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新增产能会不会过剩?奔驰、宝马供应商伟时电子再次回复问询函
Mei Ri Jing Ji Xin Wen· 2025-07-09 23:34
每经记者|黄海 每经编辑|魏官红 重启募资加码车载显示组件项目计划未满三个月,伟时电子(605218.SH,股价22.2元,市值47.25亿 元)再次就上海证券交易所(以下简称上交所)审核问询函进行回复。 今年6月3日,伟时电子曾发布公告,对上交所下发的《关于伟时电子向特定对象发行股票申请文件的审 核问询函》(以下简称问询函)进行回复。据该份回函,上交所曾就伟时电子前次募投项目多次延期的 原因、本次募投项目与前次募投项目的差异等方面进行了问询。 在6月3日披露的回函中,伟时电子曾表示,针对两次募投项目均规划的显示模组产品,本次募投项目的 相关产品将更多聚焦于Mini-LED及超大屏技术,相较于前次募投项目产品存在技术升级,并非简单重 复建设。 最新公告中,公司进一步强调了新募投项目在Mini-LED及超大屏技术上的针对性,伟时电子补充称, 公司现有产品仍主要聚焦于传统技术及中型尺寸,而本次募投项目规划的背光显示模组产品,则为 Mini-LED及超大屏技术相关产品,与现有主流产品存在技术代际上的更新,以顺应当前显示模组产品 的技术发展趋势。 据了解,伟时电子本次募投项目规划产品均为公司已量产产品。其中,募投项目 ...
【IPO一线】惠科股份深证主板IPO获受理 募资85亿元投建OLED/Mini-LED等项目
Ju Chao Zi Xun· 2025-06-30 14:18
6月30日,深交所正式受理了惠科股份有限公司(简称:惠科股份)主板IPO申请。 在智能显示终端业务方面,公司拥有重庆金扬、合肥金扬、广西智显、宜昌惠科、东莞惠智和越南惠科 等多座显示终端生产基地,主要产品包括电视、显示器、电子纸、一体机、广告机、智能会议机、智慧 健身镜、智能穿戴设备等显示终端。依托在半导体显示面板与显示终端领域的核心资源和技术积累,公 司持续深化IT及智慧物联显示终端领域布局,进一步丰富产品线,为智慧教育、智慧办公、智慧交通、 智慧安防和智慧医疗等各应用场景提供各类显示终端产品及服务,有力推动业务的持续增长。 目前,惠科股份已与众多全球知名品牌客户建立了深度的合作关系,包括三星、LG、小米、海信、 TCL、海尔、联想惠普、戴尔、宏碁、VESTEL、创维、长虹、冠捷、微星科技等极具影响力的全球知 名品牌。 2022-2024年,惠科股份实现营业收入分别为271.34亿元、357.97亿元、403.1亿元;对应的净利润分别 为-14.28亿元、25.66亿元、33.39亿元。 此次IPO,惠科股份拟募资85亿元,投建于长沙新型 OLED 研发升级项目、长沙 Oxide 研发及产业化项 目、绵阳 ...
隆利科技(300752) - 投资者关系活动记录表(2025年5月16日)
2025-05-16 12:34
Group 1: Company Performance - In 2024, the company achieved a revenue of 1.32 billion CNY, a year-on-year increase of 28.64%, and a net profit attributable to shareholders of 106 million CNY, up 132.90% [2] - In Q1 2025, the company reported a revenue of 340.73 million CNY, a year-on-year growth of 15.18%, and a net profit of 30.61 million CNY, increasing by 51.88% [2] Group 2: Market Outlook for Automotive Display - The global automotive display panel shipment is expected to reach 232 million units in 2024, reflecting a year-on-year growth of 6.2% [2] - The trend towards intelligent, large-screen, multi-screen, high-definition, and interactive automotive displays is becoming increasingly significant [2] Group 3: Mini-LED Technology - Mini-LED technology is anticipated to have a broad market space due to its excellent display effects and energy-saving features [2] - The company is positioned as a leading enterprise in Mini-LED automotive backlight display technology, leveraging its advantages in technology reserves, patents, and mass production [3] Group 4: LIPO Technology Market and Company Strategy - The shipment of small and medium-sized OLEDs is projected to exceed 1 billion units in 2025, covering devices such as smartphones and AR/VR headsets [3] - The company began developing LIPO technology in 2022, which has received high recognition from clients and is now entering mass production [3]
隆利科技(300752) - 投资者关系活动记录表 (2025年5月12日-2025年5月13日)
2025-05-13 10:20
Group 1: Financial Performance - In 2024, the company achieved a revenue of 1.32 billion CNY, representing a year-on-year growth of 28.64%. The net profit attributable to shareholders was 106 million CNY, up 132.90%, and the net profit excluding non-recurring items was 94 million CNY, a significant increase of 1,813.63% [2] - In Q1 2025, the company reported a revenue of 340.73 million CNY, a year-on-year increase of 15.18%. The net profit attributable to shareholders was 30.61 million CNY, growing by 51.88%, while the net profit excluding non-recurring items reached 26.92 million CNY, up 57.19% [2] Group 2: Business Strategy - The company has established a diversified business layout of "1+2+N", focusing on consumer electronics as the core business, with a steady recovery in profitability due to economic recovery [2] - The two core businesses are the rapidly growing automotive display sector and the mass production phase of LIPO technology, both of which have promising market prospects [2] - The company is actively exploring new growth points in emerging areas such as AR/VR displays and precision structural components [2] Group 3: R&D Innovations - The company adheres to a "technology-driven" business philosophy, focusing on core products to enhance its competitive edge [3] - Ongoing R&D projects include advancements in Mini-LED technology for automotive and VR applications, as well as innovations in OLED display technologies [3] - As of December 31, 2024, the company has filed a total of 543 patents, including 155 invention patents, with 417 granted, showcasing its commitment to innovation [3]