LPK

88 atoms · 跨 22 天 · 首见 2026-04-22 · 最近 2026-06-20

三色: 🟦 fact 50 · 🟥 take 38 · stance ▲54/▼4/◆9

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 88

时态: fresh:73 · aging:8 · stale:7

标签: 好数字:38 · 好观点:35 · 好信源:30 · 好思考:6

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 6 位作者 (KOL6) vs ▼ 2 位作者 (KOL2)

⚖️ 多头 6/6 来自KOL

📄 广泛报道的事实 · 1 个

💢 核心分歧 (3 轴)

1. 玻璃基板垄断地位真伪之争

*topic: 竞争格局/供给产能/供应链 · 11 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-cd8e817a6135e6a8"></a>2026-04-28 X·@aleabitoreddit [老旧] · 玻璃基板垄断卡口属性 · 竞争格局/供给产能
  Critical monopoly chokepoint in glass substrates…
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-3a5388f08d0c17dc"></a>2026-04-29 X·@aleabitoreddit [老化中] · functional monopoly over laser induced deep etching · 竞争格局
  Glass substrates are the next advanced packaging wave. And $LPK has a functional monopoly over laser induced deep etching. It’s more of pure play exposure to the next packaging paradigm without the drag SKC has or other segments $INTC has.
  tags: 好观点 · → daily
• <a id="atom-6ca7e4c944b3c32f"></a>2026-05-07 X·@aleabitoreddit [老化中] · 供应瓶颈 · 供给产能
  they basically supply to everyone as a chokepoint
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-218b6a9b124cc283"></a>2026-05-10 X·@aleabitoreddit · 被 Trendforce 等机构提及为关键玻璃基板玩家 · 供给产能
  the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-cab5f6af2368eb56"></a>2026-05-30 X·@HyperTechInvest · 领导地位描述 · 竞争格局
  $LPK is the clear leader, with the most proven technology, including external performance data, not just internal reports
  tags: 好观点 · → daily
  📷 原图

🔴 bearish 侧:

• <a id="atom-15d2011e24eece3e"></a>2026-05-30 X·@HyperTechInvest · 竞争分析 · 竞争格局/供应链
  There is really strong competition, partly because LPK is a European company, while many of its potential clients are from Korea and Taiwan, where companies generally prefer to keep the supply chain as local as possible
  tags: 好思考 · → daily
  📷 原图

2. 2027年量产预期确定性 vs 延迟风险

*topic: 技术路线/订单需求/供给产能 · 14 bull vs 2 bear*

🟢 bullish 侧:

• <a id="atom-7b516b67c295faf4"></a>2026-04-29 X·@aleabitoreddit [老化中] · glass core substrates as next advanced packaging wave · 技术路线
  When you have glass core substrates as the next advanced packaging wave be a monopoly chokepoint add in CPO applications. It typically goes brrr.
  tags: 好观点 · → daily
  [图: LPKF Laser & Electronics SE (ETR: LPK) 的一日股价走势图 — 最新股价: 17.85 EUR; 今日涨幅: +11.91%; 今日涨额: +1.90 EUR; 前收盘价: 15.95 EUR; 市值: 437.26M]
  📷 原图
• <a id="atom-cd8c627678ec58d6"></a>2026-04-30 X·@aleabitoreddit · 2027_LIDE_glass_core_substrate_mass_production_as_long_reason · 技术路线/产品发布
  The only reason why LPKF is a long anyway is 2027 LIDE glass core substrate mass production.
  tags: 好观点 · → daily
  value: date=2027
  [图: LPKF Laser & Electronics SE 2026年第一季度（3个月）的关键集团财务数据表格 — 2026年前3个月营收 (Revenue): 17.1百万欧元; 2026年前3个月息税前利润 (EBIT): -6.9百万欧元; 2026年前3个月自由现金流 (Free Cash Flow): -7.6百万欧元; 2026年前3个月新签
  📷 原图
• <a id="atom-e10966c40caa645a"></a>2026-05-07 X·@aleabitoreddit [老化中] · 叙述投资主题 · 技术路线
  It's probably one of the cleaner ways to play the next Glass Substrate supercycle
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-134ccaaad0f82bfc"></a>2026-05-25 X·@beauty_oe · 量産投資開始による受注増加時期 · 订单需求/资本开支
  2026後半〜2027に量産投資が始まると受注が爆増する可能性がある。
  tags: 好观点 · → daily
  value: date=2026後半〜2027
• <a id="atom-aac4d093b1b3287f"></a>2026-05-30 X·@aleabitoreddit · 玻璃基板整体趋势方向 · 技术路线
  overall trend for $LPK to SKC Absolics (011790.KS) is directionally right and very strong.
  tags: 好观点 · → daily
  📷 原图

🔴 bearish 侧:

• <a id="atom-8e4d6395f10c5d3e"></a>2026-05-30 X·@aleabitoreddit · 玻璃芯基板TAM时间线 · 技术路线/TAM
  TAM figures seems off toward 2040, so thought it was better not to cite it.
  tags: 好思考 · → daily
  value: qty=2040 · direction=seems off
  📷 原图
• <a id="atom-421760a2a0de1674"></a>2026-06-20 X·@HyperTechInvest · CEO 陈述 Metallization 是良率最大障碍 · 良率/技术路线
  When I spoke with $LPK CEO, he was clear that: → Metallization remains the biggest hurdle to achieving good yields
  tags: 好信源 · → daily
  📷 原图

3. 营收增长爆发性 vs 设备商长期持有劣势

*topic: 营收/仓位情绪 · 13 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-e79ae21e753c2f16"></a>2026-04-30 X·@aleabitoreddit [老化中] · current_revenue_miss_irrelevant_during_qualification_stage · 仓位情绪/订单需求
  I'm just laughing people on X are panicking over previous revenue miss when it's literally qualification stage.
  tags: 好观点·好思考 · → daily
• <a id="atom-c8606de249e6df07"></a>2026-05-06 X·@aleabitoreddit [老旧] · author's highest concentration · 仓位情绪
  Yeah I have highest concentration in $LPK... feels like more upstream suppliers like HB/LPK are more derisked than SKC
  tags: 好观点 · → daily
• <a id="atom-48478aa1b98f63fa"></a>2026-05-07 X·@aleabitoreddit · 2027年来自5家客户的收入预期 · 营收
  €400M–€1B+ across just 5 players in 2027 (could be more)?
  tags: 好数字 · → daily
  value: qty=€400M–€1B+ · date=2027
  📷 原图
• <a id="atom-6d491fa6c2707d3c"></a>2026-05-10 X·@cherryPayment [老旧] · 持仓 · 仓位情绪
  我虽然只持有 $lpk，但我看好玻璃基材的整个市场！
  tags: 好观点 · → daily
• <a id="atom-7b54d86f221c34bf"></a>2026-05-31 X·@aleabitoreddit [老旧] · 投资逻辑当前状态 · 订单需求/仓位情绪
  Nope, it’s still the same with $LPK, just waiting on volume ramp to start.
  tags: 好观点 · → daily
  value: quantity=unchanged

🔴 bearish 侧:

• <a id="atom-8a8a0c2b5a9c523d"></a>2026-05-07 X·@aleabitoreddit [老旧] · 投资观点 · 仓位情绪
  I don't like long term holding equipment sellers like $ASML, $AIXA, even $TOWA etc..
  tags: 好观点 · → daily

🟦 客观事实 (facts) (30)

• <a id="atom-58230d59e6f1e35f"></a>🟦 2026-04-30 X·@aleabitoreddit ⭐ · 2026_Q1_revenue · 营收/财报
  2026年前3个月营收 (Revenue): 17.1百万欧元
  tags: 好数字·好信源 · → daily
  value: qty=17.1M euros · date=2026-Q1
  [图: LPKF Laser & Electronics SE 2026年第一季度（3个月）的关键集团财务数据表格 — 2026年前3个月营收 (Revenue): 17.1百万欧元; 2026年前3个月息税前利润 (EBIT): -6.9百万欧元; 2026年前3个月自由现金流 (Free Cash Flow): -7.6百万欧元; 2026年前3个月新签
  📷 原图
• <a id="atom-ddbacabd6a127270"></a>🟦 2026-04-30 X·@aleabitoreddit ⭐ · 2026_Q1_EBIT · 盈利能力/财报
  2026年前3个月息税前利润 (EBIT): -6.9百万欧元
  tags: 好数字·好信源 · → daily
  value: qty=-6.9M euros · date=2026-Q1
  [图: LPKF Laser & Electronics SE 2026年第一季度（3个月）的关键集团财务数据表格 — 2026年前3个月营收 (Revenue): 17.1百万欧元; 2026年前3个月息税前利润 (EBIT): -6.9百万欧元; 2026年前3个月自由现金流 (Free Cash Flow): -7.6百万欧元; 2026年前3个月新签
  📷 原图
• <a id="atom-d7ad9ed458080c6b"></a>🟦 2026-04-30 X·@aleabitoreddit ⭐ · 2026_Q1_free_cash_flow · 现金流/财报
  2026年前3个月自由现金流 (Free Cash Flow): -7.6百万欧元
  tags: 好数字·好信源 · → daily
  value: qty=-7.6M euros · date=2026-Q1
  [图: LPKF Laser & Electronics SE 2026年第一季度（3个月）的关键集团财务数据表格 — 2026年前3个月营收 (Revenue): 17.1百万欧元; 2026年前3个月息税前利润 (EBIT): -6.9百万欧元; 2026年前3个月自由现金流 (Free Cash Flow): -7.6百万欧元; 2026年前3个月新签
  📷 原图
• <a id="atom-446dd74d871d56eb"></a>🟦 2026-04-30 X·@aleabitoreddit ⭐ · 2026_Q1_incoming_orders · 订单需求/财报
  2026年前3个月新签订单 (Incoming orders): 24.1百万欧元
  tags: 好数字·好信源 · → daily
  value: qty=24.1M euros · date=2026-Q1
  [图: LPKF Laser & Electronics SE 2026年第一季度（3个月）的关键集团财务数据表格 — 2026年前3个月营收 (Revenue): 17.1百万欧元; 2026年前3个月息税前利润 (EBIT): -6.9百万欧元; 2026年前3个月自由现金流 (Free Cash Flow): -7.6百万欧元; 2026年前3个月新签
  📷 原图
• <a id="atom-c1c81182035e0cd4"></a>🟦 2026-04-30 X·@aleabitoreddit ⭐ · 2026_Q1_orders_on_hand · 订单需求/财报
  截至2026年3月31日在手订单 (Orders on hand): 34.1百万欧元
  tags: 好数字·好信源 · → daily
  value: qty=34.1M euros · date=2026-03-31
  [图: LPKF Laser & Electronics SE 2026年第一季度（3个月）的关键集团财务数据表格 — 2026年前3个月营收 (Revenue): 17.1百万欧元; 2026年前3个月息税前利润 (EBIT): -6.9百万欧元; 2026年前3个月自由现金流 (Free Cash Flow): -7.6百万欧元; 2026年前3个月新签
  📷 原图
• <a id="atom-bc13ce554451dcc8"></a>🟦 2026-06-15 X·@aleabitoreddit · 玻璃基板设备市场占有率 · 市场份额
  "More than 80% of major global players have selected our equipment for process validation, learning and scaling to mass production"
  tags: 好数字·好信源 · → daily
• <a id="atom-24c47fbd23d5948e"></a>🟦 2026-06-18 X·@BrainyMarsupial · sees 3+ players initiating purchases this year · 订单需求
  Sees a minimum of 3 players initiating purchases (4 or 5 base case) this year with around 3-10 machine orders each...
  tags: 好数字·好信源 · → daily
  value: qty=3 · date=this year
• <a id="atom-e68af0757c49621a"></a>🟦 2026-06-18 X·@BrainyMarsupial · addressable market expected to greatly exceed 500 million euros · TAM
  Last year the internal assessment was an addressable market of 500 million euros... this has changed and will greatly exceed this. Company intends to update this model soon
  tags: 好数字·好信源 · → daily
  value: qty=500 million euros
• <a id="atom-af2d62c3420287e6"></a>🟦 2026-06-18 X·@BrainyMarsupial · CEO target market share 70% · 市场份额
  CEO's target is 70% market share
  tags: 好数字·好信源 · → daily
  value: qty=70%
• <a id="atom-a0179a64a4f83a12"></a>🟦 2026-06-18 X·@BrainyMarsupial · glass share in total package technologies 2030 range 30% to 80% · 市场份额/技术路线
  Share of glass in total package technologies in 2030 could be anywhere from 30% on the consrvative side to 80% on the more optimistic side. (this is not market share btw)
  tags: 好数字·好信源 · → daily
  value: qty=30-80% · date=2030
• <a id="atom-54d4b087e29e5500"></a>🟦 2026-06-18 X·@BrainyMarsupial · revenue per system ~1 million euros · 营收/订单需求
  Rev per system is something like 1 million euros... for initial ramp up 3-10 mill per buyer depending on how many systems are purchased
  tags: 好数字·好信源 · → daily
  value: qty=1 million euros
• <a id="atom-7da4c9e93b01a763"></a>🟦 2026-06-18 X·@BrainyMarsupial · stated need to be ready for 100 million machine orders from single customer · 订单需求/营收
  100 million machine orders from a single customer in the future is something they stated they have to be ready for (100 mill rev on a single order!) Scaling strategy...
  tags: 好数字·好信源 · → daily
  value: qty=100 million euros
• <a id="atom-cf40fabe669e8b4d"></a>🟦 2026-06-11 X·@aleabitoreddit · import from SpaceX related records · 供应链
  SpaceX 进口贸易数据记录面板，显示其向 LPKF LASER & ELECTRONICS AG 采购航空航天设备 — HTS编码: 85059090
  tags: 好数字·好信源 · → daily
  value: qty=采购航空航天设备 · date=from import logs
  [图: SpaceX 进口贸易数据记录面板，显示其向 LPKF LASER & ELECTRONICS AG 采购航空航天设备 — HTS编码: 85059090]
  📷 原图
• <a id="atom-dec37b1f53ef717f"></a>🟦 2026-06-11 X·@aleabitoreddit · import shipment details from Germany · 供应链
  SpaceX 从德国 Lpkf Laser & Electronics Ag 进口货物的海运/货运提单数据记录面板 — Weight: 3885 KG; Quantity: 6 PKG; Date: 2025-02-13
  tags: 好数字·好信源 · → daily
  value: qty=3885 KG; 6 PKG · date=2025-02-13
  [图: SpaceX 从德国 Lpkf Laser & Electronics Ag 进口货物的海运/货运提单数据记录面板 — Weight: 3885 KG; Quantity: 6 PKG; Date: 2025-02-13]
  📷 原图
• <a id="atom-92925fa304772437"></a>🟦 2026-05-25 X·@beauty_oe · 玻璃基板制造设备市场份额 · 市场份额/供给产能
  $LPK has a quasi monopoly over equipment supply with >80% of major glob
  tags: 好数字·好思考 · → daily
  value: qty=>80% · direction=dominant
• <a id="atom-f542f77f51e9b447"></a>🟦 2026-05-07 X·@aleabitoreddit · 量产时间点 · 供给产能
  "start of 2027 as mass production" across likely $INTC, $GLW, SKC, and others
  tags: 好数字·好信源 · → daily
  value: date=start of 2027
  📷 原图
• <a id="atom-a4bf149c997f231c"></a>🟦 2026-06-15 X·@aleabitoreddit · 玻璃基板设备地位 · 供给产能
  LPK Laser - Glass core substrate "monopoly" with LIDE.
  tags: 好观点·好信源 · → daily
• <a id="atom-0a289ea7453dc958"></a>🟦 2026-06-18 X·@BrainyMarsupial · industry readiness for first high volume ramps · 供给产能/订单需求
  Industry is ready for first high volume ramps
  tags: 好观点·好信源 · → daily
  value: direction=ready
• <a id="atom-881eff445efcd773"></a>🟦 2026-06-18 X·@BrainyMarsupial · advanced packaging revenue significantly greater than other segments · 营收/技术路线
  Advanced packaging rev will be significantly greater than what other segments deliver in th
  tags: 好观点·好信源 · → daily
  value: direction=greater
• <a id="atom-80e06b9cba0339f0"></a>🟦 2026-04-29 X·@aleabitoreddit · 股价涨跌幅 · 价格动态
  LPKF Laser & Electronics SE (ETR: LPK) 最新股价: 17.85 EUR; 今日涨幅: +11.91%; 市值: 437.26M
  tags: 好数字 · → daily
  value: qty=+11.91% · date=2026-04-29
  [图: LPKF Laser & Electronics SE (ETR: LPK) 的一日股价走势图 — 最新股价: 17.85 EUR; 今日涨幅: +11.91%; 今日涨额: +1.90 EUR; 前收盘价: 15.95 EUR; 市值: 437.26M]
  📷 原图
• <a id="atom-00ba0229b2255b7b"></a>🟦 2026-06-20 X·@HyperTechInvest · CEO 陈述 TGV 已解决 · 技术路线
  When I spoke with $LPK CEO, he was clear that: → TGV is solved.
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-3112f5d26022cc77"></a>🟦 2026-06-20 X·@HyperTechInvest · CEO 陈述 LIDE 已验证且预期 ramp-up 订单 · 技术路线/订单需求
  When I spoke with $LPK CEO, he was clear that: → LIDE is proven, and ramp-up orders are now expected
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-421760a2a0de1674"></a>🟦 2026-06-20 X·@HyperTechInvest · CEO 陈述 Metallization 是良率最大障碍 · 良率/技术路线
  When I spoke with $LPK CEO, he was clear that: → Metallization remains the biggest hurdle to achieving good yields
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-dd708fdf127bb282"></a>🟦 2026-06-20 X·@HyperTechInvest · CEO 陈述 Metallization 环节两家玩家明显领先 · 竞争格局
  When I spoke with $LPK CEO, he was clear that: → yet two players are clearly ahead of the pack in that aspect
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-332a038cb0166ac4"></a>🟦 2026-06-19 X·@aleabitoreddit · 80% qualifying with equipment · 客户合作
  they said '80% are now qualifying with $LPK equipment'.
  tags: 好数字 · → daily
  value: qty=80% · date=
• <a id="atom-9022c779a9ae0f77"></a>🟦 2026-06-17 X·@TesttestI23 · stock is ripping without any big news other than sdax inclusion and potential institutional ownership · 价格动态/仓位情绪
  $lpk is ripping!!!! I didn’t see any big news other than sdax inclusion and some potential institutional ownership
  tags: 好数字 · → daily
• <a id="atom-ffa3ad4cd6b67072"></a>🟦 2026-05-28 X·@aleabitoreddit · 股价区间 · 价格动态
  $LPK: ~$6, thesis at $13 -> $24.2
  tags: 好数字 · → daily
  value: qty=24.2
  [图: Raspberry Pi Holdings PLC (LON: RPI) 股价走势图 — 当前股价: 800.00 GBX; 年初至今涨幅: +167.92%; 选定日期股价 (Feb 13): 283.60 GBX; 市值: 1.56B; 今日开盘价: 795.00]
  📷 原图
• <a id="atom-5e0b94b4db3a2d6f"></a>🟦 2026-05-25 X·@fedex774 · 日涨跌幅 · 价格动态
  $LPK +19,7%
  tags: 好数字 · → daily
  value: qty=+19.7% · date=2026-05-25
  📷 原图
• <a id="atom-1b90d1f1778c0a42"></a>🟦 2026-05-16 X·@cnfinancewatch · 市场地位与供应份额 · 市场份额/供给产能
  LPK是玻璃先进封装核心龙头，垄断全球八成供应
  tags: 好数字 · → daily
  value: qty=全球八成供应
• <a id="atom-76be512816d74cd4"></a>🟦 2026-05-11 X·@aleabitoreddit · YTD 收益率 · 仓位收益
  $LPK is #19 on the list of my individual stocks that returned 100-1000%+ YTD.
  tags: 好数字 · → daily
  value: qty=100-1000%+ · date=YTD 2026-05-11
  [图: LPKF Laser & Electronics SE (FRA: LPK) 的一个月股价走势图 — 当前股价: 27.80 EUR; 月涨幅: +186.60%; 开盘价: 26.60 EUR; 市值: 689.93M]
  📷 原图

🟥 多头 takes (bullish) (30)

• <a id="atom-e79ae21e753c2f16"></a>🟥 2026-04-30 X·@aleabitoreddit [老化中] · current_revenue_miss_irrelevant_during_qualification_stage · 仓位情绪/订单需求
  I'm just laughing people on X are panicking over previous revenue miss when it's literally qualification stage.
  tags: 好观点·好思考 · → daily
• <a id="atom-2f576616f42881ed"></a>🟥 2026-06-19 X·@aleabitoreddit · targeted market share · 市场份额
  70% market share targeted, unholy target.
  tags: 好数字 · → daily
  value: qty=70% · date=
• <a id="atom-86983817405e2e06"></a>🟥 2026-06-19 X·@aleabitoreddit · orders base case players · 订单需求
  See a 4-5 base case of players this year with orders.
  tags: 好数字 · → daily
  value: qty=4-5 · date=this year
• <a id="atom-1e0d4c71c6ca0f91"></a>🟥 2026-06-19 X·@aleabitoreddit · market cap re-rating potential · 估值
  they tend to get re-rated to $3-7B MCs.
  tags: 好数字 · → daily
  value: qty=$3B-$7B · date=
• <a id="atom-48478aa1b98f63fa"></a>🟥 2026-05-07 X·@aleabitoreddit · 2027年来自5家客户的收入预期 · 营收
  €400M–€1B+ across just 5 players in 2027 (could be more)?
  tags: 好数字 · → daily
  value: qty=€400M–€1B+ · date=2027
  📷 原图
• <a id="atom-f83de5ceebdd62c5"></a>🟥 2026-04-28 X·@aleabitoreddit · 2027年高量产预期时机 · 出货量/路线图
  Seems like momentum is ramping up now though like $AEHR pre-earnings, not quite high volume (2027), but around this time felt compelling for me.
  tags: 好思考 · → daily
  value: date=2027
  📷 原图
• <a id="atom-9e42afd03d136ace"></a>🟥 2026-06-20 X·@aleabitoreddit · 供应链垄断地位 · 供应链
  With $LPK... holding all the cards
  tags: 好观点 · → daily
• <a id="atom-ac156418178c4711"></a>🟥 2026-06-19 X·@BrainyMarsupial [老化中] · still good value at current price for long-term lens · 仓位情绪/估值
  Imo it's still at a good value if you are looking at it from a long-term lens.
  tags: 好观点 · → daily
  value: direction=good value
• <a id="atom-c030d3510c11e4e5"></a>🟥 2026-06-19 X·@BrainyMarsupial · EOY 2x or more possible due to retail imagination gap filling · 价格动态/仓位情绪
  Even by EOY I think a 2x or so won't be surprising because retail and other investors will use their imagination to fill in the gaps... kind of like SIVE which I always believed to be overhyped (and still do).
  tags: 好观点 · → daily
  value: qty=2x · date=EOY
• <a id="atom-d0f27a10ffc1e34b"></a>🟥 2026-06-19 X·@BrainyMarsupial [老化中] · strong moat compared to other optics adjacent plays · 竞争格局/仓位情绪
  but relative to other optics adjacent plays I like LPK because they have a strong moat
  tags: 好观点 · → daily
  value: direction=strong
• <a id="atom-768f71be21fae3c0"></a>🟥 2026-06-19 X·@aleabitoreddit · NASDAQ listing discussions · 融资
  NASDAQ listing is actively on their radar and are in discussions.
  tags: 好观点 · → daily
• <a id="atom-13ffa006a2a6d253"></a>🟥 2026-06-19 X·@aleabitoreddit · industry ready for high volume ramps · 供给产能
  Industry is ready for high volume ramps.
  tags: 好观点 · → daily
• <a id="atom-e4425c1c0245b606"></a>🟥 2026-06-19 X·@aleabitoreddit · targeted market share during HVM · 市场份额
  So having that convert into 70% targeted market share during HVM is bullish.
  tags: 好观点 · → daily
  value: qty=70% · date=
• <a id="atom-6faba1df6c0abcef"></a>🟥 2026-06-11 X·@HyperTechInvest · 受益于 CoPoS 中的玻璃结构/TGV 工艺 · 定价权/技术路线
  LPKF: glass structuring / TGV
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-b3c1e5f6825ddce8"></a>🟥 2026-06-02 X·@aleabitoreddit · 玻璃基板量产订单时间 · 产品发布/订单需求
  Just H1 2027 should be glass core substrate volume orders with $LPK
  tags: 好观点 · → daily
  value: date=H1 2027
• <a id="atom-7b54d86f221c34bf"></a>🟥 2026-05-31 X·@aleabitoreddit [老旧] · 投资逻辑当前状态 · 订单需求/仓位情绪
  Nope, it’s still the same with $LPK, just waiting on volume ramp to start.
  tags: 好观点 · → daily
  value: quantity=unchanged
• <a id="atom-aac4d093b1b3287f"></a>🟥 2026-05-30 X·@aleabitoreddit · 玻璃基板整体趋势方向 · 技术路线
  overall trend for $LPK to SKC Absolics (011790.KS) is directionally right and very strong.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-cab5f6af2368eb56"></a>🟥 2026-05-30 X·@HyperTechInvest · 领导地位描述 · 竞争格局
  $LPK is the clear leader, with the most proven technology, including external performance data, not just internal reports
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-134ccaaad0f82bfc"></a>🟥 2026-05-25 X·@beauty_oe · 量産投資開始による受注増加時期 · 订单需求/资本开支
  2026後半〜2027に量産投資が始まると受注が爆増する可能性がある。
  tags: 好观点 · → daily
  value: date=2026後半〜2027
• <a id="atom-1ce35fda3e74f92b"></a>🟥 2026-05-16 X·@cnfinancewatch · 估值评价 · 估值
  类比封装领域ASML，市值低估
  tags: 好观点 · → daily
• <a id="atom-72c8cdc3b49150cc"></a>🟥 2026-05-16 X·@cnfinancewatch · 业绩展望 · 业绩指引/出货量
  伴随大厂技术转型与产能放量，业绩将快速兑现
  tags: 好观点 · → daily
• <a id="atom-6d491fa6c2707d3c"></a>🟥 2026-05-10 X·@cherryPayment [老旧] · 持仓 · 仓位情绪
  我虽然只持有 $lpk，但我看好玻璃基材的整个市场！
  tags: 好观点 · → daily
• <a id="atom-e10966c40caa645a"></a>🟥 2026-05-07 X·@aleabitoreddit [老化中] · 叙述投资主题 · 技术路线
  It's probably one of the cleaner ways to play the next Glass Substrate supercycle
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-6ca7e4c944b3c32f"></a>🟥 2026-05-07 X·@aleabitoreddit [老化中] · 供应瓶颈 · 供给产能
  they basically supply to everyone as a chokepoint
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-c8606de249e6df07"></a>🟥 2026-05-06 X·@aleabitoreddit [老旧] · author's highest concentration · 仓位情绪
  Yeah I have highest concentration in $LPK... feels like more upstream suppliers like HB/LPK are more derisked than SKC
  tags: 好观点 · → daily
• <a id="atom-2834cfc0ebbc3683"></a>🟥 2026-05-06 X·@aleabitoreddit [老旧] · supply relationship · 合作客户
  No. $LPK is probably my favorite exposure right now since they supply to everyone
  tags: 好观点 · → daily
• <a id="atom-cd8c627678ec58d6"></a>🟥 2026-04-30 X·@aleabitoreddit · 2027_LIDE_glass_core_substrate_mass_production_as_long_reason · 技术路线/产品发布
  The only reason why LPKF is a long anyway is 2027 LIDE glass core substrate mass production.
  tags: 好观点 · → daily
  value: date=2027
  [图: LPKF Laser & Electronics SE 2026年第一季度（3个月）的关键集团财务数据表格 — 2026年前3个月营收 (Revenue): 17.1百万欧元; 2026年前3个月息税前利润 (EBIT): -6.9百万欧元; 2026年前3个月自由现金流 (Free Cash Flow): -7.6百万欧元; 2026年前3个月新签
  📷 原图
• <a id="atom-7b516b67c295faf4"></a>🟥 2026-04-29 X·@aleabitoreddit [老化中] · glass core substrates as next advanced packaging wave · 技术路线
  When you have glass core substrates as the next advanced packaging wave be a monopoly chokepoint add in CPO applications. It typically goes brrr.
  tags: 好观点 · → daily
  [图: LPKF Laser & Electronics SE (ETR: LPK) 的一日股价走势图 — 最新股价: 17.85 EUR; 今日涨幅: +11.91%; 今日涨额: +1.90 EUR; 前收盘价: 15.95 EUR; 市值: 437.26M]
  📷 原图
• <a id="atom-3a5388f08d0c17dc"></a>🟥 2026-04-29 X·@aleabitoreddit [老化中] · functional monopoly over laser induced deep etching · 竞争格局
  Glass substrates are the next advanced packaging wave. And $LPK has a functional monopoly over laser induced deep etching. It’s more of pure play exposure to the next packaging paradigm without the drag SKC has or other segments $INTC has.
  tags: 好观点 · → daily
• <a id="atom-cd8e817a6135e6a8"></a>🟥 2026-04-28 X·@aleabitoreddit [老旧] · 玻璃基板垄断卡口属性 · 竞争格局/供给产能
  Critical monopoly chokepoint in glass substrates…
  tags: 好观点 · → daily
  📷 原图

🟥 空头 takes (bearish) (3)

• <a id="atom-8e4d6395f10c5d3e"></a>🟥 2026-05-30 X·@aleabitoreddit · 玻璃芯基板TAM时间线 · 技术路线/TAM
  TAM figures seems off toward 2040, so thought it was better not to cite it.
  tags: 好思考 · → daily
  value: qty=2040 · direction=seems off
  📷 原图
• <a id="atom-15d2011e24eece3e"></a>🟥 2026-05-30 X·@HyperTechInvest · 竞争分析 · 竞争格局/供应链
  There is really strong competition, partly because LPK is a European company, while many of its potential clients are from Korea and Taiwan, where companies generally prefer to keep the supply chain as local as possible
  tags: 好思考 · → daily
  📷 原图
• <a id="atom-8a8a0c2b5a9c523d"></a>🟥 2026-05-07 X·@aleabitoreddit [老旧] · 投资观点 · 仓位情绪
  I don't like long term holding equipment sellers like $ASML, $AIXA, even $TOWA etc..
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (4)

• <a id="atom-af1e006f5a545d53"></a>🟥 2026-04-27 X·@aleabitoreddit [老旧] · Glass Core Substrates monopoly · 竞争格局
  European monopolies like LPK (Glass Core Substrates) have also been going brrr lately.
  tags: 好观点·好思考 · → daily
  📷 原图
• <a id="atom-ce1a2ec4a01fdab8"></a>🟥 2026-05-07 X·@aleabitoreddit · 单台机器均价 · 价格动态
  Maybe ~€2M average per machine
  tags: 好数字 · → daily
  value: qty=~€2M
  📷 原图
• <a id="atom-329cbef04704e3a7"></a>🟥 2026-05-30 X·@HyperTechInvest · 市场地位描述 · 竞争格局
  $LPK is the current leader, but I wouldn’t call it a monopoly
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-e310d5662ffaee90"></a>🟥 2026-04-30 X·@aleabitoreddit [老化中] · earnings_call_forward_looking_need_to_wait · 业绩指引/仓位情绪
  It's a forward looking, so need to wait for earnings call. If the call is negative, then any panic is justified.
  tags: 好观点 · → daily

⏱ 时间轴 (近 20)

• 🟦 2026-06-20 · fact · CEO 陈述 TGV 已解决 · → daily
• 🟦 2026-06-20 · fact · CEO 陈述 LIDE 已验证且预期 ramp-up 订单 · → daily
• 🟦 2026-06-20 · fact · CEO 陈述 Metallization 是良率最大障碍 · → daily
• 🟦 2026-06-20 · fact · CEO 陈述 Metallization 环节两家玩家明显领先 · → daily
• 🟥 2026-06-20 · narrative · 供应链垄断地位 · → daily
• 🟥 2026-06-19 · position · still good value at current price for long-term lens · → daily
• 🟥 2026-06-19 · forecast · EOY 2x or more possible due to retail imagination gap fillin · → daily
• 🟦 2026-06-19 · narrative · CEO to present clear equity story with clearer revenue poten · → daily
• 🟥 2026-06-19 · position · strong moat compared to other optics adjacent plays · → daily
• 🟥 2026-06-19 · fact · NASDAQ listing discussions · → daily
• 🟥 2026-06-19 · fact · targeted market share · → daily
• 🟥 2026-06-19 · fact · orders base case players · → daily
• 🟥 2026-06-19 · fact · industry ready for high volume ramps · → daily
• 🟦 2026-06-19 · fact · 80% qualifying with equipment · → daily
• 🟥 2026-06-19 · forecast · targeted market share during HVM · → daily
• 🟥 2026-06-19 · forecast · market cap re-rating potential · → daily
• 🟦 2026-06-18 · narrative · industry readiness for first high volume ramps · → daily
• 🟦 2026-06-18 · narrative · sees 3+ players initiating purchases this year · → daily
• 🟦 2026-06-18 · narrative · previous delays due to independent metallization not LPK LID · → daily
• 🟦 2026-06-18 · narrative · addressable market expected to greatly exceed 500 million eu · → daily

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