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创维数字(000810) - 2023年8月21日投资者关系活动记录表
000810SKYWORTHDT(000810)2023-08-22 11:26

Group 1: Company Overview and AI Development - The company has established a Smart Research Institute focusing on AI technologies, including computer vision, natural language processing, and voice recognition algorithms [1][2] - Collaboration with major tech firms like Microsoft for AI services, including ChatGPT3.5 and ChatGPT4.0, has been initiated [2] - The company has developed OTT boxes equipped with ChatGPT AI services and is planning to showcase them at international exhibitions [2] Group 2: Financial Performance - In the first half of 2023, the company achieved a revenue of CNY 5.17 billion, with a net profit of CNY 318 million, reflecting a year-on-year decline of 35.36% [2] - The decline in profit is attributed to global consumer demand shortages and supply chain issues, despite an increase in contracts for set-top boxes [2] - The mobile LCD display module segment reported a loss of CNY 80 million in the first half of 2023 [2] Group 3: Market Performance and Growth - The company maintains a leading position in the South Asian market for set-top boxes, with a significant customer base [3] - In Latin America, the company has achieved over 70% market share in certain regions, while its market share in Europe has also increased significantly [3] - The broadband network connection equipment segment has seen substantial growth in regions like Southeast Asia, India, and the Americas [3] Group 4: Automotive Electronics Business - The automotive display business has seen significant revenue growth in the first half of 2023, surpassing the total revenue of 2022 [3] - The company has secured multiple projects with core customers and entered partnerships with two new automotive brands [3][4] - Efforts are being made to solidify the business framework for future growth in automotive electronics [4]