Core Viewpoint - Kaleid is a leading enterprise in the LED display control industry, with products widely used in various video image display scenarios such as large celebrations, competitive events, conferences, and broadcasting studios [1] Industry Summary - The display industry is continuously evolving towards precision, with small-pitch LED and ultra-high-definition video accelerating penetration, driving long-term growth for the company [1] - The company has established strong customer loyalty by binding with high-quality downstream clients, creating high barriers to entry [1] Company Strategy - The company is actively expanding its overseas marketing network, opening up vast market opportunities [1] - The product matrix is being expanded to lead the trend of AI + display control technology transformation [1] - The new AI display control products have quickly gained customer favor in the commercial display sector due to their excellent image processing performance and user-friendly operation [1] Competitive Advantage - The company occupies a core position in video image display, possessing technological leadership and strong ties with high-quality downstream clients, which positions it to fully benefit from the growth dividends of precision and high-definition in the display industry [1]
研报掘金丨太平洋:维持卡莱特“买入”评级,积极布局海外营销网络,打开广阔市场空间