LETS(SZ:002398)2025-06-13 10:16Group 1: Product Introduction and Features - The new AI product, LetsRobot MI, is designed for remote quality control of concrete, addressing key industry pain points such as heavy reliance on manual labor, unstable quality, and safety hazards [2][3] - LetsRobot MI includes features like full-process intelligent monitoring, AI diagnosis for concrete quality, compliance control during unloading, and real-time monitoring of additive levels [3] Group 2: Market Response and Orders - The industry response to LetsRobot MI has been positive, with high recognition and approximately 252 units installed in Q1 2025, and over 400 units in hand orders yet to be installed [3] Group 3: Business Environment and Market Position - The company has significant room for growth in the concrete additive market due to its low market concentration and has completed its domestic layout while expanding into overseas markets [3] - The customer base for the company's concrete additives primarily consists of concrete mixing stations and large construction enterprises, with an increasing trend in large construction clients [4] Group 4: Strategic Development and Acquisitions - The company is actively seeking acquisition targets, focusing on niche areas within the construction sector, particularly in the subdivision of existing buildings to enhance long-term development and competitiveness [4] Group 5: Building Inspection Services - The company has extensive experience in building engineering inspection, with house inspection and appraisal as a core competency, and plans to leverage market opportunities in this area [4]