Group 1: Company Overview - Shenzhen Weihai De Technology Co., Ltd. specializes in the R&D, production, and sales of high-definition and ultra-high-definition video conferencing cameras, video conferencing terminals, and conference microphones, making it a key supplier in China's audio-visual communication equipment sector [2]. - The company's products are widely used in various fields, including business video conferencing, educational recording, government and enterprise services, remote education, telemedicine, and live streaming [2]. Group 2: Client and Technology Insights - The main clients of the company are video conferencing brand manufacturers and system integrators, with the top ten clients remaining consistent with those listed in the prospectus [3]. - The company primarily uses chips from brands such as Rockchip, Horizon Robotics, Qualcomm, and Ambarella, while its main lens suppliers include Sunny Optical and United Optics [3]. - The video conferencing industry has significant technical barriers due to the need for expertise in audio and video coding algorithms, image processing technology, integrated circuit applications, and embedded software development [3]. Group 3: Product Development and Market Strategy - In 2024, the company plans to enhance R&D investment in its own brand products and AI technology, with plans to launch several AI-capable products, including dual-lens cameras and professional-grade cameras with large target sensors [4]. - The company aims to increase market promotion and R&D investment, with ongoing projects expected to be launched and achieve mass production sales in 2024 [4]. - The strategy includes expanding ODM business while promoting its own brand, building global sales channels, and enhancing online and offline product promotion to increase sales revenue and market share [4].
维海德(301318) - 2024年1月23日-1月24日投资者关系活动记录表