Group 1 - The company, Beijing Siwei Tuxin Technology Co., Ltd., and its subsidiary, Zhonghuan Satellite Navigation Communication Co., Ltd., have recently obtained an invention patent certificate from the National Intellectual Property Administration of China [1] - The acquisition of the patent is a result of the company's commitment to continuous innovation, which will enhance its intellectual property protection system and leverage its independent intellectual property advantages [1] - Although the patent acquisition will not have a significant impact on the company's recent production and operations, it will contribute to the establishment of a sustainable innovation mechanism and improve the company's core competitiveness [1]

证券日报网讯四维图新9月17日在互动平台回答投资者提问时表示，各家公司有各自不同的产品矩阵和 产品线规划，各有不同的生态位。杰发科技后续会继续在集成智能座舱与L2+级辅助驾驶功能方面，在 动力底盘、域控制器、新能源三电系统等场景，推进中高阶车规级芯片的量产与国产化替代。 （文章来源：证券日报） ...

Core Insights - The company, Siwei Tuxin, is focusing on the automotive electronic chip sector, with its subsidiary, Jiefa Technology, having achieved full automotive-grade certification for its two product lines, SoC and MCU [2][2][2] - The company plans to continue advancing in integrated smart cockpit and L2+ level assisted driving functions, while also promoting the mass production and localization of mid-to-high-end automotive-grade chips in various scenarios such as power chassis, domain controllers, and new energy three-electric systems [2][2][2] Industry Context - Automotive-grade chips must undergo rigorous reliability, safety, and environmental adaptability testing, making the certification process lengthy and the entry barriers high, which is a critical aspect of the domestic substitution process in the automotive electronic field [2][2][2] - The certification and mass production of SoC and MCU, which are core components for smart cockpits, assisted driving, and power control, signify that the company possesses strong competitiveness in the automotive-grade market [2][2][2]

证券代码：002405 证券简称：四维图新 公告编号：2025-058 北京四维图新科技股份有限公司 关于获得发明专利证书的公告 北京四维图新科技股份有限公司董事会 二〇二五年九月十七日 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。 3 近日，北京四维图新科技股份有限公司（以下简称"公司"或"四 维图新"）及下属公司中寰卫星导航通信有限公司（以下简称"中寰 卫星"）获得中国国家知识产权局颁发的发明专利证书，具体情况如 下： 1 | 专利名称 | 专利号 | 专利申请日 | 专利类型 | 专利权人 | 专利简介 | | --- | --- | --- | --- | --- | --- | | 一种数据集生成方 | ZL202011207275.4 | 2020-11-03 | | | 本申请公开了一种数据集生成方法、装置、数据模型训练方法、 | | 法、装置、训练方法、 | | | 授权发明 | 四维图新 | 存储介质及设备，属于图像分析及处理技术领域。本申请对第二 | | 介质及设备 | | | | | 数据集中数据的标注进行处理，避免数据集中未进行标注的 ...

Core Viewpoint - The company emphasizes the critical role of high-precision maps in intelligent driving, highlighting their importance in enhancing safety and navigation under complex conditions [1] Group 1: Importance of High-Precision Maps - High-precision maps effectively address navigation challenges in complex road conditions [1] - They provide a safety redundancy that overcomes limitations of vehicle visual systems related to distance and weather conditions [1] Group 2: National Strategy and Deployment - The company is aligned with the national strategy of "vehicle-road-cloud integration" by building a foundational platform for high-precision maps [1] - This platform supports multi-source updates and a rapid review system for vehicle-road-cloud projects, with pilot city deployments currently underway [1]

Group 1 - The core viewpoint of the article emphasizes the transformative opportunities and challenges in the manufacturing industry driven by digitalization and intelligent manufacturing [1] - The discussion at the forum highlighted the need for manufacturing companies to adopt a systematic and ecological strategic restructuring rather than relying solely on single-point technological breakthroughs [2] - The automotive industry is experiencing a significant shift towards intelligent manufacturing, with data-driven algorithms and software systems fundamentally changing traditional manufacturing models [2][3] Group 2 - Recommendations for the manufacturing sector include focusing on core technologies to mitigate external risks, deepening globalization efforts, and fostering an ecosystem of collaboration rather than isolated competition [4] - The automotive industry is entering a phase where intelligent manufacturing capabilities are critical, and investors should focus on companies that lead in standards and possess core technologies [5] - Strategic partnerships and collaborations are essential for success, as demonstrated by companies like Toyota, which emphasizes the importance of nurturing the entire industry ecosystem [5] Group 3 - The investment focus for manufacturing companies should shift towards enhancing their "investability" in the capital market, emphasizing sustainable growth and technological innovation [5] - Key investment strategies include concentrating on leading companies in core sectors, paying attention to non-financial indicators such as technology investment and global vision, and integrating investment approaches across different sectors [5]

Core Viewpoint - The company, 四维图新, indicated that its subsidiary, 杰发科技, has products such as TPMS (Tire Pressure Monitoring System) chips, but these contribute a small portion to its revenue [1] Product Lines - 杰发科技's two main product lines are automotive-grade MCUs (Microcontroller Units) and SoCs (System on Chips for cockpit systems) [1]

Core Viewpoint - Beijing Siwei Tuxin Technology Co., Ltd. (hereinafter referred to as "Siwei Tuxin") is planning to optimize its strategic layout and resource allocation by engaging in external investment activities, specifically participating in a new round of financing for PhiGent Robotics Limited [1] Group 1: Investment and Strategic Moves - Siwei Tuxin intends to participate in the financing of PhiGent Robotics Limited using cash and assets, aiming to integrate their intelligent driving businesses to provide comprehensive solutions to automotive enterprises [1] - The transaction is still in the planning stage, and further verification and negotiation are required, indicating uncertainty in the deal [1] Group 2: Company Background and Performance - PhiGent Robotics Limited is the parent company of Beijing Jianzhih Technology Co., Ltd., which specializes in high-level intelligent driving software algorithms for automotive companies [1] - Siwei Tuxin is a provider of intelligent automotive solutions, with a full-stack technology ecosystem covering high-precision maps, in-vehicle chips, intelligent driving, intelligent cockpits, and integrated vehicle-road-cloud solutions [1] - In the first half of 2025, Siwei Tuxin achieved revenue of 1.761 billion yuan, a year-on-year increase of 5.62%, while the net profit attributable to the parent company narrowed its losses, indicating significant improvement in operational efficiency [1]

Core Insights - The remote sensing surveying service industry in China is experiencing continuous growth due to the expanding application fields of geographic information and increasing demand for remote sensing data from downstream industries. The market size is projected to reach 23.6 billion yuan in 2024, representing an 8.8% year-on-year increase [1][7]. Industry Overview - Remote sensing surveying involves using sensors mounted on ground, aerial, and space platforms to gather electromagnetic wave signals for mapping terrain or specialized topics. The services can be categorized into ground, aerial, and space remote sensing surveying [3]. Industry Policies - A series of policies have been issued to promote the development of the remote sensing surveying service industry, including the August 2023 document aimed at enhancing the transformation and upgrading of the surveying and geographic information sector [4]. Industry Chain - The upstream of the remote sensing surveying service industry includes satellite manufacturing, aircraft manufacturing, drone manufacturing, and ground equipment manufacturing. The midstream consists of the remote sensing surveying services, while the downstream encompasses applications in autonomous driving, urban planning, traffic management, environmental monitoring, and resource investigation [5]. Industry Development - The rapid development of China's remote sensing satellite industry is evident, with the country launching over 160 remote sensing satellites in 2023, surpassing the United States for the first time. This growth supports the geographic information industry [6]. Competitive Landscape - The remote sensing surveying service industry is characterized by a large number of participants and a fragmented competitive landscape. The market has seen increased participation from private enterprises, with listed companies such as Aerospace Hongtu and Surveying and Mapping Co. entering the market [8]. Future Trends - The demand for smart city construction is expected to surge, driving the need for remote sensing surveying services for urban 3D modeling and underground pipeline digitization [10]. - Data processing in the remote sensing surveying service industry is becoming more intelligent and precise, leveraging technologies like artificial intelligence and big data [12]. - Data security and compliance requirements are becoming increasingly stringent, necessitating enhanced local data processing capabilities to ensure data safety [13].

Core Viewpoint - Minsheng Securities report indicates that Siwei Tuxin plans to invest in Jianzhih Robot, which is expected to lead to a comprehensive upgrade in its intelligent driving business [1] Company Summary - Jianzhih is a large-scale software algorithm company focused on mid-to-high level intelligent driving, providing advanced driving products based on Horizon's platform [1] - Jianzhih Robot's PhiGo assisted driving system has secured multiple mass production orders from leading OEMs and Tier-1 suppliers, with high-speed assisted driving solutions set for mass production soon and urban assisted driving solutions expected to scale by 2026 [1] - Siwei Tuxin continues to deepen its efforts in the integrated field of intelligent networking and vehicle-road-cloud, benefiting from the accelerated penetration of automotive intelligence and the trend of domestic MCU chip production [1] - The company's automotive-grade MCU chip business under Jiefa Technology is rapidly expanding, with growth potential gradually being released [1] - Siwei Tuxin has achieved a full-stack technology layout in intelligent driving, intelligent cockpit, intelligent chip, and intelligent cloud, with its ecological advantages becoming increasingly prominent [1] - The investment in Jianzhih Robot is expected to accelerate the development of its intelligent driving business, further solidifying its industry position [1]