蓝思科技 20260127 摘要 蓝思科技已成为北美 A 客户折叠屏产品 UTG 玻璃的全球独供，并为北美 T 客户提供汽车中控屏等产品，2024 年对 T 客户收入超 50 亿元，预计 2026 年将增长。 蓝思科技自 2023 年起成为北美 S 客户火箭项目一级供应商，提供地面 接收终端精密结构件，预计 2025 年对 S 客户销售额接近 3 亿元，并积 极开发航天级 UTG 玻璃等产品。 航天级 UTG 玻璃在透光率、防高能射线及使用寿命上优于 CPI 膜，使用 寿命可达 10-15 年，成为下一代卫星研发的首选材料。 下一代卫星对 UTG 柔性玻璃需求巨大，单颗北美 V3 卫星面积约 500 平 方米，国内第二代卫星面积约 100-200 平方米，全部使用 UTG 玻璃需 求或达千万平米级别。 蓝思科技泰国和越南工厂已接受 S 客户审厂，北美 A 客户的大规模订单 将推动 UTG 首次进入大规模量产阶段，预计今年出货 20 万平方米，明 年增至 100 万平方米。 蓝思科技在消费电子 UTG 后道加工领域领先，竞争对手在技术和规模上 均逊于蓝思科技，大规模订单将巩固其全球领先地位。 蓝思科技目标成为机 ...

Core Viewpoint - The article discusses the controversy surrounding in-car advertising on digital screens, highlighting the lack of user control and regulatory clarity in the automotive industry [1][6][12]. Group 1: Advertising Controversy - The emergence of in-car advertising has sparked significant backlash from car owners, who feel that they have not consented to such advertisements [1][3]. - A specific incident involving Deep Blue Automotive's pop-up ads has led to complaints from numerous car owners, raising questions about the consent process and the visibility of advertising policies [3][5]. - The automotive display market is projected to grow from $16 billion in 2024 to $48.9 billion in 2034, indicating a lucrative opportunity for advertising [6]. Group 2: User Control and Privacy - Many car owners are now scrutinizing the privacy policies of automotive apps, which often include clauses about advertising and user consent [9][10]. - Users who refuse to accept privacy agreements may lose access to essential vehicle functions, leading to frustration and confusion about ownership rights [10][11]. - Legal experts argue that car owners should have full control over their vehicle's information and advertising content, but the current ecosystem is often closed and lacks transparency [12][14]. Group 3: Regulatory Challenges - The automotive industry is still in the exploratory phase regarding advertising regulations, with significant differences in how companies implement compliance measures [12][14]. - Current regulations for internet advertising do not adequately cover in-car advertising, leading to frequent complaints and confusion among users [16][18]. - The distinction between service notifications and advertisements is often blurred, complicating the consent process for users [17][18]. Group 4: Safety Concerns - The potential for in-car advertisements to distract drivers raises serious safety concerns, with no standardized technical guidelines to prevent such occurrences [18][19]. - The article draws parallels between the early days of smartphone advertising and the current state of in-car advertising, emphasizing the need for clearer regulations to ensure user safety [19].