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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]