莱宝高科：车载盖板玻璃和车载触摸屏今年面临价格下降压力

Core Viewpoint - The company faces challenges in its automotive touch screen business due to ongoing price declines and increasing competition from integrated touch display technologies, leading to uncertainty in achieving year-on-year sales growth by 2025 [2] Group 1: Market Trends and Challenges - The automotive industry is increasingly moving towards electrification, intelligence, and connectivity, which is driving the integration of traditional dashboard components into unified designs, resulting in a growing demand for customized glass solutions [2] - The automotive touch screen business is expected to experience significant growth in 2024, particularly from the third quarter onwards, with a rapid increase in order demand leading to delivery pressures [3] - The company anticipates that the global shipment of new energy vehicles will continue to grow in 2025, which will drive demand for larger and multi-screen automotive touch screens [3] Group 2: Strategic Developments - The company is actively expanding its development efforts with overseas Tier 1 automotive manufacturers, achieving positive progress that is expected to lead to new product projects and increased demand for touch sensor panels [3] - Plans are in place to gradually expand production capacity for automotive touch screens and glass based on customer demand, with a focus on developing higher value-added products in the future [3] - Overall, the company expects its automotive touch screen business to maintain year-on-year sales growth in 2025 despite the competitive landscape [3]