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蓝思科技(300433) - 2025年8月1日投资者关系活动记录表
2025-08-04 10:36
Group 1: Foldable Screen Technology - The global shipment of foldable screen smartphones is expected to grow rapidly from 23.8 million units in 2024, with a compound annual growth rate (CAGR) exceeding 24% [1][2] - The company is a leading global supplier of ultra-thin flexible glass (UTG), benefiting from strong technical accumulation and patent layout [2] - Approximately 30% of the funds raised in the Hong Kong IPO (or HKD 1.377 billion) will be allocated for the technology reserve and capacity building of next-generation foldable screen components [2] Group 2: Automotive Business - The company has established partnerships with over 30 leading domestic and international automotive enterprises, achieving a market share of 20.9% in the global smart automotive interaction system solutions industry [3] - The company is expanding its automotive business, achieving breakthroughs in wireless charging modules and domain controller modules [3] - The lightweight automotive laminated glass developed by the company has been successfully introduced to new models of leading electric vehicle brands [3] Group 3: Humanoid Robotics - The company established a smart robotics division in 2016 and is collaborating with leading humanoid robotics companies to mass-produce humanoid robots [4] - The company aims to create a vertically integrated platform for intelligent hardware manufacturing, focusing on reducing costs and enhancing supply chain efficiency [4] - Since 2024, the company has delivered hundreds of humanoid robots to partners and is showcasing various robotic products at industry events [4] Group 4: AI Glasses - The company has been a core supplier of structural components for the first-generation smart headsets and collaborates with several leading North American AI glasses clients [5] - The company is the assembly partner for Rokid's entire series of AI glasses, enhancing product performance through proprietary technologies [5] - Future production capacity for optical modules and waveguide lenses is expected to alleviate industry bottlenecks [5] Group 5: Global Operations and Tariff Impact - The company has established production bases in Vietnam, Thailand, and Mexico since 2017 to enhance global operational capabilities [5] - The company has developed a global layout to quickly respond to market changes and customer needs, mitigating the impact of tariff policies [5] - The company maintains a high market share in the smartphone glass sector, with expectations for significant growth in 3D glass demand in the coming years [5]