Group 1 - The recent investor research activity by Longli Technology showcased new developments in the company's technology and business layout [1] - Longli Technology's LIPO technology products have achieved mass production in projects such as wristbands and smartphones, indicating a potential for rapid growth in the LIPO business due to increasing market demand [1] - NIO is a significant end customer for Longli Technology, utilizing the company's Mini-LED technology products in models like the ES8, which includes a 1.4m long SKYLine digital skyline screen and a 21.4-inch entertainment ceiling screen [1] Group 2 - The company established a Precision Industrial Division in 2024 to focus on smart new hardware terminals, which are already applied in sectors such as new energy vehicles, consumer electronics, and AI smart hardware [1] - Longli Technology plans to further explore applications in AI-related product fields, leveraging its early layout in precision structural components [1]

Group 1 - The core viewpoint of the article highlights that Longli Technology (SZ 300752) has announced its participation in a research meeting with CITIC Securities, where key executives addressed investor inquiries [1] - For the fiscal year 2024, Longli Technology's revenue composition is reported to be 97.23% from the backlight display module industry and 2.77% from other businesses [1] - As of the report, Longli Technology has a market capitalization of 5.4 billion yuan [1]

Core Viewpoint - Longli Technology (300752.SZ) has successfully developed and recognized its LIPO technology for OLED display applications, which has been validated by customers and is now in mass production for various devices [1] Group 1 - The company began its focus on OLED display-related process innovation technology, LIPO, in 2022 [1] - After three years of research and development, the LIPO technology has received high recognition from customers [1] - LIPO technology products are currently in mass production for projects such as wristbands and mobile phones [1] Group 2 - The company plans to continue upgrading product solutions to enhance product efficiency and yield [1] - There is an ongoing effort to expand the application fields of LIPO technology to further strengthen the company's core competitiveness [1]

Group 1: LIPO Technology Development - The LIPO technology market is currently thriving, with many consumer electronics manufacturers expressing interest in adopting LIPO technology. The company's LIPO products have already achieved mass production in projects such as wristbands and smartphones. Future market demand is expected to drive rapid growth in the LIPO business [2]. Group 2: Mini-LED Technology Applications - NIO's latest ES8 model utilizes the company's display products, including a 1.4m long SKYLine digital skyline screen and a 21.4-inch entertainment ceiling screen, both featuring Mini-LED technology. The company plans to leverage its first-mover advantage in the Mini-LED sector to enhance market expansion and accelerate business growth [2]. Group 3: Precision Components and Future Directions - The company is actively expanding into emerging smart hardware businesses and established a Precision Industrial Division in 2024. This division focuses on smart new hardware terminals, which are currently applied in sectors such as new energy vehicles, consumer electronics, and AI smart devices. Future exploration will include more applications related to AI products [2]. Group 4: Event Disclosure - The investor relations activity did not involve any undisclosed significant information [3].

Market Overview - The optical and optoelectronic sector experienced a decline of 1.72% on September 9, with Longli Technology leading the drop [1] - The Shanghai Composite Index closed at 3807.29, down 0.51%, while the Shenzhen Component Index closed at 12510.6, down 1.23% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - ST Yushun (002289) with a closing price of 30.57, up 5.02% [1] - Ge Bi Jia (835438) with a closing price of 45.22, up 3.24% [1] - Guangzhi Technology (300489) with a closing price of 49.30, up 3.22% [1] - Longli Technology (300752) saw a significant decline, closing at 23.78, down 8.33% [2] - Other notable decliners included: - Fuguang Co., Ltd. (688010) down 5.72% [2] - Helitai (002217) down 5.26% [2] Capital Flow - The optical and optoelectronic sector experienced a net outflow of 1.372 billion yuan from institutional investors, while retail investors saw a net inflow of 873 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Tengjing Technology (688195) with a net inflow of 91.12 million yuan from institutional investors [3] - Oufei Optoelectronics (002456) with a net inflow of 67.08 million yuan [3] - Huacan Optoelectronics (300323) with a net inflow of 46.71 million yuan [3] - Conversely, stocks like Guangzhi Technology (300489) and Aobi Zhongguang (688322) experienced net outflows from institutional investors [3]

法律意见书 广东华商律师事务所 关于深圳市隆利科技股份有限公司 2025 年第一次临时股东大会的法律意见书 致：深圳市隆利科技股份有限公司 广东华商律师事务所（以下简称"本所"）接受深圳市隆利科技股份有限公 司（以下简称"公司"）的委托，指派刘从珍律师、李英杰律师（以下简称"本 所律师"）出席公司 2025 年第一次临时股东大会（以下简称"本次股东大会"）。 本所律师依据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司 股东会规则》等法律、法规、规范性文件以及公司章程的有关规定，出具本法律 意见书。 本法律意见书仅对本次股东大会召集和召开的程序、出席本次股东大会的人 员资格及表决程序是否符合相关法律、法规、规范性文件及公司章程的有关规定 以及本次股东大会审议议案的表决结果进行核查并发表意见，并不对本次股东大 会所审议的议案内容以及该等议案所涉及的事实或数据的真实性和准确性发表 意见。 在出具本法律意见书的过程中，本所已得到公司如下保证：其提供的文件复 印件与原件一致；文件中的盖章及签字全部真实；其提供的文件以及有关的口头 陈述均真实、准确、完整、无遗漏，且不包含任何误导性的信息；一切足以影响 本法律 ...

证券代码：300752 证券简称：隆利科技 公告编号：2025-054 深圳市隆利科技股份有限公司 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。 重要提示： 1、本次股东大会没有出现否决议案的情形； 一、会议的召开情况 1、会议召开的时间： （1）现场会议召开时间：2025 年 9 月 8 日（周一）下午 14:30； （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为：2025 年 9 月 8 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统进行 投票的具体时间为：2025 年 9 月 8 日 9:15-2025 年 9 月 8 日 15:00 的任意时间。 2、现场会议召开地点：惠州市仲恺高新区陈江街道渡头路 199 号公司会议室。 3、会议召开方式：本次股东大会采用现场表决与网络投票相结合的方式召开。 4、会议召集人：深圳市隆利科技股份有限公司董事会 5、会议主持人：董事长吴新理 6、会议召开的合法性、合规性：本次股东大会会议召开符合有关法律、 ...

Group 1 - The core viewpoint of the article highlights that Longli Technology (300752.SZ) has successfully developed and validated its LIPO innovative process technology, which has received high recognition from customers after years of research and development [1] - The company has established a portfolio of invention patents related to the LIPO technology, indicating a strong intellectual property position in this area [1]

Core Viewpoint - Longli Technology (300752.SZ) has established a strong technical foundation in the VR/XR display field, with its Mini-LED backlight display technology products receiving high recognition from clients such as Meta, Pico, and Vajor, and achieving mass delivery [1] Company Summary - Longli Technology has significant technical accumulation in the VR/XR display sector [1] - The company's Mini-LED backlight display technology has been well-received by major clients [1] - Mass delivery of products has been successfully achieved [1]

广发证券股份有限公司 关于深圳市隆利科技股份有限公司 2025 年半年度跟踪报告 | 保荐人名称：广发证券股份有限公司 | 被保荐公司简称：隆利科技 | | --- | --- | | 保荐代表人姓名：鲁学远 | 联系电话：020-66338888 | | 保荐代表人姓名：万小兵 | 联系电话：020-66338888 | | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2.督导公司建立健全并有效执行规章制度的 | | | 情况 | | | （1）是否督导公司建立健全规章制度（包括 但不限于防止关联方占用公司资源的制度、募 | 是 | | 集资金管理制度、内控制度、内部审计制度、 | | | 关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 6 次，每月查询 | | （2）公司募集资金项目进展是否与信息披露 | 是 | | 文件一致 | | | 4.公 ...