Mini-LED技术

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伟时电子再次启动募资加码车载显示组件 前次募投项目多次延期被询问
Mei Ri Jing Ji Xin Wen· 2025-06-03 21:40
每经记者|于垚峰 每经编辑|宋思艰 在2024年4月终止向不特定对象发行可转换公司债券一年后,伟时电子(SH605218,股价21.19元,市 值45.10亿元)再次启动了募资加码车载显示组件项目的计划。 6月3日晚,伟时电子发布公告,对上海证券交易所(以下简称上交所)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》进行了回复。上交所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。 伟时电子在回复时表示,针对于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。 一年前曾撤回发行可转债申请 伟时电子申报材料显示,公司本次向特定对象发行股票募集资金总额不超过4.8亿元(含本数),将用 于"轻量化车载新型显示组件项目"和补充流动资金,将新增433万件轻量化结构件和185万件新型车载背 光显示模组的生产能力。 对于本次募投项目,上交所问询提出,本次募投项目产品轻量化结构件和新型车载背光显示模组是否已 量产,结合本次募投项目产品与公司现有产品的联系与区别,说明本 ...
隆利科技:永赢基金、浦银理财等多家机构于4月24日调研我司
Sou Hu Cai Jing· 2025-04-25 01:40
Core Viewpoint - 隆利科技 (300752) has demonstrated significant growth in revenue and profit for 2024 and Q1 2025, driven by its diversified business strategy focusing on consumer electronics and automotive display sectors [2][3]. Financial Performance - In 2024, the company achieved operating revenue of 1.32 billion yuan, a year-on-year increase of 28.64%, and a net profit attributable to shareholders of 106 million yuan, up 132.90% [2]. - For Q1 2025, the company reported operating revenue of 340.73 million yuan, a 15.18% increase year-on-year, and a net profit of 30.61 million yuan, reflecting a growth of 51.88% [3]. Business Strategy - The company is implementing a "1+2+N" diversified layout, focusing on core businesses in consumer electronics (mobile phones, tablets, laptops) and rapidly growing automotive display sectors, along with several potential growth areas in smart hardware [2]. - The automotive display business is experiencing rapid growth, with successful collaborations with major automotive brands like Xiaopeng, Geely, and NIO, leveraging Mini-LED technology for enhanced display solutions [4]. Technology and Market Trends - The LIPO ultra-narrow bezel technology, adopted by Apple in its latest smartphones, is setting market trends and enhancing the company's competitiveness in OLED display technology [5]. - The company has made significant advancements in LIPO technology, which is expected to enter a rapid development phase as consumer demand for advanced display technologies continues to rise [5]. Institutional Ratings - In the last 90 days, two institutions have given buy ratings for the stock, with an average target price of 27.6 yuan [6].