Group 1: AI Model and Market Trends - The promotion and application of AI models like DeepSeek are expected to drive the local large model (LLM) deployment trend, leading to more open-source models emerging in the future [1] - With the introduction of new consumer-grade computing chips, AI PCs and AI smartphones are anticipated to trigger a new replacement cycle [1] - The global PC shipment is projected to grow by 3.8% in 2024, reaching 255 million units, with AI PC shipments expected to hit 100 million units (40% market share) in 2025 and 205 million units (70% market share) by 2028 [2] Group 2: Company Strategy and Product Development - The company is focusing on its "All in AI" strategy, targeting consumer business fundamentals and investing in market insights, R&D, and delivery assurance [2] - The company has established strategic partnerships with international clients and is expanding its product offerings in AI glasses, AI toys, AI headphones, and hearing aids, with mass production expected to commence this year [2] Group 3: Robotics and Client Expansion - The company is accelerating its entry into the robotics market, having completed battery product samples for a leading "AI + children's companionship" robot brand, with mass production expected this year [3] - Strategic partnerships have been formed with high-level robotics companies to drive innovation and market expansion in humanoid robots and robotic dogs [3] Group 4: AI Glasses Market Potential - AI glasses are projected to penetrate the traditional eyewear market significantly, with an expected sales volume of 1.4 billion units and a penetration rate of approximately 70% by 2035 [5] - The company, as a core strategic supplier for a leading overseas AI glasses manufacturer, is set to benefit from product upgrades and is working with multiple new brand clients [5] Group 5: Revenue and Profitability Outlook - Following large-scale capacity integration, the company aims for balanced revenue and profit growth, with improved capacity utilization and operational efficiency [5] - The company plans to maintain cost control and enhance management quality to support business growth while ensuring sustainable profitability [5]
豪鹏科技(001283) - 2025年2月7日投资者关系活动记录表