深圳市隆利科技股份有限公司投资者关系活动记录表 证券代码：300752 证券简称：隆利科技 | | □分析师会议 特定对象调研 | | | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | | □现场参观 | □其他 | | 参与单位名称 | 广发证券 马英皓 周靖翔、邓心怡、左少逸、赵森 | 诺安基金 | | | 天弘基金 张磊 郭敏、曾国富 | 信达澳亚 | | | 建信基金 许晴晖 郭晓莹 | 融通基金 | | | 鹏华基金 蔡春根 丁俊枫 | 嘉合基金 | | 及人员姓名 | 国投瑞银 周俊松 谭智汨 | 金信基金 | | | 华泰资产 叶文强 廖家瑞 | 东方红基金 | | | 万家基金 陈飞达 高兵、刘力 | 华商基金 | | | 大成基金 徐一清 梁简泓 | 交银施罗德 | | | 华福电子 李琦 | | | 时间 | 2025年6月11日-2025年6月13日 | | | 地点 | 电话会议 | | | 上市公司接待 | 副总经理、董事会秘书：刘俊丽女士 | | | 人员姓名 | 证券事务代表：李 ...

Core Viewpoint - 隆利科技 (300752) has demonstrated significant growth in revenue and profit for 2024 and Q1 2025, driven by its diversified business strategy focusing on consumer electronics and automotive display sectors [2][3]. Financial Performance - In 2024, the company achieved operating revenue of 1.32 billion yuan, a year-on-year increase of 28.64%, and a net profit attributable to shareholders of 106 million yuan, up 132.90% [2]. - For Q1 2025, the company reported operating revenue of 340.73 million yuan, a 15.18% increase year-on-year, and a net profit of 30.61 million yuan, reflecting a growth of 51.88% [3]. Business Strategy - The company is implementing a "1+2+N" diversified layout, focusing on core businesses in consumer electronics (mobile phones, tablets, laptops) and rapidly growing automotive display sectors, along with several potential growth areas in smart hardware [2]. - The automotive display business is experiencing rapid growth, with successful collaborations with major automotive brands like Xiaopeng, Geely, and NIO, leveraging Mini-LED technology for enhanced display solutions [4]. Technology and Market Trends - The LIPO ultra-narrow bezel technology, adopted by Apple in its latest smartphones, is setting market trends and enhancing the company's competitiveness in OLED display technology [5]. - The company has made significant advancements in LIPO technology, which is expected to enter a rapid development phase as consumer demand for advanced display technologies continues to rise [5]. Institutional Ratings - In the last 90 days, two institutions have given buy ratings for the stock, with an average target price of 27.6 yuan [6].