Minami(SZ:301383)2025-05-21 11:50Group 1: Company Development Plans - The company is restructuring its subsidiaries and departments into three business groups (BG) to enhance competitiveness and drive growth [1] - BG1 focuses on maintaining and deepening cooperation with mature clients to ensure core sales and profit targets [1] - BG2 is responsible for acquiring new major clients and innovating in the acoustic unit R&D field to achieve industry-leading technology [1] - BG3 centers on new wearable products that integrate sound, light, electricity, and health technology, targeting emerging innovative brand markets [1] Group 2: Market Insights and Strategies - The potential market size for AI glasses is vast, with applications in consumer, industrial, medical, and educational sectors [2] - The company plans to enhance R&D and production capabilities for AI glasses, including establishing a central laboratory and improving automation levels [2] - In response to short-term profit declines due to international uncertainties, the company will focus on expanding into the EU and Southeast Asia markets [2] - The company aims to increase investment in domestic product lines, such as smart glasses, to mitigate the impact of international market fluctuations [2] Group 3: Product Launch and Marketing - The company operates an ODM model for AI glasses, handling R&D and production while leaving marketing to brand partners [2] - Specific product launch and marketing plans are confidential due to agreements with clients, but products are expected to be available in the second half of the year [2]