Core Viewpoint - The company, Siwei Tuxin, has officially upgraded its brand to SEEWAY.AI, marking a significant transition from being a "map provider" to an "AI-driven" entity, emphasizing its commitment to AI-centric solutions in the intelligent driving sector [1][19]. Group 1: Brand and Strategic Transition - The brand upgrade to SEEWAY.AI signifies a shift towards AI as the core of the company's offerings, aiming to provide integrated solutions for cabin and driving collaboration [1][19]. - The transition from "map provider" to "car provider" and now to "AI provider" reflects the evolution of the company in line with the broader trends in the automotive industry [3][5]. Group 2: Industry Insights and Trends - The automotive industry is shifting from "price competition" to "value competition," with a focus on high cost-performance ratios and compliance with national standards [2]. - Safety is becoming a fundamental prerequisite for innovation, transitioning from a cost burden to a qualification for global market entry [2]. Group 3: Product Development and Market Position - The company has achieved significant milestones in its advanced driving assistance systems (ADAS), with 5.85 million new orders covering over 20 mainstream automakers and 100 models, positioning itself as a leader in the industry [7]. - The PhiGo Pro solution offers comprehensive coverage for both highways and urban areas, integrating multiple driving assistance functions while maintaining high safety and reliability [9]. Group 4: Global Expansion and Localization - The company’s intelligent cockpit solutions have been deployed in over 100 countries, with a shipment of over 5 million AC8015 chips, indicating a strong global presence [10][12]. - The strategy of "hardware compatibility globally + localized experience" addresses regional adaptation challenges faced by automakers in international markets [14]. Group 5: Technological Advancements - The company has achieved a significant milestone with its semiconductor products, with both SoC and MCU shipments exceeding 100 million units, showcasing its capabilities in the domestic automotive chip market [15][17]. - The high-precision positioning services cover over 80 countries, with a rapid delivery capability of 3 to 6 months, enhancing the company's competitive edge in global positioning services [18][19].

Core Insights - On October 23, 2023, Siwei Tuxin's stock rose by 0.97% with a trading volume of 633 million yuan [1] - The company reported a financing buy-in of 54.56 million yuan and a financing repayment of 60.20 million yuan, resulting in a net financing outflow of 5.65 million yuan on the same day [1] - As of October 23, the total balance of margin trading for Siwei Tuxin was 1.296 billion yuan [1] Financing Summary - On October 23, Siwei Tuxin had a financing buy-in of 54.56 million yuan, with a current financing balance of 1.291 billion yuan, accounting for 5.81% of its market capitalization [1] - The financing balance is below the 50th percentile level over the past year, indicating a relatively low position [1] Securities Lending Summary - On October 23, Siwei Tuxin repaid 14,600 shares in securities lending and sold 110,300 shares, amounting to a selling value of 1.0346 million yuan based on the closing price [1] - The remaining securities lending volume was 503,100 shares, with a balance of 4.7191 million yuan, which is above the 70th percentile level over the past year, indicating a relatively high position [1] Company Overview - Siwei Tuxin Technology Co., Ltd. was established on December 3, 2002, and listed on May 18, 2010 [1] - The company's main business segments include Smart Cloud (71.84% of revenue), Smart Chip (14.73%), Smart Cabin (6.70%), Smart Driving (4.38%), and Others (2.34%) [1] Shareholder Information - As of June 30, 2025, Siwei Tuxin had 206,800 shareholders, a decrease of 5.25% from the previous period [2] - The average number of circulating shares per shareholder increased by 5.56% to 11,391 shares [2] - The company reported a revenue of 1.761 billion yuan for the first half of 2025, a year-on-year increase of 5.62%, while the net profit attributable to shareholders was -311 million yuan, a year-on-year increase of 12.68% [2] Dividend Information - Siwei Tuxin has distributed a total of 459 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder with 31.1955 million shares, an increase of 14.9894 million shares from the previous period [2] - Southern CSI 1000 ETF held 21.8947 million shares, an increase of 4.1211 million shares [2] - E Fund CSI Artificial Intelligence Theme ETF held 20.3492 million shares, an increase of 263,600 shares, while Huaxia CSI 1000 ETF entered as a new shareholder with 12.9154 million shares [2]

Domestic News - The Ministry of Commerce issued a notice regarding the distribution of a questionnaire for the anti-dumping investigation of related analog chips, which began on September 13, 2025, targeting imports from the United States [2] - Guangzhou's government aims to expand automotive consumption scenarios and support the large-scale development of the used car market as part of its consumption promotion plan [3] - From January to September 2025, the top ten automotive companies sold a total of 20.431 million vehicles, accounting for 83.9% of total automotive sales, with Dongfeng and GAC experiencing a decline in sales compared to the previous year [4] International News - The German Automotive Industry Association warned that the dispute over Nexperia, a semiconductor manufacturer, between China and the Netherlands could severely disrupt automotive production if unresolved [5] - France and Spain urged the EU to maintain the 2035 ban on the sale of internal combustion engine vehicles, emphasizing the importance of achieving zero emissions from vehicles by that date [5] Company News - Tesla is recalling 12,963 vehicles in the U.S. due to a potential loss of driving power caused by battery contactor failure [7] - Honor and BYD signed a strategic cooperation agreement to collaborate on technology and ecosystem development [8] - SAIC Volkswagen partnered with Neura Robotics to develop cognitive robotic systems aimed at enhancing production efficiency in automotive manufacturing [9] - Geely established a new company with a registered capital of 1 billion yuan, focusing on engineering research and battery manufacturing [10] - FAW Jiefang and Guoxuan High-Tech are seeking closer strategic cooperation to promote green transformation in China's commercial vehicle sector [11] - Jiangling Motors reported a net profit of 16.406 million yuan for Q3, a 93.94% year-on-year decline, with total revenue for the first three quarters down 1.59% [12] - Four-dimensional Map New announced it secured 5.85 million new intelligent driving solutions from 2024 to the first half of 2025, covering over 20 mainstream automakers [13]

Robotics - Dongfang Electric Heat has sent samples of electronic skin to leading robotics companies [1] - Hongjing Optoelectronics has initiated research and development on humanoid robots and has sent samples [1] - Baolong Technology plans to gradually invest resources to expand its business in the robotics field [1] Deep Earth Economy - Boying Special Welding's anti-corrosion and anti-wear welding technology can be applied to oil pipelines in deep earth oil and gas transportation [1] - Baotailong's coal and graphite resources are currently not classified under the "deep earth economy" category [1] Consumer Electronics - Longli Technology's LIPO technology products have achieved mass production in projects such as wristbands and mobile phones [1] Charging and Swapping - Green Energy Smart Charging has technical and business cooperation with CATL in the charging and swapping business [1] - Dazhong Transportation has not yet engaged in the charging and swapping business [1] Other Developments - Huagong Technology has seen bulk shipments of 400G/800G optical modules from overseas equipment and channel vendors [1] - Lingyi Zhi Zao has made bulk shipments of cooling modules for international clients such as AMD [1] - Farah Electronics' capacitors are used in ultra-high voltage transmission and transformation applications [1] - Huate Gas has supplied a small quantity of electronic specialty gases to Xinkai, with a minor business proportion [1] - Benchuan Intelligent's high-end PCB products have achieved small batch applications in CPO-related projects [1] - Fangda Special Steel has not yet collaborated with Huawei on "digital twin" projects related to blast furnaces [1] - Hengdian East Magnetic focuses its energy storage business on household storage, with a small portion of shipments in the European market [1] - Siwei Tuxin and Jianzhizhi Robot have collectively secured 5.85 million sets of intelligent driving solutions from 2024 to the first half of 2025 [1] - iFlytek maintains a good cooperation with Moore Threads in the field of artificial intelligence [1]

Core Viewpoint - The collaboration between Siwei Tuxin and Jianzhi Robotics has resulted in the acquisition of 5.85 million sets of intelligent driving solutions, covering over 20 major automotive manufacturers and more than 100 designated models, indicating a significant expansion in the intelligent driving industry [1][3]. Group 1: Company Developments - Siwei Tuxin has established a comprehensive layout in key areas such as automotive-grade chips, high-precision maps, high-precision positioning, data compliance, and algorithms, enabling the integration of hardware and software solutions [3]. - The company has deepened its focus on the automotive intelligence sector by investing in various enterprises, forming a complete industrial chain that spans "chips—maps—algorithms—data—cockpits—vehicle-road cloud" [3]. - The joint designated scale with Jianzhi Robotics reflects the accelerating trend of the intelligent driving industry, with increasing penetration of intelligent driving technology in passenger vehicles [3]. Group 2: Market Potential - Industry analysts believe that Siwei Tuxin has high growth potential due to its focus on intelligent driving, automotive-grade chips, and map data [3]. - As the process of automotive intelligence accelerates, breakthroughs in the high-level intelligent driving solution market are anticipated for the company [3].

Core Viewpoint - The company, Siwei Tuxin, is focusing on the automotive electronics chip sector, with its subsidiary, Jiefa Technology, achieving stable mass production of its two main product lines, SoC and MCU, which have all passed automotive-grade certification [1] Group 1 - The company is advancing in the integration of intelligent cockpits and L2+ level assisted driving functions [1] - The company aims to promote mass production and domestic substitution of mid-to-high-end automotive-grade chips in various scenarios, including power chassis, domain controllers, and new energy three-electric systems [1]

Core Viewpoint - The company, Four-dimensional Map New Technology Co., Ltd. (四维图新), confirmed on October 22 that it strictly adheres to information disclosure regulations and does not have any undisclosed information that should be disclosed [1] Group 1 - The company responded to investor inquiries on its interactive platform [1] - The company emphasizes its compliance with information disclosure obligations [1] - There are no undisclosed materials that the company is required to disclose [1]

Core Insights - The company Siwei Tuxin (四维图新) announced on October 22 that it, along with Jianzhizhi Robotics, has secured a total of 5.85 million sets of intelligent driving solutions for the period from 2024 to the first half of 2025, covering over 20 mainstream automotive manufacturers and more than 100 designated vehicle models [1] Group 1 - The collaboration between Siwei Tuxin and Jianzhizhi Robotics indicates a significant expansion in the intelligent driving solutions market [1] - The acquisition of 5.85 million sets of solutions reflects strong demand and potential growth in the automotive technology sector [1] - The coverage of over 20 major car manufacturers and 100 vehicle models highlights the broad applicability and acceptance of the intelligent driving technology [1]

Group 1 - The company, 4D Map, will disclose its Q3 financial report on October 29 [2] - The stock price has been declining despite a general market uptrend, raising concerns among investors about the company's performance [2] - Investors are advised to consider various factors affecting stock prices and to be aware of investment risks [2]

一、董事会会议召开情况 北京四维图新科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 16 日以电子邮件及电话通知的方式向公司全体董事、监事及有关人员 发出了《关于召开公司第六届董事会第十三次会议的通知》。2025 年 10 月 20 日公司第六届董事会第十三次会议（以下简称"本次会议"）以非现 场会议方式召开。本次会议应出席董事 9 名，实际出席董事 9 名。会议 由公司董事长张鹏先生主持，监事、高级管理人员列席了本次会议。本 次会议的召开符合有关法律、行政法规、部门规章和《北京四维图新科 技股份有限公司章程》的有关规定，会议合法、有效。 证券代码：002405 证券简称：四维图新 公告编号：2025-068 北京四维图新科技股份有限公司 第六届董事会第十三次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 （主任委员、独立董事）、刘伯年先生组成第六届董事会审计委员会。任 期与第六届董事会任期一致。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 三、备查文件 1、第六届董事会第十三次会议决议。 特此公告。 北京四维图新科技 ...