LEO(SZ:002131)2023-05-15 11:14Group 1: Company Overview and Business Segments - Liou Group Co., Ltd. operates in three main sectors: mechanical manufacturing, digital marketing, and investment, referred to as the "three-horse carriage" [2] - The investment business focuses primarily on industrial investments, with financial investments as a secondary focus, particularly in the new energy and healthcare sectors [2] Group 2: Financial Performance - In 2022, the company's gross profit margin improved significantly, with the mechanical manufacturing sector's gross profit margin increasing by 3.61% year-on-year, and the internet business's gross profit margin rising by 0.53% [3] - R&D expenses increased by 18% compared to the previous year, driven by higher salaries for R&D personnel and the acquisition of new research equipment [3] - The net profit for Q1 2023 was approximately 597 million yuan, primarily due to the fair value changes of shares held in Ideal Automotive and growth in core business performance [3] Group 3: Future Development and Strategy - The company has registered a new subsidiary, Zhejiang Lion Gate Semiconductor, which will operate alongside the Shanghai facility to expand production capacity [3] - Liou aims to enhance shareholder rights protection by adhering to legal regulations and improving communication channels with minority investors [3] - The company is committed to innovation and sustainable development, focusing on high-quality growth through its three main business segments [3] Group 4: AI and Digital Marketing Initiatives - Liou Digital has developed the LEO AIAD platform, integrating large models for marketing applications, and has achieved commercial output capabilities in image generation [4] - The company emphasizes its competitive edge in AIGC products, leveraging a large pool of designers and quality customer resources to enhance content output and advertising effectiveness [4] - Liou Digital plans to fully embrace AI as a strategic focus, aiming to develop AI content products and improve marketing efficiency and ROI [4] Group 5: Water Pump Business and Infrastructure Projects - The company's pump products are widely used in large-scale water conservancy projects and have participated in numerous significant water engineering projects [5] - Liou is actively involved in project construction and aims to seize new development opportunities in the water pump sector [5]