LONGLI(SZ:300752)2025-06-13 10:34Group 1: Industry Trends - The automotive display market is expected to see a growth in the number of screens and an upgrade in screen specifications, particularly in the rapidly growing domestic new energy market [2] - The penetration rate of smart cockpits is continuously increasing, leading to a trend towards personalization, convenience, and multimodal development in human-machine interaction [2] - The mainstream size of single screens is upgrading from 8-10 inches to 15-16 inches, indicating an expanding market space for automotive displays [2] Group 2: Company Positioning - The company is a leading player in Mini-LED automotive backlight display technology, possessing significant advantages in technology reserves, patent rights, and mass production capabilities [2] - The company aims to leverage its Mini-LED technology advantages and overall solution capabilities for smart cockpit displays to accelerate business development [3] Group 3: Technology Adoption - The LIPO ultra-narrow bezel technology, adopted by Apple in its latest 2024 smartphone, is setting a market trend and driving consumer demand, which is expected to propel the rapid development of LIPO technology [3] - The company is accelerating the verification and transformation of LIPO process innovation technology, with LIPO technology gradually entering mass production, positively impacting company performance [3] Group 4: Future Profitability - The company is committed to a high-quality long-term development strategy based on profitability, actively expanding its diversified business layout [3] - The core business segments include consumer electronics (mobile phones, tablets, notebooks), rapidly growing automotive display business, and LIPO business entering mass production in 2025, forming a "1+2+N" diversified layout [3]