Ledman(300162) 证券时报网·2025-01-24 14:25Core Viewpoint - Lehman Optoelectronics (300162.SZ) anticipates a revenue of 1.242 billion to 1.26 billion yuan for 2024, representing a year-on-year growth of approximately 12%. However, the company expects a net loss attributable to shareholders of 78 million to 98 million yuan due to asset impairment provisions and increased expenses [1]. Group 1: Financial Performance - The company plans to recognize an impairment provision of 36.99 million yuan for a batch of old and inefficient fixed assets, most of which have already been sold, thus not impacting future performance [1]. - An additional impairment loss of 27 million to 32 million yuan is expected for goodwill related to its subsidiary, Tuoxiang Technology, along with provisions for inventory write-downs [1]. Group 2: Strategic Initiatives - In 2024, the company is actively pursuing an internationalization strategy by expanding its overseas sales team and enhancing market channel development, which has resulted in a year-on-year increase of approximately 39% in overseas revenue [1]. - Continuous investment in R&D is focused on developing glass-based Micro LED technology, with small-scale trial production already achieved for PM-driven glass-based Micro LED display panels [2]. - The company aims to reduce product costs and enhance economic efficiency by extending supply chain processes and utilizing its new production base in Vietnam, thereby mitigating potential tariff risks [2].