Group 1 - The core viewpoint of the article is that Liard Group is embracing AI and expanding its business into new areas, aiming to create a second growth curve [1] - Liard's main business focuses on LED smart displays, with expansions into AI, spatial computing, and cultural tourism [1] - The strategic blueprint includes three core areas: display, cultural tourism, and AI with spatial computing, positioning the company as a comprehensive cultural tourism service provider [1] Group 2 - Liard has collaborated with Rokid to develop AR glasses that support display, photography, amplification, and AI-guided tours, potentially replacing traditional travel guide devices [1] - The AR glasses have achieved breakthroughs in "waveguide display technology + AI large model" and are in the final verification stage, with a launch expected in October [1] - In the first half of 2025, Liard reported a revenue of 3.51 billion yuan and a net profit of 172 million yuan, with the smart display business revenue growing by 20.14% quarter-on-quarter [1]

Core Viewpoint - The company, Liyade (300296), emphasizes its leading position in the LED smart display, cultural tourism night tours, and AI and spatial computing sectors, backed by 30 years of industry experience [1] Group 1: Business Segments - The main business segments of the company include LED smart display, cultural tourism night tours, and AI and spatial computing [1] - The company has developed a diversified product and application scenario portfolio, along with a global operational capability [1] Group 2: Technological Advancements - The company focuses on embodied intelligence as a strategic direction within its AI and spatial computing segment [1] - It leverages a globally leading optical motion capture technology system, integrating core algorithms such as OptiTrack high-precision optical positioning, LydCap markerless identification, and LYDIA action large model [1] Group 3: Market Support - The company provides a comprehensive technical solution that combines data, algorithms, hardware, and services to support the humanoid robot industry [1] - This support enables robot manufacturers to achieve technological innovation and market breakthroughs [1]