证券代码：300296 证券简称：利亚德 1、公司在具身智能方面除了提供硬件，还提供软件服务等，可以理解为 是提供整体的解决方案吗？ 答：我们会基于客户的不同需求提供硬件、软件、数据服务等，可以为客 户制定整体解决方案以及机器人训练服务。 利亚德光电股份有限公司投资者关系活动记录表 编号：2025-12 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关 | □媒体采访 □业绩说明会 | | 系活动类 | □新闻发布会 □路演活动 | | 别 | □现场参观 | | | ■其他（电话会议） | | 参与单位 | | | 名称及人 | 叶枝函 高盛证券 | | 员姓名 | | | 时间 | 2025 年 7 月 4 日 10:30-11:30 | | 地点 | 会议室 | | 上市公司 | 刘阳 董事会秘书兼副总经理 | | 接待人员 | 刘耀东 北京虚拟动点 CEO | | 姓名 | | | | 本次调研以电话会议的方式举行，会议中，董秘刘阳总和虚拟动点 CEO | | | 刘耀东总分别做了公司 AI 与空间计算板块及人形机器人相关业务的介绍， | | | 主要内容如下： | ...

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]