Core Points - Longli Technology's stock increased by 5% on September 22, reaching 24.57 CNY per share with a trading volume of 256 million CNY and a turnover rate of 6.77%, resulting in a total market capitalization of 5.614 billion CNY [1] - The company, established on August 16, 2007, and listed on November 30, 2018, specializes in the research, production, and sales of backlight display modules, with 96.51% of its revenue coming from this core business [1] Shareholder Analysis - Among the top ten circulating shareholders of Longli Technology, a fund under Xinda Australia Fund, the Xin'ao New Energy Industry Stock A (001410), entered the top ten in the second quarter, holding 1.9777 million shares, which is 1.26% of the circulating shares [2] - The fund has achieved a year-to-date return of 30.1%, ranking 1591 out of 4222 in its category, and a one-year return of 94.73%, ranking 614 out of 3813 [2] Fund Manager Profile - The fund manager of Xin'ao New Energy Industry Stock A is Feng Mingyuan, who has been in the position for 8 years and 341 days, managing a total fund size of 13.754 billion CNY [3] - During his tenure, the best fund return was 355.36%, while the worst was -13.38% [3]

Core Viewpoint - Longli Technology announced the completion of changes in registered capital, business scope expansion, cancellation of the supervisory board, and amendments to relevant articles of association following the approval of its board and shareholders [2] Group 1 - The third meeting of the third board of directors was held on August 21, 2025, and the first extraordinary general meeting of shareholders was held on September 8, 2025, to review and approve the relevant proposals [2] - The company has completed the necessary business registration changes and obtained a registration notice from the Shenzhen Market Supervision Administration [2] - The business process number for the registration notice is 22511715800, and there is no need to reissue the business license for this change [2]

证券代码：300752 证券简称：隆利科技 公告编号：2025-056 深圳市隆利科技股份有限公司 关于完成工商变更登记的公告 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。 一、基本情况 深圳市隆利科技股份有限公司（以下简称"公司"）分别于 2025 年 8 月 21 日召开了第 三届董事会第十八次会议，2025 年 9 月 8 日召开了 2025 年第一次临时股东大会，审议通过 了《关于变更注册资本、增加经营范围、取消监事会并修订<公司章程>的议案》，具体内容 详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于变更注册资本、增加经 营范围、取消监事会并修订<公司章程>及制定、修订、废止公司部分制度的公告》（公告编 号：2025-052）、《2025 年第一次临时股东大会决议公告》（公告编号：2025-054）。 深圳市隆利科技股份有限公司 董事会 2025 年 9 月 18 日 二、工商变更登记情况 近日，公司完成了相应的工商变更登记手续，并取得了由深圳市市场监督管理局发出的 《登记通知书》（业务流程号:22511715 ...

Core Viewpoint - The company is actively developing AR glasses optical systems using Micro-LED and waveguide technology, currently in the research and development phase, and maintains a close partnership with Meta for VR glasses applications [1] Group 1 - The company has laid out plans for AR glasses optical systems, focusing on Micro-LED and waveguide technology [1] - The company is in the research and development stage for these emerging product technologies [1] - Meta is a significant end customer for the company, with successful application of its backlight display products in Meta's VR glasses [1] Group 2 - The company continues to maintain a close cooperative relationship with Meta [1]

Group 1 - The core viewpoint of the article highlights that Longli Technology (300752.SZ) has successfully applied its backlight display products in the new AITO M7's 17.3-inch rear ceiling entertainment screen [1] - The company plans to continue expanding the breadth and depth of its collaborations with customers in the future [1]

Market Overview - The optical and optoelectronic sector increased by 1.06% on September 16, with Zhouming Technology leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Optical and Optoelectronic Sector - Zhouming Technology (300232) closed at 8.50, up 9.54%, with a trading volume of 1.1891 million shares and a transaction value of 999.3 million [1] - Aobi Zhongguang (688322) closed at 96.40, up 8.94%, with a trading volume of 220,100 shares and a transaction value of 2.07 billion [1] - Nanji Guang (300940) closed at 29.43, up 5.90%, with a trading volume of 121,400 shares and a transaction value of 353 million [1] - Other notable gainers include Yuansheng Optoelectronics (002449), Longli Technology (300752), and Yingfeite (300582) with respective increases of 5.48%, 5.40%, and 5.18% [1] Top Losers in Optical and Optoelectronic Sector - Jiuliang Co., Ltd. (300808) closed at 30.26, down 4.21%, with a trading volume of 56,900 shares and a transaction value of 173 million [2] - Chenglai Optics (688502) closed at 406.44, down 3.82%, with a trading volume of 12,400 shares and a transaction value of 5.05 billion [2] - Other notable losers include Madaan Sensor (300701) and Woge Optoelectronics (603773) with declines of 2.32% and 1.78% respectively [2] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 63.51 million from institutional investors and 145 million from speculative funds, while retail investors saw a net inflow of 208 million [2] - Major stocks like Oufei Optoelectronics (002456) and Aobi Zhongguang (688322) had significant net inflows from retail investors, while Zhouming Technology (300232) faced a net outflow from both institutional and speculative funds [3]

Core Points - Longli Technology announced the achievement of the unlocking conditions for its 2024 employee stock ownership plan, allowing for the release of 784,500 shares [1] - The unlocked shares represent 100% of the total shares in the employee stock ownership plan and account for 0.34% of the company's total share capital [1]

证券代码：300752 证券简称：隆利科技 公告编号：2025-055 深圳市隆利科技股份有限公司 关于2024年员工持股计划解锁条件成就的公告 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。 特别提示： 本次员工持股计划解锁数量：784,500股，占公司目前总股本的0.34%。 深圳市隆利科技股份有限公司（以下简称"公司"）于2025年9月15日分别召开了2024 年员工持股计划管理委员会第三次会议、第三届董事会薪酬与考核委员会第七次会议，审 议通过了《关于2024年员工持股计划解锁条件成就的议案》，根据《2024年员工持股计划 （草案）》（以下简称"《持股计划（草案）》"）、《2024年员工持股计划管理办法》 （以下简称"《管理办法》"）的相关规定，公司2024年员工持股计划（以下简称"本次 员工持股计划"）解锁条件已成就，解锁数量为784,500股，占本次持股计划总股数的100%， 占公司目前总股本的0.34%。现将有关事项具体公告如下： 一、公司本次员工持股计划批准及实施情况 二、本次员工持股计划解锁条件成就情况 （一）锁定期届满情况 根据公司《持股 ...

Core Viewpoint - Longli Technology's stock price has shown significant fluctuations, with a year-to-date increase of 41.06% but a recent decline of 7.56% over the past five trading days [2]. Company Overview - Longli Technology, established on August 16, 2007, and listed on November 30, 2018, is located in Longhua New District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of backlight display modules [2]. - The main business revenue composition is 96.51% from backlight display modules and 3.49% from other supplementary sources [2]. - The company belongs to the electronic industry, specifically in the optical optoelectronics-LED sector, and is associated with concepts such as small-cap stocks, optics, QFII holdings, smartphones, and smart glasses [2]. Financial Performance - For the period from January to June 2025, Longli Technology achieved an operating income of 710 million yuan, representing a year-on-year growth of 14.46%. However, the net profit attributable to shareholders decreased by 11.57% to 44.29 million yuan [2]. - Since its A-share listing, the company has distributed a total of 99.67 million yuan in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Longli Technology was 19,400, an increase of 1.85% from the previous period. The average circulating shares per person decreased by 1.82% to 8,119 shares [2]. - Notable changes in institutional holdings include new shareholders such as Guoshou Anbao Growth Preferred Stock A and Xin'ao New Energy Industry Stock A, while Yongying Ruixin Mixed A reduced its holdings significantly [3].

Group 1: Market Potential and Technology - The market for small to medium-sized OLED shipments is expected to exceed 1 billion units by mid-2025, covering devices such as smartphones, smartwatches, and AR/VR/MR headsets [2] - LIPO technology, as an innovative process related to OLED screens, has numerous advantages and has already achieved mass production in projects like wristbands and smartphones [2] - The demand for LIPO technology is anticipated to grow rapidly as products evolve towards higher precision, lighter weight, and greater integration [2] Group 2: Automotive Projects - The company has recently supplied its automotive backlight display technology for the new 17.3-inch rear ceiling entertainment screen in the new M7 and the 16-inch 3.5K Mini-LED central control screen in the Zeekr 9X [2] - The company aims to leverage its overall solution capabilities in smart cockpit displays and will increase market expansion efforts to drive faster business growth [2] Group 3: Investor Relations Activity - The investor relations activity was conducted on September 12, 2025, at Guanghao Industrial Park, Longhua District, Shenzhen [2] - The meeting was attended by Liu Junli, the Deputy General Manager and Board Secretary, and Li Shuhan, the Securities Affairs Representative [2] - The activity did not involve any undisclosed significant information [2]