HUD背光系统

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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4日投资者关系活动记录表
2025-09-05 09:10
Group 1: Company Strategy and Market Positioning - The company aims to become the preferred partner in the semiconductor display industry, focusing on enhancing core competitiveness and comprehensive strength through sustainable development and supply chain integration [2][3] - The "Dual Base Strategy" in Vietnam includes a backlight display module base in Bắc Ninh and a precision component base in Ho Chi Minh City, aimed at establishing a vertical industry chain in Southeast Asia [3] Group 2: Share Buyback Activities - As of February 8, 2024, the company repurchased 2,282,700 shares at a maximum price of 18.533 CNY/share and a minimum price of 8.904 CNY/share, totaling 29,997,240.57 CNY [4] - By May 6, 2024, the company had repurchased 7,166,850 shares at a maximum price of 15.88 CNY/share and a minimum price of 11.45 CNY/share, totaling 100,008,088.12 CNY [5] - As of June 30, 2025, the company repurchased 4,961,600 shares at a maximum price of 15.20 CNY/share and a minimum price of 12.85 CNY/share, totaling 70,568,855.04 CNY [5] Group 3: Financial Performance - In the first half of 2025, the company achieved revenue of 1.554 billion CNY, a 50.84% increase from 1.030 billion CNY in the same period last year [6] - The net loss narrowed to 26.45 million CNY from 65.97 million CNY year-on-year, indicating a 59.91% improvement [6] - The net cash flow from operating activities turned positive, reaching 112 million CNY compared to a negative 172 million CNY in the previous year, a 165.54% improvement [6] Group 4: Product Development and Innovation - The company has registered a total of 418 patents, including 108 invention patents, with 8 new patents registered in the first half of 2025 [8] - The innovative anti-peeping light guide plate technology received recognition as a "Special Contribution Project" in the optical electronics industry [8] - The company is advancing in the automotive display and Mini-LED sectors, focusing on high-end features such as anti-peeping, curved, and ultra-thin displays [7] Group 5: Subsidiary Overview - The company holds a 30% stake in Chengdu Tuowei High-tech Optoelectronics Technology Co., Ltd., which provides comprehensive services for AMOLED metal mask plates [9] - Chengdu Tuowei serves major OLED panel manufacturers, enhancing domestic capabilities in precision regeneration and manufacturing technology [9]