Core Viewpoint - Suochen Technology has developed a virtual training platform that integrates its physical AI core system with multiple computational physics engine technologies, aiming to bridge the data barrier between the real and virtual worlds [1] Group 1 - The virtual training platform enables a complete workflow of "data collection - training - generation - evaluation," making robot training more economical, efficient, realistic, and simpler [1]

Core Viewpoint - The company focuses on physical AI, emphasizing multi-physical field simulation, physics-driven intelligent agent training, and industry-level applications, particularly in sectors like new energy batteries, embodied intelligence, and low-altitude economy [1] Group 1 - The company's physical AI is designed for virtual training applications [1] - The technology offers advantages such as autonomy, controllability, and safety customization [1]

证券日报网讯 1月27日，索辰科技在互动平台回答投资者提问时表示，公司积极关注半导体领域的仿真 分析与优化解决方案。与合见工软的合作进展和成果，若未来有相关重大合作或业务进展达到信息披露 标准，公司将严格按照法律法规要求予以披露。 （编辑 任世碧） ...

证券日报网讯1月15日，索辰科技在互动平台回答投资者提问时表示，公司的电磁仿真软件是公司核心 的仿真产品之一，可用于模拟电磁波的传播、散射及耦合干扰等物理现象。该产品广泛适用于需要进行 复杂电磁场分析的各类工业研发设计场景，能够有效帮助客户缩短研发周期、降低实验成本。 ...

Core Viewpoint - The company, Suochen Technology, has acknowledged its inclusion in the U.S. Entity List and stated that it has independent intellectual property rights for its core technologies, with its main customers located within China. The company believes this situation does not significantly impact its current operations, financial status, or research activities [1]. Group 1 - The company is aware of its listing on the U.S. Entity List and is monitoring the situation closely [1]. - The company asserts that its core technologies are protected by independent intellectual property rights [1]. - The primary customer base of the company is concentrated in China, which mitigates potential impacts from the U.S. sanctions [1]. Group 2 - The company claims that the current situation does not pose a substantial adverse effect on its production, operations, financial condition, or research activities [1]. - The company will continue to assess risks and respond proactively to any developments related to the Entity List [1]. - The company emphasizes its commitment to comply with legal regulations regarding information disclosure [1].

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

Market Overview - A-shares exhibited mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, the ChiNext Index dropped 0.82%, and the Sci-Tech 50 Index rose 0.82% [1] - Total trading volume in the Shanghai and Shenzhen markets was approximately 2.83 trillion yuan, a decrease of about 55 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 20 stocks hitting the daily limit, including Qian Zhao Guang Dian and Pu Ni Ce Shi, which both reached the limit [3] - Notable performers included Jin Feng Ke Ji, which achieved a three-day limit increase, and Zhen Lei Ke Ji, which rose over 15% to reach a historical high [3] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept showed strong performance, with Ha Han Hua Tong rising over 12% and several other stocks, including China Nuclear Engineering and Aerospace Morning Light, hitting the daily limit [6] - Recent breakthroughs in controlled nuclear fusion technology were reported, with the EAST device confirming the existence of a density-free zone, providing important physical evidence for high-density operation [6][8] Industrial Software Sector - The industrial software concept gained traction, with Han De Information rising over 13% and Baoxin Software hitting the daily limit [9] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to strengthen the development of industrial software, indicating a supportive policy environment for the sector [11]

Core Viewpoint - The company, Suochen Technology, focuses on CAE products and physical AI products, which cater to complex product development and engineering innovation needs in sectors like aerospace [2] Group 1: Product Offerings - The core products of the company include CAE products and physical AI products [2] - These products cover various areas such as engineering simulation, intelligent physical modeling, multi-field coupling analysis, and data-driven optimization [2] Group 2: Market Application - The company's offerings are designed to meet the demands of complex product research and development, particularly in the aerospace and engineering technology innovation fields [2] Group 3: Information Disclosure - For specific details regarding orders, customers, and cooperation, the company advises stakeholders to refer to its periodic reports and announcements published in designated information disclosure media [2]

Core Viewpoint - The company, Suochen Technology, has indicated that its core products involve engineering simulation, intelligent physical modeling, multi-field coupling analysis, and data-driven optimization, catering to the needs of complex product development in aerospace and engineering innovation fields [2] Group 1 - The company has capabilities to extend the finite element method to address issues related to crack problems, specifically in the context of simulating space station window breakage [2] - As of now, the company has not yet realized any business related to simulating space station window breakage [2]

Core Viewpoint - The company plans to enhance its commercial aerospace business by integrating technology and market strategies following the acquisition of Kunyu Lancheng, leveraging its proprietary physical AI technology and CAE products for satellite target detection and aerospace engineering operations [1] Group 1 - The company aims to provide foundational technical support for Kunyu Lancheng's core businesses, including satellite target detection and situational awareness [1] - The integration is expected to fully unleash the synergistic effects between the two companies, enhancing their market competitiveness [1] - The focus will be on building a more competitive commercial aerospace business system through this strategic acquisition [1]