Group 1: Company Overview - The company specializes in the R&D, production, and sales of high-definition and ultra-high-definition video conferencing cameras, video conferencing terminals, and related audio-visual communication equipment [1] - It is a major supplier of audio-visual communication equipment and solutions in China, with applications in business video conferencing, education recording, remote education, remote medical care, and more [1] Group 2: Industry Trends and Growth Drivers - The video conferencing camera industry is expected to evolve around technological upgrades, diversified applications, and innovative service models driven by technological innovation and demand upgrades [2] - Future growth is primarily driven by three factors: 1. Technological iteration, with AI and 5G integration enhancing features like smart framing and real-time translation, and H.266 codec technology reducing bandwidth requirements by 50% [2] 2. The normalization of hybrid work, leading to a polarization in hardware development towards consumer-grade portable devices and high-end all-in-one machines [2] 3. Global expansion through overseas production capacity and marketing network development to capture market share [2] Group 3: Product and Market Expansion - The company plans to expand into more niche application areas while enhancing its product matrix's vertical scene adaptability and horizontal ecological synergy through technological innovation [2] - In 2025, the company aims to strengthen local marketing teams and optimize channel management to enhance global market influence and brand recognition [3] Group 4: Supply Chain and Profitability - The company is focused on optimizing its supply chain by advancing equipment automation and digital system collaboration to enhance production efficiency [3] - Future gross margin is expected to be maintained through product innovation, customer structure optimization, and exploring high-value markets [3] Group 5: Mergers and Acquisitions Strategy - The company is actively seeking quality targets for mergers and acquisitions, focusing on "technology-driven + ecological synergy" strategies to deepen its core technology fields [3] - It aims to enhance competitive advantages in key areas of the industry chain and accelerate technology integration and market complementarity through strategic collaborations [3]
维海德(301318) - 2025年5月28日-5月29日投资者关系活动记录表