Core Viewpoint - The company, Lai Bao Gao Ke, is collaborating with local governments to invest in a micro-cavity electronic paper display (MED) project, aiming to address survival and development challenges while seizing opportunities in the global medium to large-sized color electronic paper market [1] Group 1: Project Objectives - The collaboration aims to achieve industrial production of the company's independently developed MED technology and products, enhancing the product line in medium to large-sized color electronic paper displays [1] - The project is expected to significantly improve the company's core competitiveness and expand its international market presence, fostering new business and profit growth points [1] Group 2: Financial Implications - Successful implementation of the project will notably increase the company's asset scale and operational capacity, leading to a significant enhancement in profitability [1] - Although the asset-liability ratio is expected to rise, it will remain within a reasonable and safe range [1]

Core Viewpoint - The company announced its collaboration with local government on the MED project, which involves significant investment in the manufacturing of micro-cavity electronic paper display devices [1] Group 1: Project Details - The MED project will utilize existing industrial facilities in the "China Manufacturing 2025 Industrial Park" located in Huzhou, Zhejiang Province [1] - The project aims to establish a production line with a monthly output of 180,000 square meters of glass substrates, producing micro-cavity displays ranging from 7.8 inches to 55 inches [1] - The production line will include complete manufacturing processes such as driver backplane, reflective color film, potting, packaging, module assembly, and integrated touch display [1] Group 2: Financial Projections - According to the feasibility study commissioned by the company, the MED project is expected to achieve an average annual sales revenue of 916.654 million yuan upon reaching full production [1] - The actual annual sales revenue may vary based on factors such as product size, technical specifications, end-use applications, pricing, and market supply and demand conditions [1]

Core Viewpoint - The company plans to enhance its color MED products through continuous optimization of plasma materials, display device structures, designs, and manufacturing processes, aiming to expand the terminal application market space for MED products [1] Group 1: Product Development - The company is focused on improving various technical performance aspects of its color MED products, including contrast, color saturation, response speed, and temperature adaptability, indicating significant potential for future enhancements [1] - The MED project includes the establishment of a production line for micro-cavity displays and integrated touch display products, as well as a new R&D center for innovative display technologies [1] Group 2: Market Competitiveness - Continuous research and development efforts will target high-performance color electronic paper displays and new integrated touch display technologies, aimed at enhancing the core technology and market competitiveness of MED products [1]

Group 1: Company Overview and Investor Relations - The investor relations activity was conducted by Shenzhen Laibao High-Tech Co., Ltd., involving a site visit and presentation on the company's 2025 semi-annual report and business operations [1][2]. Group 2: Touchscreen Business Insights - The demand for notebook computer touchscreens is expected to grow in 2025, driven by an anticipated increase in global notebook shipments to 183 million units, a 4.9% increase from 2024 [3][4]. - The company aims to leverage its relationships with well-known global notebook brands to achieve year-on-year sales growth in touchscreen products [3][4]. Group 3: Challenges in Touchscreen Market - The touchscreen business faces challenges from increasing competition and the rise of integrated touch display products, which may impact sales growth and profitability [4][7]. - Economic fluctuations and consumer purchasing behavior may also affect the demand for notebook touchscreens [4]. Group 4: Automotive Touchscreen Business - The automotive touchscreen segment serves major Tier 1 suppliers and is expected to continue growing, supported by the shift towards electric and smart vehicles [5][6]. - The product line includes various touchscreen and glass components, with increasing demand for larger and more complex designs [5][6]. Group 5: Microcavity Electronic Paper Display (MED) Project - The MED project aims to capture opportunities in the mid-to-large size color electronic paper market, with an expected annual sales revenue of approximately 916.65 million yuan upon reaching full production [9][10]. - The project involves constructing a production line with a monthly output capacity of 320,000 units for 12.3-inch displays and 50,000 units for 31.2-inch displays [10]. Group 6: Market Potential for MED Products - The global electronic paper display market is projected to reach $72.3 billion by 2025, with a compound annual growth rate (CAGR) exceeding 50% [12]. - The demand for color electronic paper is expected to grow significantly, particularly in educational and advertising applications [12][13]. Group 7: Technical and Production Developments - The company has established a solid technical foundation for the MED project, including proprietary technologies and partnerships for material supply [19][21]. - The project is currently in the equipment installation phase, with plans for small-scale production by the end of 2025 [26][27]. Group 8: Financial Implications and Risks - The MED project requires a total investment of 9 billion yuan, with construction costs of 8.3 billion yuan and working capital of 700 million yuan [26]. - The project may impact the company's financial performance before it becomes profitable, necessitating careful management of expenses [28].

Core Viewpoint - The company faces challenges in its automotive touch screen business due to ongoing price pressures and increasing competition from InCell integrated touch display technology, leading to uncertainty in achieving year-on-year sales growth in 2025 [2][3]. Group 1: Market Trends - 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 shift from single screens to dual and triple screen setups [2]. - There is a growing demand for customized designs and production of automotive cover glass in various shapes, including 3D, curved, and irregular forms, as product sizes expand [2]. Group 2: Sales and Production Outlook - The company reported a certain degree of growth in product production and sales in the first half of 2025 compared to the same period last year, as it actively works to meet customer delivery demands [3]. - The global market for automotive touch screens is expected to grow in line with the anticipated increase in global electric vehicle shipments, which will drive demand for larger and multi-screen touch displays [3]. Group 3: Strategic Initiatives - The company plans to enhance its development efforts with overseas Tier 1 automotive manufacturers, achieving positive progress in 2024, which is expected to lead to new product projects and increased demand for touch sensor panels in automotive touch screens [3]. - The company intends to expand its production capacity for automotive touch screens and cover glass in response to customer demand and will explore additional high-value product markets within the automotive touch screen segment [3]. Group 4: Overall Sales Projection - Overall, the company's automotive touch screen business is projected to continue experiencing year-on-year sales growth in 2025 [4].

Group 1 - The company announced the retirement of Deputy General Manager Du Xiaohua due to reaching the legal retirement age, effective September 30, with no impact on operations [1] - Du Xiaohua held 138,412 shares in the company and has completed the necessary work handover as per company regulations [1] - A board member, Wang Xingcun, submitted his resignation on September 26, citing governance structure adjustments, but will continue as Deputy General Manager and Board Secretary [1] Group 2 - Shenzhen Laibao High-Tech Co., Ltd. is a leading manufacturer specializing in the research and production of upstream materials for flat panel displays and touch control devices, established in July 1992 [2] - The company reported a significant decline in net profit for the first half of the year, with revenue of 3.145 billion yuan, a year-on-year increase of 7.06%, but net profit fell over 13% to 181.8 million yuan [2] - The decline in net profit was primarily due to a nearly 40% drop in the first quarter, attributed to changes in product sales structure and increased R&D expenses [2]

Financial Performance - In the first half of 2025, the company achieved a sales revenue of 314,484.59 million RMB, a year-on-year increase of 7.06% [3] - The net profit attributable to shareholders decreased by 13.78% to 18,180.84 million RMB, primarily due to increased R&D expenses and reduced interest income [3] Product Demand and Market Trends - Demand for notebook touch screens has improved since August 2025, driven by the growth in education laptops and the upcoming end of Windows 10 support [4] - Global notebook shipments are expected to reach 183 million units in 2025, a 4.9% increase from 2024, which may positively impact touch screen sales [6] Vehicle Touch Screen Business - The vehicle touch screen segment is expected to continue growing, with increasing demand for integrated displays in electric and smart vehicles [8] - The company plans to expand production capacity based on customer demand and market trends [9] MED Project Overview - The MED project aims to produce micro-cavity electronic paper displays, with an expected annual sales revenue of 916,654 million RMB upon reaching full production [11] - The project is currently in the equipment installation phase, with a total investment of 9 billion RMB planned [23] Technical Development and Challenges - The company has established a research center for new display technologies and has secured long-term licensing for key patents [17] - Challenges include the high cost of production and the need for further technological advancements to enhance product performance [16] Future Outlook - The company aims to achieve small-scale production of MED products by the end of 2025, with ongoing efforts to optimize production processes [21] - The market for color MED products is expected to expand, with applications in various sectors such as education and advertising [20]

证券代码：002106 证券简称：莱宝高科 公告编号：2025-031 深圳莱宝高科技股份有限公司 关于高级管理人员辞职的公告 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。 杜小华先生的辞职报告 特此公告。 深圳莱宝高科技股份有限公司 董事会 2025 年 10 月 9 日 1 一、高级管理人员离任情况 2025 年 9 月 30 日，深圳莱宝高科技股份有限公司（以下简称"公司"）董事会收到 副总经理杜小华先生的《辞职报告》，杜小华先生因达到法定退休年龄，提请辞去公司 副总经理职务，辞职后，不在公司及其控股子公司担任任何职务。杜小华先生的原定任 期为 2025 年 4 月 23 日至 2028 年 4 月 22 日，根据《中华人民共和国公司法》、《深圳证 券交易所股票上市规则》、《深圳证券交易所上市公司自律监管指引第 1 号——主板上市 公司规范运作》、《公司章程》等有关规定，其辞职自辞职报告送达董事会之日起生效。 截至本公告披露日，杜小华先生持有公司股份 138,412 股，不存在未履行完毕的公 开承诺，并已按照公司离职相关管理规定做好工作交接，其辞职不会 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002106 证券简称：莱宝高科 公告编号：2025-028 深圳莱宝高科技股份有限公司 2025年第一次临时股东大会决议公告 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。 特别提示： （2）网络投票时间：2025年9月26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9月26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9月26日9:15至15:00期间的任意时间。 2、会议召开地点：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308会议室 3、会议召开方式：现场投票和网络投票表决相结合 4、会议召集人：公司董事会 5、会议主持人：董事长王裕奎先生 6、会议召开的合法、合规性：会议的召集、召开与表决程序符合法律法规、深圳证券交易所业务规则 和《公司章程》等的有关规定。 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席 ...

Core Points - The company announced the resignation of Wang Xingcun from the position of non-independent director due to adjustments in the corporate governance structure [1] - Wang Xingcun will continue to serve as the deputy general manager and board secretary after his resignation [1]