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探路者分析师会议-20250517
Dong Jian Yan Bao· 2025-05-17 08:08
Group 1: General Information - Research object: Toread [16] - Industry: Textile and Apparel [16] - Reception time: May 16, 2025 [16] - Company reception personnel: Director and President He Huajie, Independent Director Liu Di, Financial Controller Xue Liangfeng, and Board Secretary Zhang Zhifei [16] Group 2: Research Institutions - Relevant personnel: Online investors participating in the company's 2024 online performance briefing [19] - Reception object type: Others [19] Group 3: Main Content Product Advantages and Future Plans - Since its establishment in 1999, the company has focused on outdoor product R & D and innovation, providing clothing equipment for national - level projects. It will leverage existing advantages to make new breakthroughs in intelligent equipment products [23] - The company plans to use offline stores for sales, currently focusing on product R & D and iteration, and is in contact with scenic areas [24] Product Technology and Market - G2Touch has broken through product limitations, entered new - generation display touch products to leading customers, completed new - product verification in the automotive field, and developed large - size, high - performance touch chips for automotive OLED flexible screens. The current customers are BOE, Samsung (SDC), etc [24] - The company's MiniLED display driver IC products have patents and unique technologies. Although MiniLED application promotion is currently not as expected, the company is focusing on scenarios where AM advantages can be fully utilized [24][25] R & D Progress - The lower - limb exoskeleton product jointly developed by the company can achieve intelligent human - machine interaction recognition. It is currently in the systematic R & D stage, and the form of commercialization will be determined based on optimization [24] - The company's exoskeleton products are expected to be launched by the end of this year [27] Business Expansion - The company has begun to deploy in the AI field, introducing AI to improve management and operational efficiency, focusing on AI - assisted outdoor product design and video generation, and will continue to explore new business - growth models [28] - The company has a "outdoor + chip" dual - main - business strategy, planning to integrate chip business and resources through internal growth and external mergers and acquisitions to increase the revenue and profit proportion of the chip business [28]