Core Viewpoint - Liard (300296.SZ) has indicated that its products are widely used across various sectors, including enterprise clients, military units, government agencies, basic energy, public safety, traffic dispatch command, and cinemas, but have not yet expanded into the helmet sector [1] Group 1 - The company’s products are applied in enterprise clients [1] - The company’s products are utilized by military units [1] - The company’s products serve government agencies [1] Group 2 - The company’s products are involved in basic energy applications [1] - The company’s products contribute to public safety [1] - The company’s products are used in traffic dispatch command [1] Group 3 - The company’s products are implemented in cinemas [1] - The company has not yet expanded into the helmet sector [1]

Core Viewpoint - The company, Leyard (300296), is focusing on advanced technology development for smart display products in its R&D centers located in North America and Europe, while also emphasizing motion capture products through its U.S. subsidiary NP [1] Group 1: R&D Focus - The R&D centers in North America and Europe are primarily dedicated to the development of cutting-edge technologies for smart display products [1] - The U.S. subsidiary NP is specifically responsible for the research and development of motion capture products and related technologies [1] Group 2: Manufacturing and Automation - The factory in Saudi Arabia has introduced automated production lines and intelligent management systems [1] - The Saudi facility is involved in the R&D and manufacturing of a full range of LED display products, power supplies, and energy-saving LED lighting systems [1] Group 3: Market Adaptation - Each R&D center is tailored to the local market environment, providing more targeted solutions for customers [1]

（文章来源：证券日报） 证券日报网讯 12月16日，利亚德在互动平台回答投资者提问时表示，股价波动受到宏观经济环境、行 业政策、市场情绪及公司经营状况等多重因素影响。公司始终将提升企业内在价值作为市值管理的核 心，并已通过优化组织架构、完善管理机制，系统性地提升了公司标准化运营水平。未来，公司将持续 聚焦经营质量与核心竞争力的增强，努力为股东创造更坚实、更可持续的回报。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵司二期MIP生产线什么时候开始建设？一期MIP 生产线目前已经运行一年了，是否能够达到1200kk/月？ 利亚德（300296.SZ）12月16日在投资者互动平台表示，第一期Hi-micro产能1200kk/月已投入使用，第 二期扩产所需设备已到位，将根据需要进行调试后再进入生产。 （记者 王晓波） ...

Core Viewpoint - The company, Leyard, is focusing on advanced technology development for smart display products in its R&D centers located in North America and Europe, while also addressing local market needs with tailored solutions [1] Group 1: R&D Focus - The R&D centers in North America and Europe are primarily dedicated to the development of cutting-edge technologies for smart display products [1] - The U.S. subsidiary, NP, is specifically responsible for the research and development of motion capture products and related technologies [1] Group 2: Manufacturing and Automation - The factory in Saudi Arabia has introduced automated production lines and intelligent management systems [1] - The Saudi facility is involved in the research and manufacturing of a full range of LED display products, power supplies, and energy-saving LED lighting systems [1] Group 3: Market Adaptation - Each R&D center is designed to cater to the local market environment, providing more targeted solutions for customers [1]

证券日报网讯12月11日，利亚德（300296）在互动平台回答投资者提问时表示，公司与中国科学院合作 研发的LiFi(LightFidelity)光通信系统基于公司高效能LED研制，兼具照明与通信功能，具备隐蔽性好， 抗干扰，稳定强韧等核心优势，该系统现已完成实验室验证。 ...

Core Viewpoint - The company highlights the cost structure differences between traditional LED displays and MicroLED technology, indicating that MicroLED's chip costs are currently the highest, with potential for significant cost reductions in the future as cutting technology improves [1] Group 1: Cost Structure - In traditional LED displays, the largest cost component is the lamp bead, while in MicroLED, the chip cost is the most significant [1] - The MicroLED industry is still in its early development stage, with expectations for lower chip costs as technological advancements occur [1] Group 2: Market Demand and Applications - The company reports that its MicroLED products have been successfully applied in high-end meetings, cinemas, all-in-one machines, and special industries [1] - There has been a notable increase in overseas demand for MicroLED products this year, indicating a growing market interest [1] Group 3: Profitability - MicroLED products maintain a relatively stable and high profitability level within the company's display category [1]

Core Viewpoint - The company highlights that in traditional LED displays, the largest cost component is the lamp beads, while in MicroLED technology, the chip cost is the most significant. The MicroLED industry is still in its early development stage, and breakthroughs in chip cutting technology could significantly reduce costs, enhancing the cost-performance ratio of MicroLED products and expanding their application range [1] Group 1: Cost Structure - In traditional LED displays, lamp beads represent the largest portion of costs [1] - In MicroLED technology, chip costs are the highest [1] Group 2: Industry Development - The entire MicroLED industry chain is currently in the early stages of development [1] - A breakthrough in upstream chip cutting technology could lead to significant cost reductions [1] Group 3: Product Application and Market Demand - The company's MicroLED products have been successfully applied in high-end meetings, cinemas, all-in-one machines, and special industries [1] - MicroLED products maintain a relatively stable and high-profit level within the company's display categories [1] - There has been a notable increase in overseas demand for MicroLED products this year [1]

Core Viewpoint - The company, Liad (300296.SZ), is currently focusing on its AI and spatial computing sectors, with a significant portion of its revenue derived from partnerships with leading firms, particularly in the U.S. market [1] Group 1: AI and Spatial Computing Business - The AI and spatial computing segments account for approximately 5% of the company's overall business [1] - Over 80% of the revenue from these segments comes from a partnership with a U.S. company, NP, which primarily employs technical personnel [1] - The business model in this area is mainly centered around hardware sales [1] Group 2: Domestic Virtual Motion Business - The domestic virtual motion business focuses on the embodied intelligence industry, classified as a strategic emerging industry [1] - Collaborations with robotics manufacturers are primarily customized, covering various aspects such as hardware sales, data provision, and motion training [1] - The company has implemented or won bids for multiple projects related to the construction of robot data training centers, with most projects being charged on a per-project basis [1]

格隆汇12月10日丨利亚德(300296.SZ)在投资者关系中表示，Micro LED 是公司面向未来更广阔应用市场 的战略产品，也是公司研发重点。过去两年其收入均保持了翻倍的增长，截止半年度，公司Micro LED 新签订单已超6亿元，同比增长40%以上。 ...