Luster(SH:688400)2023-11-03 10:24Group 1: Financial Performance - The company's overall sales revenue for Q3 2023 was 1.92 billion, a decrease of 5% year-on-year [3] - Machine vision business revenue remained stable at 1.38 billion, with its proportion of total revenue increasing from 66% at the beginning of the year to 72% [3] - R&D expenses increased by 14% and sales expenses by 5% year-on-year [3] Group 2: Market and Strategic Focus - The company is focusing on the "Vision + AI" core competitiveness, with significant investments in product R&D and market expansion [3] - Revenue from the new energy sector grew by 73% year-on-year, while 3C electronics and cultural metaverse revenues remained flat [3] - The company serves leading clients across various sectors, including Apple, Huawei, and BYD, leveraging its core technologies [4] Group 3: Stock Performance and Investor Relations - The stock price has been fluctuating around the issue price, influenced by macroeconomic conditions and market sentiment [4] - The company aims to enhance communication with investors and establish multiple channels to convey its intrinsic value [4]