海康威视(002415) - 海康威视调研活动信息

Financial Performance - Gross margin rebounded in Q1 due to economic recovery, cost reduction in the supply chain, and focus on more profitable businesses [2] - The company aims to maintain stable gross margins in the long term, supported by its comprehensive competitiveness [2] - Personnel size has remained unchanged since Q3 2022, with lower year-on-year expense growth pressure expected in H2 2023 [2] Supply Chain and Risk Management - The company has built a diversified supply chain and maintains a high inventory strategy to ensure stability amid global uncertainties [3] - Geopolitical risks, public health events, and macroeconomic uncertainties have created a volatile operating environment over the past three years [3] Technological Competitiveness - The company's core technological competitiveness lies in multi-dimensional perception, AI, and big data [3] - In perception technology, the company has expanded capabilities beyond visible light to include infrared, millimeter wave, sound waves, X-rays, UV, temperature, humidity, and pressure [3] - The company is a leader in AI technology, with an AI open platform supporting non-standard scenarios and transitioning to Transformer architecture since 2021 [3] - Big data capabilities are continuously evolving through the integration of IoT and information networks, with ongoing development of industry-specific data models [3] Business Outlook - Despite macroeconomic challenges, the company sees opportunities in technology, products, and business lines [3] - The company remains confident in the long-term potential of digital transformation and expects better growth with China's economic restructuring and new macroeconomic cycles [4]