奥普特分析师会议-20250826

Group 1: Research Basic Information - The research object is Opto, belonging to the instrument and meter industry, and the reception time was on August 26, 2025. The listed company's reception staff included the chairman Lu Shenglin, deputy general manager Lu Zhilin, board secretary Xu Xueliang, financial director Ye Jianping, and independent director Chen Guilin [17] Group 2: Detailed Research Institutions - The institutional related personnel and reception objects were from the 2025 semi - annual performance briefing (all investors), and the reception object type was other [20] Group 3: Main Content International Business and New Layout - The company actively expands overseas market projects, forms a professional global service team, establishes strategic partnerships with local influential enterprises, holds a series of ecological activities such as the Global Ecological Partner Conference in international markets like Japan, Germany, Malaysia, South Korea, and the United States, promotes the overseas standard product substitution process, and builds a localized sales and service system [24] Profit and Performance Expectations - Based on the 2024 operating income, the company's 2025 operating income growth rate should be no less than 20%. The company will increase R & D investment, strengthen management and cost control at the operation level, and ensure that the net profit growth rate is not lower than the operating income growth rate. As of now, the company's operation is good, and the management is confident in achieving the annual goals and is well - prepared for future performance targets [24][25] Newly Acquired Company and R & D Investment - The consolidated subsidiary Dongguan Tailai is deeply integrated with the company's existing business. By combining the company's vision technology with Dongguan Tailai's precision transmission technology, it broadens the application needs of downstream customers and promotes the coordinated sales of "vision + motion". Dongguan Tailai's robot joint module products are in the sampling process, and the company will continue to invest in markets related to humanoid robots such as hollow - cup motors and frameless torque motors. The company will continuously increase R & D investment to improve the "AI + vision + sensing + motion" product line [26][29] Performance Growth Points and Market Strategy - The company's "AI + vision + sensing + motion" product line will be further developed in industries such as 3C, lithium - battery, automotive, and semiconductor. It will improve industrial AI technology, standardize products, and expand overseas markets. The company will increase R & D investment in industrial cameras, expand the team, and promote the sales of standard products through ecological cooperation to increase market share [28] Robot Field Plan - The company will maintain high investment and high standards in the robot field. It will expand the team, introduce top - notch talents, increase R & D budgets, focus on the independent R & D and design of core sensing products, and deepen cooperation with ecological partners [29]