Group 1 - The company has completed the domestic layout of all categories of payment terminals, security terminals, and water and electricity energy terminals [1] - The company has also achieved compatibility with domestic innovation for servers (including virtualization software), operating systems, and databases [1]

Core Viewpoint - The company XinKaipu has developed the Xingpu X1 integrated machine, which utilizes the Xingpu large model to achieve industry-leading standards in educational vertical scenarios, providing a one-stop model service and intelligent agent service for higher education institutions [1] Group 1 - The Xingpu X1 integrated machine meets the needs of schools in teaching, management, and service scenarios [1] - The model and application software within the Xingpu X1 are independently developed, while the hardware is sourced externally [1]

Core Viewpoint - The company is actively researching applications of biometric recognition technology, specifically focusing on palm vein recognition technology, which has already been deployed in various institutions [1] Group 1 - The company has launched terminal products based on palm vein recognition technology into the market [1] - The technology has been implemented in clients such as the University of Science and Technology of China and Beijing University of Science and Technology [1]

Core Viewpoint - The trade war is seen as a long-term benefit for Xinkai Pu's domestic production business, driven by policy-induced market demand and the trend of domestic substitution, providing growth opportunities for the company [1] Summary by Relevant Categories Company Impact - Xinkai Pu's domestic production business is positively influenced by the trade war, which creates a favorable environment for growth [1] Market Trends - The market demand driven by policies and the trend of domestic substitution are identified as key factors supporting the company's business growth [1]

Group 1 - The company XinKaipu (300248) reported that as of October 10, 2025, the total number of shareholders, combining both ordinary accounts and margin trading credit accounts, is 41,176 [1]

Core Viewpoint - The company has developed and deployed palm vein recognition technology in various applications, indicating a commitment to advancing biometric technology [2] Company Summary - The company, Newcap (300248.SZ), has been actively researching biometric technology applications [2] - Products based on palm vein recognition technology have been launched and are currently in use at institutions such as the University of Science and Technology of China and Beijing University of Science and Technology [2]

Core Viewpoint - The company has stated that it is currently not involved in the research and development of MCU chips [1] Group 1 - The company made a public statement on October 16 regarding its current activities [1]

格隆汇10月16日丨新开普(300248.SZ)在投资者互动平台表示，公司目前未涉及MCU芯片研发。 （原标题：新开普(300248.SZ)：未涉及MCU芯片研发） ...

Group 1 - Newcap's stock price has declined for three consecutive days, with a total drop of 7.51% during this period, currently trading at 12.20 CNY per share [1] - The company has a total market capitalization of 5.811 billion CNY and a trading volume of 114 million CNY, with a turnover rate of 2.26% [1] - Newcap's main business includes smart card system solutions and related software and hardware products, with revenue contributions from various segments: 36.82% from smart campus solutions, 32.53% from smart government and enterprise solutions, 20.12% from operation and maintenance services, and 10.52% from smart campus cloud platform solutions [1] Group 2 - Huatai Fund's ETF, which holds Newcap as its ninth largest position, reduced its holdings by 1,600 shares in the second quarter, now holding 12,800 shares, representing 0.37% of the fund's net value [2] - The fund has experienced a floating loss of approximately 3,712 CNY today and a total floating loss of 12,700 CNY during the three-day decline [2] - The Huatai Fund's ETF was established on September 13, 2023, with a current size of 52.1346 million CNY and has achieved a year-to-date return of 32.5% [2]

Core Insights - The company has significantly increased the speed and quantity of its AI-related business projects, focusing on market expansion and opportunity conversion to achieve solid performance returns [1] - The company has developed a specialized large language model for higher education, named "Xingpu Model," based on Alibaba's Tongyi Qianwen model, which has been registered and implemented in several universities [1] Group 1 - The company is concentrating on transforming growth momentum into tangible performance returns [1] - The "Xingpu Model" has been launched in institutions such as Northwest Minzu University and Shanghai Electric Power University [1] - The company has completed the registration of the "Xingpu Model" with the registration number Henan-XingPu-202505200004 [1] Group 2 - An investor inquired about the cumulative amount of AI-related orders and whether it has exceeded expectations compared to the beginning of the year [3] - The investor also asked about the commercial transformation achieved with the education vertical model developed in collaboration with Alibaba Cloud and the increase in average revenue per school compared to traditional solutions [3] - The inquiry highlighted the potential impact of these data points on the company's performance improvement in the second half of the year [3]