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【私募调研记录】银叶投资调研奥普特
Zheng Quan Zhi Xing· 2025-07-14 00:08
Group 1 - The core viewpoint of the article highlights that OptoTech is undergoing a productization strategy upgrade to enhance brand value and market coverage capabilities [1] - OptoTech successfully held four ecological cooperation salons in 2024, attracting 160 participating companies, with plans to expand its ecological layout in 2025 through a series of activities in multiple cities [1] - The company aims to improve product standardization by parallelizing customization and standards, enhancing product capabilities, and promoting the sales of standard solutions and products [1] Group 2 - OptoTech has a strong foundation in industrial automation technology, with products that include various cameras and sensors, and has acquired Tailai Automation Technology Co., Ltd. [1] - The expansion into overseas markets is expected to create new market space and enhance the company's technological and product competitiveness, aligning with international leading enterprises [1] - The projected revenue growth rate for 2025 is not less than 20%, excluding revenue from acquired entities, supported by factors such as increased machine vision penetration, improved customer awareness, industrial technology iteration, global layout, and core competitive advantages [1]