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利亚德李军:全面拥抱AI,开启第二增长曲线

Group 1 - The core viewpoint of the article is that Liard Group is embracing AI and expanding its business into new areas, aiming to create a second growth curve [1] - Liard's main business focuses on LED smart displays, with expansions into AI, spatial computing, and cultural tourism [1] - The strategic blueprint includes three core areas: display, cultural tourism, and AI with spatial computing, positioning the company as a comprehensive cultural tourism service provider [1] Group 2 - Liard has collaborated with Rokid to develop AR glasses that support display, photography, amplification, and AI-guided tours, potentially replacing traditional travel guide devices [1] - The AR glasses have achieved breakthroughs in "waveguide display technology + AI large model" and are in the final verification stage, with a launch expected in October [1] - In the first half of 2025, Liard reported a revenue of 3.51 billion yuan and a net profit of 172 million yuan, with the smart display business revenue growing by 20.14% quarter-on-quarter [1]