Market Demand and Opportunities - The demand for AI in the security sector is significant, especially in Xinjiang, where a large number of new cameras and related equipment are being installed [3] - The security infrastructure in Xinjiang is being built at multiple levels (autonomous region, prefecture, and county), with the Kashgar region already completed [3] - The company estimates that the large-scale construction of security infrastructure will continue for some time, driving the demand for AI in the security field [3] - The future market includes both new installations and upgrades of traditional equipment, with the market expected to grow significantly in the next 1-2 years [5] Strategic Collaboration - The company has formed a strong collaboration with SenseTime, combining market and technological strengths [3] - The collaboration is based on three key points: the potential for AI industrialization in the security sector, the need for comprehensive solution delivery capabilities, and the future opportunities in the security operation and maintenance market [3] - The joint venture, Tangli Technology, aims to become a top-tier domestic security company and eventually a globally competitive intelligent security company [4] Competitive Advantages - The company has a significant local advantage in Xinjiang, with extensive coverage of high-definition cameras and security engineering projects [4] - The ability to provide end-to-end solutions, from algorithm and chip companies to system integrators and application providers, is a key competitive advantage [4] - The company's strong delivery and operational capabilities position it well for future competition in the security operation and maintenance market [4] Future Outlook - The company believes that the security market in Xinjiang will continue to grow due to government investment and the inherent demand for public surveillance [5] - The market is expected to see a larger explosion in the next 1-2 years, driven by both new installations and upgrades of existing equipment [5] - The company is optimistic about the long-term opportunities in the security sector, particularly in Xinjiang [5]
立昂技术(300603) - 2017年11月23日投资者关系活动记录表