Core Viewpoint - The article discusses the transformation of industries through artificial intelligence (AI) and the strategic initiatives of Donghua Software and Dongtu Technology in this context [4][5]. Group 1: Dongtu Technology - Dongtu Technology emphasizes the importance of self-controllable underlying technologies for the future of industrial intelligence, with its AUTBUS becoming an IEC international standard [4]. - The Intewell industrial operating system developed by Dongtu Technology is fully compatible with domestic chips, showcasing a commitment to local technology [4]. - The company is focused on creating "embodied intelligence" to enable autonomous collaborative operations on production lines, aiming for a future where smart factories operate on domestically controlled communication protocols and operating systems [5]. Group 2: Donghua Software - Donghua Software adopts an "All in AI" strategy, integrating 25 years of industry experience with artificial intelligence to drive significant changes across various sectors [5]. - The company's AI-assisted diagnostic systems have been implemented in top institutions like Peking Union Medical College Hospital, demonstrating practical applications in healthcare [5]. - In sectors such as energy and finance, Donghua Software's AI predictive maintenance systems and risk control models are enhancing operational efficiency and security [5]. Group 3: Industry Trends - The exploration by both companies indicates that intelligence has shifted from being an optional enhancement to a necessary component of modern industry [5]. - Dongtu Technology focuses on foundational technologies like operating systems and deterministic networks to define future industrial standards, while Donghua Software integrates AI with specific industry knowledge to unlock data potential [5].

Core Viewpoint - Dongtu Technology's stock price has shown significant volatility, with a year-to-date increase of 79.53%, but recent trends indicate a decline over the past 20 and 60 days [1][2]. Group 1: Stock Performance - On November 28, Dongtu Technology's stock rose by 2.08%, reaching 20.61 CNY per share, with a trading volume of 114 million CNY and a turnover rate of 1.04%, resulting in a total market capitalization of 12.673 billion CNY [1]. - The stock has experienced a net inflow of 3.764 million CNY from main funds, with large orders contributing 27.2236 million CNY in purchases, accounting for 23.90% of total trading [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on April 2, where it recorded a net purchase of 215 million CNY [1]. Group 2: Company Overview - Dongtu Technology, established on March 27, 2000, and listed on September 27, 2012, specializes in the research, production, and sales of hardware devices in the industrial control network sector [2]. - The company's main business revenue breakdown is as follows: industrial network communication (68.97%), smart controllers and solutions (20.05%), and industrial operating systems and related software services (10.98%) [2]. - As of September 30, the number of shareholders decreased by 9.62% to 58,700, while the average circulating shares per person increased by 10.88% to 9,177 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, Dongtu Technology reported a revenue of 501 million CNY, reflecting a year-on-year decrease of 11.72%, while the net profit attributable to shareholders was -148 million CNY, showing a year-on-year increase of 1.32% [2]. Group 4: Dividend Information - Since its A-share listing, Dongtu Technology has distributed a total of 107 million CNY in dividends, with no dividends paid in the last three years [3].

Group 1 - The core viewpoint of the article highlights that Dongtu Technology's military product revenue is combined with civilian product revenue due to confidentiality requirements in the military industry [2] - The company benefits from the trends of national defense informatization and the localization of equipment, leading to stable overall development in its military business [2]

Core Viewpoint - The company is monitoring the development of 6G industry standards and technologies, planning to advance its related product research accordingly [2] Group 1 - The company responded to investor inquiries on November 27 regarding its focus on 6G technology [2] - Currently, there are no clear industry standards for 6G, prompting the company to stay updated on relevant developments [2] - The company intends to timely promote the research and development of its products related to 6G [2]

Group 1 - The company Dongtu Technology (300353) has announced that its Intewell operating system supports collaborative scheduling for drone formations, leveraging its core distributed computing technology [1] - The system is designed to meet the core scenario requirements of future distributed combat operations [1]

Core Viewpoint - Dongtu Technology is currently advancing its acquisition of Gaoweike, with details such as performance commitments pending completion of asset auditing and evaluation [1] Group 1 - The acquisition of Gaoweike is in progress, as confirmed by Dongtu Technology on November 27 during an interaction with investors [1] - Specific details regarding the performance commitments and other acquisition aspects will be disclosed in future formal announcements following the completion of the necessary audits and evaluations [1]

Group 1 - The company Dongtu Technology confirmed its investment in Chengdu Annu Intelligent on November 18 during an interaction with investors [2]

Core Viewpoint - Dongtu Technology stated that its stock price fluctuations are influenced by various factors, and the company's current operational order is normal with no undisclosed significant information [1] Group 1: Business Performance - The company is currently in a business restructuring phase, which has shown positive results [1] - The smart controller business has achieved large-scale orders in the semiconductor field this year [1] - As of the third quarter, the order amounts for smart controllers, industrial operating systems, and related software services increased by 87.55% and 13.63% respectively [1] Group 2: Revenue Growth - Revenue from smart controllers, industrial operating systems, and software services grew by 16.94% and 12.85% compared to the same period last year [1] - The company emphasizes a long-term sustainable development strategy to enhance overall value and core competitiveness [1] Group 3: Investor Communication - The company is committed to market value management and will maintain communication with investors through various means to convey its value [1]

Core Viewpoint - Dongtu Technology (300353) currently does not have direct quantum communication products, but its real-time operating system has potential adaptability for future quantum communication needs due to its microsecond-level real-time response and high reliability [1] Company Summary - Dongtu Technology's Hongdao Industrial Operating System is one of the few domestic real-time systems certified for the highest level of functional safety, featuring microsecond-level real-time scheduling and high reliability [1] - The company acknowledges that quantum communication technologies, such as quantum key distribution and quantum teleportation, have stringent requirements for system response and synchronization precision, which align well with the capabilities of its operating system [1] Industry Summary - The quantum communication field may generate future demand that could leverage the capabilities of real-time operating systems like those offered by Dongtu Technology, indicating a potential market opportunity [1]

Core Viewpoint - Dongtu Technology (300353) has indicated that its industrial operating system products provide foundational support for multi-equipment core systems in the defense sector, adapting to high-precision control scenarios [1] Group 1 - The company's industrial operating system products are primarily utilized in the defense field [1] - These products support multi-equipment core systems [1] - The systems are designed to adapt to high-precision control scenarios [1]