翰博高新(301321) - 2025年6月26日投资者关系活动记录表

Group 1: Company Overview and Product Offerings - The company specializes in backlight display modules and related components, serving various sectors including laptops, tablets, automotive displays, and medical monitors [2][3] - Key clients include major panel manufacturers like BOE, Huaxing Optoelectronics, and well-known consumer electronics brands such as Huawei, Lenovo, HP, Dell, Asus, and Xiaomi [3][4] Group 2: Market Capacity and Competitive Advantages - The global Mini-LED backlight module market is projected to reach 170 million units by 2025, with 65% of shipments coming from small to medium-sized applications [4] - The company possesses advanced optical design capabilities and comprehensive development technology in the Mini-LED field, making it one of the few domestic manufacturers with integrated production capabilities [4][5] Group 3: Technological Advancements and Production - The company has developed advanced technologies in various areas, including automotive backlight modules and automated assembly for tablets and laptops [6][7] - Significant investments in R&D have led to the automation of production processes, improving yield rates and production efficiency for laptop backlight modules [7][8] Group 4: Financial Performance and Orders - In Q1 2025, the company reported a revenue increase of 55.25% year-on-year, attributed to industry recovery and the gradual release of production orders [8] - Current orders typically cover 1-3 months of revenue, indicating a robust order backlog [8]