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]

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]