Core Viewpoint - The company has recently received a notification from the National Intellectual Property Administration granting it a patent for an invention [1] Group 1 - The company is 盛视科技 (Shengshi Technology) with stock code 002990.SZ [1] - The notification pertains to the granting of an invention patent [1]

证券代码：002990 证券简称：盛视科技 公告编号：2025-120 该发明采用多个深度学习模型对文本进行处理，包括文本检测、角度检测、 字符分割、字符识别，通过联合应用这些模型，实现对多角度多排列方式文本的 精准识别，采用轻量高效网络，兼顾识别精度与速度。该技术方案可应用于人形 机器人、数字人、翻译机、服务机器人等系列产品。 2.一种基于知识回顾蒸馏的虹膜检测方法及系统 该发明通过在知识蒸馏过程中引入注意力融合模块和层次上下文丢失模块， 同时学生模型各层也对教师模型的前层信息进行回顾，实现对虹膜检测教师模型 的高效蒸馏，得到轻量化且高精度的虹膜检测学生模型用于最终的推理。该轻量 化虹膜检测模型可高效运行于移动端或者边缘计算设备，如智能手机、移动执法 终端、口岸查验通道、门禁系统等。 3.危险品识别方法、装置及存储介质 盛视科技股份有限公司 关于取得多项授予发明专利权通知书的公告 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。 盛视科技股份有限公司（以下简称"公司"）于近日收到国家知识产权局下 发的《授予发明专利权通知书》，具体情况如下： | 序号 | 发明 ...

Group 1 - The company, Shengshi Technology, indicated on an interactive platform that it will consider introducing strategic investors based on business needs and long-term development factors [2]

11月26日，盛视科技与专注于人形机器人领域的松延动力（北京）科技有限公司达成战略合作，并签署 战略合作协议，以技术互补为支点、以资源整合为杠杆，构建"研发—生产—场景—市场"全链路协同体 系。未来，随着双方协作的持续深化，公司有望加速在教育、康复、服务等多个细分赛道的破局。 ...

Core Insights - The article discusses the advancements in smart port technology driven by Shengshi Technology, highlighting the transition from traditional border control methods to a more integrated and efficient system using facial recognition and AI technologies [2][3][4]. Group 1: System Reconstruction - Shengshi Technology is focusing on a system-level reconstruction of smart ports, moving beyond single-point technology applications to a comprehensive solution that integrates data platforms and business systems for seamless passenger processing and cargo supervision [3]. - The company has developed a modular architecture for its smart port system, allowing for flexible configuration based on the unique needs of different ports, which supports future business growth and technological changes [4]. Group 2: Robotics Product Matrix - The advancements in smart port systems have laid the groundwork for Shengshi Technology to expand its robotics business, transitioning from a single product line to a core strategic foundation [5]. - The company is redefining the value of robots by integrating multiple functionalities, such as surveillance and emergency response, into a cohesive system that enhances security and operational efficiency [6]. Group 3: Exploring Consumer Markets - Shengshi Technology is shifting its focus towards the consumer market, actively pursuing opportunities in the consumer robotics sector, including humanoid robots for companionship and education [7]. - The company has acquired assets from Aldebaran, including the Nao and Pepper robots, as part of its strategy to enhance its humanoid robot offerings, although it faces challenges in product positioning and market integration [7][8]. Group 4: Innovation and Strategy - The company plans to establish an AI innovation division to support the development of new consumer products, emphasizing the importance of long-term competitiveness and user experience over immediate market entry [8].

Group 1: Company Developments - Shengshi Technology aims to transition from being a device supplier to a comprehensive solution provider for smart ports, integrating AI technologies to enhance operational efficiency [6][10][11] - Ruiming Technology has successfully transformed from a hardware provider to a software-driven solution provider, achieving a net profit growth of over 180% in a challenging market environment [23][24][26] - Hainan Rubber is evolving into the world's largest natural rubber supply chain multinational, focusing on deep processing, high-end products, and internationalization to enhance profitability [9][36][38] Group 2: Technological Innovations - Shengshi Technology is developing a modular smart port operating system that integrates AI, IoT, and robotics to streamline customs processes and improve efficiency [11][12][13] - Ruiming Technology has established a three-tier R&D system that enhances product safety through AI-driven solutions, significantly improving research efficiency and reducing costs [25][26][27] - Hainan Rubber has introduced intelligent rubber tapping machines, increasing productivity from 30% to over 80% of manual labor output, thus modernizing its production methods [34][35] Group 3: Market Strategies - Shengshi Technology is expanding into the consumer market by acquiring assets related to humanoid robots, aiming to create AI companions for educational and entertainment purposes [15][16] - Ruiming Technology is focusing on global expansion, with overseas revenue expected to rise from 30% in 2019 to 70% by 2025, and plans to enhance its supply chain resilience through local production [29][30][31] - Hainan Rubber is leveraging policy advantages from the Hainan Free Trade Port to optimize its trade network and enhance its position in the global rubber market [40]

Group 1 - The People's Bank of China announced a 1 trillion yuan MLF operation to maintain liquidity in the banking system, set to take place on November 25, 2025 [2] - The National Energy Administration reported that as of October, the total installed power generation capacity reached 3.75 billion kilowatts, a year-on-year increase of 17.3%, with solar power capacity growing by 43.8% [6] - The Shanghai Municipal Government issued measures to promote the digital transformation of the pharmaceutical industry, encouraging the integration of AI technology across the entire industry chain [4] Group 2 - Xiaomi Group's controlling shareholder Lei Jun invested approximately 100 million Hong Kong dollars to increase his stake in the company [6] - Alibaba's AI assistant Qianwen APP surpassed 10 million downloads within a week of its public testing [9] - Shanghai Port Bay's commercial space business and perovskite solar business accounted for less than 1% of the company's revenue [10] Group 3 - The stock of *ST Suwu has seen a continuous limit-up for four days, indicating potential market overheating and irrational speculation [12] - Longpan Technology signed a significant contract with a total sales amount exceeding 45 billion yuan [24] - The stock of Hualong Holdings is set to be suspended from trading due to the first major shareholder planning a change of control [25]

Group 1 - The company confirmed that its domestic and international information systems operate within the client's local area network, meaning no client information is connected to the company's servers [2] - The company does not acquire, store, or process any client information, indicating that it does not form any data assets from client interactions [2]

Group 1: Company Strategy and Product Development - The company is actively optimizing the layout of humanoid robots in education, rehabilitation, and companionship applications, aiming for a full lifecycle service from childhood to elderly care [2][3][7]. - The new generation NAO7 robot is expected to be launched soon, featuring a comprehensive upgrade in perception, computation, and interaction capabilities, enhancing environmental adaptability and understanding of the physical world [3][7][9]. - The company has acquired relevant assets of the NAO robot from Aldebaran and is establishing a subsidiary in France to operate these assets, integrating the original core team to enhance supply chain and R&D mechanisms [6][7]. Group 2: Financial Performance and Accounts Receivable - The company has faced delays in accounts receivable due to extended settlement cycles, leading to significant asset impairment provisions that impact net profit [5][9]. - A special team has been established to enhance the collection of accounts receivable, with the potential to reverse previous impairment provisions, thereby increasing current profits [5][9]. - The company is listed on multiple local government debt relief lists, indicating ongoing efforts to manage financial obligations effectively [5]. Group 3: Market Opportunities and Future Plans - The company has successfully completed major information technology projects in Hainan, which are crucial for the region's free trade zone operations, and will continue to follow up on related projects [8][10]. - There are plans to disclose new large contracts or milestones in humanoid robot production in Q4 2025, contingent on meeting disclosure standards [5][8]. - The company is exploring collaborations with its invested companies, such as Yizhu Technology and Shishi Technology, to enhance product development and market reach [3][9]. Group 4: Product Line and Market Position - The company has established a diverse product line, including inspection robots, collaborative robots, and temperature measurement robots, with applications in port scenarios [10]. - The company holds a 0.9525% stake in Beijing Nanwei Technology, which focuses on advanced AI chips for data centers and cloud computing [9]. - The company is committed to expanding its business scope, including investments in embodied and toy robots, despite potential short-term impacts on profit margins [9].

Market Overview - The computer equipment sector saw a slight increase of 0.02% on November 17, with Zhongfu Information leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Zhongfu Information (300659) closed at 17.82, up 20.00% with a trading volume of 357,300 shares and a transaction value of 605 million [1] - Dahua Intelligent (002512) closed at 5.90, up 10.07% with a trading volume of 2,631,700 shares and a transaction value of 1.519 billion [1] - Meishi Technology (001229) closed at 40.76, up 10.01% with a trading volume of 46,100 shares and a transaction value of 183 million [1] - Other notable performers include Shengshi Technology (002990) up 9.99%, Zhaori Technology (300333) up 7.30%, and Suzhou Keda (603660) up 6.94% [1] Capital Flow - The computer equipment sector experienced a net inflow of 421 million from institutional investors, while retail investors saw a net outflow of 263 million [2] - The main capital inflow and outflow for specific stocks indicate varying investor sentiment, with Dahua Intelligent seeing a net inflow of 333 million from main capital but a net outflow from retail investors [3] Individual Stock Analysis - Dahua Intelligent (002512) had a main capital net inflow of 333 million, representing 21.94% of its total trading, while retail investors had a net outflow of 1.93 billion [3] - Zhongfu Information (300659) had a main capital net inflow of 105 million, accounting for 17.31% of its trading, with retail investors experiencing a net outflow of 659.5 million [3] - Shengshi Technology (002990) saw a main capital net inflow of 119 million, which is 25.30% of its trading, while retail investors had a net outflow of 684.5 million [3]