Zhitong Financial APP learned that 300296.SZ said in a survey on October 26thThere is a big decline in the company's night tour business.Mainly due to the impact of the general environment on the implementation of the night tour project and the recognition of revenue, as well as the weakening of government investment in this area in the past two years, and the support policy has not been implemented, so the company has abandoned some projects that are prone to the risk of accounts receivable. In addition, the company has also been helping several lighting companies to make a transformation in terms of literature and travel in recent years. In the VR business, the demand for NP's optical motion capture technology and products has been increasing since last year. After September this yearThe supply chain problem of NP has been solved one after another.The growth rate of the whole virtual reality sector of the company increased in the third quarter.The turnaround rate of the company's Micro LED is 99.995%, and the improvement of efficiency can also save the cost of the manufacturing process. The company believes that the trend of cost reduction in the future is relatively obvious.

In terms of production, the small gap products sold in Europe and the United States come from European factories; the products from Asia, Africa and Latin America come from domestic factories. At present, the company has three factories in China, respectively in Beijing, Shenzhen and Hunan. The three factories are managed uniformly and allocated according to market customer demand, product variety, geographical location and so on.

With regard to Micro LED, the company believes that the trend of cost reduction in the future is relatively obvious. From the chip side, becauseMicro uses a chip with a unilateral distance of less than 100um.If the chip end forms a large-scale effect, its cost will be greatly reduced. Meanwhile,The company's turnaround rate has increased from 98.9% to 99.995%.Relatively speaking, it is relatively high, and the improvement of efficiency can also save the cost of the process. At present, the substrate used by the company is PCB board or BT board, and the cost proportion is still relatively high.It is hoped that glass substrate can be used instead of glass substrate in the future.The company is also cooperating with the panel factory in research and development. The other direction isThe technology of quantum dotsThe NPQD ®R1 Micro LED chip is jointly developed by the company and the invested Saphlux company, which can solve the problems of hot and cold effect, difficult to separate Bin, low efficiency, low yield and high cost of traditional chips to a great extent, and achieve better display effect.