DALI TECH(SZ:002214)2022-12-07 09:40Group 1: Company Overview and Strategy - The company is focusing on expanding its vehicle-mounted business while continuing to explore traditional markets like electric power [3] - The company has established partnerships with automotive manufacturers and electronic suppliers to enhance its presence in the vehicle-mounted night vision market [3] - The company plans to increase production capacity to meet the growing demand in the infrared industry, targeting an annual production capacity of 6,000 units of infrared thermal imaging equipment [3] Group 2: Product Differentiation - The company's passive infrared thermal imaging devices differ from market-active infrared products by detecting infrared radiation and converting it into video images, offering better recognition capabilities [3] - Active infrared products have shorter effective ranges and less clear identification compared to the company's offerings [3] Group 3: Military and Incentive Plans - The company has obtained comprehensive military research and production qualifications and is actively participating in military orders, showing stable growth in military product revenue [4] - The company previously attempted to implement an employee stock incentive plan in 2012 but faced challenges; future considerations for employee incentives remain [4] Group 4: Subsidiary Operations - Hangzhou Dali Microelectronics Co., Ltd. focuses on developing low-cost non-cooling infrared focal plane arrays and related components, which could significantly reduce costs and expand market demand in various sectors [4]