Core Insights - The core viewpoint of the article highlights the impressive performance of Thunderobot Technology, the first esports equipment stock on the Beijing Stock Exchange, with significant revenue and net profit growth in the first three quarters of 2025, outpacing the industry [2][3]. Business Performance - The growth in the first three quarters is attributed to the recovery of the PC industry and the company's "esports + innovation" dual-drive strategy, which has effectively translated into revenue and profit growth [3]. - Domestic market growth has significantly outpaced overseas markets, driven by strategic adjustments made in 2024, including product optimization and supply chain efficiency improvements [3][4]. - The innovation business has emerged as a growth driver, with revenue increasing over 70% in the first half of the year, supported by policy-driven demand in sectors like finance and energy [4][7]. Product Strategy - The company emphasizes user demand and cost control in product development, aiming for high performance at competitive prices [5]. - Thunderobot has introduced differentiated products, such as the G45 notebook with advanced cooling and performance features, targeting specific market needs [5]. AI Hardware Development - AI hardware, particularly smart glasses, is identified as a core strategic direction, with products already launched and a focus on enhancing user experience [6]. - The company aims to develop AR+AI glasses using advanced technology, although this presents significant technical challenges [6]. Global Market Expansion - Thunderobot's overseas business accounted for nearly 40% of total revenue in 2024, with successful entry into the competitive North American market [8]. - The company plans to leverage e-commerce for rapid global expansion, particularly in peripheral products, with a goal of increasing overseas revenue share to over 50% in the next 3-5 years [8]. Future Outlook - The company aims to be a leader in niche markets, focusing on esports hardware, innovation, and AI hardware to drive long-term stable growth [8].
雷神科技创始人、董事长路凯林： 夯实“电竞+信创” AI眼镜开辟新赛道