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Zhejiang Lante Optics (688127.SH): Will continue to pay close attention to the AR field.
Lante Optics (688127.SH) said during a recent meeting with institutional investors that the development of the AR/VR market in recent years has received widespread attention from consumers and investors. Among them, the rapid development of AI big models is also seen as capable of further empowering AR products, promoting the rapid development of related industries. At present, different optical waveguide technology solutions still have great development space, depending on the joint investment and diverse contributions of various manufacturers in the supply chain. The company has technical layouts in geometric optical waveguides, diffraction optical waveguides and other schemes, and has conducted cooperation with downstream customers.
Zhejiang Lante Optics (688127.SH): Micro-prism products in 2024 are expected to be applied to a wider range of terminal models and a new round of mass production has been launched.
On July 18th, Gelunhui reported that Zhejiang Lante Optics (688127.SH) recently stated during an institutional investor research meeting that its micro-prism products can maintain a slim design while achieving a longer optical zoom range through its unique optical design, providing better camera performance and photographic experience for end device models. In the year 2024, micro-prism products are expected to be applied to a wider range of terminal models, and downstream demand for the company's products is expected to continue growing. Currently, the company has initiated a new round of production-scale climbing. In terms of market share, the company always closely follows downstream demand, updates production plans in real time, and strives for high quality and high efficiency.
Zhejiang Lante Optics (688127.SH): The pace of the expansion project of the microlens industry base is in line with expectations.
Zhejiang Lante Optics (688127.SH) recently stated during a reception for institutional investors that the consumer electronics industry has obvious seasonal fluctuations due to factors such as new product releases. During the sales season, the strong demand in the terminal market often brings huge production capacity and lead time pressures to upstream supply chain manufacturers. In order to meet the increasing demand for high-precision micro-prisms in downstream markets and further improve peak production capacity, the company has planned to build the "Micro-prism Industrial Base Expansion Project." Currently, the project is progressing smoothly, and the progress is in line with expectations, and the construction goals can be achieved on time.
Zhejiang Lante Optics Co., Ltd. (SHSE:688127) Investors Are Less Pessimistic Than Expected
With a price-to-earnings (or "P/E") ratio of 37.1x Zhejiang Lante Optics Co., Ltd. (SHSE:688127) may be sending bearish signals at the moment, given that almost half of all companies in China have P/
China International Capital Corporation: Can Hong Kong's mobile phone chain maintain stability and achieve unexpected feats in the era of Apple's AI?
In the era of edge AI, Apple enters the field of edge AI innovation, which is expected to drive interaction innovation, function upgrades/appearance changes, and closed-source ecology resonance. Android manufacturers may follow suit, and from 2H24 to 2025, Apple and Android industry chains may enjoy mutual prosperity. Hong Kong stock mobile phone chain is expected to deeply participate in the wave of innovation.
2023 Annual Report (Revised Version)
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