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莱赛激光2024年度业绩说明会:聚焦技术创新与新兴市场布局

Core Viewpoint - The company is facing pressure on its performance in 2024 due to industry cycles, but management is optimistic about future growth through technological innovation, product upgrades, and market expansion [1] Group 1: Financial Performance - In 2024, the company's net profit is expected to decline year-on-year due to global economic fluctuations and adjustments in the real estate sector, with the profit drop attributed to reduced revenue scale, lower gross margins, and increased cost pressures [1] - The company has developed targeted improvement plans to address the profit decline [1] Group 2: Market Strategy - In the domestic market, the company will continue to optimize its product structure and develop new products that meet customer needs, such as the floor intelligent measurement robot system [1] - The company is accelerating the global expansion of its brand "Laisai Laser," focusing on solidifying its presence in Europe and North America while actively exploring emerging markets in Asia and Africa [1] Group 3: Research and Development - The company maintains a high level of R&D investment, with R&D expenses remaining among the highest in the industry, laying a solid foundation for technological reserves and product innovation [2] - The rapid development of artificial intelligence (AI) presents new opportunities for the laser measurement industry, with the company exploring the integration of AI into its products to enhance quality and efficiency [2] - The company is developing products suitable for low-altitude economy applications, focusing on technologies like "laser + BeiDou navigation" and "laser + positioning radar" for smart warehousing and logistics [2] Group 4: Defense Applications - The company's products, such as long-range laser rangefinders and clearance instruments, are dual-use for military and civilian applications, although the company does not identify as a military enterprise and has limited involvement in military supply [3] Group 5: Future Outlook - Despite short-term performance pressures, the company demonstrates strong risk resilience through clear strategic planning, focusing on technological innovation and emerging fields like low-altitude economy and AI [3] - The company aims to expand the application boundaries of laser technology, with a commitment to professionalism and internationalization to initiate a new growth cycle [3]