| | □分析师会议 特定对象调研 | | | | | --- | --- | --- | --- | --- | | 投资者关系活 动类别 | □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 | 国金电子 林承瑜、张胤 | 丁彦文 | 财通基金 | | | 及人员姓名 | 浙商证券 | 杨世祺 | 中银资管 | 李倩倩 | | | 国金证券 陈传红 邓跃辉、李敬尧 | | 睿亿投资 | | | 时间 | 2025年6月16日-2025年6月19日 | | | | | 地点 | 惠州市仲恺高新区陈江街道渡头路199号、电话会议 | | | | | 上市公司接待 | 副总经理、董事会秘书：刘俊丽女士 | | | | | 人员姓名 | 证券事务代表：李姝涵女士 | | | | | | 1、公司的车载显示业务发展如何？ | | | | | | 随着新能源汽车的积极推进、智能化座舱渗透率的不断提升、新场景 | | | | | | 需求的增多，而以Mini-LED技术为代表的新型显示技术因极具亮眼的显示 | | ...

Group 1 - Public fund enthusiasm for A-share market remains high, with 129 public fund institutions conducting research on 135 stocks from June 9 to June 15, resulting in a total of 780 research instances, a 17.82% increase from the previous week [1] - The telecommunications sector's Tianfu Communication (300394) was the most favored stock, attracting nearly 40% of public fund institutions with a total of 57 research instances [1] - The technology sector is notably popular among public fund institutions, with 17 industries receiving more than 10 research instances, and 2 industries exceeding 100 research instances [1] Group 2 - The electronics industry led with 160 research instances, making it the most focused area for public funds, involving 22 stocks [2] - The computer industry followed with 104 research instances, covering 13 stocks, while other industries like telecommunications, textiles, and pharmaceuticals also ranked high in research frequency [2] - The recent geopolitical tensions, particularly the Israel-Palestine conflict, have caused noticeable disturbances in equity assets, but historical analysis suggests that such events typically result in short-term market adjustments [2][3]

深圳市隆利科技股份有限公司投资者关系活动记录表 证券代码：300752 证券简称：隆利科技 | | □分析师会议 特定对象调研 | | | --- | --- | --- | | 投资者关系活 动类别 | □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 | 广发证券 马英皓 周靖翔、邓心怡、左少逸、赵森 | 诺安基金 | | | 天弘基金 张磊 郭敏、曾国富 | 信达澳亚 | | | 建信基金 许晴晖 郭晓莹 | 融通基金 | | | 鹏华基金 蔡春根 丁俊枫 | 嘉合基金 | | 及人员姓名 | 国投瑞银 周俊松 谭智汨 | 金信基金 | | | 华泰资产 叶文强 廖家瑞 | 东方红基金 | | | 万家基金 陈飞达 高兵、刘力 | 华商基金 | | | 大成基金 徐一清 梁简泓 | 交银施罗德 | | | 华福电子 李琦 | | | 时间 | 2025年6月11日-2025年6月13日 | | | 地点 | 电话会议 | | | 上市公司接待 | 副总经理、董事会秘书：刘俊丽女士 | | | 人员姓名 | 证券事务代表：李 ...

LIPO 趋势爆发，推荐隆利科技、德邦科技 20250611 摘要 Lipo 技术通过 2 至 1.3 毫米的超窄边框设计，提升手机屏幕的抗跌落性， 安卓机采用 Lipo 工艺的成本约为每套 20 至 30 元人民币，成本相对较 低，同时带来超窄边框和直板屏等优点。 苹果自 2021 年起在手表上试用 Lipo 技术，并从 iPhone 15 Pro Max 开始逐步应用于手机，预计 iPhone 17 全系列将采用。安卓方面，小米 和 OPPO 已在 2024 年 10 月发布的小米 15 和 OPPO Find X8 机型中 采用，市场反响良好。 预计未来两三年内，OLED 屏幕中 LIPO 渗透率可能超过 50%，甚至达 到 70-80%，安卓旗舰机及部分主流机型大概率都会使用 Lipo 封装工艺， 2025 年安卓阵营呈现全面爆发趋势。 LIPO 封装工艺涉及光敏胶材料、注塑设备及检测设备等领域，相关厂商 将迎来发展机会。隆利科技与德邦科技在相关领域具有较强竞争力，有 望受益于这一趋势，值得重点关注。 德邦科技在安卓机光敏胶市场具有优势，能更好满足定制化需求。汉高 是全球光敏胶龙头企业。iPhone ...

Group 1: LIPO Technology and Mini-LED Products - The company's LIPO technology products have received high recognition from clients after three years of R&D and validation, and are now entering mass production, which is expected to positively impact company performance [2] - The Mini-LED technology is rapidly being adopted in automotive displays, with partnerships established with tier 1 clients such as Continental, Faurecia, and Visteon, as well as end customers like BYD, NIO, and Geely, indicating a fast-growing automotive business [3] Group 2: AI Technology and Market Trends - The rapid development of AI technology is driving new market opportunities in smart hardware, with the company actively investing in R&D for emerging products like AR glasses and Micro-LED technology [3] - The demand for precision structural components is expected to increase as electronic devices trend towards lightweight and integrated designs, providing new growth opportunities for the company [3] Group 3: LCD Industry Outlook - The recovery of the macro economy and consumer demand is leading to a resurgence in the consumer electronics sector, with a growing need for intelligent, thin, large, interactive, and ultra-high-definition screens [3] - The traditional LCD display market is anticipated to continue its steady and healthy development due to ongoing domestic and international demand growth and industry optimization [3]

Group 1: AR/VR and Display Technology - The company has made significant advancements in AR/VR display products, with its Mini-LED+VR technology gaining high recognition from clients like Meta and Pico, leading to mass production in 2022 [2] - The company is also developing AR glasses optical systems using Micro-LED and waveguide technology, anticipating rapid growth in the smart wearable market as industry giants accelerate their strategies [2] Group 2: LIPO Technology and OLED Innovations - LIPO technology, an innovation in OLED screen processes, is expected to see a rapid increase in penetration, driven by demand from major clients like Apple, with the company starting its development in 2022 [2] - The company is actively upgrading LIPO technology and exploring applications in OLED folding screen hinges, which is projected to positively impact company performance as it enters mass production [2] Group 3: Automotive Partnerships - The company has successfully supplied its display products for key automotive clients, including a 14.6-inch central control screen for Geely's Xingyuan and a 15.6-inch screen for XPeng's MONA M03 [3] - Future plans include deepening and broadening collaborations with these automotive clients to enhance product offerings [3]

证券代码：300752 证券简称：隆利科技 公告编号：2025-039 深圳市隆利科技股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、误导 性陈述或者重大遗漏。 深圳市隆利科技股份有限公司（以下简称"公司"）于 2025 年 1 月 13 日召开第三届董 事会第十六次（临时）会议和第三届监事会第十六次（临时）会议，审议通过了《关于回购 公司股份方案的议案》，公司拟以自有资金和/或自筹资金不低于人民币 3,000 万元且不超 过人民币 6,000 万元(均含本数)通过集中竞价交易方式回购公司人民币普通股(A 股)股票， 用于实施员工持股计划和/或股权激励。本次回购的资金总额不低于人民币 3,000 万元且不 超过人民币 6,000 万元,回购价格不超过人民币 27.18 元/股(含本数)。按回购金额上限人民 币 6,000 万元、回购价格上限 27.18 元/股测算，预计可回购股数不低于 2,207,483 股 （含 本数），约占公司目前总股本的 0.98%；按回购金额下限人民币 3,000 万元、回购价格上限 27.18 元/股测算，预计可回购 ...

Group 1: Market Trends - In 2024, total automobile sales in China are projected to reach 31.436 million units, a year-on-year increase of 4.5%, with new energy vehicle sales expected to hit 12.866 million units, growing by 35.5% [2] - The penetration of smart driving and autonomous driving technologies is increasing, leading to higher user demands for in-car displays in terms of quality, resolution, size, and quantity [2] - The market for in-car displays is anticipated to experience rapid growth, driven by the adoption of Mini-LED display technology and an increase in the number of screens from a single central display to multiple types [2] Group 2: Company Positioning - The company is a leading player in Mini-LED backlight display technology, possessing significant advantages in technology reserves, patents, and mass production capabilities [2] - The company aims to leverage its first-mover advantage in Mini-LED technology to accelerate business development [2] Group 3: Consumer Electronics Demand - The consumer electronics sector is showing signs of recovery, with the company’s mobile phone, tablet, and notebook businesses gradually improving and gaining recognition from major clients such as BOE, TCL Huaxing, and others [3] - The company’s profitability in the consumer electronics segment is on the rise, supported by its strong quality and technological capabilities [3] Group 4: Technological Innovation Strategy - The company adheres to a "technology-driven" business philosophy and focuses on core products while increasing R&D investment through a "1+2+N" diversified layout [3] - New projects in Mini-LED technology are being developed, including ultra-thin high-color-gamut display modules and innovative solutions for automotive applications [3] - The company is advancing LIPO process innovations and developing new OLED technologies to enhance its competitiveness in the OLED display market [3] - The company is also exploring new product technologies in response to the AI+ trend, including AI glasses and AR optical systems [3]

深圳市隆利科技股份有限公司（以下简称"公司"）于2025年4月23日召开第三届董事 会第十七次会议和第三届监事会第十七次会议，审议通过了《关于注销2024年股票期权激 励计划部分股票期权的议案》，鉴于公司2024年股票期权激励计划的激励对象中有12名激 励对象因个人原因已离职而不再符合激励对象条件，其已获授但尚未行权的股票期权共计 47.4万份不得行权；1名激励对象于第一个行权期的个人绩效评价结果为C，对应个人层面 可行权比例为50%，其当期计划行权的股票期权的50%共计0.75万份不得行权，经审议，同 意将公司2024年股票期权激励计划合计48.15万份股票期权予以注销。具体内容详见公司于 2025年4月24日在巨潮资讯网（http://www.cninfo.com.cn）上披露的《关于注销2024年股 票期权激励计划部分股票期权的公告》。 证券代码：300752 证券简称：隆利科技 公告编号：2025-038 深圳市隆利科技股份有限公司 关于2024年股票期权激励计划部分股票期权注销完成的公告 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。 近日，经公司申 ...

Group 1: Company Technology and Market Position - The company has made significant advancements in AR/VR and precision components, with its Mini-LED + VR technology products receiving high recognition from clients like Meta and Pico, leading to mass production in 2022 [2] - The integration of AI models is expected to drive rapid growth in the smart wearable market, supported by the company's existing capabilities in precision mold design and processing, as well as optical injection molding [2][3] - The demand for precision components is anticipated to increase due to the trend of electronic devices becoming thinner and more integrated, presenting new opportunities for the company [3] Group 2: Collaborations and Product Applications - The company's vehicle display products have been successfully applied in BYD's Yangwang U8 model, indicating a strong partnership and future collaboration potential [3] - The company has been developing its LIPO technology since 2022, focusing on OLED display process innovations, which have received high recognition from clients after three years of R&D [3] Group 3: Competitive Advantages - The company boasts over 15 years of experience in mold design and high-precision processing, which enhances the competitiveness of its LIPO technology [3] - The ability to quickly develop molds is a critical advantage, supported by the company's extensive experience and technical reserves [3] Group 4: Investor Relations Activity - The investor relations activity took place from May 20 to May 21, 2025, in Shenzhen and Huizhou, involving various investment firms and individual investors [2] - The event did not involve any undisclosed significant information [3]