Leyard: Focus on the development of robots and Micro LED

Leyard (300296) announced that on May 26, 2025, the company held an investor relations event, which was mainly conducted in the form of on-site visits and conference exchanges. During the event, Secretary to the Board Liu introduced the company’s business and answered questions from investors. The company's wholly-owned subsidiary Natural Point (NP)'s cooperation in the field of robotics has attracted attention. Although the specific partners cannot be disclosed due to confidentiality agreements, NP's OptiTrack products are considered to be core competitiveness and are widely used in many fields. In addition, the company's technology and products in the field of humanoid robots have also attracted discussion, mainly involving data processing, training services and algorithm development. The company adheres to the globalization strategy and has established market teams in Europe, America, Asia, Africa and Latin America, and the proportion of overseas revenue is increasing year by year. In 2024, revenue from Asia, Africa and Latin America will account for 34% of overseas smart display revenue, a year-on-year increase of nearly 40%. In the LED cinema market, the company has established a joint venture with China Film Group to focus on product research and development and market expansion. As of April 2025, more than 20 projects have been signed across the country. Regarding Micro LED, its proportion in the company's display segment revenue has increased year by year in recent years, reaching approximately 14% in 2024. The company plans to continue to expand the market promotion and production capacity of Micro LED, which is expected to become an important driver of growth in the future.Throughout the event, the company strictly followed relevant regulations and no major undisclosed information was leaked. In the first quarter of 2025, Leyard achieved revenue of 1.664 billion yuan and net profit attributable to the parent company of 76.55 million yuan.