探路者 20250603 自 2021 年 2 月公司控制权变更以来，探路者在 9 月切入芯片赛道，并逐步夯 实双主业战略。根据 2024 年的年报，芯片收入占比约 15%，利润占比达 30%。自新管理层接手以来，公司业绩逐年向上：从 2020 年的亏损 2.74 亿 元，到 21 年的盈利约 5,500 万元，再到 22 年的六七千万元、23 年的 7,200 万元，以及 24 年的 1.06 亿元。这表明我们的双主业战略正在稳步推进并取得 显著成效。 探路者在产品结构调整及市场定位上的具体措施有哪些？ 在产品结构调整方面，我们聚焦户外专业线，推出黑麦系列和极地系列，以满 足高端市场需求。同时，通过加强价格体系管理、提升产品折扣等措施，提高 整体毛利率。在市场定位上，我们重新梳理品牌定位，坚持走高端路线，并通 过严格选址与投入确保线下门店扩展的成功率。此外，在儿童装领域加大培育 力度，看好其未来增长潜力。 摘要 探路者自 2021 年控制权变更后，确立"户外用品+芯片"双主业战略， 2024 年芯片业务收入占比约 15%，利润占比达 30%，公司整体业绩逐 年提升，2024 年净利润达 1.06 亿元。 公 ...

京东方科技集团股份有限公司 投资者关系活动记录表 编号：2025-013 | 投资者关系活动类别 | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | √现场参观 | | | □其他 | | 参与单位名称 | 嘉实基金：姚志鹏、归凯、刘杰、栾峰、刘晔、吴振坤、安昊 | | 时间 | 2025 年 6 月 3 日 | | 地点 | 京东方技术创新中心 | | 上市公司接待人员姓名 | 郭 红 副总裁、董事会秘书 | | | 罗文捷 证券事务代表 | | | 李 柰 董事会秘书室工作人员 投资者参观了京东方技术创新中心展厅，参观后与公司进 | | | 行了交流。讨论的主要内容为回答投资者提问，问答情况如下： | | | 1、公司如何看待 LCD 行业供需情况？ | | | 答：行业面板厂商坚持"按需生产"的经营策略，根据市 | | 投资者关系活动主要内 | 场需求，弹性调节产线稼动率。在此基础上，需求端库存实现 | | 容介绍 | 加速去化，产业库存趋近健康标准，行业需求回归正常节奏。 | | | 同时，随着低端落后产 ...

Core Viewpoint - Longgang has established itself as a global leader in the naked-eye 3D LED display industry, supported by a robust industrial cluster, strong government policies, and effective commercialization capabilities [1][6]. Group 1: Industry Overview - Longgang is home to the largest LED industry cluster in China, featuring companies like Yingtian Technology, Absen, and Bandu Technology, which together create a complete industrial chain from packaging to solutions [1]. - The naked-eye 3D display technology developed by Longgang companies is being utilized by major firms such as Tencent, BOE, Lenovo, and Huawei in various applications [2][3]. Group 2: Technological Advancements - Yingtian Technology has achieved significant advancements in naked-eye 3D display technology, with its key product, a controllable 2D/3D switchable liquid crystal lens screen, entering production in 2023 [2]. - Bandu Technology's innovations include ultra-high-definition air suspension displays and immersive 3D screens, which are applicable in diverse fields such as digital experience, cultural heritage, and urban governance [4][5]. Group 3: Market Performance - Absen has sold over 2 million outdoor display screens globally, with its products recognized for their energy efficiency, saving up to 144,000 RMB in electricity costs over five years for a 300 square meter screen [3]. - The company has maintained the top position in exports among Chinese LED display manufacturers for 12 consecutive years, establishing a comprehensive global sales and service network [3]. Group 4: Government Support - The rapid development of the naked-eye 3D LED display industry in Longgang is significantly supported by local government initiatives, including funding for research and development and various subsidies for high-tech enterprises [6]. - Longgang's supportive business environment includes streamlined services and efficient complaint handling, enhancing the operational efficiency for technology companies [6].

Core Viewpoint - Barco is committed to deepening its investment in the Chinese market, establishing a significant production and R&D center in Wuxi, which is expected to enhance its international competitiveness and meet both local and global demands [3][4][5]. Group 1: Investment and Development - Barco's Wuxi production and R&D center is its largest overseas investment project, covering an area of 15,000 square meters with a total investment of $48 million, set to officially commence operations in May 2024 [2][3]. - The center aims to produce over 20,000 professional projectors annually and is equipped with advanced automated warehousing and logistics systems [2][3]. Group 2: Market Strategy - The establishment of the Wuxi center marks a milestone in Barco's localization strategy in China, leveraging the region's favorable business environment and industrial cluster advantages [3][4]. - Barco has established nine organizations and three fully localized production and R&D bases in China, with two of them serving global markets, highlighting the importance of the Chinese market in Barco's global strategy [4][5]. Group 3: Innovation and Product Development - Barco's R&D team in China focuses on new technology trends and product applications, contributing to multiple innovation projects that align with the company's global strategy [7][8]. - The I600 series projector, developed by Barco's Chinese team, features a lightweight design and high brightness, showcasing the company's competitive edge in the projector market [7]. Group 4: Future Outlook - Barco's commitment to the Chinese market is driven by the country's economic growth, stable business environment, and a large pool of professional talent, reinforcing the company's belief in the correctness of its investment decisions [5][8]. - The company aims to continue its investment in China, fostering innovation and collaboration to enhance its market presence and contribute to global technological advancements [8].

智通财经6月3日电，利亚德(300296.SZ)在接受机构调研时表示，公司做集成项目有多年经验也有丰富 的资质，只是目前集成项目占公司营收比重还很低，从今年开始公司将在专注LED显示产品的同时，逐 步向成为显示产品应用场景的软件、内容、运营及服务的整体生态服务商转型。 利亚德：目前集成项目占公司营收比重还很低 ...

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]

Core Viewpoint - The display industry is experiencing a surge in financing activities, with companies like Huaying Technology and Hefei Xinyi Huazhi securing significant funding to support their operations and technological advancements [1][3][6]. Group 1: Financing Activities - Huaying Technology's subsidiary, Huajiacai, has secured 350 million RMB through a financing lease agreement with Xinxin Leasing, aimed at enhancing its capital needs for display panel production [1][2]. - Hefei Xinyi Huazhi has completed a B+ round investment exceeding 300 million RMB, focusing on high-end equipment in the semiconductor and display panel sectors [3]. - Other companies in the display industry, such as Wenxin Technology and Fulatte, have also reported successful financing rounds, indicating a broader trend of capital influx into the sector [4][5]. Group 2: Industry Trends - The financing activities are concentrated on upstream materials and equipment segments, which are characterized by higher technological barriers and added value compared to the midstream panel manufacturing sector [6]. - The trend suggests a strategic shift towards supporting domestic production capabilities and technological upgrades within the display industry [6].

2.基于相关研发项目进行相关产品交付，包括XR产品和X-ray产品等； 3. 泛半导体技术研究孵化，包括钙钛矿项目和玻璃载板项目等。 考虑到该项目对补强、壮大昆山开发区光电显示产业链有重大战略意义，同时能够延伸到集成电 路、光伏等相关产业领域，是昆山建设新一代信息技术产创新集群的重大项目，昆山经济技术开发 区管理委员会为维信诺提供合作支持。 【 集邦Display整理 】 企查查APP显示，近日，苏州国显创新科技有限公司成立 。 公司注册地址是昆山开发区， 注册资本1000万元，经营范围包含：电子元器件零售；电子专用材 料制造；电子专用材料销售；电子专用材料研发等。企查查股权穿透显示，该公司由维信诺全资持 股。 图片来源：企查查 除了在苏州昆山区成立新公司外，今年4月，维信诺还宣布公司拟在昆山投建全球新型显示产业创 新中心项目。 该项目需使用工业用地约60亩，总投入约50亿元，其中：设备投资、无形资产、流动资金等约40 亿元，土地、厂房建设约10亿元。总投入涵盖相关固定资产及相关专利。项目为国内领先高配柔 性AMOLED技术开发平台，主要开展三项业务： 1.前沿显示技术开发，包括材料和装备国产化验证、前沿显示 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000725 证券简称：京东方A 公告编号：2025-040 证券代码：200725 证券简称：京东方B 公告编号：2025-040 京东方科技集团股份有限公司 公司本次回购注销部分限制性股票、注销库存股将导致注册资本减少，根据《中华人民共和国公司法》 等相关法律、法规的规定，公司债权人（为避免疑义，本公告的"公司债权人"并不包含"本公司子公司 的债权人"）自本公告披露之日起45日内，有权凭有效债权证明文件及相关凭证向公司要求清偿债务或 要求公司提供相应担保。公司债权人如逾期未向公司申报债权，不会因此影响其债权的有效性，相关债 务（义务）将由公司根据原债权文件的约定继续履行。 债权人可采用信函或传真的方式申报，具体方式如下： 1、申报时间：2025年5月31日至2025年7月14日上午8:30一12:00，下午13:00一17:00（双休日及法定节 假日除外） 关于变更回购股份用途并注销、回购注销限制性股票减少注册资本 暨通知债权人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 京东方科技集团 ...

亲爱的粉丝朋友们： 大家好！感谢您一直以来对"WitsView睿智显示"的关注与支持。为了更准确地传达我们的品牌定位与 服务方向，自即日起，" WitsView睿智显示 "将正式更名为" 集邦Display "。 此次更名不仅是品牌形象的升级，更是我们紧跟半导体显示行业发展趋势、深化专业研究的关键一 步。 近年来，随着物联网、智能驾驶、AI驱动的智能终端等技术的不断演进，显示产业正迎来新一轮的升 级与融合，形成百花齐放的局面。 作为TrendForce集邦咨询旗下专注于光电显示领域的研究品牌，我们将以"集邦Display"这一全新身 份，聚焦LCD/MLED/OLED等新型显示技术，持续为您提供高质量的 行业资讯、 市场洞察、供需分 析与产业趋势预测， 发掘市场潜力，赋能品牌行销与技术产品布局， 助力行业决策与发展。 此图片来自微信公众平台 十八届十二日日日 未来，我们仍由原WitsView核心团队运营，不变的是对专业与深度的坚守，升级的是内容体系与全球 视角。感谢一路同行，期待在"集邦Display"的新起点上，与您一同见证显示产业的每一个重要时刻！ —— 集邦Display团队 ▶ 关于集邦 ...