AI与空间计算

Search documents
利亚德:美国Natural Point(NP)公司和北京虚拟动点是公司AI与空间计算板块的两家独立的全资子公司
Zheng Quan Ri Bao· 2025-08-25 09:41
证券日报网讯利亚德8月25日在互动平台回答投资者提问时表示,美国Natural Point(NP)公司和北京 虚拟动点是公司AI与空间计算板块的两家独立的全资子公司,两家公司业绩均在合并报表范围内。NP 公司以境外业务为主,虚拟动点以境内业务为主。公司根据相关法律法规履行信披义务。 (文章来源:证券日报) ...
利亚德(300296.SZ):持续为机器人合作伙伴提供高质量的优质动作数据
Ge Long Hui· 2025-08-25 07:13
格隆汇8月25日丨利亚德(300296.SZ)在互动平台表示,公司在AI与空间计算领域,沉淀了业内领先的动 作数据库,持续为机器人合作伙伴提供高质量的优质动作数据,并通过数据开发与动作训练,为机器人 厂商提供覆盖数据采集、数据处理等在内的数据服务,以及包括端到端的动作数据开发训练、一键重定 向调试、模拟仿真、遥操作等在内的机器人训练服务。关于相关政策进展,公司将保持密切关注,待条 件成熟时及时推进相关评估与申报工作。 ...
利亚德(300296) - 2025年6月3日投资者关系活动记录表
2025-06-03 13:12
Business Overview - The company has three main business segments, with the LED smart display segment accounting for over 85% of revenue [2] - The cultural tourism night tour segment previously contributed nearly 30% to revenue but has decreased to less than 10% since 2018 due to policy adjustments [2] - The virtual reality segment, established after acquiring NP in 2017, has maintained a leading position in optical motion capture technology [2] Revenue Distribution - As of 2024, overseas display business accounts for 45.64% of the LED smart display segment, aligning with the company's goal of balanced domestic and international development [2] - The Asia, Africa, and Latin America markets have seen a revenue increase of nearly 40%, with their contribution to overseas smart display revenue rising to 34% in 2024 [3] Sales Strategy - The company employs a dual sales model: direct sales with a team of approximately 300-400 people and channel sales through partners [2] - A "direct-channel integration" strategy has been adopted to enhance market penetration and customer engagement [2] AI and Spatial Computing Segment - The AI and spatial computing segment focuses on optical motion capture technology, with applications in various fields including film, gaming, and industrial inspection [4][5] - The company has developed multiple advanced technologies, including Lydia motion model and LydCap markerless motion capture [6] Future Plans - The company aims to enhance its product offerings, including Hi-Micro and quantum dot technologies, and expand its rental and outdoor screen product lines [12] - Plans for increased system integration and a shift towards becoming a comprehensive service provider for display product applications are underway [12] - The company is also venturing into the consumer market with AI+AR glasses and AI toys, with mass production planning in progress [12]
利亚德(300296) - 2025年5月26日投资者关系活动记录表
2025-05-26 10:14
Group 1: Company Overview and Technology - The company has a subsidiary, Natural Point (NP), which provides advanced motion capture systems, including the OptiTrack product, widely used in various fields such as VR gaming and biomechanics [1] - The company offers services in data development, robot training, spatial perception algorithms, and hardware solutions for robotics [2] Group 2: Sales and Market Strategy - The company employs a direct sales model and a channel sales model, with the latter being more prominent in overseas markets [3] - The company has established a global strategy, with increasing overseas revenue, particularly in the Americas and Asia-Pacific regions [4][5] Group 3: Market Expansion and Performance - The company has seen a significant increase in overseas revenue, with the Asia-Pacific region projected to account for 34% of overseas smart display revenue in 2024, reflecting a nearly 40% year-on-year growth [5] - The company has made strategic acquisitions and partnerships, such as the joint venture with Huaxia Film Group to enhance its presence in the cinema market [7] Group 4: Product Development and Future Outlook - Micro LED technology is expected to grow, with its revenue share projected to reach approximately 14% in 2024, with plans to further enhance production capacity and market outreach [8]