Group 1: AI and Technology Integration - Hanshu Technology focuses on integrating AI technologies such as machine vision and big data analysis with digital retail scenarios to enhance operational efficiency and consumer experience [3] - The company is actively exploring AIoT applications and has partnered with Microsoft to leverage Azure Open AI for innovative retail solutions [3] - Hanshu Technology has established a competitive edge as the first partner in China to receive "Certified Software Designation for Retail AI" from Microsoft [3] Group 2: Electronic Price Tags Market - The global penetration rate of electronic price tags remains low, with France leading at over 40% [4] - Major markets like China, the USA, and Japan have significant growth potential due to their low penetration rates [4] - Future growth drivers include market penetration increases, replacement demand for existing electronic price tags, and the provision of SaaS and technical services [4] Group 3: Revenue and Market Strategy - Approximately 10% of the company's revenue comes from the US market, which has been minimally impacted by recent tariff increases [5] - The company is focusing on strategic expansion in Europe, Japan, Australia, Southeast Asia, and within China to mitigate tariff risks [6] - Hanshu Technology is committed to monitoring tariff policy changes and adjusting production and operational strategies accordingly [6] Group 4: Robotics and New Business Development - The company emphasizes research and application of AI technologies in robotics, having secured multiple patents for inspection robots [6] - Hanshu Technology is developing various solutions, including smart shopping carts and AI cameras, to support digital transformation in retail [6] - A commercial partnership has been established for smart shopping carts with a leading overseas client, enhancing operational efficiency and consumer experience [6]
汉朔科技(301275) - 投资者关系活动记录表