车载应用背光产品

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调研速递|翰博高新接受投资者调研,车载业务与产能布局成关注焦点
Xin Lang Zheng Quan· 2025-09-15 10:20
9月15日,翰博高新材料(合肥)股份有限公司通过全景网"全景路演"网站举行业绩说明会,众多投资 者通过网上提问的方式参与调研。 投资者关系活动关键信息投资者活动关系类别:业绩说明会时间:2025年9月15日地点:全景网"全景路 演"网站(https://rs.p5w.net)参与单位名称:投资者网上提问上市公司接待人员姓名:董事会秘书潘大 圣、战略投资者关系代表詹铖铖 投资者关注要点及公司回应车载显示业务:基于车载市场对显示屏需求及要求的提高,翰博高新成功设 计开发出防窥、曲面、超薄等各式车载应用背光产品,客户涵盖海微科技、诺博汽车等企业以及蔚来、 奇瑞等众多汽车生产企业。2025年上半年,公司在车载TLCM、车载Mini及超大尺寸显示领域持续突 破,多个车载新项目顺利开案,目前正全力投入新项目开发,与各大车企紧密沟通。专利情况:截至6 月末,公司累计注册专利418件(发明专利108件),授权专利328件(发明专利41件),上半年新增注 册专利8件(发明专利3件)。其创新防窥导光板技术荣获"产业链特殊贡献项目"奖,自主研发的HUD 背光系统等技术能满足车载、VR等场景需求,技术储备处于行业前列。厂房建设与产能 ...
翰博高新(301321) - 2025年9月15日投资者关系活动记录表
2025-09-15 09:40
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]