OPT(SH:688686)2023-12-29 10:10Market Development - The Chinese machine vision market reached a scale of 170.65 billion yuan in 2022, with a year-on-year growth of 20.21% [1] - The 2D vision market accounted for approximately 152.24 billion yuan, growing by 59.90% [1] - By 2027, the machine vision market in China is projected to exceed 560 billion yuan, with the 2D vision market surpassing 400 billion yuan and the 3D vision market nearing 160 billion yuan [1] Talent Development - The company emphasizes talent as its most valuable asset and aims for a win-win situation between individual and corporate growth [1] - A comprehensive talent training system has been established to enhance employee capabilities and career planning [2] - The company actively participates in setting industry talent standards, contributing to the development of a complete talent cultivation and assessment system [2] Production and Inventory Strategy - The company employs a sales-driven production model, maintaining a safety stock based on sales forecasts to ensure production stability and flexible delivery [2] - For conventional products, a "stock production" model is used, while non-standard products are produced based on specific customer orders [2] Strategic Investments - The company is strategically investing in Dongguan Tailai, which specializes in precision transmission components, to enhance its market competitiveness [2] - The integration of machine vision and motion control technologies is a focus, aiming to provide competitive automation solutions [2] Team Strength - As of the first half of 2023, the company has 806 R&D personnel, representing 33.42% of the total workforce, with a year-on-year increase of 9.51% [2] - The R&D team covers a wide range of expertise, including optics, industrial design, and computer science [2] Automotive Industry Impact - The automotive industry, particularly the new energy vehicle sector, is a key driver for the machine vision market, with significant growth opportunities arising from the domestic supply chain's localization [3][4] - The integration of electric and intelligent technologies in the automotive sector is expected to accelerate innovation and expand market demand for machine vision applications [6]