格隆汇1月8日丨利亚德(300296.SZ)在投资者互动平台表示，目前暂未涉及脑机接口相关研发。 ...

利亚德（300296.SZ）1月8日在投资者互动平台表示，目前暂未涉及脑机接口相关研发。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司在脑机接口或人脑工程方面有相关研究或合作或 应用吗？ ...

Market Performance - The primary economic sector increased by 0.86% compared to the previous trading day, with Lansheng Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Top Gainers - Lansheng Co., Ltd. (600826) closed at 11.59, with a rise of 9.96% and a trading volume of 155,000 shares, totaling a transaction value of 179 million [1] - Insai Group (300781) closed at 36.95, increasing by 6.24% with a trading volume of 148,500 shares, amounting to 536 million [1] - Zhidema (300785) closed at 45.82, up 4.56% with a trading volume of 363,900 shares, totaling 1.635 billion [1] Top Losers - Renfujing (600859) closed at 15.00, down 3.41% with a trading volume of 591,700 shares, totaling 891 million [2] - Zhongxing Commercial (000715) closed at 6.19, decreasing by 1.59% with a trading volume of 186,400 shares, amounting to 11.6 million [2] - Dafu Industry (603081) closed at 13.91, down 0.86% with a trading volume of 64,500 shares, totaling 89.69 million [2] Capital Flow - The primary economic sector experienced a net outflow of 31.67 million from main funds, while retail investors saw a net inflow of 71.43 million [2] - The main funds showed a significant outflow from Lansheng Co., Ltd. and Insai Group, while retail investors contributed positively to the capital flow [3] Individual Stock Analysis - Lansheng Co., Ltd. had a net inflow of 57.64 million from main funds, but saw outflows from both speculative and retail investors [3] - Insai Group experienced a net inflow of 39.60 million from main funds, with outflows from speculative investors [3] - Wanda Film (002739) had a net inflow of 35.46 million from main funds, while speculative funds showed a significant outflow [3]

利亚德（300296）集团产品经理孙铮表示，利亚德集团的愿景就是提升人类的视觉体验，虽然目前经济 形势虽然比较复杂多变，公司还是采取了稳健的经营策略，同时非常关注产品的研发和技术的创新，相 信稳健加技术创新的战略会推动企业更加良性的发展。 ...

Core Viewpoint - The company emphasizes the need for technological advancements and scenario-based innovations to address severe market homogenization and international competition [1] Group 1 - The company identifies a requirement for higher-level technologies to be developed [1] - The current market is characterized by significant homogenization, necessitating innovative approaches [1] - The introduction of differentiated products and services is crucial for maintaining a competitive edge, compelling competitors to keep pace [1]

Core Viewpoint - The company, Liard (300296), has successfully applied its core Optitrack optical motion capture technology in the humanoid robotics and embodied intelligence sectors, providing a comprehensive solution from data collection and processing to simulation and real machine training [1] Group 1: Technology and Applications - The technology has expanded to include capabilities such as Lydia motion large models, markerless capture, and "optical + inertial" fusion [1] - Liard has served multiple leading robotics manufacturers and is set to provide event support for the 2025 World Humanoid Robot Sports Competition [1] Group 2: Partnerships and Projects - The company is collaborating with various local governments and manufacturers to create robot training facilities [1]

Group 1 - The core viewpoint of the news is that Liard's stock has shown a slight increase of 1.12%, reaching a price of 6.34 CNY per share, with a trading volume of 235 million CNY and a turnover rate of 1.65%, resulting in a total market capitalization of 17.194 billion CNY [1] - Liard Optoelectronics Co., Ltd. is located in Haidian District, Beijing, and was established on August 21, 1995. The company was listed on March 15, 2012, and its main business involves the development of LED display technology and the production and service of LED display products [1] - The revenue composition of Liard's main business includes: 87.45% from smart displays, 8.11% from cultural tourism night tours, 4.22% from AI and spatial computing, and 0.22% from other supplementary sources [1] Group 2 - From the perspective of fund holdings, one fund under Shenwan Hongyuan has a significant position in Liard, with the Shenwan Hongyuan Quantitative Small Cap Stock (LOF) A (163110) holding 481,200 shares, accounting for 0.89% of the fund's net value, making it the second-largest holding [2] - The Shenwan Hongyuan Quantitative Small Cap Stock (LOF) A (163110) was established on June 16, 2011, with a latest scale of 343 million CNY. Year-to-date returns are 28.43%, ranking 1958 out of 4189 in its category; the one-year return is 25.36%, ranking 2017 out of 4188; and since inception, the return is 308.47% [2] - The fund manager of Shenwan Hongyuan Quantitative Small Cap Stock (LOF) A is Xia Xiangquan, who has been in the position for 5 years and 73 days, with total assets under management of 577 million CNY. The best fund return during his tenure is 28.36%, while the worst is -26.61% [2]

Group 1 - The core viewpoint of the news is that Liard's stock has shown a slight increase, with a current price of 6.34 yuan per share and a market capitalization of 17.194 billion yuan [1] - Liard Optoelectronics Co., Ltd. is based in Haidian District, Beijing, and was established on August 21, 1995, with its IPO on March 15, 2012 [1] - The company's main business involves the development of LED display technology and the production and service of LED display products, with revenue composition as follows: smart displays 87.45%, cultural tourism night tours 8.11%, AI and spatial computing 4.22%, and others 0.22% [1] Group 2 - From the perspective of fund holdings, Penghua Fund has one fund heavily invested in Liard, specifically the Penghua CSI 1000 Index Enhanced A (016785), which held 2.6251 million shares, accounting for 0.82% of the fund's net value [2] - The fund has achieved a year-to-date return of 44.5%, ranking 888 out of 4189 in its category, and a one-year return of 40.69%, ranking 898 out of 4188 [2] - The fund manager, Su Junjie, has a tenure of 7 years and 337 days, with a total asset scale of 24.924 billion yuan, achieving a best return of 86.7% during his tenure [2]

Core Insights - Chinese enterprises are accelerating their globalization efforts, transitioning in foreign trade towards quality, efficiency, and innovation-driven models [1] - Beijing is emerging as an international technology innovation center, enhancing competitiveness in smart technology, green trade, and digital services through institutional innovation and reform [1][2] - The number of unicorn companies in China has reached 409, accounting for nearly 30% of the global total, with Beijing housing 115 of these, valued at $594.9 billion [1] Group 1: Globalization Strategies - Beijing enterprises are shifting from "product output" to "ecosystem output," exemplified by Xiaomi's integration of hardware, software, and services in overseas markets [1] - JD Group is exporting its mature supply chain and logistics solutions to assist in the digital transformation of local businesses in Southeast Asia, showcasing the global empowerment value of the "Chinese supply chain ecosystem" [1] - Liard has expanded its overseas business significantly, with a 40% year-on-year growth in its overseas smart display business in the first half of 2022 [5][6] Group 2: Ecosystem Development - Liard's global strategy has evolved from "China screen" to "world window," with a focus on project, brand, and ecosystem exports [6] - Kunlun Wanwei has successfully entered overseas markets through a matrix of gaming and social applications, now focusing on artificial intelligence to build a global AI ecosystem [6] - Fourth Paradigm is establishing an industry AI application ecosystem globally, following a path of technology validation and benchmark establishment [7] Group 3: Policy and Future Outlook - The Beijing Municipal Economic and Information Bureau aims to establish a comprehensive service system for enterprises going abroad by 2028, linking over 100 international organizations and establishing 20 overseas service stations [9] - The dual drive of policy support and platform ecosystem will enable Beijing enterprises to expand into global markets more robustly and efficiently, enhancing both the quantity and quality of outbound enterprises [10] - The evolution of Beijing enterprises' globalization strategies reflects a transition from "borrowing boats to go to sea" to "building ships for long voyages," embedding technology standards and business models into the global value chain [10]

Group 1 - The core viewpoint emphasizes the need for companies to innovate and differentiate their products and services in response to severe market homogenization and international competition [4][6]. - Liard Group's product director, Sun Zheng, highlights the importance of scenario-based innovation to lead the industry amidst intense competition [4][6]. Group 2 - The "14th Five-Year Plan" period is identified as a crucial time for China to achieve socialist modernization, emphasizing the need for open cooperation and mutual benefits [6]. - The plan suggests that higher standards and deeper cooperation are essential to tackle challenges and gain strategic advantages [6].