证券代码：300752 证券简称：隆利科技 公告编号：2025-062 深圳市隆利科技股份有限公司 关于注销部分募集资金专项账户的公告 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、募集资金基本情况 经中国证券监督管理委员会证监许可[2020]2494号《关于同意深圳市隆利科技股份有限 公司向不特定对象发行可转换公司债券注册的批复》核准，并经深圳证券交易所同意，本公 司由主承销商东方证券承销保荐有限公司向不特定对象发行可转换公司债券3,245,000张, 每张面值人民币100元，募集资金总额为人民币324,500,000.00元，扣除债券承销费用 4,495,000.00元后的募集资金为人民币320,005,000.00元，已由主承销商于2020年11月4日 汇入本公司在招商银行股份有限公司深圳龙华支行开设的755918736810604账号内。上述资 金再扣除律师费、会计师、资信评级、信息披露及发行手续费等其他发行费合计人民币 2,249,431.14元后，募集资金净额人民币317,755,568.86元。上述募集资金到位情况已经致 同会计师事务所（ ...

Group 1: Industry Trends - Multiple consumer electronics and optical electronics companies are accelerating the launch of new products and expanding into emerging markets, indicating a new industry landscape [1] - Companies are focusing on terminal innovations, with significant developments in AR glasses and panoramic drones, enhancing the commercialization process [1] - The industry is witnessing a positive cycle from demand insights, product development to market promotion, creating new market opportunities [1] Group 2: Product Launches - Liyad has launched its first AR glasses and an AI interactive toy, with the AR glasses featuring professional translation and meeting functionalities [2] - The company is leveraging its Micro LED technology to develop AR glasses, targeting sectors like culture, tourism, and office markets for customized solutions [2] - Dragon Flag Technology has begun mass production of AI glasses charging cases, with expected rapid growth in shipments next year [3] Group 3: Automotive and Robotics Developments - Huqin Technology anticipates its automotive electronics revenue will exceed 1 billion yuan for the first time this year, with breakthroughs in smart cockpits and intelligent driving [4] - Tobo's smart automotive products, including charging piles and laser radar motors, are gaining market share, with significant increases in laser radar shipments expected [5] - Fuliwang is transitioning to the humanoid robot parts market, investing 1 billion yuan in a new manufacturing project, with initial samples already sent to major clients [6]

Group 1 - The core viewpoint of the article highlights that Longli Technology (SZ 300752) is actively engaging with investors, as evidenced by its announcement of a meeting with Dongfanghong Fund on November 7, 2025, where company executives participated in discussions [1] - For the fiscal year 2024, Longli Technology's revenue composition is predominantly from the backlight display module industry, accounting for 97.23%, while other business segments contribute only 2.77% [1] - As of the report's publication, Longli Technology has a market capitalization of 4.5 billion yuan [1]

Group 1: LIPO Technology - The company has achieved mass production of LIPO technology products with a smartphone frame thickness reduced to 1.1mm, as seen in the vivo X300 Pro, significantly enhancing drop resistance [2] - 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 smartwatches, indicating a promising market for LIPO technology [2] - The company is currently in the capacity and yield ramp-up phase for LIPO technology products, with applications in devices such as Xiaomi Mi Band 10 and Meizu 22 [2] Group 2: Automotive Display Business - The trend towards intelligent, large, multi-screen, high-definition, and interactive displays in vehicles is driving the adoption of Mini-LED technology as a standard in smart cockpits [3] - The average price of Mini-LED automotive backlight display modules has been on the rise in Q3, with expectations for further increases as the number and size of Mini-LED screens per vehicle grow [3] - The company successfully mass-produced and delivered Mini-LED display modules for several vehicle models, including the new models from AITO and NIO, indicating rapid growth in the automotive display sector [3]

Core Points - Longli Technology (300752) reported that as of October 31, 2025, the number of shareholders is 19,377 [1]

Core Viewpoint - Longli Technology's LIPO technology products are currently in the capacity and yield ramp-up stage, with mass production achieved in projects such as wristbands and mobile phones [1] Group 1 - The company is focused on improving product yield, efficiency, and order expansion as key tasks [1] - Longli Technology aims to advance the mass production progress of its LIPO technology products [1]

Core Insights - 隆利科技 is making significant progress in the innovative fields of automotive Mini-LED and LIPO (Liquid Polymer Packaging) technologies, with both volume and price increasing for Mini-LED products in Q3 [5] - The company anticipates that Mini-LED technology will become a standard feature in smart cockpits as automotive displays trend towards intelligence, larger screens, multi-screen setups, and high-definition [5] - The average price of Mini-LED automotive backlight display modules has shown an upward trend, and as the number and size of screens per vehicle increase, the average price and value per vehicle are expected to rise further, driving company performance [5] Mini-LED Technology - The Mini-LED automotive backlight display modules have experienced a simultaneous increase in both volume and price in Q3 [5] - The company expects that the average price and value per vehicle for Mini-LED modules will continue to rise as the number and size of screens in vehicles increase [5] - According to Omdia, the shipment of small and medium-sized OLEDs is projected to exceed 1 billion units by 2025, indicating a growing market for related technologies [5] LIPO Technology - The LIPO technology has achieved mass production, successfully reducing the smartphone bezel to 1.1mm, with improved performance and yield verified by the market [5] - The LIPO business is currently in a critical phase of ramping up capacity and yield, with a focus on improving efficiency and expanding orders [5] - The company is actively promoting the mass production of LIPO technology products as customer demand increases and application areas expand [5] AR/VR Developments - 隆利科技 has also made strides in the AR/VR sector, with its Mini-LED VR backlight products gaining recognition from clients such as Meta, Pico, and Vajor, achieving bulk deliveries [6] - The company is researching precision structural components for AI glasses, aligning with the trend of AI and hardware integration [6]

Group 1: Financial Performance - The company's gross profit margin decreased in Q3 due to product structure adjustments, but is expected to recover in Q4 as new products ramp up production and efficiency improves [4][6][10]. - In Q3, the company reported a significant increase in accounts receivable, which aligns with sales figures and has been accounted for in the financial statements [7]. - The company’s investment payments totaled 1.8 billion yuan, primarily for cash management and structured deposits [6]. Group 2: Product Development and Market Trends - The average price of Mini-LED automotive backlight display modules increased in Q3, with expectations for further growth as the number and size of Mini-LED screens in vehicles rise [2][3]. - The LIPO technology is currently in a ramp-up phase, with applications in devices like Xiaomi Mi Band 10 and Vivo X300 Pro, and aims to enhance yield and efficiency [3][4]. - According to Omdia, the shipment of small and medium-sized OLEDs is expected to exceed 1 billion units in 2025, indicating a growing market for LIPO technology [3]. Group 3: Business Strategy and Future Outlook - The company is focusing on diversifying its business with a strategy of "1+2+N," targeting core growth in mobile devices, automotive displays, and LIPO technology, while exploring new opportunities in AR/VR [8]. - The company holds an 80% market share in the LIPO packaging adhesive market, with a gross margin of 35% [3]. - Future production capacity for LIPO products will be determined based on customer demand [4][8]. Group 4: Operational Challenges - The company faced challenges in Q3 due to structural adjustments, impacting short-term profitability [6][10]. - There are ongoing efforts to attract and retain talent to support the company's growth and operational needs [6]. - The company is committed to enhancing its core competencies and optimizing resource allocation to improve overall operational efficiency and profitability [8].

特此公告。 深圳市隆利科技股份有限公司 2025 年第三季度报告披露提示性公告 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 10 月 29 日召开第三届 董事会第十九次会议，审议通过了《关于公司 2025 年第三季度报告的议案》。为使投资者全 面了解公司的经营成果、财务状况及未来发展规划等相关情况，公司董事及高级管理人员就 该报告签署了书面确认意见，公司《2025 年第三季度报告》于 2025 年 10 月 30 日在中国证 监会指定的创业板信息披露网站巨潮资讯网（http://www.cninfo.com.cn）上披露，敬请投 资者注意查阅。 证券代码：300752 证券简称：隆利科技 公告编号：2025-060 深圳市隆利科技股份有限公司 董事会 2025 年 10 月 29 日 ...

证券代码：300752 证券简称：隆利科技 公告编号：2025-061 深圳市隆利科技股份有限公司 关于举办 2025 年第三季度业绩网上说明会 并征集相关问题的公告 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。 重要内容提示： 1、会议召开时间：2025 年 10 月 31 日（星期五）15:00-17:00 2、会议召开方式：网络互动方式 3、会议召开地点：价值在线（www.ir-online.cn） 4 、 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 10 月 31 日 前 访 问 网 址 https://eseb.cn/1so4vqL3JF6 或使用微信扫描下方小程序码进行会前提问，公司将通过本 次业绩说明会，在信息披露允许范围内就投资者普遍关注的问题进行回答。 深圳市隆利科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日在巨潮资 讯网上披露了 2025 年第三季度报告。为便于广大投资者更加全面深入地了解公司经营业绩、 发展战略等情况，公司定于 2025 年 10 月 31 日（星期五）15:00-17:0 ...