【私募调研记录】煜德投资调研隆利科技

Group 1 - The core viewpoint of the news is that YuDe Investment has conducted research on Longli Technology, highlighting its strong revenue and profit growth projections for 2024 and 2025 [1] - Longli Technology is expected to achieve a revenue of 1.32 billion yuan in 2024, representing a year-on-year growth of 28.64%, with a net profit of 106 million yuan, up 132.90% [1] - For Q1 2025, the company anticipates a revenue of 341 million yuan, reflecting a year-on-year increase of 15.18%, and a net profit of approximately 30.61 million yuan, which is a 51.88% growth [1] Group 2 - The report indicates a significant acceleration in the penetration rate of smart cockpits, with clear trends towards vehicle display intelligence, large screens, multi-screen setups, high definition, and interactivity [1] - Global shipments of vehicle display panels are projected to reach 232 million units in 2024, marking a year-on-year growth of 6.2% [1] - The Mini-LED technology is identified as having vast market potential, while the shipment of small and medium-sized OLEDs is expected to exceed 1 billion units in 2025, covering devices such as smartphones and smartwatches [1] - The LIPO technology, which has numerous advantages, has been adopted by Apple, and Longli Technology has been gradually entering mass production since its layout in 2022 [1]