MED project has been established with a registered capital of 5.5 billion RMB, and a loan of up to 3.5 billion RMB has been secured for project development [14] Challenges and Risks - The company faces uncertainties regarding the sales growth of its automotive touch screen segment due to market demand fluctuations and competition [9] - The MED project may incur significant expenses before achieving profitability, impacting the company's overall earnings [18] - The company emphasizes the need for cautious and rational investment decisions from stakeholders, given the uncertainties in new product developments and market trends [20]