Recently, Leyard Optoelectronics hosted its third-quarter earnings call. During the session, key executives from the company revealed that, as of September 30, 2025, the company's overseas revenue had experienced a remarkable year-on-year doubling.

At present, Leyard Optoelectronics' primary production facilities are situated in Suzhou and Japan. The Japanese operations are mainly dedicated to manufacturing high-end cameras, capitalizing on Japan's advantageous position within the optical industry chain to better cater to the international market. Moving forward, the company is committed to furthering its business internationalization efforts. It aims to serve top-tier clients across diverse industries worldwide, while fully harnessing JAI's synergistic effects in internationalization to expedite overseas revenue growth.

Currently, Leyard Optoelectronics has strategically positioned itself in the fields of industrial intelligent manufacturing, embodied intelligence, and optical communication.

In the realm of industrial intelligent manufacturing, the company leverages the power of 'vision + AI' to continuously enhance its technological capabilities and product portfolio. It has launched intelligent upgrade products across a wide range of sectors, including consumer electronics, new display technologies, new energy, semiconductors, and printing. This has resulted in year-on-year growth across various industries.

According to publicly available information, the company holds a top-three market share in the consumer electronics vision system sector. Its clientele includes industry leaders such as Apple, Foxconn, CATL, and BOE. In the new energy sector, the company provides battery inspection solutions for CATL and other prominent players.

In the field of embodied intelligence, the company utilizes FZMotion to offer multi-modal motion capture and factory exit indicator detection services for humanoid robots. This technology holds immense potential for future applications.

Through its proprietary robot skeletal redirection algorithm and reinforcement learning simulation training, the company significantly enhances the learning efficiency of humanoid robots. The FZMotion motion capture system effectively aids in pre-production indicator testing and motion consistency evaluation for mass-produced robots, acting as a pre-production quality control measure. Relying on its motion capture system, the company has pioneered an innovative solution for embodied intelligence applications, following the 'perception-decision-action' paradigm. This solution achieves precise perception through sub-millimeter optical motion capture technology and force-touch multimodal data synchronization, substantially improving data accuracy.

At present, the company's optical motion capture system for humanoid robots has been adopted by multiple domestic robot manufacturers and data collection centers across various regions.

In the optical communication sector, the company represents and introduces cutting-edge optical communication products and solutions, such as OCS all-optical switching and PWB photonic wire bonding.

In its optical communication business, the company represents Polatis's OCS all-optical switching products and has made strategic investments in Singularity Photonics, preemptively laying the groundwork for OIO. As core components of reconfigurable data center networks, OCS and OIO offer numerous advantages, including topology reconstruction for shared training-inference-storage, enhanced cluster performance, millisecond-level optical path self-healing, and seamless rate generational upgrades. These features facilitate the transition of intelligent computing centers from 'electrical interconnectivity' to 'optical interconnectivity.' Currently, the company's related products and solutions are in the early stages of market adoption.

In terms of corporate collaboration, Leyard Optoelectronics is a shareholder and strategic partner of Zhipu Huazhang. The two entities are actively engaged in fusion innovation within the 'large models + industries' domain. To date, they have successfully deployed applications in multiple key scenarios, including industrial and digital human applications.

In the industrial sector, the two parties collaborate on industrial big data and intelligent factory management. They promote the deep integration of large model technology and knowledge graphs to effectively elevate the intelligent level of equipment health management and assist industrial equipment in achieving cost reductions and efficiency gains.

In the realm of digital human applications, the AIGC sign language digital human, jointly developed by both parties, has been commercially utilized in broadcasts of major events such as the Winter Olympics and the World Cup. The jointly constructed digital intelligence e-commerce live streaming platform now spans multiple platforms, including JD.com, Taobao, and Vipshop. It serves thousands of brand merchants and tens of thousands of store live streaming rooms, driving AI-powered content production and consumption scenario transformations.

According to Leyard Optoelectronics' Q3 2025 report, in the first three quarters of this year, the company's main business revenue reached RMB 2.127 billion, marking a 34.3% year-on-year increase. Net profit attributable to shareholders was RMB 133 million, up 18.46% year-on-year, while net profit excluding non-recurring items was RMB 112 million, a 33.97% year-on-year rise. Specifically, in Q3 2025, the company's revenue was RMB 759 million, a 53.12% year-on-year surge. Net profit attributable to shareholders was RMB 36.585 million, up 47.97% year-on-year, and net profit excluding non-recurring items was RMB 31.0945 million, a remarkable 177.03% year-on-year increase.

The company attributed the performance changes primarily to its focus on 'AI + vision' in the first three quarters of 2025. This focus empowered multi-industry intelligent manufacturing and embodied intelligence application scenarios, yielding significant progress in product layouts and market expansion, along with a continuously improving business structure. The AI capabilities of the company's products continued to strengthen, achieving increased market penetration in intelligent manufacturing and embodied intelligence fields. Additionally, the company made a solid foray into AI-driven next-generation communication and computing products, laying a strong foundation for future growth.