Group 1: Robot Product Development - The company has established a product line for robots, including indoor/outdoor inspection robots, collaborative robots, and temperature measurement robots, with applications in port scenarios [2] - Continuous enhancement of key technologies such as motion control, positioning navigation, multi-modal perception, and human-robot interaction is being prioritized [2][3] - The company aims to expand the application of its robot products beyond ports to shopping malls and parks [2] Group 2: Humanoid Robot Progress - Significant investment in humanoid robot research is emphasized, focusing on the integration of wheeled and bipedal robots for security inspections and assistance in complex environments [3] - Progress has been made in autonomous navigation, intelligent recognition, and motion control for humanoid robots [3] - The company plans to deepen research in areas like large model interaction and dexterous manipulation while adapting to port scenarios [3] Group 3: Mergers and Acquisitions Strategy - The company is pursuing an external growth strategy through investments and acquisitions in fields such as embodied intelligent robots, AI models, and AI chips [4] - The approach is characterized by a focus on synergy with core business, steady advancement, and risk control [4] Group 4: Overseas Business Development - Tailored market strategies are being implemented based on regional conditions, with a focus on smart transportation and port solutions in countries along the Belt and Road [5] - In 2024, the company signed overseas sales orders exceeding 100 million yuan, enhancing brand influence and customer recognition in international markets [5] - The overseas business team has improved in structure and capability, providing strong support for future expansion [5]

证券代码：002990 证券简称：盛视科技 公告编号：2025-062 盛视科技股份有限公司 （三）招标人：广东省机场管理集团有限公司工程建设指挥部 （四）招标代理机构：国义招标股份有限公司 关于收到广州白云国际机场三期扩建工程口岸联检单位航站区 信息化系统工程（二标段）中标通知书的公告 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。 近期，盛视科技股份有限公司（以下简称"公司"）参与了广州白云国际机 场三期扩建工程口岸联检单位航站区信息化系统工程（二标段）（以下简称"项 目"、"本项目"）的投标，广东省公共资源交易平台公示了上述项目的中标候 选人，公司为第一中标候选人，具体内容详见 2025 年 5 月 7 日披露在巨潮资讯网 （http://www.cninfo.com.cn）的《关于广州白云国际机场三期扩建工程口岸联检单 位航站区信息化系统工程（二标段）中标候选人公示的提示性公告》（公告编号： 2025-056）。 近日，公司已取得项目的中标通知书，现将有关内容公告如下： 一、项目基本情况 （一）项目名称：广州白云国际机场三期扩建工程口岸联检单位航站区信 ...

Core Viewpoint - The company, 盛视科技, has recently won a bid for the information system engineering project at Guangzhou Baiyun International Airport's Phase III expansion, with a contract value of 187 million yuan [1] Group 1 - The company participated in the bidding for the port inspection unit's terminal area information system engineering (second section) [1] - The project includes facilities and information systems for border inspection and immigration management [1] - The awarded contract amount is 1.87 billion yuan [1]

Core Insights - The expansion of visa-free policies in China is creating unprecedented opportunities for the development of smart ports, with a 72.7% year-on-year increase in foreign visitors during the recent holiday period [1][2] - The implementation of smart technologies and AI is reshaping the entry and exit experience at ports, enhancing efficiency and management capabilities [1][2] Smart Upgrade - The latest visa-free policy covers 24 provinces, 60 ports, and 54 countries, accelerating the construction of smart ports [2] - The introduction of new systems has reduced normal international passenger clearance time to under 20 seconds, with a high-risk luggage identification accuracy of over 98% [2][4] - The push for smart port construction is now seen as essential for enhancing national image and optimizing the business environment [2][3] Industry Barriers Reshaped - The "no document required" passage has facilitated over 15 million entries and exits since its pilot launch, significantly improving clearance efficiency [4] - New technologies such as IoT, big data, and AI are providing the necessary support for the intelligent transformation of port clearance processes [4][5] Data Security and Profitability - The development of smart ports is driven by three main factors: the need for new port construction due to the Belt and Road Initiative, existing port business expansion, and product upgrades [7] - Data security remains a critical issue, especially in high-risk environments like ports, necessitating advanced biometric solutions and AI models to ensure accuracy and reliability [8] - Balancing investment and returns is a challenge, with R&D expenditures consistently above 10% of revenue, indicating a commitment to sustainable development [8][9]

Core Viewpoint - Shengshi Technology (002990) has made significant progress in the development of humanoid robots, which will be suitable for various scenarios such as passenger and vehicle inspections at ports, as well as ship inspections, and can be widely applied in diverse human-machine interaction settings [1] Company Summary - Shengshi Technology is advancing its humanoid robot research, indicating a focus on enhancing automation and efficiency in inspection processes at ports [1] - The company's robots are designed to adapt to multiple scenarios, showcasing versatility in applications [1] Industry Summary - The development of humanoid robots aligns with the growing trend of automation in various industries, particularly in logistics and transportation [1] - The ability to perform inspections through humanoid robots may lead to improved operational efficiency and safety in port operations [1]

Mergers and Acquisitions - Multiple companies are experiencing stock price increases due to merger and acquisition activities, with notable gains including Zongyi Co. at 10.10% and Daqimo at 10.06% [2][3] - New entrants in the market such as Binhai Energy and Jinhongshun also saw significant increases of 10.00% and 9.98% respectively, attributed to similar merger activities [2] - The trend continues with companies like Huayuan Real Estate and Hunan Development achieving first board listings with gains of 9.94% and 9.97% [3] Shipping and Ports - Following the implementation of tariff adjustments between China and the US, there has been a surge in container bookings from China to the US, positively impacting shipping and port stocks [4] - Nanjing Port, Ningbo Shipping, and Lianyungang have all recorded five consecutive days of price increases, with gains of 9.97%, 10.04%, and 10.07% respectively [4][6] Robotics - The robotics sector is gaining attention, with Nvidia's CEO indicating that all mobile devices will become robots, potentially revolutionizing the industrial sector [7] - Companies like Zhongchao Holdings and Xinlong Health have seen stock increases of 10.13% and 10.01% respectively, driven by advancements in robotics [8] Chemical Products - Recent price hikes in chemical products such as dibutyl phthalate and hydroxyl esters have drawn market attention, benefiting companies like Zhongyida and Youfu Co. with stock increases of 9.99% and 10.04% [10][11] Food and Beverage - The release of new regulations by the Ministry of Commerce and the National Development and Reform Commission is expected to boost the food and beverage sector, with stocks like Jiaoda Angli and Baihe Co. seeing gains of 10.00% and 10.01% [12][15] Military and Aerospace - The debut of the "Jiutian" drone at the 15th China Airshow is anticipated to enhance the military sector, with companies like Chengfei Integration and Lijun Co. achieving stock increases of 10.00% and 10.02% [16][19] Nuclear Power - The announcement of procurement projects by China Fusion Energy Co. is expected to stimulate the nuclear power sector, benefiting companies like Wangzi New Materials and Baili Electric with stock increases of 9.99% and 9.92% [16][17] Venture Capital - Recent regulatory changes encouraging private equity participation in mergers and acquisitions are positively impacting venture capital stocks, with companies like Jiuding Investment and Electronic City seeing gains of 10.01% and 9.90% [19] Pet Economy - The pet economy is projected to grow significantly, with companies like Yuande Pet and Tianyuan Pet achieving stock increases of 9.98% and 20.00% [20][21] Carbon Fiber - Price increases in carbon fiber products have been reported, benefiting companies like Jilin Chemical Fiber with a stock increase of 10.04% [22][23] Smart Driving - The Ministry of Industry and Information Technology's push for mandatory standards in smart connected vehicles is expected to drive growth in the automotive sector, with companies like Wan'an Technology and Luchang Technology seeing stock increases of 10.00% [26][27] Rare Earth Permanent Magnets - Tightening supply of rare earth materials due to export controls has led to price increases, benefiting companies like Huayang New Materials and Jiuwu High-Tech with stock increases of 10.10% and 20.02% [28][29] Huawei Harmony - Huawei's upcoming product launch is expected to positively impact related stocks, with companies like Dongfang Zhongke and Dahua Intelligent seeing stock increases of 10.01% and 9.94% [30]

关于取得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： 证券代码：002990 证券简称：盛视科技 公告编号：2025-061 盛视科技股份有限公司 上述发明专利为公司自主研发取得，是公司持续创新的成果，上述发明专利 的取得将对公司巩固在相关领域的优势具有积极影响，同时有利于公司进一步完 善知识产权保护体系，充分发挥自主知识产权优势，促进技术创新，提升公司核 心竞争力。 公司将严格依照办理登记手续通知书的内容办理登记手续。在按期办理登记 手续后，国家知识产权局将作出授予专利权的决定，颁发发明专利证书，并予以 登记和公告。 特此公告。 盛视科技股份有限公司 董事会 2025 年 5 月 17 日 | 发明创造名称 | 申请号/专利号 | 专利类型 | 专利权人 | | --- | --- | --- | --- | | 集装箱检测系统及检测方法 | 202210311051.0 | 发明专利 | 盛视科技股份有限公司 | ...

证券代码：002990 证券简称：盛视科技 公告编号：2025-060 盛视科技股份有限公司 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。 盛视科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 10 日、2025 年 5 月 7 日召开第三届董事会第二十七次会议和 2024 年年度股东大会，审议通 过了《关于回购注销部分限制性股票的议案》。鉴于公司 2021 年限制性股票激 励计划（以下简称"2021 年激励计划"）的 5 名预留授予激励对象和 2024 年限 制性股票激励计划的 1 名首次授予激励对象因个人原因离职不具备激励对象资 格，另有 2021 年激励计划的 1 名预留授予激励对象放弃其已获授但尚未解除限 售的限制性股票的权益，公司将对上述 7 名激励对象已获授但尚未解除限售的合 计 2.975 万股限制性股票予以回购注销。 本次回购注销完成后，公司股份总数将由 261,307,388 股减少至 261,277,638 股，注册资本将由 261,307,388 元减少至 261,277,638 元。《关于回购注销部分限 制性股票的公告 ...

本次回购注销完成后，公司股份总数将由 261,307,388 股减少至 261,277,638 股，注册资本将由 261,307,388 元减少至 261,277,638 元。《关于回购注销部分限 制性股票的公告》（公告编号：2025-046）具体内容详见 2025 年 4 月 12 日《证 券时报》及巨潮资讯网（http://www.cninfo.com.cn）。 本次公司回购注销限制性股票将涉及注册资本的减少，根据《中华人民共和 国公司法》等相关法律、法规的规定，公司特此通知债权人。公司债权人自本公 告披露之日起 45 日内，有权要求公司清偿债务或者提供相应的担保。债权人未 在规定期限内行使上述权利的，不会因此影响其债权的有效性，相关债务（义务） 将由公司根据原债权文件的约定继续履行。公司债权人如要求本公司清偿债务或 提供相应担保的，应根据《中华人民共和国公司法》等法律、法规的有关规定向 公司提出书面要求，并随附有关证明文件。 特此公告。 盛视科技股份有限公司 证券代码：002990 证券简称：盛视科技 公告编号：2025-060 盛视科技股份有限公司 关于回购注销部分限制性股票的减资公告 本公司及董事会 ...

证券代码：002990 证券简称：盛视科技 公告编号：2025-059 盛视科技股份有限公司 关于取得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： | 发明创造名称 | 申请号/专利号 | 专利类型 | 专利权人 | | --- | --- | --- | --- | | 自动换胶装置、施封贴标机及 | 202110529237.9 | 发明专利 | 盛视科技股份有限公司 | | 自动换胶方法 | | | | 上述专利的具体介绍如下： 该发明提供了一种自动换胶装置、施封贴标机及自动换胶方法，通过在同一 套施封装置上同时集成多个胶带盘结构，实现全自动更换胶带，有效解决胶带量 少、用完需人工更换的问题。该技术方案与施封贴标机有机结合，可实现胶带自 动续接，断胶带自动替换等工作，实现无人化智能施封。该专利所涉及的技术方 案目前已广泛用于机场、口岸等对托运行李自动查验施封的场景。 上述发明专利为 ...