Appo(SH:688007) Zheng Quan Ri Bao Wang·2026-01-30 13:44Core Viewpoint - Guangfeng Technology Co., Ltd. anticipates a revenue of approximately 1.709 billion yuan for the year 2025, driven by the recovery of the cinema industry and the growth of its AR light machine business [1][2] Group 1: Financial Performance - The company projects a revenue of around 1.709 billion yuan for 2025, indicating a positive outlook for its financial performance [1] - The cinema business is expected to contribute stable cash flow, supporting the company's strategic transformation and innovation [1] Group 2: Technological Advancements - Guangfeng Technology has made significant breakthroughs in upstream core components, establishing a comprehensive industrial chain layout from underlying technology to core components and terminal applications [1] - The company has successfully upgraded its AR light machine from the Dragonfly G1 to the Dragonfly C1 within four months, marking a period of technological explosion [1] Group 3: Market Expansion - The company is actively expanding its domestic and international customer base, aiming to scale up the AR light machine business [2] - With the gradual release of mass production capabilities, Guangfeng Technology is poised to drive the AI glasses industry into a new phase of mass production [2] Group 4: Industry Positioning - Guangfeng Technology has joined the global AR industry's "innovation engine," ARAlliance, becoming a core member of the Laser Display for AR (LDAR) subcommittee [2] - The company is positioned to lead core work in the alliance alongside representatives from major tech firms like Meta, enhancing its influence in the AR sector [2] - As the global AR industry transitions from technological exploration to large-scale application, Guangfeng Technology is well-positioned to seize industry development opportunities [2]