UNILUMIN(SZ:300232)2024-03-21 11:26Group 1: Core Competencies - Continuous R&D investment and innovation: The company has accumulated 2,878 authorized patents, over 270 copyright registrations, and participated in the formulation of more than 140 international, national, and industry standards as of Q3 2023 [2] - Integrated solutions: The company offers a comprehensive "hardware + system + software + content + interaction" solution in the LED display field, providing customized services across various scenarios [2] - Strong delivery capability and quality: The company operates a 400,000 square meter intelligent manufacturing base in Huizhou, focusing on automation and AI to reduce production costs and enhance overall economic efficiency [2] - Global marketing network: The company has established a marketing network covering over 160 countries, collaborating with more than 4,600 distributors and maintaining a 24/7 customer service model [2] Group 2: Sales Model and Clientele - Unique sales model: The company has developed a channel sales model primarily based on distribution, serving a diverse clientele including Fortune 500 companies and government departments [3] - Major clients include renowned organizations such as Huawei, Microsoft, Apple, Google, and Disney [3] Group 3: Inventory Management - The company has implemented strategies to manage inventory effectively, including forming a dedicated inventory consumption team and developing targeted management plans [3] - Current inventory consumption is in line with expectations, showing a reasonable decline [3] Group 4: Product Development - Introduction of new LED conference all-in-one machines catering to various application needs, enhancing operational efficiency through self-developed control platforms [3] - Progress in XR virtual shooting technology, with applications in film, advertising, and live broadcasting [4] Group 5: Mini/Micro LED Development - Mini/Micro LED technology is gaining attention due to its superior display quality and energy efficiency, with ongoing investments in this area [4] - The technology is expected to penetrate commercial display markets and consumer-grade markets, driving significant growth [4] Group 6: LED+AI Business Development - The company is actively developing LED+AI applications, including virtual aquariums and holographic displays, enhancing user experience and interaction [5] - Recognition for innovative projects in the LED+AI field, including awards for immersive digital virtual human solutions [5]