Zhouming Technology discloses details of investor research, and multi-line layout activates new grow

On February 10, Zhouming Technology released the latest investor activity survey form, which fully disclosed the company's latest progress in core areas such as display technology research and development, application scenario expansion and new business layout. The company made it clear that in the coming period, business growth will focus on relying on the coordinated advancement of the three core lines of technology upgrading, application innovation and LED+AI integrated development, continue to broaden the market boundaries of the display industry, cultivate new profit growth points, and promote enterprises to achieve high quality Sustainable development.

Double breakthroughs in technology and application, and scene coverage continues to expand. At the level of core technologies and application scenarios, Zhouming Technology has always focused on the Mini/Micro LED micro-pitch display track and made in-depth efforts. With the continuous optimization of semiconductor-level packaging processes, it has continuously broken through pixel density and Display performance industry constraints drive continuous upgrades of product performance. After years of technical accumulation, the company's Mini/Micro LED technology has formed significant advantages. From the launch of the first generation of mass production products in 2017, to now the fourth-generation UMini series has achieved mass production of a full series, successively breaking through flip chip, massive transfer, core technologies such as common cathode drive have now been able to achieve large-scale production of a full range of products such as P0.5, P0.7, and P0.9, and many technical indicators rank among the forefront of the industry.

With the maturity of technology, the company's product application scenarios have also been fully extended, from the traditional engineering display field to consumer-level scenarios such as small and medium-sized conference rooms and home theaters, achieving dual engineering + consumption scenario coverage. At the same time, benefiting from the rapid development of the digital content industry, the demand for emerging scenes such as XR virtual shooting, LED movie screens, naked-eye 3D, architectural decoration texture screens and creative commercial displays continues to rise. Zhouming Technology relies on its complete full-scene product matrix and Professional system solution capabilities to accurately grasp the structural growth opportunities in the creative display market and further enhance product market penetration.

Deeply cultivating the LED+AI strategy, To B and To C two-wheel drive Zhouming Technology has elevated the integrated development of LED+AI to the level of the company's core development strategy, clearly promoting To B and To C two-wheel drive models, and promoting AI technology and LED display scenes. In-depth integration to build a diversified development ecosystem. On the To B side, the company focuses on core industries such as government and enterprises, education, marketing, and culture and tourism. By joining high-quality partners in industries such as Intelligent Spectrum and Yuanke Vision, the company jointly builds an industry vertical AI model and creates AI display interaction, smart digital people, etc. Customized solutions help customers achieve digital transformation and upgrading, and enhance the value of industry services.

On the To C side, Zhouming Technology adopts a strategy of steady exploration and gradual advancement, continues to iterate AI end-side products based on existing products, and at the same time actively deploys consumer-level hardware fields such as AI learning companions and emotional companionship, and gradually improves consumer-side products. matrix. Through the implementation of terminal products and user data operation, a closed-loop system of terminal products-data accumulation-solution optimization is formed, which feeds back the upgrade iteration of To B-end industry solutions and realizes the coordinated development and mutual empowerment of two tracks.

The XR field continues to lead the way and application scenarios continue to expand. As an early planner in the XR virtual shooting field, Zhouming Technology has been deeply involved in this track for many years. Relying on the technology and resource advantages of its wholly-owned subsidiary Redio, it has built a strong market competitiveness. At present, Redio has built more than 100 XR virtual studios around the world, widely serving various customers such as studios and visual effects companies. With its excellent product performance and professional services, it has won international well-known companies such as Hollywood and Microsoft. The recognition and favor have established the company's leading position in the global XR virtual shooting field.

In the domestic market, Zhouming Technology has also accelerated the penetration of XR scenarios, established in-depth cooperation with iQiyi, Alibaba Entertainment and many universities to promote the large-scale application of XR technology in film and television production and teaching scenarios. At the same time, the company continues to expand the application boundary of XR technology and actively extends into emerging fields such as live broadcast, game development, and virtual exhibition halls, further enriching application scenarios and expanding market share. Industry insiders said that as the XR market demand continues to grow, the company's XR business is expected to maintain a steady development trend and further consolidate its leading position in this field.

Establish a systematic mechanism to calmly cope with the pressure of rising raw materials prices. In response to the current operating pressure brought by the rising prices of raw materials such as electronic components, Zhouming Technology has established a complete systematic response mechanism in advance to hedge the upward impact of costs through a multi-pronged approach. Ensure that the company's profitability is stable. On the one hand, relying on the company's leading position in the global LED display market, good market share and high-quality customer base, it has strong bargaining power in the upstream raw material procurement process and downstream price transmission process, which can effectively reduce the price increase of raw materials. Cost pressure.

On the other hand, through forward-looking inventory management strategies, based on accurate research and judgment on the industry cycle, the company completes strategic reserves of key raw materials in advance, scientifically plans safety inventory levels, effectively smoothes the impact of short-term raw material price fluctuations on production and operations, and ensures the supply chain. Safety and stability. At the same time, the company continues to optimize its business structure, accelerate the market expansion of high value-added products such as Mini/Micro LED and LED+AI, and promote the steady increase in the proportion of high value-added products. As the penetration rate of related businesses continues to increase, the company's overall gross profit structure is expected to continue to improve, further hedging the impact of rising raw material costs and ensuring the company's long-term profit stability.