LONGLI(SZ:300752)2025-07-29 07:14Group 1: LIPO Technology Market Outlook - LIPO technology enhances the structural strength and sealing of OLED modules, improving screen-to-body ratio and product reliability [1] - Omdia data predicts that the shipment of small and medium-sized OLEDs will exceed 1 billion units in 2025, covering devices like smartphones and smartwatches [1] - Apple's early adoption of LIPO technology is expected to drive rapid penetration and new market demand [1] Group 2: LIPO Business Progress - The company is in the mass production phase of LIPO technology products, benefiting from early market positioning and demand [1] - Continuous investment and capacity ramp-up are underway, with a focus on technology upgrades and customer certifications [1] Group 3: Automotive Display Business Development - The acceleration of new energy vehicles and the rise of intelligent cockpit penetration are driving demand for new display technologies like Mini-LED [2] - The company has established partnerships with major Tier 1 automotive clients and end customers, including BYD and NIO, marking a rapid development phase for its automotive business [2] - Future efforts will focus on leveraging technological advantages to expand Mini-LED applications and accelerate business growth [2]