Group 1: Company Overview - Yidao Information is a smart electronic product and solution service provider focused on product definition and R&D design, aiming to make cutting-edge technology more accessible [2] - The subsidiary Yijing Virtual, established in 2015, specializes in XR product research and development, becoming a comprehensive provider of spatial computing products and solutions over 9 years [2] - Yijing Virtual has achieved mainstream industry technology levels in AR/VR, offering complete solutions from product definition to mass production [2] Group 2: Product Growth and Market Trends - The company's rugged smart terminal products are successfully applied in various sectors, including intelligent manufacturing, transportation, energy exploration, and public utilities, indicating a growing application landscape [3] - In the first half of 2024, the PC and tablet business accounted for approximately 72.8% of total revenue, making it the largest revenue segment for the company [3] - Major clients include global leading brands such as Medion, Unowhy, Positive, and Transsion, highlighting the company's strong market presence [3] Group 3: AI Technology Development - Yidao Research Institute focuses on AI, perception technology, and spatial intelligence, supporting multiple AI product directions [3] - The company is developing AI-enabled products like AI computing centers and AI glasses, emphasizing the importance of AI integration in new product categories [3] - Yidao's self-developed AIGC software assistant utilizes a large language model trained on extensive third-party data, aiming to continuously upgrade AI technology in its products [3]
亿道信息(001314) - 2024年11月19日投资者关系活动记录表