Core Insights - 隆利科技 is making significant progress in the innovative fields of automotive Mini-LED and LIPO (Liquid Polymer Packaging) technologies, with both volume and price increasing for Mini-LED products in Q3 [5] - The company anticipates that Mini-LED technology will become a standard feature in smart cockpits as automotive displays trend towards intelligence, larger screens, multi-screen setups, and high-definition [5] - The average price of Mini-LED automotive backlight display modules has shown an upward trend, and as the number and size of screens per vehicle increase, the average price and value per vehicle are expected to rise further, driving company performance [5] Mini-LED Technology - The Mini-LED automotive backlight display modules have experienced a simultaneous increase in both volume and price in Q3 [5] - The company expects that the average price and value per vehicle for Mini-LED modules will continue to rise as the number and size of screens in vehicles increase [5] - According to Omdia, the shipment of small and medium-sized OLEDs is projected to exceed 1 billion units by 2025, indicating a growing market for related technologies [5] LIPO Technology - The LIPO technology has achieved mass production, successfully reducing the smartphone bezel to 1.1mm, with improved performance and yield verified by the market [5] - The LIPO business is currently in a critical phase of ramping up capacity and yield, with a focus on improving efficiency and expanding orders [5] - The company is actively promoting the mass production of LIPO technology products as customer demand increases and application areas expand [5] AR/VR Developments - 隆利科技 has also made strides in the AR/VR sector, with its Mini-LED VR backlight products gaining recognition from clients such as Meta, Pico, and Vajor, achieving bulk deliveries [6] - The company is researching precision structural components for AI glasses, aligning with the trend of AI and hardware integration [6]

Core Viewpoint - Longli Technology's stock price has shown a slight increase, reflecting positive market sentiment and ongoing developments in its product lines [1] Company Overview - Longli Technology's latest stock price is 23.97 yuan, up by 0.07 yuan from the previous trading day, with a trading volume of 140,077 hands and a transaction amount of 334 million yuan [1] - The company operates in the optical optoelectronics industry, focusing on the research, production, and sales of backlight display modules and precision structural components [1] - Its products are utilized in various sectors, including consumer electronics and automotive electronics [1] Product Development - The company is currently developing AR glasses optical systems using Micro-LED and waveguide technology, as well as precision structural components for AI glasses [1] - Longli Technology's VR backlight display products have gained recognition from clients such as Meta and Pico, achieving mass production [1] - Precision structural components have been applied in smart automotive audio systems and ambient lighting products [1] Market Activity - On August 19, 2025, the net outflow of main funds for Longli Technology was 13.06 million yuan, accounting for 0.35% of its circulating market value [1] - Over the past five trading days, the cumulative net outflow of main funds reached 134.73 million yuan, representing 3.57% of its circulating market value [1]

Core Viewpoint - The company has established a "1+2+N" development model, focusing on various R&D projects including AR glasses and AI glasses, currently in the development stage [2] Group 1: Development Model and R&D Projects - The company is developing an optical system for AR glasses using Micro-LED and waveguide technology [2] - R&D projects include precision structural components for AI glasses [2] Group 2: Client Recognition and Product Applications - The company's VR backlight display products have received high recognition from clients such as Meta, Pico, and Vajor, and have achieved mass production [2] - Precision structural components are being applied in smart automotive products like speakers and ambient lights, as well as in consumer products such as electronic cigarettes, action cameras, and computer casings [2]

隆利科技（300752.SZ）8月5日在投资者互动平台表示，公司于2024年成立了精密工业事业部，积极布 局智能新型硬件终端，如AI眼镜精密结构件研发项目，目前该项目正处于研发阶段。 每经AI快讯，有投资者在投资者互动平台提问：公司研发的采用轻量化材料，引入微型散热模块和导 热材料，增强散热性能，优化镜架结构，提升佩戴舒适感，提高耐用性与可靠性的AI眼镜精密结构件 目前是否已经完成研发？是否有导入相关客户？是否已经量产？ （文章来源：每日经济新闻） ...