Group 1: Product Development and Technology - The company launched a 31.5-inch Mini-LED gaming monitor, which features HDR1400 and a refresh rate of 165Hz, contributing to the rapid development of Mini-LED technology [1] - The company began research in the Mini-LED field in 2016, leveraging its expertise in optical effect processing to gain a first-mover advantage and accumulate a wealth of resources in clients, talent, technology, and patents [1] - Mini-LED technology is applicable in various fields including automotive displays, tablets, laptops, TVs, monitors, and smart wearables, with the company already shipping in bulk to automotive, VR, and consumer clients [2] Group 2: Strategic Partnerships and Market Position - The contract with Bosch for automotive Mini-LED backlight display modules will commence supply in 2025, reflecting the lengthy development cycle of automotive components, which typically takes 3-5 years from project initiation to market launch [2] - The automotive sector has stringent requirements for product lifespan, shock resistance, temperature tolerance, and safety, leading to a stable competitive landscape where suppliers are not easily replaced once selected [2] - The company is preparing to meet the supply timeline for Bosch by aligning its production schedule with the progress of automotive clients [2] Group 3: Future Outlook and R&D Focus - The integration of Mini-LED technology in VR devices has improved contrast and color saturation, addressing previous limitations of LCD brightness and enhancing user experience [2] - The growing interest from major players in the VR industry and Mini-LED technology presents new opportunities for the company, which plans to continue investing in R&D to maintain its competitive edge [2]

证券代码：300752 证券简称：隆利科技 深圳市隆利科技股份有限公司投资者关系活动记录表 编号：2021-002 | --- | --- | --- | |-----------------------------|-----------------------|------------------------------------------------------------------------| | | | | | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系活动 类别 | □媒体采访 | 业绩说明会 | | | □新闻发布会 | □路演活动 | | | □现场参观 □其他 | | | | 天风证券：许俊峰 | | | | 银华基金：陈晓雅 | | | 参与单位名称及 | 翼虎投资：冉亚林 | | | 人员姓名 | 立名投资：许淼 | | | | 达昊投资：刘霄 | | | | 个人投资：杜鹏 | | | | | | | 时间 2021 | 年 5 月 27 日 | 14:00-16:00 地点 深圳市龙华区大浪街道高峰社区鹊山路光浩工业园 G 栋 | | 上市公司接待 ...

Group 1: Company Overview and Market Position - Longli Technology has made significant advancements in Mini-LED technology since starting research in 2016 and achieving trial production in 2018 [1] - The company has successfully delivered Mini-LED products for various applications, including tablets, notebooks, and televisions [2] - Longli Technology has established partnerships with major clients, including Huawei, to enhance its market presence in the VR and mixed reality sectors [1] Group 2: Product Applications and Innovations - The Mini-LED backlight technology developed by Longli Technology is applicable in automotive displays, with breakthroughs already achieved in this area [2] - The company has delivered Mini-LED products such as a 13.3-inch tablet in collaboration with TCL's Huaxing Optoelectronics and a 31.5-inch 4K Mini-LED display with Konka [2] - Longli Technology is committed to continuous investment in technology upgrades to maintain its competitive edge in the Mini-LED market [2]

证券代码：300752 证券简称：隆利科技 深圳市隆利科技股份有限公司投资者关系活动记录表 编号：2021-005 | --- | --- | --- | |----------------|-----------------------------------------------------------------------------|------------| | | | | | | | | | 投资者关系活动 | 特定对象调研 □分析师会议 | | | 类别 | □媒体采访 | 业绩说明会 | | | □新闻发布会 | □路演活动 | | | □现场参观 □其他 | | | | 东亚前海证券：赵翼 | | | | 富荣基金：毛运宏 国泰君安：刘堃、邓佳 西部利得基金：邢毅哲 招商基金：牛洪乾 | | | | 创新合信基金：郭镇岳 前海人寿：欧阳光 | | | | 创易资本：赵欣 | | | 参与单位名称及 | 宝盈基金：赵国进 | | | 人员姓名 | 红土创新：王尚博 | | | | 国投创新：常伟 | | | | 广发证券：彭雾 | | | | 艾美谷：韩强 | | | | 锦泓资本：陈洁成 ...

证券代码：300752 证券简称：隆利科技 深圳市隆利科技股份有限公司投资者关系活动记录表 编号：2021-006 | --- | --- | --- | |-----------------------------|---------------------------------------|------------------------------------------------------------------| | | | | | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系活动 | □媒体采访 | 业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 □其他 | | | | 长城基金：李训练 | | | 参与单位名称及 人员姓名 | 中融基金：魏征 | | | | 信达证券：王明路 | | | 时间 2021 | 年 9 月 13 日 | | | | | 地点 深圳市龙华区大浪街道高峰社区鹊山路光浩工业园 G 栋 | | 上市公司接待人 | 董事会秘书：刘俊丽 | | | 员姓名 | | | | | 1 、公司 Mini-LED 载隆 ...

证券代码：300752 证券简称：隆利科技 深圳市隆利科技股份有限公司投资者关系活动记录表 编号：2021-004 | --- | --- | --- | |-----------------------------|--------------------------------|--------------------------------------------------------------| | | | | | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系活动 | □媒体采访 | 业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 □其他 | | | | 长城基金：唐然 | | | 参与单位名称及 | 宝盈基金：朱建明 | | | 人员姓名 | 南方基金：陈思臻、萧嘉倩 | | | | 方正证券：姜肖伟 | | | 时间 2021 | 年 8 月 30 日 | | | 地点 | | 深圳市龙华区大浪街道高峰社区鹊山路光浩工业园 G 栋 | | | | | | 上市公司接待人 员姓名 | 董事会秘书：刘俊丽 | | | | 1 的？ | ...

Group 1: Company Overview and Market Position - Longli Technology has established a strong presence in the Mini-LED market, having started technology research in this area as early as 2016, which provides a significant first-mover advantage [2][3] - The company has set up a total of 17 Mini-LED production lines, with 50% of the construction completed as of 2021 [2] - Longli Technology has already achieved mass production capabilities and has supplied products to internationally recognized VR companies and well-known automotive manufacturers [2][3] Group 2: Product Development and Future Prospects - The company is focusing on expanding its VR product applications and increasing R&D investment to capture market opportunities in the growing metaverse sector [2] - With the increasing recognition of Mini-LED products, the company anticipates a positive market response, despite new competitors entering the field [2] - Longli Technology plans to gradually increase production capacity based on customer demand to meet future market needs for Mini-LED backlight modules [2][3] Group 3: Client Relationships and Market Strategy - The company has begun bulk shipments of Mini-LED technology to well-known new energy vehicle manufacturers and traditional automotive companies, expecting significant market performance in the coming year [3] - Due to confidentiality agreements with clients, specific details about customer relationships cannot be disclosed [3]

证券代码：300752 证券简称：隆利科技 深圳市隆利科技股份有限公司投资者关系活动记录表 编号：2021-010 | --- | --- | --- | |----------------|-------------|-------------------------------------------------------------------------------------------------------------------------| | | | | | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系活动 | □媒体采访 | 业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | 其他 | | | | 中信证券、招商证券、民生证券、国信证券、万和证券、华创证券、 | | | | 金元证券、西部证券、国泰基金、宝盈基金、广发基金、太平洋养 | | | | 老基金、华安基金、泰信基金、南方基金、中泰电子、中银基金、 | | | | 长盛基金、交银施罗德基金、前海联合基金、建信基金、圆信永丰 基金、长盛基金、中邮创业基金、东海基金、汇 ...