2025-05-06 01:55Summary of Conference Call Records Industry or Company Involved - Company: Tread Explorer (探路者) - Industry: Robotics and Semiconductor Core Points and Arguments 1. Exoskeleton Robotics Development: Tread Explorer is developing a lower limb exoskeleton that utilizes a bionic structural design, integrating multi-modal sensor systems and intelligent motion control algorithms for human-machine interaction and intelligent recognition [2][4] 2. Outdoor Business Performance: Since its establishment in 1999, Tread Explorer has focused on the outdoor products market, achieving an online sales revenue of 326 million yuan in 2024, with its main brand TOREAD maintaining a leading position in the industry [2][4] 3. Semiconductor Business Focus: The company aims to become a leader in high-quality display ICs, focusing on touch control IC design, Mini LED display driver IC design, and smart devices, while also providing corresponding solutions and technical services [2][3] 4. Market Activity: The overall market showed mixed performance with significant movements in robotics and computing power sectors, while banking stocks faced declines [1] 5. Institutional Trading: Institutional participation increased, with 22 stocks having net buy/sell amounts exceeding 10 million yuan, indicating a shift in market sentiment [1][6] Other Important but Possibly Overlooked Content 1. Technological Collaboration: Tread Explorer is collaborating with other parties for the development of the exoskeleton, which is currently in the systematic research and development phase, with commercialization dependent on optimization outcomes [2] 2. Product Line Diversification: The company’s G2 Touch product line includes LCD touch ICs, OLED touch ICs, and automotive touch ICs, with successful technology validation on Samsung's flexible OLED foldable screens [3] 3. Institutional Net Buying: Notable net buying included 137 million yuan in Dekoli, 89.93 million yuan in Hongjing Technology, and 52.24 million yuan in Jin Qilin, while significant net selling was observed in Haixing Electric Power and Zhongxin Fluorine Materials [1][6] 4. Future Revenue Projections: Dekoli's projects are expected to add significant production capacity and revenue, with projections indicating an annual revenue increase of 1.332 billion yuan from new high-speed optical transceiver modules [5] This summary encapsulates the key insights from the conference call records, highlighting the strategic directions and market dynamics relevant to Tread Explorer and the broader industry context.