JT(SZ:300400)2022-12-07 08:31Group 1: Company Performance and Market Outlook - The company expects stable growth in performance for the year, despite uncertainties in the macroeconomic environment affecting the 3C consumer electronics sector [2] - The potential for significant decline in performance in the second half of the year remains uncertain due to market conditions [2] Group 2: Machine Vision Equipment - The company's machine vision detection equipment is increasingly relied upon by downstream customers in the production process, indicating a growing demand [3] - The sales revenue for machine vision detection equipment was approximately 50 million in the previous year, but there is no authoritative data on the overall market size [3] Group 3: New Product Development - The company recently launched new products, including the intelligent heavy-duty omnidirectional mobile platform, which is a foundational device for flexible aerospace production lines [4] - The company has not yet achieved mass production of the omnidirectional mobile platform, and its cost varies significantly based on configuration [4] Group 4: Strategic Direction and Collaborations - The company aims to combine equipment manufacturing with intelligence and systematization, focusing on machine vision technology, artificial intelligence, and flexible assembly systems [4] - Current collaborations with Southern Airlines involve flexible production lines in aerospace, including spatial positioning and precision docking [4] Group 5: Market Challenges - The decline in machine vision business in the first half of the year is attributed to intensified market competition, product homogenization, and lower market prices [4]