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Zhejiang Crystal-optech (002273.SZ): The current direct Business cooperation scale with Korean clients is relatively small.
Gelonghui reported on December 26 that Zhejiang Crystal-optech (002273.SZ) stated in a recent investor relations activity that the current scale of direct business cooperation with Korean customers is relatively small, mainly because the supply chain of Korean customers is dominated by Korean suppliers. The company places great importance on the development of Korean customers. As the company's optical capabilities are built up, the overseas supply system is gradually maturing, and the ability to engage with customers is improving. In the future, the company will strive to deepen cooperation with Korean customers and further optimize its customer structure.
Zhejiang Crystal-optech (002273.SZ): For smart glasses products, the company's optical components can be used with matched cameras and sensor modules.
On December 23, Gelonghui reported that Zhejiang Crystal-optech (002273.SZ) stated on the investor interaction platform that its optical components can be used with cameras and sensing modules for intelligent glasses (without near-eye displays). In addition, the company has focused on laying out its Business in the Metaverse for many years, with a technological research and development layout in display Components (reflective waveguides, diffractive waveguides, etc.), projection Components (optical machines), and Other optical components that can be used for AR glasses. The company will increase its research and development layout in Metaverse optics, actively cooperating with major terminal Technology clients in product development and design to jointly promote the development of the AR industry.
AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.
① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
Zhejiang Crystal-optech (002273.SZ): 3 executives plan to collectively reduce their shareholding by no more than 3.746 million shares.
Gelonghui on December 12丨Zhejiang Crystal-optech (002273.SZ) announced that the company's chairman, Mr. Lin Min, plans to reduce his shareholding in the company by no more than 2,500,000 shares (no more than 0.18% of the total share capital after excluding the shares in the buyback special account) through centralized bidding or block trading within three months after 15 trading days from the disclosure of this announcement. Company director and deputy general manager, Ms. Li Xiayun, holds 8,956,000 shares of the company (accounting for 0.65% of the total share capital after excluding the shares in the buyback special account) and plans to do so after the disclosure of this announcement.
Minsheng Securities: AI empowerment accelerates the rise of smart terminals, and multiple new AI glasses are worth looking forward to.
AI empowerment accelerates the rise of smart terminals, drawing a parallel to the evolution of the smartphone industry, and is bullish on the future of a dual-channel market structure.
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