Leyard Optoelectronic Co., Ltd. Just Missed Revenue By 11%: Here's What Analysts Think Will Happen Next
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Leyard Optoelectronic (300296.SZ) released its first-quarter results, with a net income of 76.5549 million yuan, a decrease of 24.37%.
Leyard Optoelectronic (300296.SZ) released its first quarter report for 2025, and the company's revenue was 16.64...
Leyard Optoelectronic: Summary of the 2024 Annual Report
Leyard Optoelectronic: 2024 Annual Report
Leyard Optoelectronic: 2025 First Quarter Report
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Zhongtai Securities: Multiple resonances from policy, industry, and technology will usher in the era of mass production of Siasun Robot&Automation in 2025.
Zhongtai released a Research Reports stating that in terms of policy, "embodied intelligence" has been included in the government work report for the first time, with a high level of importance placed on the strategic level.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
The One-year Decline in Earnings Might Be Taking Its Toll on Leyard Optoelectronic (SZSE:300296) Shareholders as Stock Falls 9.1% Over the Past Week
Leyard Optoelectronic (300296.SZ): Products have not yet been used in mobile phones.
Gelonghui, March 25丨Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the company's products have not yet been used in mobile phones.
Leyard Optoelectronic (300296.SZ): The Songyan Power NOETIX N2 and E1 series Siasun Robot&Automation products are about to be fully mass-produced.
On March 20, GELONGHUI reported that Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the Siasun Robot&Automation empowered by virtual motion has made further breakthroughs in action performance—unlocking continuous somersault skills. The Siasun Robot&Automation NOETIX N2 and E1 series robots are about to enter full production.
Leyard Optoelectronic (300296.SZ): Actively laying out emerging fields such as AI and embodied intelligence.
On March 19, Glonghui reported that Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the company's strategic goal mainly focuses on the innovation and application expansion of Led & Optoelectronics display technology, aiming to become a Global leader in audiovisual Technology. Through continuous investment in research and development, product performance and quality are improved, reinforcing the market leadership position. At the same time, actively laying out in emerging fields such as AI and Asia Vets to build a diversified product matrix. Customer demand is the orientation, providing customized solutions to achieve sustainable development.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Leyard Optoelectronic (300296.SZ): A total of 0.22% of shares have been repurchased.
On March 3, Gelonghui reported that Leyard Optoelectronic (300296.SZ) announced that as of February 28, 2025, the company has repurchased a total of 6,083,800 shares through a special securities repurchase account using centralized bidding, accounting for 0.22% of the company's current total equity, with a maximum fill price of 6.42 yuan/share, a minimum fill price of 3.94 yuan/share, and a total amount of 30,018,374.40 yuan (including transaction fees).
Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
Leyard Optoelectronic (300296.SZ): Actively promoting the application of various top domestic and international large model technologies such as DeepSeek.
On February 26, Glonghui reported that Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the company is actively promoting the application of various top domestic and international large model technologies such as DeepSeek. The subsidiary's virtual dynamic action large model LYDIA has deeply integrated with DeepSeek, and LYDIA's ability to recognize, perceive, understand, and generate spatial action data has been further upgraded, especially in terms of action accuracy and effectiveness. By integrating with the AI large model, the Leyard Optoelectronic leading visual platform has further enhanced its intelligent image generation capabilities, and the self-developed AI customer service generative model can provide clients with.
Leyard Optoelectronic (300296.SZ): has completed multiple indoor and outdoor dome projects.
On February 21, Gelonghui reported that Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that the company has rich experience in the development and implementation of dome-type project applications. It has completed multiple indoor and outdoor dome projects, including various technical forms such as point light sources, grating screens, and irregular panels, involving Technology, cultural Entertainment, exhibitions, and other fields.
Leyard Optoelectronic (300296.SZ): The subsidiary has accumulated multiple core algorithm technologies for virtual dynamic points, providing motion data and algorithm support for humanoid robots.
On February 21, Glonghui reported that Leyard Optoelectronic (300296.SZ) stated on the investor interaction platform that its subsidiary, Virtual Motion, has accumulated several core algorithm technologies over the years, including OptiTrack optical positioning calculation, LydCap markerless point recognition calculation, and the LYDIA action large model. These technologies can provide action data and algorithm support for embodied intelligence, especially for humanoid robots. The company has built up a wealth of technological advantages, enabling it to provide an intelligent 'brain' for the movement performance of humanoid robots, aiming to empower partners to create better robots.
Grok 3 accepts training on synthetic data. The synthetic data Industry shows great value potential.
① It is reported that Grok 3 has been trained on synthetic data, allowing it to review this data to achieve logical consistency. ② Currently, synthetic data is demonstrating tremendous value potential in the age of AIGC and is widely applied across various industries in the field of AI, showcasing the empowering effect of "AI +".