投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 √现场参观 □其他 参与单位名称及 人员姓名 东方证券股份有限公司：李晋杰 时间 15:00-17:00 地点 深圳市光明区光源四路 9 号 公司光明工厂二期办公楼三楼 305 会议室 上市公司接待人 员姓名 董事会秘书：王行村、证券事务代表：曾燕 投资者关系活动主要内容介绍 证券代码：002106 证券简称：莱宝高科 深圳莱宝高科技股份有限公司 投资者关系活动记录表 编号：2025-013 本次调研活动由深圳莱宝高科技股份有限公司（以下简称"公司"）证券 事务代表带领调研人员参观了公司展厅，然后由公司董事会秘书、证券事务代 表在会议室向参与调研人员主要介绍了公司 2025 年半年度报告相关情况、主 营业务情况、近期生产经营情况、所处行业发展现状及未来发展趋势、产品相 关技术发展现状及未来发展趋势、以及公司与地方政府合作投资的微腔电子纸 显示器件（MED）项目等相关情况，并进行相关沟通交流。 本次调研活动的主要沟通内容如下： 1、公司 2025 年上半年营业收入同比小幅增长、但归属于上市公司股东的 净利润同 ...

全球绿色低碳转型持续深化，推动智能物联设备在数字化、无纸化方向上的应用需求不断增强。在众多主流显示技术中，电子纸以超低功耗、类纸质感、护 眼体验、轻薄、不易碎裂以及可弯曲等特性，相较于依赖背光或自发光、功耗更高的LCD和OLED技术，更符合智能设备的发展趋势。其近乎零功耗的静态 显示能力，大幅延长设备续航，并契合全球"碳中和"战略对绿色节能技术的需求，在智慧零售、智慧办公、智慧物流等场景的渗透率持续提升。 凭借在电子纸显示领域的技术深耕、全球化的产能布局与稳定的供应链协同优势，浙江东方科脉电子股份有限公司（下称"东方科脉"）坐上商用端智能物联 电子纸显示解决方案市场头把交椅。据灼识咨询报告，以2024年收入计算，东方科脉在全球商用端智能物联电子纸显示解决方案份额为26.3%，排名第一。 供应链端，东方科脉与元太科技等核心供应商建立深度合作，元太科技是公司电子墨水薄膜及PS保护膜的最大供应商，还通过全资子公司战略投资成为公 司股东，形成"技术+资本"的绑定关系。 市场布局方面，东方科脉客户服务覆盖欧、美、亚等国际市场，2024年海外销售收入占比达63.3%，随着越南生产基地于2025年正式投产，成为公司拓展东 ...

Group 1 - Qingyue Technology (SH 688496) held its 20th meeting of the second board on September 29, 2025, discussing the proposal to change the accounting firm [1] - For the year 2024, Qingyue Technology's revenue composition is as follows: electronic paper modules 70.01%, PMOLED 18.36%, AMOLED 3.85%, other businesses 3.61%, and silicon-based OLED 1.69% [1] - As of the report date, Qingyue Technology has a market capitalization of 4.2 billion yuan [1] Group 2 - The competition between Farmer and Yibao has intensified, with Farmer's green bottle launch leading to a significant market share drop for Yibao, decreasing nearly 5 percentage points [1]

业务表现方面，公司智能物联电子纸显示模组的销售量由2022年的50.6百万片增加至2023年的 56.1百万片、2024年的67.1百万片及截至2025年6月30日止六个月的52.7百万片。 9月25日，浙江东方科脉电子股份有限公司(简称：东方科脉)向港交所主板递交上市申请。 东方科脉在招股书中表示，公司是全球最大的商用端智能物联电子纸显示解决方案厂商。 目前，公司在浙江嘉兴、辽宁大连市和越南拥有四个生产基地。其中，越南基地于今年6月正式竣 工投产，预计年产能达2000万片电子纸显示屏（含小/中/大尺寸）。 财务方面，于2022年、2023年、2024年、2025年截至6月30日止六个月，该公司实现收入分别 约为12.14亿、10.24亿、11.52亿、7.96亿元人民币；同期，年/期内利润分别约为9187.6万 元、5073.9万元、5340.4万元、4303.6万元人民币。 | | 或议程 | | --- | --- | | | 签到 | | 8:30-9:30 | | | 9:30-9:35 | 开幕致辞 | | | TrendForce集邦咨询 总经理 樊晓莉 | | 9:35-10:00 | 玻璃与 ...

Group 1 - Nova Star Cloud's stock price decreased by 0.78% on September 22, with a trading volume of 138 million yuan [1] - The company had a financing buy-in amount of 16.88 million yuan and a net financing buy of 2.29 million yuan on the same day [1] - As of September 22, the total balance of margin trading for Nova Star Cloud was 314 million yuan, accounting for 5.24% of its market capitalization [1] Group 2 - As of June 30, the number of shareholders for Nova Star Cloud was 10,900, a decrease of 3.87% from the previous period [2] - The company reported a revenue of 1.533 billion yuan for the first half of 2025, a year-on-year decrease of 1.93%, and a net profit of 294 million yuan, down 9.33% year-on-year [2] Group 3 - Nova Star Cloud has distributed a total of 627 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, the top ten circulating shareholders of Nova Star Cloud saw the exit of Ruiyuan Growth Value Mixed A (007119) from the list [3]

（记者 谭玉涵） 隆利科技（300752.SZ）9月22日在投资者互动平台表示，目前公司的背光显示产品已成功应用在大疆、 影石的运动相机产品上。 每经AI快讯，有投资者在投资者互动平台提问：请问公司的显示产品有没有供货给大疆和影石呢？ ...

据海信视像消息，9月19日，在2025激光显示技术与产业发展大会上，海信宣布将向全行业逐步开放 1300余项三色激光核心专利，同步发布三款激光显示新品——首款150英寸屏幕发声激光电视探索X1 Ultra、首款100英寸可卷曲激光影院江山画卷R1及投影Vidda C5无界。 ...

Group 1 - The core viewpoint of the article highlights that Longli Technology (300752.SZ) has successfully applied its backlight display products in the new AITO M7's 17.3-inch rear ceiling entertainment screen [1] - The company plans to continue expanding the breadth and depth of its collaborations with customers in the future [1]

Core Viewpoint - The company has launched various electronic ink screen products, including electronic price tags, digital signage, electronic desk signs, and smart readers, which cater to different application needs in various scenarios [1] Product Development - The company is focusing on research and development of electronic paper products and technologies, with plans to expand into personal consumer markets and commercial application scenarios [1] - The new electronic paper full-color frame utilizes E Ink full-color electronic paper technology, showcasing excellent color display capabilities [1] Business Performance - Currently, the electronic paper business accounts for a small proportion of the company's overall business [1]

Group 1: Market Expansion and Product Development - The company has successfully developed various vehicle display backlight products, including anti-peep, curved, ultra-thin, ultra-narrow, and irregular designs, meeting the increasing demand in the automotive market [2][3] - In the first half of 2025, the company achieved breakthroughs in vehicle TLCM, Mini, and ultra-large display fields, successfully launching projects with several automotive manufacturers [3][4] Group 2: Patent and Technology Advancements - As of June 2025, the company has registered a total of 418 patents, including 108 invention patents, with 328 patents granted [4] - The innovative anti-peep light guide plate technology won the "Special Contribution Project" award from three authoritative organizations in the optical and optoelectronic industry [4] Group 3: Financial Performance - In the first half of 2025, the company reported revenue of 1.554 billion yuan, a 50.84% increase from 1.030 billion yuan in the same period last year [4][5] - The company aims to continue focusing on vehicle displays and Mini-LED sectors while optimizing product structure and enhancing profitability [5] Group 4: Strategic Expansion and Globalization - The company is implementing a "dual-base strategy" in Vietnam, establishing a backlight display module base in Bắc Ninh and a precision structural component base in Ho Chi Minh City to support its global layout [5] - The Bắc Ninh base focuses on intelligent production of backlight sources and LCD modules, while the Ho Chi Minh base specializes in precision stamping and injection molding components for various display applications [5]