Group 1 - Beijing Lier High Temperature Materials Co., Ltd. has signed a strategic cooperation agreement with Shanghai SenseTime Technology Co., Ltd. and Hangzhou Xiwang Chip Technology Co., Ltd. to explore AI computing collaboration and the development of industrial manufacturing and decision-making AI vertical models [1] - The revenue composition for Beijing Lier in the first half of 2025 is 72.6% from the refractory materials industry and 27.4% from the magnesite mining industry [1] - As of the report date, Beijing Lier has a market capitalization of 9.3 billion yuan [1]

Core Viewpoint - Beijing Lier High Temperature Materials Co., Ltd. has signed a strategic cooperation agreement with SenseTime and Horizon Robotics to explore AI computing power collaboration and the development of industrial manufacturing and decision-making AI vertical models [1] Group 1 - The strategic cooperation aims to research and explore AI computing power collaboration [1] - The partnership will focus on the development and application of industrial manufacturing and decision-making AI vertical models [1] - The agreement includes the development and promotion of related intelligent agents [1]

Core Viewpoint - Beijing Lier (002392.SZ) has signed a strategic cooperation agreement with SenseTime and Hangzhou Xiwang Chip Technology Co., Ltd. to explore AI computing power collaboration and the development of industrial manufacturing and decision-making AI vertical models [1][2] Group 1 - The agreement aims to jointly research and explore strategic cooperation in AI computing power, industrial manufacturing, and decision-making AI vertical model development [1] - The three parties will promote the sales and application of Xiwang's AI chips across various fields, focusing on the already mass-produced S1, S2, and the upcoming S3 inference chips [1] - The collaboration will leverage Beijing Lier's strong customer relationships to advance the use of AI chips in steel companies' AI data center businesses [1]

Core Viewpoint - The company Beijing Lier has signed a strategic cooperation agreement with SenseTime and Horizon Robotics to explore AI computing power collaboration and the development of industrial manufacturing and decision-making AI models [1] Group 1: Strategic Cooperation - The agreement involves joint research and exploration in AI computing power, industrial manufacturing, and decision-making AI vertical models [1] - The collaboration also includes the development and promotion of related intelligent agents [1] Group 2: Market Context - The business area targeted by this cooperation is a new venture for the company, indicating that the market is not yet mature [1] - There is uncertainty regarding downstream demand in this emerging market [1]

证券代码：002392 证券简称：北京利尔 公告编号：2025-040 北京利尔高温材料股份有限公司 关于签署战略合作协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次合作的业务是公司拟开展的新业务，该业务领域市场尚未成熟，下 游需求存在不确定性，公司在该业务领域技术储备尚不充分，专业人员团队尚在 搭建中，后续对公司业绩的影响存在不确定性。 2、本次签署的战略合作协议属于框架性协议，具体合作内容、相关业务实 施进度等事宜尚存在不确定性，不会对公司当期业绩产生重大影响。 3、公司将根据协议后续进展情况，按照有关规定履行相应的信息披露义务。 敬请广大投资者谨慎决策，注意投资风险。 一、协议签署概况 近日，北京利尔高温材料股份有限公司（以下简称"公司"）与上海商汤智 能科技有限公司（以下简称"商汤科技"）、杭州曦望芯科智能科技有限公司（以 下简称"曦望"）签署《战略合作协议书》，拟共同研究和探索在 AI 算力合作、 工业制造与决策 AI 垂直模型的开发和应用以及相关智能体开发和推广等方面的 战略合作。 根据《深圳证券交易所股票上市规则》 ...

Core Viewpoint - Beijing Lier (002392.SZ) announced a strategic cooperation agreement with SenseTime and Horizon Robotics to explore AI computing power collaboration, development and application of industrial manufacturing and decision-making AI vertical models, and related intelligent agent development and promotion [1] Group 1 - The cooperation is a framework agreement, indicating that specific cooperation content and related business implementation progress remain uncertain [1] - The agreement is not expected to have a significant impact on the company's current performance [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Shanghai SenseTime Technology Co., Ltd. and Hangzhou Xiwang Chip Technology Co., Ltd. to explore AI computing power collaboration and the development of industrial manufacturing and decision-making AI vertical models [1] Group 1 - The cooperation aims to jointly research and develop AI computing power, industrial manufacturing, and decision-making AI models [1] - The agreement includes promoting the sales and application of AI chips and establishing a joint computing power business entity [1] - The agreement is a framework agreement and will not have a significant impact on the company's current performance; future performance impact will depend on the implementation of subsequent projects [1]

Market Overview - The renovation and building materials sector experienced a decline of 0.46% on September 4, with Beijing Lier leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the renovation and building materials sector included: - Donghe New Materials (Code: 839792) with a closing price of 13.79, up 3.14% [1] - Yashi Chuangneng (Code: 603378) with a closing price of 5.82, up 1.75% [1] - Sentai Co., Ltd. (Code: 301429) with a closing price of 19.02, up 1.60% [1] - Major decliners included: - Beijing Lier (Code: 002392) with a closing price of 7.85, down 5.88% [2] - Zhongqi New Materials (Code: 001212) with a closing price of 52.96, down 4.63% [2] - China Railway Assembly (Code: 300374) with a closing price of 16.85, down 1.63% [2] Capital Flow - The renovation and building materials sector saw a net outflow of 225 million yuan from institutional investors, while retail investors contributed a net inflow of 213 million yuan [2] - The sector's overall capital flow indicated a mixed sentiment, with institutional investors withdrawing funds while retail investors remained active [2][3] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Huali Co., Ltd. (Code: 603038) with a net inflow of 10.73 million yuan from institutional investors [3] - Fashilong (Code: 605318) with a net inflow of 5.50 million yuan from institutional investors [3] - Rabbit Baby (Code: 002043) with a net inflow of 2.64 million yuan from institutional investors [3]

Group 1 - The core business of Beijing Lier High Temperature Materials Co., Ltd. includes the production and sales of refractory materials for industries such as steel, non-ferrous metals, petrochemicals, and building materials, with a focus on providing comprehensive contracting services for high-temperature thermal kilns and equipment [2] - As of June 30, the company reported a revenue of 3.457 billion yuan, representing a year-on-year growth of 9.15%, and a net profit attributable to shareholders of 218 million yuan, with a year-on-year increase of 2.24% [2] - The company's stock price has increased by 74.27% year-to-date, with a recent 5-day increase of 2.90%, a 20-day increase of 21.04%, and a 60-day increase of 33.54% [1] Group 2 - The company has a shareholder base of 42,200 as of June 30, which is a decrease of 9.34% from the previous period, while the average circulating shares per person increased by 51.04% to 27,097 shares [2] - Beijing Lier has distributed a total of 445 million yuan in dividends since its A-share listing, with 154 million yuan distributed in the last three years [3] - The company operates in the building materials sector, specifically in the refractory materials sub-industry, and is associated with concepts such as small metals, solid-state batteries, chip concepts, AI chips, and new materials [2]

（编辑 任世碧） 证券日报网讯 9月3日晚间，北京利尔发布公告称，公司于2024年9月30日实施了首次回购股份。截至本 公告披露日，公司本次回购股份方案已实施完毕，公司累计通过回购专用证券账户以集中竞价交易方式 实施回购公司股份25，210，000股，约占公司目前总股本的2.12%。 ...