Core Insights - Nanjing is actively developing a high-quality product group in the new energy vehicle sector, with a projected 45% year-on-year increase in production by mid-2025 [1] - The local tax authority is providing support to new energy vehicle companies, facilitating research and development, and ensuring compliance with tax policies [1] - Export tax rebates are significantly aiding companies in expanding their overseas markets, with one company reporting nearly 30 million yuan in tax rebates from January to August this year [2] - The establishment of a service team by the tax department aims to assist rural areas in understanding tax benefits related to new energy vehicle purchases [2] - Nanjing's new energy vehicle industry is experiencing robust growth, with one company reporting a revenue increase from 20 million yuan in 2013 to 2 billion yuan in 2023 [4] Group 1 - Nanjing's new energy vehicle production is expected to grow by 45% year-on-year by mid-2025 [1] - The tax department is actively supporting local companies in R&D and compliance, resulting in tax benefits of nearly 1 million yuan for one company over three years [1] - Export tax rebates are crucial for companies, with one reporting 30 million yuan in rebates, easing financial pressures and encouraging market expansion [2] Group 2 - The tax authority's youth service team is enhancing tax benefit awareness in rural areas, promoting new energy vehicle purchases [2] - Nanjing's new energy vehicle industry is thriving, with a company experiencing a 100-fold revenue increase over ten years [4] - The tax department's services are helping companies manage compliance risks and understand relevant policies [4]

Core Insights - The company, Zhongke Chuangda, is collaborating with Alibaba to promote the application of AI chip technology in the RISC-V field [1] Company and Industry Summary - Zhongke Chuangda is a council member of the Beijing Open Source Chip Research Institute [1] - The partnership with Alibaba focuses on leveraging AI chips to advance technology in the RISC-V sector [1]

Core Viewpoint - The company, Zhongke Chuangda, is launching an integrated AI glasses product called TurboX, which is designed using Qualcomm's Wear 5100+MCU, targeting the global market [1] Group 1: Product Features - The TurboX AI glasses feature an innovative dual-chip distributed architecture that excels in cost control compared to mainstream solutions in the market [1] - The product demonstrates significant improvements in power consumption performance [1] - The company's edge-side algorithms achieve millisecond-level response times, integrating AI capabilities such as voice recognition and image enhancement [1] Group 2: Application Scenarios - The AI glasses cover a variety of scenarios including schedule management and health analysis [1]

Core Viewpoint - The company has experienced rapid development in its mobile robot product series, focusing on autonomous robots, unmanned forklifts, and inspection robots [1] Group 1: Product Development - The company has developed self-research technologies and products ranging from hardware control modules to motion control, autonomous navigation, perception recognition, and cluster scheduling [1] - The integration of edge AI technology and multi-modal perception fusion recognition technology enables precise positioning and mixed navigation, allowing stable operation in complex environments [1] Group 2: Technological Advancements - The company has released a computing module for robots, establishing a comprehensive computing platform that covers from 12 TOPS to 80 TOPS [1] - This computing platform strengthens the hardware foundation for more efficient edge AI computing in Autonomous Mobile Robots (AMR), significantly enhancing the intelligence level of AMR [1]

Core Viewpoint - Zhongke Chuangda (300496.SZ) is collaborating with Alibaba to promote the application of AI chip technology in the RISC-V field, as stated on the investor interaction platform [1]. Group 1 - The company is a council member of the Beijing Open Source Chip Research Institute [1]. - The partnership with Alibaba focuses on leveraging its AI chips for technological advancements in the RISC-V sector [1].

Core Viewpoint - The trade friction has no impact on the company's business, and it will continue to monitor trade policies and adjust strategies accordingly [1] Company Summary - The company has stated that its product solutions possess strong competitiveness, enabling it to adapt to changes in the external environment [1]

格隆汇10月15日丨中科创达(300496.SZ)在投资者互动平台表示，目前看, 贸易摩擦对公司业务没有影 响。公司将持续关注相关贸易政策情况，并会对战略、业务进行积极的调整和适配。公司的产品解决方 案有较强的竞争力, 可以应对外部环境的变化。 ...

Core Viewpoint - Zhongke Chuangda's stock price has shown volatility, with a year-to-date increase of 18.63% but a recent decline of 9.13% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [1]. Financial Performance - For the first half of 2025, Zhongke Chuangda achieved a revenue of 3.299 billion yuan, representing a year-on-year growth of 37.44%, and a net profit attributable to shareholders of 158 million yuan, up 51.84% compared to the previous year [2]. - Cumulatively, since its A-share listing, Zhongke Chuangda has distributed a total of 774 million yuan in dividends, with 353 million yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Zhongke Chuangda decreased by 9.07% to 86,000, while the average number of circulating shares per person increased by 9.97% to 4,275 shares [2]. - The top circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.056 million shares, and E Fund's ChiNext ETF, which reduced its holdings by 203,800 shares [3]. Market Activity - On October 15, Zhongke Chuangda's stock price rose by 2.01% to 70.59 yuan per share, with a trading volume of 827 million yuan and a turnover rate of 3.23%, leading to a total market capitalization of 32.499 billion yuan [1]. - The net outflow of main funds was 10.119 million yuan, with significant buying and selling activity from large orders, indicating active trading interest [1]. Business Overview - Zhongke Chuangda, established on March 7, 2008, and listed on December 10, 2015, specializes in intelligent operating systems and edge intelligent products, with its revenue composition being 37.17% from software development, 31.38% from technical services, 29.20% from product sales, and 2.24% from software licensing [1]. - The company operates within the IT services sector and is involved in various concept sectors, including neural networks, AI multimodal, mixed reality, streaming media, and Huawei Harmony [1].

Core Viewpoint - The company has launched TurboX AI glasses, integrating both hardware and software solutions, targeting the global market [1] Group 1: Product Features - The TurboX AI glasses are built on Qualcomm's Wear 5100+ MCU, showcasing an innovative dual-chip distributed architecture [1] - This architecture offers superior cost control compared to mainstream solutions in the market and significantly improves power consumption performance [1] Group 2: AI Capabilities - The company's edge-side algorithms achieve millisecond-level response times [1] - The AI functionalities include voice recognition and image enhancement, catering to diverse scenarios such as schedule management and health analysis [1]

Core Viewpoint - The company has launched TurboX AI glasses, integrating both hardware and software solutions, targeting the global market [1] Group 1: Product Features - The TurboX AI glasses are built on Qualcomm's Wear 5100+MCU, featuring an innovative dual-chip distributed architecture [1] - This architecture offers superior cost control compared to mainstream solutions in the market and significantly improves power consumption performance [1] Group 2: AI Capabilities - The company's edge-side algorithms achieve millisecond-level response times [1] - The AI functionalities include voice recognition and image enhancement, catering to diverse scenarios such as schedule management and health analysis [1]