（文章来源：每日经济新闻） 四维图新（002405.SZ）7月30日在投资者互动平台表示，公司今年持续收获订单，客户覆盖合资国际品 牌车企、自主品牌头部车企、新势力车企和明星独角兽公司等，不存在您所说的在多个招投标项目上屡 屡败给对手的情况。公司订单情况请以公司公告为准。 每经AI快讯，有投资者在投资者互动平台提问：公司大股东变更后，解放了体制的束缚，用程总的话 讲，是更团结、有理想一帮人，加上股权激励效应，团队应该更有活力放手一搏，为何在多个招投标项 目上屡屡败给对手？ ...

Core Viewpoint - The company asserts that it is not facing issues in winning bids, despite investor concerns regarding recent changes in major shareholders and team dynamics [1] Group 1: Company Performance - The company has been continuously securing orders this year from a diverse range of clients, including joint venture international automotive brands, leading domestic brands, new energy vehicle companies, and prominent unicorns [1] - The company emphasizes that there is no evidence to support claims of repeatedly losing bids to competitors [1] Group 2: Corporate Changes - Following the change in major shareholders, the company claims to have liberated itself from previous constraints, fostering a more united and ambitious team [1] - The introduction of stock incentive mechanisms is expected to enhance team vitality and motivation [1]

证券代码：002405 证券简称：四维图新 公告编号：2025-047 北京四维图新科技股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 关于公司独立董事辞职的公告 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。 北京四维图新科技股份有限公司（以下简称"公司"）董事会于近日收到李克强先生提交的辞职报告，李 克强先生因工作原因申请辞去公司第六届董事会独立董事及董事会提名委员会委员（主任委员）、审计 委员会委员职务，辞职生效后将不再担任公司任何职务。截至本公告日，李克强先生未持有公司股票。 李克强先生的辞职将导致公司董事会中独立董事人数占比低于三分之一，根据《上市公司独立董事管理 办法》《深圳证券交易所上市公司自律监管指引第1号一一主板上市公司规范运作指引》及《公司章 程》等相关规定，李克强先生的辞职申请将于公司股东大会选举产生新任独立董事之日起正式生效。在 公司股东大会选举产生新任独立董事之前，李克强先生将按照有关法律法规、规范性文件和《公司章 程》的规定继续履行独立董事相关职责，公司董事会将按照相关规定，尽快完成新任独立董事的补选工 作。 证券代 ...

、审 计委员会委员职务，辞职生效后将不再担任公司任何职务。截至本公 告日，李 克 强先生未持有公司股票。 李 克 强先生的辞职将导致公司董事会中独立董事人数占比低于 三分之一，根据《上市公司独立董事管理办法》《深圳证券交易所上 市公司自律监管指引第 1 号——主板上市公司规范运作指引》及《公 司章程》等相关规定，李 克 强先生的辞职申请将于公司股东大会选举 产生新任独立董事之日起正式生效。在公司股东大会选举产生新任独 立董事之前，李 克 强先生将按照有关法律法规、规范性文件和《公司 章程》的规定继续履行独立董事相关职责，公司董事会将按照相关规 定，尽快完成新任独立董事的补选工作。 证券代码：002405 证券简称：四维图新 公告编号：2025-047 北京四维图新科技股份有限公司 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。 北京四维图新科技股份有限公司（以下简称"公司"）董事会于近 日收到李 克 强先生提交的辞职报告，李 克 强先生因工作原因申请辞去 公司第六届董事会独立董事及董事会提名委员会委员（主任委员） 李 克 强先生在担任公司独立董事期间勤勉尽责、 ...

Core Viewpoint - Siwei Tuxin has recently announced the acquisition of several invention patents from the China National Intellectual Property Administration, indicating a strategic move to enhance its technological capabilities in the field of data processing and obstacle recognition [2]. Group 1: Patent Acquisition - The company, along with its subsidiaries Hefei Jiefa Technology Co., Ltd., Zhonghuan Satellite Navigation Communication Co., Ltd., and Wuhan Jiekai Technology Co., Ltd., has received invention patent certificates [2]. - The patents include "Pruning Method, Data Processing Method and Device" and "Obstacle Recognition Method, Device and Storage Medium" [2].

证券代码：002405 证券简称：四维图新 公告编号：2025-047 北京四维图新科技股份有限公司 关于公司独立董事辞职的公告 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。 北京四维图新科技股份有限公司（以下简称"公司"）董事会于近 日收到李克强先生提交的辞职报告，李克强先生因工作原因申请辞去 公司第六届董事会独立董事及董事会提名委员会委员（主任委员）、审 计委员会委员职务，辞职生效后将不再担任公司任何职务。截至本公 告日，李克强先生未持有公司股票。 李克强先生的辞职将导致公司董事会中独立董事人数占比低于 三分之一，根据《上市公司独立董事管理办法》《深圳证券交易所上 市公司自律监管指引第 1 号——主板上市公司规范运作指引》及《公 司章程》等相关规定，李克强先生的辞职申请将于公司股东大会选举 产生新任独立董事之日起正式生效。在公司股东大会选举产生新任独 立董事之前，李克强先生将按照有关法律法规、规范性文件和《公司 章程》的规定继续履行独立董事相关职责，公司董事会将按照相关规 定，尽快完成新任独立董事的补选工作。 李克强先生在担任公司独立董事期间勤勉尽责、客 ...

证券代码：002405 证券简称：四维图新 公告编号：2025-046 | 专利名称 | 专利号 | 专利申请日 | 专利类型 | 专利权人 | 专利简介 | | --- | --- | --- | --- | --- | --- | | 剪枝方法、数据处理 | ZL202011021829.1 | 2020-09-25 | 授权发明 | 四维图新 | 本发明提供一种剪枝方法、数据处理方法及设备。本发明实施例提 | | 方法及设备 | | | | | 供一种剪枝方法、数据处理方法及设备，以解决现有技术中由于神 | | | | | | | 经网络模型规模较大导致计算量较大以及内存占用较大的问题。 | | 障碍物识别方法、设 | ZL202011109223.3 | 2020-10-16 | 授权发明 | 四维图新 | 本申请涉及车辆避障技术，尤其涉及一种障碍物识别方法、设备及 | | 备及存储介质 | | | | | 存储介质。 | | 导航地图的更新方 法、装置及自动驾驶 | ZL202111070735.8 | 2021-09-13 | 授权发明 | 四维图新 | 本申请实施例涉及自动驾驶技术领域，尤其涉及 ...

Core Viewpoint - The article discusses the evolution and challenges faced by the company 四维图新 (Four-Dimensional Map) in the context of the competitive landscape shaped by major tech players like BAT (Baidu, Alibaba, Tencent) and the shift towards intelligent driving technologies. Group 1: Company Evolution - 四维图新 has undergone significant transformation since its IPO in 2010, facing intense competition from BAT, which has disrupted its core map business [4][10]. - The CEO, 程鹏, recognized the need to pivot from traditional map services to focus on intelligent driving, high-precision positioning, and automotive chips, leading to the divestment of unrelated business units [5][18]. - The company has faced financial challenges, reporting a revenue of 35.18 billion yuan in 2024, a 12.68% increase year-on-year, but still incurred a loss of 10 billion yuan [6][7]. Group 2: Competitive Landscape - The entry of internet giants into the map sector has been described as a "dimensionality reduction attack," making it difficult for traditional players like 四维图新 to compete [12][13]. - The concept of "no map" in autonomous driving, popularized by competitors, has been misinterpreted, impacting 四维图新’s market perception despite its advancements in high-precision mapping [6][57]. - The company has achieved a leading position in high-precision mapping but struggled to monetize this success due to market shifts towards "no map" solutions [6][26]. Group 3: Strategic Focus - The company has shifted its strategy to focus on becoming a new type of Tier 1 supplier in the automotive industry, emphasizing intelligent driving as its core business [18][38]. - 程鹏 emphasizes the importance of maintaining a long-term perspective, stating that the intelligent driving sector is a marathon, not a sprint, and that the company is committed to gradual growth and market share accumulation [75][76]. - The company is also exploring international markets and new product lines, including information security services, as part of its growth strategy [73][74].

Core Viewpoint - Siwei Tuxin (002405.SZ) has developed a comprehensive low-altitude economy solution through its subsidiary, Sixfen Technology, which includes high-precision positioning services, low-altitude flight licenses, low-altitude application scenarios, and a government low-altitude safety supervision platform. The company is actively pursuing project implementation and aims to secure more orders related to the low-altitude economy [1]. Group 1 - Sixfen Technology has formed a complete low-altitude economy solution [1] - The solution encompasses high-precision positioning services, low-altitude flight licenses, low-altitude application scenarios, and government safety supervision [1] - The company is engaging with multiple cities to promote project implementation [1] Group 2 - Sixfen Technology's high-precision positioning products are being applied in unmanned logistics vehicles and lawnmowers [1] - The company has provided services to several leading enterprises and is beginning to expand globally [1]

Industry Trends - The trend of "smart driving equality" is becoming crucial, with mid-to-high level assisted driving evolving from a "value-added service" to a "decisive factor" in the mass market [2] - Mid-level assisted driving features are expected to become standard in vehicles priced around 100,000 RMB, promoting the widespread adoption of assisted driving technology [2] - The chip industry is experiencing rapid growth driven by domestic companies accelerating their layout in the third-generation semiconductor field due to increasing cost pressures from U.S. export restrictions [2] Business Performance - The compliance business achieved a growth rate of 150% in 2024, with Q1 2025 also exceeding 100% growth [3] - The revenue for the intelligent cloud segment in 2024 is projected to be 2.254 billion RMB, reflecting a year-on-year growth of 28.96% [3] Product Development - The company is transitioning from a map provider to a data and model infrastructure provider for intelligent driving, with capabilities in behavior prediction and trajectory generation [4] - The SoC chip shipments have reached 90 million units, while MCU chip shipments have surpassed 70 million units, indicating strong market demand [6] Financial Metrics - The company’s revenue per employee is approximately 1.68 million RMB, representing an increase of over 50% year-on-year [8] - The profitability of intelligent driving solutions is influenced by order composition, including development costs and procurement costs, with a focus on achieving economies of scale [5] Regulatory Environment - Recent regulations aim to rectify the chaotic state of the intelligent connected vehicle industry, promoting high-quality development through stricter entry and testing requirements [6] - The commitment from major manufacturers to limit payment terms to 60 days will enhance cash flow and reduce financial costs for the company [6] Strategic Partnerships - The company collaborates with various cloud service providers to enhance its intelligent cloud business, covering key areas such as data security compliance and smart driving applications [16] Market Opportunities - The new national standards for two-wheeled vehicles, effective from September 2025, are expected to create new market demands for the company's SoC products [9] - The company is actively pursuing opportunities in the low-altitude economy, with a complete solution already in place [18]