证券代码：300752 证券简称：隆利科技 公告编号：2025-041 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 （一）公司未在下列期间内回购公司股份： 1、自可能对本公司股票交易价格产生重大影响的重大事项发生之日或者在决策过程中， 至依法披露之日内； 2、中国证监会及深圳证券交易所规定的其他情形。 （二）公司以集中竞价交易方式回购股份时，符合下列要求： 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 ...

Group 1: Car Display Business Development - The demand for in-car display products is expected to continue growing, driven by advancements in smart driving and autonomous driving technologies [2] - The domestic new energy market is experiencing rapid growth, with increasing penetration of smart cockpits and a shift towards personalized, convenient, and multimodal human-machine interaction [2] - Mini-LED technology is gaining traction in the automotive display sector due to its impressive display effects and energy-saving features, meeting the demand for new display technologies [2] - The company aims to leverage its Mini-LED technology advantages to enhance R&D capabilities in automotive display technology and accelerate the commercialization of cutting-edge technologies [2] Group 2: Response to OLED Technology - The global consumer electronics market is projected to maintain growth, prompting the company to innovate in OLED display technologies since 2022 [3] - The LIPO technology, developed over three years, has received high recognition from clients and is now entering mass production, expected to positively impact the company's performance [3] - As products evolve towards higher precision, lighter weight, and greater integration, the market demand for LTPO technology is anticipated to increase [3]

证券代码：300752 证券简称：隆利科技 公告编号：2025-040 深圳市隆利科技股份有限公司 关于回购公司股份比例达到 1%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 ...

Group 1: Mini-LED Technology in Automotive Displays - The company's Mini-LED technology is positioned as a key development direction in the automotive display market due to its high brightness, contrast, low power consumption, and long lifespan advantages [2] - The rapid growth of the electric vehicle market and the popularity of smart cockpit concepts are driving demand for high-performance and energy-efficient display technologies [2] - The company has established strong partnerships with tier 1 clients such as Continental, Faurecia, and Visteon, as well as end customers like BYD, NIO, and Geely, indicating a robust market presence [2] Group 2: LIPO Technology Development - The company began developing LIPO technology in 2022 to enhance competitiveness in the OLED display sector, responding to the rapid penetration of OLED in various devices [3] - LIPO technology has received high recognition from clients after three years of R&D, and it is expected to positively impact the company's performance as it enters mass production [3] - The introduction of LIPO ultra-narrow bezel technology by Apple in 2024 is setting a market trend, with major brands actively following suit, indicating a growing consumer demand [3] Group 3: Precision Structural Components - The market demand for precision structural components is significantly increasing due to the rapid development of industries such as electric vehicles and consumer electronics [3] - The company established a Precision Industrial Division in 2024 to leverage over 15 years of expertise in precision mold design and processing, focusing on the development of precision components for AI edge products [3]

Group 1: Business Development and Technology - The company's vehicle display business is rapidly developing due to the promotion of new energy vehicles and the increasing penetration of intelligent cockpits, with Mini-LED technology meeting the demand for new display solutions [2] - The company has established strong partnerships with tier 1 clients such as Continental, Faurecia, and Visteon, as well as end customers like BYD, NIO, and Geely, which has accelerated the growth of its vehicle display business [2] - The company plans to leverage its first-mover advantage in Mini-LED technology to further expand its business [2] Group 2: LIPO Technology Market Outlook - According to Omdia, the shipment of small and medium-sized OLEDs is expected to exceed 1 billion units in 2025, covering devices like smartphones and AR/VR headsets [3] - LIPO technology, recognized for its advantages and already adopted by Apple, is anticipated to see a rapid increase in penetration, creating new market demand [3] - The company has been developing LIPO technology since 2022, and it is now entering mass production, which is expected to positively impact its performance [3] Group 3: Product Applications - The company's display products have successfully been applied in action cameras, with bulk deliveries made to clients such as DJI and GoPro [3] - The company aims to continue expanding its business coverage and deepen cooperation with various clients [3]

Group 1: Industry Trends - The automotive display market is expected to see a growth in the number of screens and an upgrade in screen specifications, particularly in the rapidly growing domestic new energy market [2] - The penetration rate of smart cockpits is continuously increasing, leading to a trend towards personalization, convenience, and multimodal development in human-machine interaction [2] - The mainstream size of single screens is upgrading from 8-10 inches to 15-16 inches, indicating an expanding market space for automotive displays [2] Group 2: Company Positioning - The company is a leading player in Mini-LED automotive backlight display technology, possessing significant advantages in technology reserves, patent rights, and mass production capabilities [2] - The company aims to leverage its Mini-LED technology advantages and overall solution capabilities for smart cockpit displays to accelerate business development [3] Group 3: Technology Adoption - The LIPO ultra-narrow bezel technology, adopted by Apple in its latest 2024 smartphone, is setting a market trend and driving consumer demand, which is expected to propel the rapid development of LIPO technology [3] - The company is accelerating the verification and transformation of LIPO process innovation technology, with LIPO technology gradually entering mass production, positively impacting company performance [3] Group 4: Future Profitability - The company is committed to a high-quality long-term development strategy based on profitability, actively expanding its diversified business layout [3] - The core business segments include consumer electronics (mobile phones, tablets, notebooks), rapidly growing automotive display business, and LIPO business entering mass production in 2025, forming a "1+2+N" diversified layout [3]

Summary of LIPO Technology Conference Call Industry and Companies Involved - **Industry**: LIPO technology in OLED screen packaging - **Companies**: 隆利科技 (Longli Technology), 德邦科技 (Debang Technology) Key Points and Arguments 1. **LIPO Technology Overview**: LIPO technology enhances smartphone screen drop resistance with ultra-narrow bezels of 1.2 to 1.3 mm, reducing the previous black border of over 2 mm. This technology is applicable to smartphones, smartwatches, and tablets [1][2] 2. **Cost Efficiency**: The cost of LIPO technology for Android devices is approximately 20 to 30 RMB per set, making it a cost-effective solution that replaces older processes [1][3] 3. **Market Penetration**: It is anticipated that LIPO penetration in OLED screens could exceed 50% within the next two to three years, potentially reaching 70-80%. Major Android flagship models are expected to adopt LIPO technology in 2025 [1][5] 4. **Competitive Advantage of Companies**: 隆利科技 and 德邦科技 are highlighted as key players in the LIPO technology space, with 隆利科技 excelling in mold development and 德邦科技 leading in high-end packaging materials [1][7][13] 5. **Apple's Adoption**: Apple began testing LIPO technology in 2021 and is progressively implementing it across its iPhone 17 series, which will utilize this packaging method [1][5] 6. **Android Brands' Adoption**: Xiaomi and OPPO have already integrated LIPO technology into their upcoming models, with positive market feedback [1][5] 7. **Industry Opportunities**: The LIPO packaging process involves suppliers of photosensitive adhesive materials, injection molding equipment, and testing devices, presenting significant growth opportunities for these manufacturers [1][6] 8. **Role of Key Suppliers**: In Apple's supply chain, companies like 立讯精密 (Luxshare Precision) and screen manufacturers such as 京东方 (BOE) and 华星光电 (CSOT) play crucial roles in the LIPO technology ecosystem [1][8] 9. **Material and Equipment Requirements**: LIPO technology requires specialized equipment and materials, particularly photosensitive adhesives, which have a price range of 2 to 4 RMB per unit. Key suppliers include 德邦科技 and 汉高 (Henkel) [1][9] 10. **Future Growth Projections**: 隆利科技 is expected to maintain over 50% annual growth in its vehicle-mounted MINI backlight module business, while 德邦科技 forecasts an annual profit of 170 million RMB, indicating strong growth potential for both companies [1][16] Other Important Considerations 1. **Mold Development**: Molds are critical in the LIPO process, with 隆利科技 having significant experience and capabilities in this area, which positions them favorably in the market [1][12] 2. **Collaboration Potential**: Both 隆利科技 and 德邦科技 may expand their market share through collaborative efforts, leveraging their respective strengths in mold development and high-end packaging materials [1][15] 3. **Technological Trends**: The LIPO technology is expected to see rapid adoption starting in 2025, marking a pivotal year for both companies as they capitalize on this trend [1][14]

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 ...