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].
隆利科技:永赢基金、浦银理财等多家机构于4月24日调研我司