300296 Leyard Optoelectronic
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Leyard Optoelectronic News
Leyard Optoelectronic (300296.SZ): By the end of 2023, the revenue from the AI and spatial computing Sector accounted for 4.61% of the company's total revenue.
According to Glen Report on December 24, Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the action large model Business belongs to the company's "AI and Spatial Computing" Sector. By the end of 2023, the revenue from the AI and Spatial Computing Sector accounted for 4.61% of the company's total revenue.
Leyard Optoelectronic (300296.SZ): Empowering the robotics industry with spatial computing technology for virtual dynamic points.
On December 19, Gelonghui reported that Leyard Optoelectronic (300296.SZ) stated during an investor relations event that humanoid robots are a typical example of the emerging economy, highlighting the importance of the "first appearance" in the emerging economy. Leyard's virtual dynamic point empowers the robot industry through spatial computing technology, enhancing robot movement across multiple levels such as data, algorithms, and services, accelerating the debut process of the domestic humanoid robot industry globally.
Leyard Optoelectronic (300296.SZ): Over the past three years, has partnered with JD.com to establish more than 10 JD.com MALLs nationwide.
On December 19, Gelonghui reported that Leyard Optoelectronic (300296.SZ) stated during an investor relations event that on September 30, 2021, the first JD.com MALL store in the country, created in collaboration with JD.com, officially opened in Xi'an. JD.com MALL, as a new brand under JD.com, represents the evolution and upgrade of JD.com's electrical super experience stores, a comprehensive shopping center for consumer themes that can be visited, played in, purchased from, and experienced! Over the past three years, Leyard Optoelectronic and JD.com have jointly built more than 10 JD.com MALL stores nationwide, creating a quality experience centered around cutting-edge Technology and smart living products.
Leyard Optoelectronic (300296.SZ): The ASIC control chip jointly developed with IC manufacturers has been mass-produced and is used in some display products.
On December 17, Gelonghui reported that Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the company has made arrangements in multiple fields such as driver chips, ASIC control chips, NPQD Micro Led chips through independent research and development, joint development, and upstream and downstream cooperation. The ASIC control chips jointly developed with IC manufacturers have already achieved mass production and have been applied in some display products.
Leyard Optoelectronic (300296.SZ): Has provided motion capture technology to many AR/VR glasses manufacturers both domestically and internationally.
On December 17, Gelonghui reported that Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the company has provided motion capture technology to several AR/VR glasses manufacturers both domestically and internationally, for the accuracy validation and testing of features such as positioning and 4D gesture tracking in their glasses.
[Data Viewing] Institutions are actively acquiring multiple Copper high-speed connection Concept stocks, while four speculative funds are jointly offloading Leyard Optoelectronic.
① Multiple copper cable high-speed connection concept stocks have been bought by Institutions, among which Ruikeda has been bought by four Institutions for 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic have been sold by four retail trading spots, with a total selling amount exceeding 0.48 billion.
[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.
The AI glasses are gaining attention! Google teams up with Samsung to launch the Android XR system, and domestic manufacturers have also "made the cut."
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Leyard Optoelectronic (300296.SZ): has created indoor and outdoor giant screen release systems for nearly 20 jd.com MALLs.
On December 9, Glonghui reported that Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the company has created indoor and outdoor giant screen publishing systems for nearly 20 jd.com malls. The outdoor led naked-eye 3D screen serves as part of the technology curtain wall, perfectly integrating with the curtain wall and floodlighting to create a technologically advanced digital building facade. In multiple cities, this can form a large offline interactive matrix media; in indoor applications, the company uses led as a new type of decorative material, upgrading the system and digital content to create new immersive technological landmark commercial properties.
leyard optoelectronic (300296.SZ): The virtual focal point's spatial positioning technology can assist relevant institutions in the research and verification of dynamic modeling and autonomous control of self-driving cars.
Gelonghui December 3rd | leyard optoelectronic (300296.SZ) stated on the investor interaction platform that the virtual motion-point localization technology can assist relevant institutions in the research and verification of dynamic modeling and autonomous control of self-driving cars.
Leyard Optoelectronic (300296.SZ): The company's high-end MIP production line has just been put into operation, with limited impact on the performance in 2024.
On December 2, Glonghui reported that leyard optoelectronic (300296.SZ) stated on the investor interaction platform that the company's high-end MIP production line has just been put into operation, which will have a limited impact on performance in 2024. However, it will stimulate demand in the high-definition display market for products with a pixel size below 1mm, bringing more cost-effective and better display Micro LED products to the market. The company's Micro LED revenue target for 2024 is 0.8 billion.
leyard optoelectronic (300296.SZ): The company's optical motion capture technology can be used for accurate verification and evaluation of AI glasses positioning, 4D gesture tracking, etc.
On November 20, Gelonghui reported that leyard optoelectronic (300296.SZ) stated on the investor interaction platform that the company's optical motion capture technology can be used for precision verification and evaluation of positioning in AI glasses and 4D gesture tracking. Currently, it has provided products to many domestic and foreign AR/VR glasses manufacturers.
Leyard Optoelectronic (300296.SZ): External purchases are the main focus for chips, and there is no plan to consider building production lines internally.
Gelonghui, November 18th丨Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the company is increasingly collaborating with upstream chip manufacturers in the Micro LED field, but mainly relies on purchased chips and is not considering building its own production lines for now.
Returns On Capital Signal Difficult Times Ahead For Leyard Optoelectronic (SZSE:300296)
Leyard Optoelectronic (300296.SZ): Hopes to achieve the goal of increasing the proportion of overseas business to more than 50% within 2-3 years.
Gelonghui November 13th | Leyard Optoelectronics (300296.SZ) stated at an investor relations event that the overseas proportion of the smart display sector is about 40%. Previously, the overseas expansion was mainly dominated by Planar, but Planar's positioning is high-end, with insufficient investment in the mid-to-low-end markets. It has not systematically expanded in the Asia, Africa, and Latin America regions. Therefore, starting from 2021, we have deployed our own team to take over the Asia, Africa, and Latin America markets, intensifying market promotion and product development efforts. The growth in recent years has been good; for the North American mid-to-low-end market, in the second half of this year, we have also begun to adopt a dual-brand strategy, achieving full coverage of the high, medium, and low-end markets through brand differentiation, the goal is to.
Leyard Optoelectronic (300296.SZ): Subsidiary Peking Virtual Dynamical Point is currently engaging in technical communication and cooperation with companies related to humanoid robots.
Gelonghui November 12th | leyard optoelectronic (300296.SZ) stated on the investor interaction platform that its wholly-owned subsidiary, Peking Virtual Moving Point, is currently in technical communication and cooperation with companies related to humanoid robots.
Leyard Optoelectronic (300296.SZ): provided a full set of command display systems and service support for the Jiuquan Satellite Launch Center
On November 12, Gelonhui leyard optoelectronic (300296.SZ) stated on the investor interaction platform that the company has provided a complete set of command display systems and service support for Jiuquan Satellite Launch Center.
leyard optoelectronic (300296.SZ): The products exported to North America are mainly produced by the factory in Slovakia.
Gelonghui November 1st | leyard optoelectronic (300296.SZ) stated on the investor interactive platform that the company has a factory in europe Slovakia. The products exported to North America are mainly produced by the Slovakia factory, with a small proportion of domestic exports and insignificant impact.
leyard optoelectronic (300296.SZ): Currently, the main purchases are external for Microchips.
Gelonghui November 1st| leyard optoelectronic(300296.SZ) stated on the investor interaction platform that currently, outsourcing is the main method for Microchip, while packaging and manufacturing are in-house production lines.
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