证券代码：300296 证券简称：利亚德 公告编号：2025-049 利亚德光电股份有限公司 关于 2021 年员工持股计划 进入第三个额外锁定期的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 根据《利亚德光电股份有限公司 2021 年员工持股计划（草案修订稿）》（以 下简称"《员工持股计划（草案修订稿）》"）的规定及所有参与对象承诺，在每批 次锁定期届满之日起的 6 个月内不以任何形式分配当批次已满足解锁条件的标 的股票权益，在额外锁定期届满后至存续期届满前，本员工持股计划将根据员工 持股计划的安排和当时市场的情况决定是否卖出股票。因此，本员工持股计划自 2025 年 9 月 9 日起进入第三个额外锁定期；待第三个额外锁定期届满（2026 年 3 月 8 日）后，公司将按照相关法律法规的规定及时履行审议程序及信息披露义 务，敬请投资者关注相关公告。 公司分别于 2021 年 5 月 31 日、2021 年 6 月 16 日召开的第四届董事会第二 十三次会议、第四届监事会第二十一次会议及 2021 年第一次临时股东大会审议 通过了《关 ...

Core Insights - The core focus of the article is on the introduction of AR glasses by Leyard, highlighting their features and potential applications in business and tourism sectors [1] Group 1: Product Features - Leyard's AR glasses are designed for business scenarios, integrating real-time multilingual translation, voice prompting, smart navigation, and AI assistant functionalities [1] - The product utilizes dual-eye waveguide technology combined with a two-dimensional mixed grating design, ensuring high transparency and anti-glare properties [1] - The glasses weigh 49 grams and support personalized prescription lenses, catering to users' needs for all-day wear [1] Group 2: Market Applications - In the context of cultural tourism and exhibitions, Leyard has collaborated with Rokid to create a co-branded AR glasses model that supports display, photography, amplification, and AI-guided tours [1] - This new AR glasses model is expected to replace traditional audio guides and headphones, enhancing the operational service experience in the tourism sector [1] Group 3: Product Launch Timeline - Leyard's AR glasses are currently in the final validation stage, with an expected official launch in October 2025 [1] - The initial market focus will be on providing customized solutions for B-end industry clients [1]

Core Insights - The article highlights the 30th anniversary celebration of Leyard, showcasing its innovative products in visual technology, including AR smart glasses and the Hi-Micro series [1][3] - Leyard's chairman emphasized the company's commitment to innovation and its successful penetration into the global high-end market with original Chinese technology [3] - The company plans to embrace AI and focus on three core sectors: display technology, cultural tourism, and AI with spatial computing, aiming to create a new collaborative development model [3] Product Innovations - Leyard introduced several new products, including wireless self-organizing networks, next-generation visible light communication (LiFi), and specialized equipment, demonstrating its strong innovation capabilities [3] - The AR smart glasses are designed for business scenarios, featuring real-time multilingual translation, teleprompter, and AI assistant functionalities, with a lightweight design of only 49 grams [3] - A collaboration with Rokid resulted in AR glasses tailored for cultural tourism, which can replace traditional audio guide devices, enhancing the tourism service experience [4]

Core Viewpoint - The company, Leyard, has transformed from a small LED display manufacturer in 1995 to a multinational technology group with a market value of several hundred billion by 2025, announcing a new strategy focused on "Display + Cultural Tourism + AI and Spatial Computing" during its 30th anniversary celebration [1][8]. Group 1: Business Transformation - Leyard's chairman, Li Jun, emphasized that innovation has been the core driver of the company's growth, successfully capturing the high-end display market globally [3]. - The company's overseas revenue has surpassed domestic revenue for the first time, with its North American brand, PLANAR, achieving historic order performance in 2025 [3]. - Leyard introduced the Hi-Micro technology, a substrate-free Micro LED technology that significantly enhances display performance while reducing costs and improving yield, paving the way for large-scale applications [3]. Group 2: Cultural Tourism as a Growth Driver - Leyard views cultural tourism as its second growth curve, aiming to become a leading global comprehensive service provider in this sector [6]. - The cultural tourism market is substantial, with the night economy reaching 1.9 trillion and the entertainment market around 80 billion, indicating significant growth potential [6]. - The company has adopted a "2+4+1" strategic framework to enhance business models and increase customer retention and engagement [6]. Group 3: AI Integration - Leyard has committed to fully embracing AI to drive its second growth curve, integrating AI into its main business areas, including content creation and holographic generation in the display sector [7]. - The company has made significant advancements in AI technology, with robots now serving as guides and interpreters in cultural tourism settings [7]. - Leyard's acquisition of American company OptiTrack has positioned it to profit from AI-related business ventures [7]. Group 4: Strategic Vision - Leyard's strategy has evolved from being a single display manufacturer to an ecosystem-oriented enterprise focusing on "Display + Cultural Tourism + AI and Spatial Computing" [8]. - The company aims to collaborate with partners to create a new blueprint for audiovisual technology, reflecting a significant shift in its operational mindset [9].

Group 1 - The core viewpoint of the article is that Liard Group is embracing AI and expanding its business into new areas, aiming to create a second growth curve [1] - Liard's main business focuses on LED smart displays, with expansions into AI, spatial computing, and cultural tourism [1] - The strategic blueprint includes three core areas: display, cultural tourism, and AI with spatial computing, positioning the company as a comprehensive cultural tourism service provider [1] Group 2 - Liard has collaborated with Rokid to develop AR glasses that support display, photography, amplification, and AI-guided tours, potentially replacing traditional travel guide devices [1] - The AR glasses have achieved breakthroughs in "waveguide display technology + AI large model" and are in the final verification stage, with a launch expected in October [1] - In the first half of 2025, Liard reported a revenue of 3.51 billion yuan and a net profit of 172 million yuan, with the smart display business revenue growing by 20.14% quarter-on-quarter [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为7998.15万元。该股近5个交易日累 计上涨2.95%，主力资金合计净流出1.74亿元。 责任编辑：小浪快报 9月16日，利亚德收涨2.81%，收盘价为7.33元，发生1笔大宗交易，合计成交量280.5万股，成交金额 1999.97万元。 第1笔成交价格为7.13元，成交280.50万股，成交金额1,999.97万元，溢价率为-2.73%，买方营业部为中 国中金财富证券有限公司深圳分公司，卖方营业部为国联民生证券股份有限公司北京分公司。 ...

证券日报网讯 利亚德9月12日在互动平台回答投资者提问时表示，截至2025年6月30日，公司AI与空间 计算板块已获得50余项授权专利，建立了坚实的技术壁垒。若涉及重大事项，公司将严格依照法律法 规，及时、透明地履行信息披露义务。 （编辑 袁冠琳） ...

Core Viewpoint - The company, Liard (300296.SZ), has addressed investor concerns regarding recent patent submissions by Yushu Technology, emphasizing its strong patent portfolio in AI and spatial computing, which includes over 50 authorized patents as of June 30, 2025, establishing a solid technological barrier [1] Group 1 - Liard has received over 50 authorized patents in its AI and spatial computing sector [1] - The company assures that it will comply with legal regulations for timely and transparent information disclosure regarding any significant matters [1] - There are inquiries about the potential infringement issues related to Yushu Technology's patents and the plans for the virtual point's spin-off listing [1]

证券日报网讯利亚德（300296）9月10日在互动平台回答投资者提问时表示，近两年公司还加大了电影 屏的开发与应用，在持续深耕显示技术的基础上，垂直整合供应链，不断推出具备高性价比、场景适配 性更强的创新产品，通过构建开放式生态合作平台，打通全渠道营销网络，联动显示板块和文旅夜游板 块的客户资源，加速推动创新产品在C端市场的落地应用和商业化进程。 ...

格隆汇9月10日丨利亚德(300296.SZ)在互动平台表示，公司的空间定位技术在无人机的编队控制、动态 建模和编队控制等方向参与相关研究。 ...