CVTE(002841)2024-11-20 13:18Education Business Development - The company is expanding from single hardware products to integrated hardware and software solutions in the education sector [3] - The Seewo teaching terminal has achieved rapid development, with Seewo recording sales leading the industry [3] - Seewo's software business, represented by Seewo Magic Cube, continues to grow, and Seewo learning machines have seen rapid sales growth [3] - The Seewo teaching model has been rapidly promoted, with core applications like the classroom intelligent feedback system widely adopted [3] - By September 2024, the Seewo teaching model has covered over 1,000 schools and generated more than 75,000 intelligent feedback reports [3] Seewo Teaching Model Development - The Seewo teaching model supports AI-assisted lesson preparation, classroom feedback, teaching discussions, intelligent recognition, homework design, and tutoring [3] - The 2.0 version of the Seewo teaching model, released in October 2024, has significantly improved in computing power, data, algorithms, and application scenarios [3] - The classroom intelligent feedback system has enhanced teaching analysis, 3D layout, behavior recognition, and voice recognition [3] Component Business Outlook - The TV board business will maintain steady growth, with expansion into new areas such as power boards and projection boards [4] - The home appliance business is experiencing rapid growth, expected to continue with the development of domestic and international customers [4] - The automotive electronics business will actively seek high-quality acquisition targets to further expand its business layout [4] Overseas Business Development - The company adheres to a dual strategy of ODM business and self-owned brand development [4] - The ODM business focuses on capturing emerging market opportunities and expanding product categories such as audio-visual, digital signage, and PCs [4] - The self-owned brand business is promoting the MAXHUB brand, collaborating with global partners like Microsoft and Intel to expand into the European and American markets [4] - The company has established overseas supply chains in regions like Vietnam to meet ODM customer demands [4] Overseas Self-owned Brand Conference Business - The overseas conference market has vast potential, with MAXHUB collaborating with Microsoft to launch the XT Series for Microsoft Teams Rooms [4] - The XT Series and XCore Kit Pro products have entered mass production, with the company working on Microsoft certification [4] - The overseas self-owned brand business is expected to grow rapidly with improved channel construction and localized operations [4] Emerging Business Development - The company is increasing investment in LED, computing devices, and power electronics, with rapid growth in these areas [5] - The LED business has achieved multiple installations of DCI-certified cinema screens, including the industry-first three-fold immersive LED cinema screen system [5] - The computing device business is making progress in smart manufacturing and smart city applications [5] - The power electronics business is focusing on residential energy storage and UPS, with breakthroughs in multiple product lines [5] - The company plans to increase R&D and talent investment, optimize products and technologies, and expand overseas markets [5] - The company will continue to pursue related diversification and accelerate new business development through investments and acquisitions [5]