OPT(688686) Jin Rong Jie·2025-04-30 15:44Core Viewpoint - OptoTech held a performance briefing for the AI and software industry on April 29, 2025, with participation from 91 institutions, indicating strong investor interest and engagement in the company's future prospects [1][2]. Group 1: Acquisition and Financial Performance - OptoTech completed the acquisition of 51% of Dongguan Tailai in April 2025, with financial consolidation expected in Q2 2025, which is anticipated to boost revenue significantly [1][5]. - In Q1 2025, OptoTech reported an 18.09% increase in revenue, a 0.97% increase in net profit, and an 11.40% increase in non-recurring net profit, with the slower profit growth attributed to rising expenses and management costs [1][5]. - The company set a revenue growth target of at least 20% for 2025, excluding the impact of the acquisition, indicating a focus on organic growth [2][3]. Group 2: Growth Drivers and Strategic Focus - Future growth is expected to stem from domestic substitution, new technology expansion, product line extension, and exploration of emerging market demands [1][6]. - The company is focusing on enhancing its product standardization process and expanding its product line, particularly in the AI and machine vision sectors, to maintain competitive advantage [6][7]. - OptoTech aims to leverage advancements in industrial AI to improve the efficiency and applicability of its machine vision products across various industries [6][7]. Group 3: Financial Strategy and Shareholder Returns - The company plans to distribute at least 10% of its distributable profits as cash dividends annually from 2024 to 2026, with a cumulative distribution of no less than 30% over three years [1][8].