水晶光电：玻璃基激光雷达视窗片公司保持份额领先

Group 1 - The company Crystal Optoelectronics primarily supplies glass-based lidar window pieces and other related components, maintaining a leading market share in this segment [2] - The rapid development of AI has increased demand for lidar from clients such as humanoid robot manufacturers, indicating a broad market potential for the company's 3D components and modules in 3D recognition [2] - The impact of US tariffs on the company remains unclear, with no current adjustments in pricing from clients due to tariff requirements, and the company is monitoring the situation dynamically [2] Group 2 - Despite facing annual price decline pressures, the company's revenue and profit growth are relatively unaffected due to ongoing upgrades in optical hardware, which counterbalance the price drops of traditional products [3] - The company's long-term strategic positioning, R&D investments, and upgraded client relationships provide a unique competitive advantage, allowing for better resilience in the market [3] - The optical industry is characterized by continuous hardware upgrades, such as the transition from small to large filters and the evolution of filter types, which supports the company's growth [3]