Group 1 - Shenzhen Longli Technology Co., Ltd. has obtained a patent for a "middle iron frame and its assembly structure," with the authorization announcement number CN223180514U, applied on August 2024 [1] - The patent describes a utility model that includes a middle iron frame body with outwardly protruding inclined ears, allowing for detachable connection with die-cast parts, simplifying processing and reducing costs while ensuring stable connections [1] - The company was established in 2007 and is primarily engaged in the manufacturing of instruments and meters, with a registered capital of 2,252.43456 million RMB [1] Group 2 - Shenzhen Longli Technology has invested in 10 companies and participated in 7 bidding projects, holding 17 trademark records and 424 patent records, along with 49 administrative licenses [1]

格隆汇8月1日丨隆利科技(300752.SZ)于投资者互动平台表示，目前公司的VR 背光显示产品已经向 Meta、Pico、Varjo等终端品牌批量供货。公司的背光显示产品已成功应用在小米、小天才等终端客户的 智能手表产品上。未来公司将会加大市场开拓力度，深入挖掘与智能穿戴客户的合作机遇。 ...

Core Viewpoint - Longli Technology's LIPO technology products have received high recognition from customers and are gradually entering mass production [1] Group 1 - Longli Technology confirmed that its LIPO technology products are in the mass production stage [1] - The company is unable to disclose specific applications of LIPO technology in Apple products or future Xiaomi 16 smartphones due to confidentiality agreements [1] - Longli Technology plans to continue advancing technology upgrades, improving yield rates, and obtaining more customer certifications to accelerate the development of its LIPO business [1]

Core Viewpoint - Longli Technology (300752.SZ) has received high recognition for its LIPO technology products, which are gradually entering mass production [1] Group 1 - The company is advancing its LIPO technology and is focused on technology upgrades, yield improvements, and the introduction of more customer certifications [1] - Certain products and projects are subject to confidentiality agreements, limiting the information that can be disclosed [1] - The company aims to accelerate the development of its LIPO business in the future [1]

Group 1 - The core point of the article is that Longli Technology's automotive display products have been successfully applied in Geely's 14.6-inch central control screen [1] - Geely is identified as an important end customer for the company, indicating a significant partnership [1] - The company plans to continue closely following customer developments and actively expand the depth and breadth of cooperation with clients [1]

Core Viewpoint - Longli Technology's stock price closed at 20.04 yuan on July 29, 2025, reflecting a decline of 1.09% from the previous trading day, with a trading volume of 83,948 hands and a transaction amount of 168 million yuan [1] Company Overview - Longli Technology specializes in the research, production, and sales of backlight display modules, with applications in smartphones, tablets, and automotive displays [1] - The company operates within the optical optoelectronics sector, involving concepts such as AI glasses and glass substrates [1] Recent Developments - On July 29, Longli Technology hosted an institutional research meeting with firms like GF Fund and Bank of China Fund, focusing on the market prospects of LIPO technology and the development of its automotive display business [1] - The company disclosed that LIPO technology enhances the structural strength and sealing of OLED modules, with expectations that the shipment of small and medium-sized OLEDs will exceed 1 billion units by 2025 [1] - In the automotive sector, Longli Technology has established partnerships with several tier 1 clients, and the application of Mini-LED technology is accelerating [1] Financial Metrics - As of July 29, 2025, Longli Technology's total market capitalization is 4.579 billion yuan, with a circulating market value of 3.152 billion yuan [1] - On the same day, the net outflow of main funds for Longli Technology was 2.1425 million yuan [1]

Group 1: LIPO Technology Market Outlook - LIPO technology enhances the structural strength and sealing of OLED modules, improving screen-to-body ratio and product reliability [1] - Omdia data predicts that the shipment of small and medium-sized OLEDs will exceed 1 billion units in 2025, covering devices like smartphones and smartwatches [1] - Apple's early adoption of LIPO technology is expected to drive rapid penetration and new market demand [1] Group 2: LIPO Business Progress - The company is in the mass production phase of LIPO technology products, benefiting from early market positioning and demand [1] - Continuous investment and capacity ramp-up are underway, with a focus on technology upgrades and customer certifications [1] Group 3: Automotive Display Business Development - The acceleration of new energy vehicles and the rise of intelligent cockpit penetration are driving demand for new display technologies like Mini-LED [2] - The company has established partnerships with major Tier 1 automotive clients and end customers, including BYD and NIO, marking a rapid development phase for its automotive business [2] - Future efforts will focus on leveraging technological advantages to expand Mini-LED applications and accelerate business growth [2]

Group 1: Business Overview - The company's in-vehicle display business is experiencing rapid growth due to the increasing penetration of smart cockpits and the demand for advanced display technologies such as Mini-LED [2] - The global in-vehicle display market is showing a stable upward trend, indicating significant market potential [2] - The company aims to leverage its first-mover advantage in Mini-LED technology to expand its market presence and accelerate business growth [2] Group 2: LIPO Business Development - The company's LIPO technology has entered mass production, benefiting from early market positioning and increasing demand [2] - Currently, the LIPO business is in a phase of continuous investment and capacity ramp-up [2] - Future efforts will focus on technology upgrades, yield improvements, and customer certifications to further advance the LIPO business [2] Group 3: Investor Relations Activity - The investor relations activity on July 18, 2025, did not involve any undisclosed significant information [3] - The meeting was attended by various investment firms and company representatives, including the Vice President and Board Secretary [2]

深圳市隆利科技股份有限公司 关于股份回购结果暨股份变动的公告 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。 证券代码：300752 证券简称：隆利科技 公告编号：2025-042 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 ...

Investment Rating - The report rates the industry as "Outperform" [1] Core Insights - The report emphasizes that advanced intelligent driving is expected to be the first application of physical AI, driven by rapid technological iterations, competitive strategies from Chinese automakers, and supportive regulatory policies [1][5][35] - The report identifies that the current focus of competition among automakers has shifted from the number of cities where autonomous driving is available to achieving nationwide coverage and from basic functionalities to more advanced features like parking assistance [1][20] - The report highlights that the penetration of L2+ intelligent driving functions is increasing, with expectations for significant growth in urban NOA (Navigation on Autopilot) capabilities in the coming years [1][23][35] Summary by Sections Industry Overview - Intelligent driving is positioned as the first scenario for physical AI implementation, with the potential to provide significant societal benefits such as reducing accidents and improving traffic efficiency [18][19] - The report notes that the penetration rate of L2+ intelligent driving functions in China is projected to reach 57.4% by 2024, with L3 level vehicles expected to be commercially available soon [13][35] Technological Developments - The report discusses a paradigm shift in intelligent driving technology from rule-based to data-driven and knowledge-driven approaches, enhancing the performance and safety of autonomous systems [36][37] - It highlights the transition from modular architectures to end-to-end architectures, which optimize data flow and reduce information loss, thus improving the overall efficiency of intelligent driving systems [36][46] Competitive Landscape - The report indicates that competition among automakers is intensifying, with companies like BYD pushing advanced driving features down to lower-priced models, thereby accelerating the adoption of high-level intelligent driving [1][35] - It also mentions that regulatory support is crucial for the commercial rollout of L3 and L4 level autonomous vehicles, with various regions in China expanding pilot programs for these technologies [35][36] Investment Opportunities - The report suggests that companies involved in the supply chain for automotive components, particularly those focusing on SoC (System on Chip), sensors, and communication technologies, are likely to benefit from the increasing penetration of advanced intelligent driving [1][5][35] - Specific companies highlighted for potential investment include Horizon Robotics, Black Sesame Technologies, Rockchip, and others involved in the intelligent driving ecosystem [1][5]