南财智讯1月30日电，莱宝高科在投资者关系活动中表示，在MED项目建成投产前，公司依托现有2.5代 TFT-LCD显示面板及微电腔显示中试线资源，已制作出7.5英寸至13.7英寸等多款中尺寸黑白及彩色 MED产品样品，并向多家客户积极推广验证和应用；其中个别规格MED产品已于近期实现小批量生产 交付给客户；公司在中试线上已打通MED全部生产工艺流程，为MED项目未来顺利投产奠定技术和市 场基础。 ...

Core Viewpoint - The company is collaborating with local governments on the MED project, which focuses on the production of micro-cavity display screens and a new display touch control R&D center, indicating a strategic move into a growing market segment [1] Group 1: Project Details - The MED project will establish a production line with a monthly output of 180,000 square meters of glass substrates, covering product sizes from 7.8 inches to 55 inches [1] - The project is expected to achieve an average annual sales revenue of 916.654 million yuan upon reaching full production [1] Group 2: Market Positioning - The products are positioned in a differentiated segment of the medium to large-sized color electronic paper market, which is considered a blue ocean market [1] - Application areas for the products are expanding from e-book readers and electronic paper tablets to include electronic bus stop signs, digital signage, electronic whiteboards, and outdoor advertising boards, indicating significant market growth potential [1]

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：2026-001 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 南方基金管理股份有限公司：郭东谋、李金哲 湖南卓远基金管理有限公司：唐远 上海证券报社有限公司深圳分公司：黄金滔 时间 15:40-17:10 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二楼 会议室 上市公司接待人 员姓名 副总经理 兼 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、证券事务代表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 MED 项目的最新进展情 ...

（文章来源：证券日报） 证券日报网讯 1月21日，天健集团在互动平台回答投资者提问时表示，公司全资子公司深圳市政集团有 限公司持有莱宝高科7.36%的股份。 ...

Group 1 - On December 22, a total of 13 companies were investigated by institutions, with 7 companies being focused on by funds, including Lingyi iTech and Junda Co., Ltd. [1] - Lingyi iTech received the most attention, with 33 funds participating in its investigation, while Junda Co., Ltd. and Wanxiang Qianchao had 4 and 3 funds respectively involved in their investigations [1][2] Group 2 - Among the companies investigated by funds, 4 are from the Shenzhen main board and 3 from the ChiNext board [2] - Only one company has a total market capitalization exceeding 500 billion yuan, with Lingyi iTech being among those exceeding 100 billion yuan, while 4 companies, including Meirui New Materials and Boying Special Welding, have market capitalizations below 10 billion yuan [2] - All investigated stocks have risen in the past 5 days, with Junda Co., Ltd. leading with a 13.16% increase, followed by Wanxiang Qianchao at 5.57% and Zhongtai Co., Ltd. at 4.69% [2] - In terms of net capital inflow over the past 5 days, Junda Co., Ltd. saw a net inflow of 132 million yuan, the highest among the stocks, followed by Lingyi iTech and Wanxiang Qianchao with net inflows of 118 million yuan and 113 million yuan respectively [2]

Group 1: Business Growth and Market Trends - The company anticipates a year-on-year growth in sales of notebook computer touch screens in 2025, driven by an expected increase in global demand for notebooks, projected to reach 183 million units, a 4.9% increase from 2024 [2][3] - The automotive touch screen segment is expected to continue its growth, with increasing demand for integrated designs and larger screens as the automotive industry shifts towards electrification and smart technologies [5][6] - The MED project is positioned to tap into the growing market for large-sized color electronic paper displays, with a projected market size of $72.3 billion by 2025, growing at a compound annual growth rate (CAGR) of over 50% [17][18] Group 2: Competitive Challenges - The company faces intensified competition in the notebook touch screen market from integrated touch display products, which may impact sales and profitability [3][7] - The automotive touch screen segment is also under pressure from declining product prices and competition from established integrated touch display technologies [7][9] - The MED project may encounter challenges related to the maturity of color electronic paper display technology and the high costs associated with stable supply [19][20] Group 3: Strategic Responses - To counter competition, the company plans to develop new products using advanced technologies such as GMF and AOFT structures, and expand its market presence in AI PC applications [10][12] - The company is actively pursuing partnerships with Tier 1 automotive manufacturers to enhance its product offerings and increase market share in the automotive sector [6][10] - The MED project is progressing according to schedule, with key equipment arriving and installation underway, aiming for production readiness within two years [14][24] Group 4: Financial Implications - The MED project is expected to incur significant costs during its construction phase, impacting the company's profitability until the project becomes operational [21][22] - The company has secured a loan of up to 3.5 billion RMB to support the MED project, with financial liabilities recognized in its consolidated financial statements [15][21] Group 5: Future Outlook - The company is optimistic about the future demand for its products, particularly in the AI PC and automotive sectors, as well as the potential for growth in the electronic paper display market [16][18] - Continuous investment in R&D is planned to enhance the performance of MED products, focusing on aspects like contrast, resolution, and color saturation [22][23]

Group 1 - The core point of the article is that Laibao High-Tech (SZ 002106) announced a board meeting to discuss applying for a new type of policy financial tool from the Agricultural Development Bank of China [1] - For the first half of 2025, Laibao High-Tech's revenue composition is 98.37% from electronic components and 1.63% from other businesses [1] - As of the report date, Laibao High-Tech has a market capitalization of 7.6 billion yuan [1] Group 2 - The article highlights a significant increase in sales of new energy heavy trucks, with November sales up 178% year-on-year [1] - The demand for new energy heavy trucks is so high that customers are directly urging manufacturers for orders, indicating a supply shortage [1] - This surge in demand for new energy heavy trucks is described as a rare occurrence in the past decade [1]

证券代码：002106 证券简称：莱宝高科 公告编号：2025-037 深圳莱宝高科技股份有限公司 关于公司向中国农业发展银行申请新型政策性金融工具的公告 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、交易情况概述 2025 年 12 月 19 日，深圳莱宝高科技股份有限公司（以下简称"公司"）第九届董 事会第六次会议审议通过了《关于公司向中国农业发展银行申请新型政策性金融工具的 议案》，为满足公司向控股子公司——浙江莱宝显示科技有限公司（以下简称"莱宝显 示"）剩余认缴注册资本金的出资及莱宝显示投资建设微腔电子纸显示器件（MED）项 目（以下简称"MED 项目"）的需要，结合国家近期出台的新型政策性金融工具政策 和公司与中国农业发展银行的沟通情况，董事会同意公司向中国农业发展银行浙江省分 行申请新型政策性金融工具借款，借款金额不超过人民币 1.62 亿元。根据《公司章程》 等有关规定，公司本次申请新型政策性金融工具借款属于公司董事会的审批权限，该议 案已经公司董事会全体董事的过半数审议通过，无需提交公司股东会审议，具体内容参 见公司同日披露的《公司第九 ...

第九届董事会第六次会议决议公告 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"）第九届董事会第六次会议于 2025 年 12 月 19 日以通讯方式召开，会议通知和议案于 2025 年 12 月 17 日以电子邮件方式 送达；鉴于本次会议审议的议案时间需求紧迫，根据《公司章程》等有关规定，全体董 事一致同意本次会议的通知和召开时间的前述安排。会议应参会董事 12 人，实际参会 董事 12 人。会议召开、表决符合《公司法》、《公司章程》等有关规定，合法、有效。 经审议，本次会议形成如下决议： 证券代码：002106 证券简称：莱宝高科 公告编号：2025-036 深圳莱宝高科技股份有限公司 审议通过《关于公司向中国农业发展银行申请新型政策性金融工具的议案》 为满足公司向控股子公司——浙江莱宝显示科技有限公司（以下简称"莱宝显示"） 剩余认缴注册资本金的出资及莱宝显示投资建设微腔电子纸显示器件（MED）项目（以 下简称"MED 项目"）的需要，结合国家近期出台的新型政策性金融工具政策和公司 与中国农业发展银行的沟通情况 ...

Group 1 - The company, Shenzhen Laibao High Technology Co., Ltd., has approved the establishment of a wholly-owned subsidiary in Japan with a total investment of 80 million Japanese yen [1][2] - The subsidiary, named Laibao Japan Co., Ltd., has recently completed its registration and obtained the necessary registration documents from local authorities [1][3] - The initial registered capital of Laibao Japan is set at 9.5 million Japanese yen, with plans to increase it to 80 million Japanese yen as per legal requirements and business needs [2][3] Group 2 - The business scope of Laibao Japan includes import and export, sales of touch screens, displays, optoelectronic materials, and related consulting services [1][2] - The company has completed all necessary approvals from relevant government departments in China for the investment [2]